Skip to content
Blake Linde
← All promptsMethods

Pick the format

Tell it exactly what shape the answer should take.

Remove names and account numbers before you paste.

Prompt · 5 lines
Summarize [WHAT, e.g. "the attached month-end notes from our bookkeeper"] in this format:
- 3 bullet headline: what changed this month
- A table: item | amount | why it moved | question to ask
- One line: the single thing I should look at first
Nothing else.
How to adapt it
  • Change the table columns to match the decision you need to make.
  • Use this when you'll reuse the output and don't want to reformat it.
Don't paste this in
  • Account or routing numbers
  • Customer names in the notes
  • Use a business AI account, not a personal one, for company data.

Related