Plan before doing
Have the AI lay out its steps first, so you can fix the approach before it does the work.
Remove names and account numbers before you paste.
I want to [GOAL, e.g. "move our customer list from spreadsheets into a CRM"]. Don't do anything yet. First, give me a numbered step-by-step plan, with what could go wrong at each step. Wait for me to approve or change the plan before going further.
How to adapt it
- Use this for anything with more than a few steps, or where a wrong start wastes time.
- Describe columns and volume. Don't paste the actual list.
Don't paste this in
- The actual customer list. Describe the columns instead.
- Use a business AI account, not a personal one, for company data.