Turn a process into a reusable template
Have the AI build a fill-in-the-blanks version of something you do repeatedly.
Remove names and account numbers before you paste.
Here's a [THING, e.g. "collections email"] I wrote for one overdue invoice: [PASTE, names and amounts removed]. Turn it into a reusable template with [BRACKETS] for the parts that change. Then make two more versions: a friendly first reminder and a firm final notice.
How to adapt it
- Use this for anything you write more than twice a month.
- The collections prompt is a ready-made version of this.
Don't paste this in
- Customer names
- Invoice numbers tied to a customer
- Bank details
- Use a business AI account, not a personal one, for company data.