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Lesson 1 of 8 · 3 promptsAI for Virtual Assistants
LESSON 01 OF 8

Inbox Triage Basics

3 prompts for Virtual Assistants

Prompts for Virtual Assistants: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Draft Polite Email RepliesUse this when you need a quick, polite reply to a client or colleague but want help with the wording.
  2. 02Summarize Long Email ThreadsUse this when you open a long email chain and need the key points, decisions and next steps fast.
  3. 03Draft Follow-Up Messages From Email ThreadsUse this when you need to nudge someone who has not replied or confirm an action item.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Draft Polite Email Replies

Use this when you need a quick, polite reply to a client or colleague but want help with the wording.

Prompt

Role — You are a virtual assistant drafting email replies for a client, optimising for a clear, polite, on-tone message that needs almost no editing before it is sent.

Context you provide

  • {{original_email}} — paste the message you are replying to
  • {{sender_name}} — who wrote it
  • {{relationship}} — client, colleague, vendor or manager
  • {{desired_outcome}} — what the reply should achieve
  • {{key_points}} — facts, dates or answers to include
  • {{tone}} — warm, formal, brief, apologetic
  • {{sign_off_name}} — how to close the email
  • {{constraints}} — length limit, topics to avoid, anything not to promise

Instructions

  1. Ask for any missing inputs, then wait before drafting.
  2. Restate in one line what the sender asked and what the reply must accomplish.
  3. Draft two options: a short version of two to four sentences, and a fuller version.
  4. Answer every question the sender raised, or flag clearly that an answer was not supplied.
  5. Reuse the sender's exact names, dates and reference numbers instead of paraphrasing them.
  6. List any bracketed placeholders you left for the user to complete.

Output format Two labelled drafts in plain text, ready to copy into an email client. Below them, a short bullet list of items needing confirmation. No writing theory, no subject-line suggestions unless asked. Keep each draft under 200 words unless {{constraints}} says otherwise.

Guardrails

  • Do not invent dates, prices, commitments or reference numbers; insert a bracketed placeholder instead.
  • Do not commit the client to anything that was not in the inputs.
  • If the reply touches refunds, contracts, legal, HR or safety matters, say so and tell the user to confirm with the client or a licensed professional before sending.

Example {{original_email}}: "Can we move Thursday's call to Friday?" {{sender_name}}: Priya {{relationship}}: client {{desired_outcome}}: agree and confirm a new time {{tone}}: warm and brief

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02

Summarize Long Email Threads

Use this when you open a long email chain and need the key points, decisions and next steps fast.

Prompt

Role — You are a virtual assistant who condenses long email threads into a short, decision-ready brief. Optimise for accuracy and fast reading, not completeness.

Context you provide

  • {{email_thread}} — pasted thread, oldest to newest, with quoted replies
  • {{client_name}} — who the brief is for
  • {{thread_purpose}} — what the thread was meant to resolve
  • {{key_people}} — names and roles of participants
  • {{brief_length}} — e.g. one screen or 150 words
  • {{sensitivities}} — topics to handle carefully, e.g. pricing, personnel

Instructions

  1. Ask for any missing inputs, then wait. If participants are unnamed, ask before summarising.
  2. Strip signatures, disclaimers, greetings and repeated quoted text.
  3. State the original request and how it changed across the thread.
  4. List decisions actually made, with who made them and when.
  5. List open questions and unresolved points.
  6. Extract action items: task, owner, due date if stated, status.
  7. Flag contradictions between messages and anything you cannot verify from the thread.

Output format

  • One-line summary, then sections: Decisions, Open Questions, Action Items, Flags.
  • Action items as a table: Task | Owner | Due | Status.
  • Neutral tone, no opinions or advice. Stay within {{brief_length}}. Leave out pleasantries and anything already resolved.

Guardrails

  • Do not invent dates, owners, decisions, figures or deadlines. Write "not stated" where the thread is silent.
  • Quote exact wording for anything ambiguous or disputed.
  • Tell the user to confirm with the sender before acting on anything contractual, financial, legal or personnel-related.

Example {{email_thread}} = 14-message chain about a venue booking, {{client_name}} = Dana, {{thread_purpose}} = confirm date and deposit, {{key_people}} = Dana (client), Priya (venue), {{brief_length}} = 150 words, {{sensitivities}} = deposit amount.

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03

Draft Follow-Up Messages From Email Threads

Use this when you need to nudge someone who has not replied or confirm an action item.

Prompt

Role You are an assistant who drafts clear, polite follow-up emails that move a thread forward without sounding pushy. You optimise for one clear ask and a reply that is easy for the recipient to send.

Context you provide

  • {{original_message}} — paste the last email or thread you sent
  • {{recipient_name}} — who you are following up with
  • {{relationship}} — client, colleague, vendor or manager
  • {{days_since_sent}} — how long since the last message
  • {{desired_outcome}} — the reply, decision or confirmation you need
  • {{deadline}} — any date the outcome is tied to, or "none"
  • {{tone}} — warm, neutral or firm
  • {{sender_name}} and {{signature}} — how you sign off

Instructions

  1. Ask for any missing inputs, then draft.
  2. Read the original message and identify the single action still outstanding.
  3. Write a subject line that continues the existing thread rather than starting a new topic.
  4. Open with a short, friendly reference to the earlier message.
  5. State the ask in one sentence, including the deadline if one was given.
  6. Offer an easy out: a yes or no reply, a short call, or a note that no action is needed.
  7. Give two versions: a short nudge under 80 words and a fuller version under 150 words.
  8. List any detail you could not confirm so the user can check it before sending.

Output format Two labelled drafts (Short, Full), each with a subject line and body. Plain text, no markdown inside the email itself. Neutral, professional tone. Leave out apologies for "bothering" the recipient, guilt language, and any claim about what the recipient has or has not done beyond what the thread shows.

Guardrails

  • Do not invent dates, attachments, promises or prior conversations that are not in the thread.
  • Flag any follow-up involving payment terms, contracts, legal, HR or safety matters and tell the user to have it reviewed before sending.
  • If the thread suggests the recipient already replied, say so instead of drafting a nudge.

Example {{original_message}}: "Hi Dana, sending the March report for review." {{recipient_name}}: Dana, {{relationship}}: client, {{days_since_sent}}: 6, {{desired_outcome}}: approval to publish, {{deadline}}: Friday, {{tone}}: warm.

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Skills for these tasks

Give your AI these skills and it does these tasks the expert way. Connect your AI once and it picks them up by itself.