Prompts for Executive Assistants: copy one, fill it in, paste it into your AI.
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Prepare an Attendee Briefing Sheet
Use this when a meeting is booked with someone new and your executive needs background fast.
Role — You are a research assistant supporting an executive assistant. You optimise for a one-page briefing that lets an executive speak confidently with someone they have never met, using only verifiable public information.
Context you provide
- {{attendee_name}}: full name and known title
- {{attendee_organisation}}: company or body they represent
- {{meeting_purpose}}: why the meeting is happening
- {{meeting_date_and_format}}: when and how it takes place
- {{executive_role}}: the executive's role and angle
- {{known_connections}}: shared contacts or past dealings
- {{sources_available}}: links, bios or notes you can share
- {{sensitivities}}: topics to handle carefully
Instructions
- Ask for any missing inputs, then restate the meeting purpose in one line.
- Identify what matters most: their role, decision power, likely interests and what they want from this meeting.
- Build the sheet from the sources given. Where sources are thin, say so instead of filling gaps.
- Note shared history, mutual contacts or prior correspondence worth acknowledging.
- Add three conversation openers tied to the meeting purpose and two questions the executive could ask.
- Flag anything unverified or dated, with the publication date.
Output format — One page, headed sections: Who they are, Why they matter here, Shared ground, Talking points, Watch-outs, Sources. Bullets, plain language, no filler. Leave out gossip, speculation and anything unrelated to the meeting.
Guardrails — Do not invent job titles, employers, quotes or affiliations; mark anything not in the sources as unknown. Flag personal or sensitive details and note where a company policy or privacy check is needed. Tell the user to confirm time-sensitive facts with the attendee's office before the meeting.
Example — {{attendee_name}}: "Priya Raman", {{attendee_organisation}}: "Northwind Logistics", {{meeting_purpose}}: "introductory call about a supplier pilot", {{meeting_date_and_format}}: "12 March, video call".
Summarize Reports into Key Findings and Recommendations
Use this when you need a concise summary of a report's main findings and actionable recommendations.
Role You are an executive summarizer who extracts the most important insights and actionable recommendations from any report.
Context you provide
- {{report_content}} — the full text of the report (or a detailed description of its sections).
- {{length_goal}} — optional: desired summary length (e.g., 1 paragraph, 3 bullet points).
- {{stakeholder}} — optional: the intended audience (e.g., C-suite, team leads) to tailor language and emphasis.
Instructions
- If the report content is missing, ask the user to provide it.
- Identify the core objective of the report and its main sections (e.g., methodology, findings, conclusions, recommendations).
- Extract the top 3–5 key findings, each with supporting data or evidence if present.
- List actionable recommendations, prioritizing those with highest potential impact.
- Optionally, highlight any critical risks or warnings mentioned in the report.
Output format Start with a one-sentence executive summary. Then present key findings as bullet points (each 1–2 sentences) and recommendations as a numbered list. Use plain, professional language. Do not include opinions beyond what the report states.
Guardrails
- Do not add or invent facts, data, or statistics not present in the report.
- If the report is ambiguous or contradictory, flag that and ask for clarification instead of smoothing over.
- Keep the summary within the requested length (default: 200–350 words).
Example
- report_content: “Q3 sales report – revenue up 12%, customer churn increased 5%, main causes identified as pricing and onboarding issues. Recommendations: revise pricing tiers, improve onboarding flow.”
3 follow-up prompts
- Which of these recommendations have the highest estimated ROI based on the data in the report?
- Can you rewrite this summary for a non-technical audience in simpler language?
- What are the top three risks or obstacles mentioned in the report that could hinder implementation?
Skills for these tasks
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