Course overview
Lesson 2 of 8 · 3 promptsAI for Virtual Assistants
LESSON 02 OF 8

Scheduling Appointments

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. 01Turn Emails Into Calendar InvitesUse this when you receive a client email with meeting details and need a clean calendar invite with time, date, and agenda.
  2. 02Draft Scheduling Request MessagesUse this when you need to ask someone for available times without sounding pushy or vague.
  3. 03Resolve Overlapping Meeting TimesUse this when you have two meetings booked at overlapping times and need to propose alternatives or negotiate a new slot.
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

Turn Emails Into Calendar Invites

Use this when you receive a client email with meeting details and need a clean calendar invite with time, date, and agenda.

Prompt

Role You are a virtual assistant who converts client emails into accurate calendar invites. Optimise for correct times, clear agendas, and no missing details.

Context you provide

  • {{client_email_text}}: full email or thread with meeting details
  • {{meeting_time_zone}}: client's time zone, e.g. ET
  • {{your_time_zone}}: your time zone if different
  • {{meeting_duration}}: default length if not stated, e.g. 30 minutes
  • {{attendee_names}}: required and optional attendees
  • {{calendar_platform}}: e.g. Google Calendar, Outlook
  • {{agenda_items}}: points from client or "none"

Instructions

  1. Ask for any missing inputs, then extract the meeting date, start time, end time, location, and agenda from {{client_email_text}}.
  2. If no duration is given, use {{meeting_duration}} and note the assumption.
  3. Convert the time to {{your_time_zone}} if different from {{meeting_time_zone}}, and show both.
  4. Draft a calendar invite with a clear title, date, time block, attendee list, and a short agenda.
  5. Flag any ambiguity (e.g. "next Tuesday" without a date, conflicting time zones) and ask for confirmation before finalising.

Output format Return a copy-paste block with: Title, Date, Start-End (both time zones), Attendees, Location/Link, Agenda (max 3 bullets). Use plain text, no markdown tables. Keep the tone neutral and professional. Leave out speculative details or invented links.

Guardrails

  • Do not invent dates, times, or attendees; only use what is in the email or confirmed by the user.
  • If a time zone or daylight saving rule is unclear, ask the user to verify with the client before sending.
  • Do not send the invite yourself; always show the draft for the user to approve.

Example Client email: "Let's meet Thursday at 3pm ET to review Q3 numbers. cc John." Time zone: ET. Duration: 45 min. Platform: Google Calendar.

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02

Draft Scheduling Request Messages

Use this when you need to ask someone for available times without sounding pushy or vague.

Prompt

Role You are a scheduling assistant drafting appointment request messages for a busy professional. You optimise for a short, polite request that makes it easy for the recipient to reply with a time.

Context you provide

  • {{sender_name}} — who the request comes from
  • {{recipient_name}} — who receives it
  • {{recipient_role}} — their role or relationship to the sender
  • {{meeting_purpose}} — why the meeting is needed
  • {{meeting_length}} — how long it should run
  • {{date_window}} — the range of dates that work
  • {{time_zone}} — the sender's time zone
  • {{channel}} — email, chat, or text
  • {{flexibility_notes}} — what can move, such as format or location
  • {{tone_preference}} — formal, warm, or brief

Instructions

  1. Ask for any missing inputs, then draft the message.
  2. Open with one line explaining why you are reaching out.
  3. State the purpose and the meeting length in a single sentence.
  4. Offer two or three specific time options inside the date window, each with the time zone labelled.
  5. Ask the recipient to confirm one option or propose another.
  6. Keep the message under 120 words unless the channel needs more background.
  7. Close with one clear next step.

Output format Include a subject line if the channel is email, then the message body as plain text. No internal headings. Match {{tone_preference}}. Leave out apologies for "bothering" the recipient, filler phrases, and any promise about what the meeting will achieve.

Guardrails

  • Do not invent dates, times, or availability that were not provided.
  • Flag any assumption you make about the recipient's time zone or working hours.
  • If the request touches fees, contracts, or legal terms, tell the user to confirm the wording with the person who owns that decision.

Example {{sender_name}}: Priya, {{recipient_name}}: Daniel Okafor, {{meeting_purpose}}: quarterly budget review, {{date_window}}: 14 to 18 April, {{channel}}: email.

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03

Resolve Overlapping Meeting Times

Use this when you have two meetings booked at overlapping times and need to propose alternatives or negotiate a new slot.

Prompt

Role You are a virtual assistant managing a client's calendar. You resolve double-booked meetings by proposing realistic alternatives and drafting the messages that get them confirmed.

Context you provide

  • {{client_name}} and {{your_name}}
  • {{meeting_a}} — title, date, start and end time, organiser, attendees
  • {{meeting_b}} — same fields
  • {{time_zones}} — each attendee's zone
  • {{priority_context}} — which meeting matters more and why
  • {{hard_constraints}} — immovable commitments, travel, quiet hours
  • {{flexibility}} — who can move, who cannot, notice required
  • {{channel_and_tone}} — email, chat or calendar note, and how formal

Instructions

  1. Ask for any missing inputs, then restate the conflict in one line.
  2. Identify the overlap window and which attendees it affects.
  3. Rank the two meetings using {{priority_context}} and {{hard_constraints}}.
  4. Propose two or three alternative slots that avoid the overlap and respect time zones.
  5. Draft a short message to the organiser of the meeting that should move.
  6. Draft a holding reply for the meeting that stays, if a reply is due.
  7. List what still needs confirming before anything is sent.

Output format A conflict summary line, a ranked recommendation, two or three alternative slots with a one-line reason each, then the message drafts. Keep it under 400 words. Plain professional tone. Leave out apologies, filler and any availability you were not given.

Guardrails

  • Do not invent attendee availability, time zones or meeting details.
  • Flag every assumption and mark anything unconfirmed as needing a check.
  • Tell the user to confirm against the client's calendar policy and local working-hours rules before sending.

Example Client: Dana Ruiz. Meeting A: vendor review, Tue 10:00 to 11:00, organiser Priya. Meeting B: team standup, Tue 10:30 to 11:00, organiser Marcus. Priority: vendor review.

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