08 · updated 2026-11-06

What to ask: prompts for your kind of business

Generic prompts get generic results. Find your kind of business below and copy what fits. Swap in your own names.

These work once your vault has your notes in it. The ones that mention email need a mailbox connected in Connections, Email.

Your AI drafts. You send. If your vault does not have the price or the fact, it should leave a gap rather than make one up.

Trades

"Here is an enquiry I got today. Draft a quote at our rates." You get: a reply in your voice with your prices in it, and where each number came from.
"What did we charge the Hendersons last time?" You get: the figure from your notes or your email.
"Save this job note: the Smith St switchboard needs a new RCD, come back Thursday." You get: a note you can find from your phone.
"Who has not replied to a quote in the last two weeks?" You get: a short list from your sent mail.
"Draft a polite nudge for each of those." You get: drafts in your Drafts folder.
"Who owes me money? Check my email and business/chase-ups.md." You get: who, what and how long.
"What is our call-out fee after hours?" You get: the number from your price note.
"What is the lead time on switchboards from our supplier?" You get: the answer from suppliers/.

"What did we order from Bidfood last time, and when is the cut-off?" You get: the order and the day, from your email and supplier note.
"Draft this week's order email to the bakery." You get: a draft in your voice to check.
"Write three lines for this week's specials board." You get: copy using your own menu names.
"Search my email for any supplier price rises this month and update the notes." You get: changes filed under suppliers/.
"What do we do when a customer has an allergy question?" You get: your policy, in your words.
"Draft a reply to this function enquiry." You get: a reply with your per head price and deposit.
"Who is rostered to open on Saturday? Check staff/." You get: the answer, if your roster is in the vault.
"Save this: the coffee machine tech is Mario, 0400 000 000, Tuesdays only." You get: a note your AI can find.

Keep private health details out of plain notes. Plain notes are not locked. See What is worth remembering.

"Draft a reply to this client who wants to reschedule." You get: a warm reply that follows your cancellation policy.
"What is our late cancellation fee?" You get: the fee and the wording from your policy note.
"Write a rebooking message for clients we have not seen in a while." You get: a short template in your voice.
"Draft a reply to this complaint, and keep it calm." You get: a first draft. Read every word before it goes.
"What do we tell new clients before their first visit?" You get: your own instructions.
"Turn this price list into a note." You get: your services and prices, searchable.
"Search my email for questions people keep asking." You get: a list you can answer once.
"Write up how we open the clinic in the morning." You get: a how-to note for new staff.

"Draft a reply to this guest about early check-in." You get: a reply that follows your own rules.
"What is the wifi and the door code process for the beach house?" You get: the answer from your notes.
"Write the check-in message for this property." You get: a template you can reuse.
"What do the cleaners need to know about the back unit?" You get: your own instructions.
"Search my email for the last three maintenance jobs." You get: who did what, and when.
"Save this: the hot water at unit 4 was fixed by Dave on the 3rd." You get: a dated line on that property's note.
"Draft a message to the cleaner about the change of plan on Friday." You get: a draft to check and send.
"Draft a reply to this bad review, and keep it short." You get: a first draft to read closely.

"Summarise everything we have on this client." You get: one page from your notes and email.
"Draft a proposal for this enquiry, using the last one we sent as a guide." You get: a first draft in your format.
"What did we agree with Jess about the scope?" You get: what your email and notes say.
"Draft a reply to this client that says no, nicely." You get: a draft in your voice.
"Who has gone quiet in the last month?" You get: a list from your sent mail.
"What are our payment terms?" You get: the wording from your policy note.
"Save this decision and the reason for it." You get: a note you will be glad of in six months.
"Turn what we just worked out into a how-to note." You get: a note in playbooks/.

"When is the car rego due?" You get: the date from your notes or email.
"Where are the house papers?" You get: the spot you wrote down.
"Search my email for insurance renewals and file the dates." You get: life/renewals.md filled in.
"What is due next month?" You get: a short list from that note.
"Save this: the good plumber is Tony, 0400 000 000." You get: a note under people/.
"Who has a birthday next?" You get: the answer, once your dates are in.
"Draft a reply to the school about Friday." You get: a draft to check.
"What would someone need to know to run the house for a fortnight?" You get: a start on the family folder.

A vault remembers. It does not ring an alarm. For reminders, use your calendar.

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