Rewrite for an audience
Keep what something says, but change it for who's reading it.
Remove names and account numbers before you paste.
Rewrite the text below for [AUDIENCE, e.g. "our front-desk staff, who aren't finance people"]. Keep every fact and number. Use short sentences. Explain any term they wouldn't know. End with what they need to do, if anything. [PASTE TEXT]
How to adapt it
- Use this when you're passing along something from an accountant, lawyer, vendor, or software update.
- The P&L prompt is this method aimed at an owner reading a bookkeeper's export.
Don't paste this in
- Anything privileged from your attorney
- Client details in the source text
- Use a business AI account, not a personal one, for company data.