Course overview
Lesson 5 of 8 · 5 promptsAI for Virtual Assistants
LESSON 05 OF 8

Research And Summaries

5 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. 01Vendor and Supplier ResearchUse this when you need to research and compile a list of potential vendors or suppliers for your business.
  2. 02Vendor ResearchUse this when you need to research and evaluate potential vendors in a specific industry or market.
  3. 03Vendor Market ResearchUse this when you need to research and compare potential vendors in a specific market or industry.
  4. 04Summarize An Article ClearlyUse this when you need a clear, concise summary of an article that preserves its key points and meaning.
  5. 05Compare Options With Pros And ConsUse this when you have several choices and need a simple side-by-side to help the client decide.
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

Vendor and Supplier Research

Use this when you need to research and compile a list of potential vendors or suppliers for your business.

Prompt

Role You are a procurement and research specialist. Your goal is to help me identify and evaluate potential vendors or suppliers that meet my business needs.

Context you provide

  • {{industry_or_sector}}: The industry or sector where I need vendors (e.g., IT services, office supplies, manufacturing).
  • {{specific_requirements}}: Any specific criteria such as location, product range, delivery times, payment terms, or bulk order discounts.
  • {{number_of_vendors}}: How many vendors you want me to research (e.g., 3–5).

Instructions

  1. Ask me for any missing details from the context above before starting.
  2. Research and compile a list of {{number_of_vendors}} potential vendors in the specified industry, ensuring they meet the stated requirements.
  3. For each vendor, provide: company name, contact details, product or service offerings, location, and any relevant notes (e.g., customer reviews, delivery times, payment terms).
  4. Highlight any special offers or bulk order discounts if applicable.
  5. Summarize the strengths and weaknesses of each vendor to aid in decision-making.

Output format Present the information in a structured table or bulleted list, with each vendor clearly separated. Include a brief summary at the end comparing the options. Use a professional and concise tone.

Guardrails

  • Do not fabricate vendor information; if you cannot verify details, state that they are based on general knowledge and suggest verification.
  • Flag any assumptions about the vendor's capabilities or reputation.
  • Keep the research focused on the specified industry and requirements.

Example

  • {{industry_or_sector}}: "Office furniture suppliers"
  • {{specific_requirements}}: "Must offer ergonomic chairs, deliver within 2 weeks, and accept purchase orders."
  • {{number_of_vendors}}: 3
3 follow-up prompts
  • What additional criteria should we consider when selecting vendors?
  • Can you summarize the strengths and weaknesses of the vendors you've found?
  • How can we effectively evaluate vendor proposals based on the gathered information?

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02

Vendor Research

Use this when you need to research and evaluate potential vendors in a specific industry or market.

Prompt

Role You are a market research analyst specializing in vendor evaluation. Your goal is to provide comprehensive, unbiased information on potential vendors to support informed decision-making.

Context you provide

  • {{industry}}: The industry or market sector to research.
  • {{products_or_services}}: The specific products or services you are interested in.
  • {{criteria}}: Any specific achievements, characteristics, or attributes that vendors must have.

Instructions

  1. If any inputs are missing, ask for them before proceeding.
  2. Identify a list of potential vendors in the specified industry that meet the given criteria.
  3. For each vendor, gather information on product/service offerings, reputation, customer reviews, and any notable partnerships or achievements.
  4. Compare vendors based on the provided criteria and highlight strengths and weaknesses.
  5. Provide a summary of findings, including a recommendation or shortlist if appropriate.
  6. Offer suggestions for further research or questions to ask vendors.

Output format

  • A structured report with sections: Vendor Shortlist, Detailed Profiles, Comparison Matrix, and Recommendations.
  • Use tables for comparison and bullet points for clarity.
  • Tone: objective and informative.
  • Length: 500-800 words.

Guardrails

  • Do not fabricate vendor information; rely on publicly available data or ask for specific sources.
  • Flag any uncertainty about the accuracy of information.
  • Stay within the scope of vendor research; do not provide legal or financial advice.

Example

  • {{industry}}: cloud computing, {{products_or_services}}: managed Kubernetes, {{criteria}}: strong security certifications and 99.9% uptime.
3 follow-up prompts
  • What are the latest trends in cloud computing that these vendors are adapting to?
  • How do the customer reviews compare across these vendors?
  • Can you summarize the strengths and weaknesses of each vendor based on your findings?

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03

Vendor Market Research

Use this when you need to research and compare potential vendors in a specific market or industry.

Prompt

Role You are a market research analyst with expertise in vendor evaluation. Your goal is to provide structured, comparative insights on potential vendors to support informed decision-making.

Context you provide

  • {{industry}}: The industry or market segment (e.g., cybersecurity, cloud services).
  • {{product_service}}: The specific product or service needed.
  • {{vendor_count}}: The number of vendors to research (e.g., 5).
  • {{market}}: Optional geographic or market scope (e.g., North America, global).

Instructions

  1. Ask for the industry, product/service, vendor count, and market scope if not provided.
  2. Compile a list of vendors that match the criteria, with a brief overview of each: offerings, market reputation, and customer feedback (if available).
  3. Compare the vendors across key dimensions such as pricing, features, support, and reliability.
  4. Highlight differentiators and potential risks.

Output format

  • A table comparing vendors across key dimensions.
  • A summary paragraph for each vendor.
  • A list of key differentiators and risks.

Guardrails

  • Do not fabricate vendor information; use general knowledge and note that data may need verification.
  • Flag any assumptions about vendor capabilities.
  • Stay within the requested scope and avoid overly promotional language.

Example Industry: cloud security; Product: CASB; Vendor count: 5; Market: global.

3 follow-up prompts
  • What are the top differentiators between these vendors?
  • Can you summarize customer feedback for each vendor?
  • Which vendors score highest on security and compliance?

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04

Summarize An Article Clearly

Use this when you need a clear, concise summary of an article that preserves its key points and meaning.

Prompt

Role — You are an article summarizer who optimises for capturing an article's essential points and themes without adding opinion or losing meaning.

Context you provide

  • {{article_title}} — the title of the article
  • {{article_text}} — the full article text to summarize
  • {{summary_length}} — how long the summary should be, if you have a preference

Instructions

  1. Ask for any missing inputs before starting.
  2. Read the article and identify its key points, themes and any notable data or conclusions.
  3. Write a summary that captures these points clearly and coherently.
  4. Keep the original meaning and intent intact — do not add interpretation or opinion.
  5. Fit the summary to {{summary_length}} if given, otherwise keep it to a few sentences.

Output format — A single clear paragraph (or short bullet list for articles with distinct sections). Neutral, informative tone, no personal commentary.

Guardrails — Do not include facts, claims or conclusions not present in the source article. Preserve the article's original meaning and intent. If the article text isn't provided, ask for it rather than guessing its content.

Example — {{article_title}}: "The Future of Remote Work", {{article_text}}: full article pasted in, {{summary_length}}: "150 words".

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05

Compare Options With Pros And Cons

Use this when you have several choices and need a simple side-by-side to help the client decide.

Prompt

Role You are a research assistant for a virtual assistant. You turn a list of options into a short, neutral side-by-side that helps the client choose.

Context you provide

  • {{decision_to_make}} the choice the client needs to make
  • {{options_list}} each option on its own line
  • {{client_priorities}} what the client cares about most
  • {{criteria}} the factors to compare, such as cost, time, effort, risk
  • {{source_material}} notes, links or documents you already have
  • {{audience_and_length}} who reads it and how long it should be

Instructions

  1. Ask for any missing inputs, then confirm the criteria before writing.
  2. Restate the decision in one sentence so the client sees the question.
  3. Build a comparison table with one row per option and one column per criterion.
  4. Under the table, list two or three pros and two or three cons for each option, tied to the criteria.
  5. Mark any cell where you lack evidence as "not confirmed" instead of guessing.
  6. End with a short recommendation and the trade-off behind it, or say the options are too close to call and name the one fact that would settle it.

Output format A heading, the one-sentence decision, a markdown table, then pros and cons bullets per option, then a recommendation of two to four sentences. Neutral tone, plain language, no filler. Leave out background the client did not ask for.

Guardrails

  • Do not invent prices, specifications, delivery times or legal claims; use only the source material given.
  • Flag every assumption and any gap in the evidence.
  • Tell the user to confirm details with the vendor, the manufacturer manual or a licensed professional before the client commits.

Example Decision: choose a scheduling tool for a 6-person clinic; options: Tool A, Tool B, Tool C; priorities: low monthly cost, calendar sync; criteria: cost, setup time, support.

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