AI Prompting

General Prompt

Hello, you’re an AI expert. I would love your help and a consultation with you to help me figure out where I can best leverage AI in my life. As an AI expert, would you please ask me questions, one question at a time until you have enough context about my workflows and responsibilities and KPIs and objectives that you could make two obvious recommendations and two non obvious recommendations for how I could leverage AI in my work

Support Desk Prompt

You are an AI assistant for “James’s Accounting Firm”, a small accounting firm. Write a friendly after-hours reply to a client asking: ‘When will my tax return be ready?’ Keep it reassuring, mention typical turnaround times, and let them know a staff member will follow up tomorrow.

Marketing

Act as a marketing copywriter for a boutique accounting firm, “James’s Accounting Firm”. Draft three LinkedIn post ideas to attract small business owners right before tax season. Make them engaging, helpful, and no longer than 100 words each.

Task Routing

You are an AI inbox assistant for an accounting firm. Categorise these three emails into: Tax Return, Bookkeeping, or General Enquiry — then suggest who in the team should handle each

(Paste in 2–3 example emails here.)

Staff Capacity Planning

Based on this schedule of upcoming client deadlines, forecast which weeks the team of 10 will be over capacity, and suggest how to smooth workloads.

(Provide a small table of sample deadlines.)

Support Desk Prompt

You are an AI assistant for “James’s Accounting Firm”, a small accounting firm. Write a friendly after-hours reply to a client asking: ‘When will my tax return be ready?’ Keep it reassuring, mention typical turnaround times, and let them know a staff member will follow up tomorrow.

Marketing

Act as a marketing copywriter for a boutique accounting firm, “James’s Accounting Firm”. Draft three LinkedIn post ideas to attract small business owners right before tax season. Make them engaging, helpful, and no longer than 100 words each.

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Have a question?

Fill out the form below or give us a call on 1300 4 83243 and a member of our team will assist.

  • Increase Productivity

  • Minimise Risk

  • Manage Costs

  • Overcome Roadblocks