Open the exact workroom, tool, or prompt bank.
Choose the work problem or tool, then open a focused workspace with practical steps, copy-ready prompt banks, formula help, pivot plans, and quick-start guidance.
What members get
Ready-made workbooks, a restored 330-prompt vault, formula and pivot references, on-page playbooks, and direct jump links that open the exact section they need.
Start with what needs to get done.
Choose the situation closest to the work in front of you. Each card opens the exact workspace, prompt bank, formula help, or deliverable area connected to that task.
My inbox or follow-ups are getting messy.
Use this for triage, firm follow-ups, meeting recaps, waiting-on items, and calm escalation language.
I need an Excel report, formula, pivot, or tracker.
Use this for formulas by task, pivot setup, dashboards, cleanup, monthly reports, and plain-language data summaries.
I need to brief leadership or make work visible.
Use this for executive summaries, stakeholder updates, status reports, decision memos, and polished updates.
I need rough notes turned into something polished.
Use this for emails, memos, SOPs, reports, letters, scripts, summaries, and long-form editing.
I need to coordinate a project, event, interview day, or launch.
Use this for project briefs, timelines, owner tracking, handoffs, interview coordination, launch plans, and next actions.
I need budget, expense, pricing, or cash-flow clarity.
Use this for budget categories, expense summaries, pricing scenarios, revenue summaries, and professional-review questions.
I see Copilot in Outlook, Word, Excel, Teams, or PowerPoint.
Use this to know what to ask Copilot, where to ask it, what context to provide, and what to review before using the answer.
I need Slack, Notion, Google, or workflow help without a long class.
Use this to understand the tool, what it is for, when to use it, and how AI helps build the system faster.
Super Prompt Vault
Start here when you know the problem but do not want to hunt. Choose the work category, open the exact bank, then copy the prompt that matches the task.
Choose a prompt path
Pick the area of work. The matching prompt banks will open here.
Deliverable Locker
Open the finished tools, workbook, reference banks, and copy-ready prompt rooms from one place. Nothing here is a placeholder: each card either downloads the workbook or jumps to a built section on this page.
Follow-up tracker, project tracker, budget clarity sheet, meeting actions tracker, dashboard, formula practice, pivot example, and AI prompt bank. Downloads directly from this page.
Download workbook → Excel + Sheets25 Formula Help DeskPlain-English formula cards for counts, lookups, overdue flags, summaries, cleanup, dashboard helpers, and report asks.
Jump to formulas → ReportingPivot Table Example BankBuilt example, field map, expected output, and step-by-step pivot setup for common owner/category/status reports.
Jump to pivots → Super prompts330 Prompt VaultOrganized by task and project so members can open the exact bank without scrolling through one overwhelming list.
Open vault → Microsoft 365Copilot Prompt BankOutlook, Word, Excel, PowerPoint, Teams, OneNote, briefings, recaps, and cross-app Microsoft workflows.
Open Copilot → CommunicationOutlook + Teams RescueInbox triage, follow-ups, meeting recaps, action items, Teams norms, and weekly communication reset prompts.
Open inbox rescue → ChatGPTOutput RoomClarifying questions, drafts, rewrites, plans, templates, summaries, and fast output prompts for everyday work.
Open ChatGPT → ClaudeDeep Draft + ReviewLong source synthesis, careful tone, document review, SOP drafts, decision memos, and nuanced long-form work.
Open Claude → GoogleWorkspace Command CenterDrive, Docs, Sheets, Forms, Gmail, Calendar, Meet, Slides, and NotebookLM-style source workflows.
Open Google → OperationsProject + Ops CommandProject briefs, timelines, event plans, handoffs, owner tracking, onboarding, and launch coordination.
Open projects → Money clarityBudget + Pricing ToolsBudgets, expenses, income, pricing scenarios, cash flow, revenue summaries, and professional-review questions.
Open money tools → Reusable assetsTemplates + Resource VaultReusable messages, checklists, worksheets, SOP structures, resource cards, and completed examples.
Open templates → SystemsSlack + Notion Quick-StartPlain-language help for what each tool is, when to use it, and how to use AI to build a practical system.
Open systems help → Weekly resetProductivity + Open LoopsDaily priority sorting, weekly reset, open loops, focus plans, decision cleanup, and next-week planning.
Open reset tools →Cheat-Code Workflows
These are the fast paths members can use when they need a real work result quickly. Each workflow points to the exact workbook, prompt bank, or tool section that supports the task.
Boss Brief in 10 Minutes
- Paste the email thread, meeting notes, or messy update into the briefing prompt.
- Ask for purpose, key updates, risks, decisions needed, and talking points.
- Review names, dates, facts, and final ask.
- Send the polished brief or turn it into a Word/PowerPoint update.
Messy Spreadsheet to Leadership Summary
- Open the Excel Systems Workbook or use your own table.
- Choose formula help, pivot example, or dashboard path.
- Use the Excel prompt bank to explain findings in plain language.
- Verify totals, filters, dates, and source rows.
Meeting to Follow-Up System
- Paste notes or transcript summary.
- Extract decisions, owners, due dates, open questions, and follow-ups.
- Add action items to the workbook tracker.
- Copy the recap email and schedule the next follow-up.
Calendar, Travel, and Coordination
- Gather dates, people, locations, deadlines, and preferences.
- Use the calendar/travel prompt to build the checklist, itinerary, and confirmation messages.
- Move tasks into the tracker and calendar blocks.
- Confirm details before sending.
Repeated Task to SOP or Training Guide
- Paste rough process notes.
- Ask AI for purpose, tools, steps, decision points, mistakes to avoid, and done checklist.
- Move the finished guide into Word, Docs, Notion, or your resource vault.
- Review with someone who performs the task.
Budget or Pricing Question to Decision Memo
- List the money question, assumptions, numbers, and constraints.
- Use the money prompt to structure options, tradeoffs, risks, and questions for a professional.
- Use the workbook for budget or expense tracking.
- Verify calculations before acting.
Choose the right tool fast.
This is the quick “what should I use?” guide for members who are not sure where to start.
Fast output and brainstorming
- Use for: drafts, plans, rewrites, templates, summaries, prompt repair.
- Best when: you have a task but not a polished starting point.
- Open: ChatGPT Output Room
Long-form and nuance
- Use for: long documents, careful tone, SOPs, deep reviews, policy-style writing.
- Best when: the source is long or the wording needs care.
- Open: Claude Deep Draft Room
Microsoft 365 work
- Use for: Outlook, Teams, Word, Excel, PowerPoint, OneNote, Microsoft files.
- Best when: the work already lives inside Microsoft 365.
- Open: Copilot Prompt Bank
Structured data and reports
- Use for: formulas, trackers, pivots, dashboards, cleanup, lists, budgets.
- Best when: the work has rows, columns, totals, dates, status, or categories.
- Open: Formula Help Desk
Drive, Docs, Sheets, Forms, Meet
- Use for: shared files, Docs, Sheets, Forms intake, Gmail, Calendar, Meet recaps.
- Best when: the team works inside Google.
- Open: Google Command Center
Dashboards and knowledge systems
- Use for: resource hubs, SOP libraries, content calendars, task/project systems.
- Best when: you need a reusable system, not just one document.
- Open: Slack + Notion Systems
Team communication
- Use for: channels, updates, handoffs, quick questions, announcements, norms.
- Best when: people need shared clarity without another meeting.
- Open: Team communication prompts
Presentations and briefings
- Use for: executive updates, training decks, sales decks, report-to-deck, speaker notes.
- Best when: the information needs to be seen, explained, or approved.
- Open: Presentation Builder
What good looks like.
These before-and-after examples help members understand the output they are aiming for before they copy a prompt or open a workbook.
Messy email thread → clear action plan
Twenty replies, unclear owner, no deadline, and no one knows what is still open.
Summary, decision needed, action table, owner, due date, and a ready follow-up message.
Raw rows → report-ready summary
Names, dates, categories, statuses, and amounts in a table with no clear answer.
Formula or pivot output, top findings, exceptions, and a short leadership summary.
Rough notes → polished document
Bullets, voice notes, meeting details, and half-written thoughts.
Structured memo, SOP, letter, agenda, or report with headings and next action.
Scattered request → coordinated plan
People asking for updates, missing owners, shifting dates, and unclear scope.
Project brief, timeline, owner matrix, risk list, weekly update, and handoff plan.
Review before you send, share, or decide.
AI helps you move faster, but the final professional judgment is yours. Use this checklist before any output leaves your desk.
Use ChatGPT when the work starts as a blank page, rough notes, a messy request, or a task you need turned into...
Long-Form + NuanceClaude Deep Draft + Review RoomUse Claude when the source material is long, the tone needs care, or the output needs deeper synthesis instead...
Microsoft 365Microsoft Copilot StudioUse Copilot when the work lives inside Outlook, Word, Excel, PowerPoint, Teams, OneNote, or Microsoft 365 file...
Communication + MeetingsOutlook + Teams Inbox RescueUse this workspace when email, meetings, Teams messages, scheduling, and follow-ups are creating pressure or d...
Excel + Google SheetsSpreadsheet Power ToolsUse this workspace when data needs structure, formulas, cleanup, pivots, dashboards, tracking, or plain-langua...
Documents + SOPsWord + Docs Document BuilderUse this workspace for letters, memos, SOPs, reports, meeting documents, training guides, templates, and polis...
Decks + SlidesPowerPoint + Presentation BuilderUse this workspace when you need a deck that explains, teaches, sells, reports, or supports a decision — not j...
Drive + Docs + Sheets + Forms + MeetGoogle Workspace Command CenterUse this workspace when work happens across Google Drive, Docs, Sheets, Forms, Gmail, Calendar, Meet, Slides, ...
Projects + Events + OnboardingProject + Operations CommandUse this workspace to coordinate projects, events, interviews, launches, onboarding, timelines, handoffs, and ...
Budgets + Pricing + Cash FlowMoney Clarity ToolsUse this workspace for budgets, expenses, income, pricing, cash-flow views, receipt organization, and plain-la...
Reusable AssetsTemplates + Resource VaultUse this workspace when you need a reusable message, document, checklist, worksheet, SOP, agenda, recap, launc...
Team Communication + WorkspacesSlack + Notion SystemsUse this workspace when the team communication or knowledge system is messy and needs channels, rules, databas...
Daily WorkflowsProductivity + Weekly ResetUse this workspace when the issue is focus, overwhelm, too many open loops, task sorting, weekly planning, del...
ChatGPT Output Room
Use ChatGPT when the work starts as a blank page, rough notes, a messy request, or a task you need turned into a finished first draft.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Name the exact output first: email, SOP, brief, tracker plan, agenda, script, or checklist.
- Paste only the context needed and remove sensitive details.
- Ask ChatGPT to ask clarifying questions before drafting when the stakes are high.
- Request the format you need: table, checklist, memo, timeline, or step-by-step plan.
- Run a second prompt for QA: tone, accuracy, missing details, next action, and reader clarity.
Open this when
- You need a polished first draft fast.
- You have scattered notes and need structure.
- You want a checklist, SOP, email, plan, or brief created from context.
Grab first
Clarifying Questions FirstMessy Notes to Finished BriefSOP From Memory DumpExecutive One-Page BriefChatGPT Output Room prompt bank
Back to topGPT-01Clarifying Questions FirstUse before drafting anything important.Open prompt
Best used when: Use before drafting anything important.
Act as my practical AI work partner. Before you draft anything, ask me the 5–7 questions that would most improve the final output for this task: [TASK]. My audience is [AUDIENCE]. The final output needs to be [FORMAT]. After I answer, create the finished deliverable.
GPT-02Messy Notes to Finished BriefUse when you have scattered notes.Open prompt
Best used when: Use when you have scattered notes.
Turn these messy notes into a clean work brief. Create: 1) purpose, 2) background, 3) key points, 4) decisions needed, 5) open questions, 6) action items with owners/dates, and 7) a polished summary I can send. Notes: [PASTE NOTES].
GPT-03SOP From Memory DumpUse when a process lives in your head.Open prompt
Best used when: Use when a process lives in your head.
Create a beginner-friendly SOP from this rough process: [PASTE PROCESS]. Include purpose, when to use it, tools needed, step-by-step instructions, decision points, common mistakes, quality check, and what “done” looks like.
GPT-04Executive One-Page BriefUse when leadership needs the point fast.Open prompt
Best used when: Use when leadership needs the point fast.
Create a one-page executive brief for [TOPIC]. Include: what happened, why it matters, current status, risks/blockers, decision needed, recommendation, next steps, and a 3-sentence verbal summary.
GPT-05Tone Rescue RewriteUse when a message is too harsh, vague, or emotional.Open prompt
Best used when: Use when a message is too harsh, vague, or emotional.
Rewrite this message so it is clear, warm, firm, and professional without sounding robotic. Keep the main request intact. Add a subject line if needed and give me 2 tone options: direct and diplomatic. Text: [PASTE].
GPT-06Checklist BuilderUse when you need repeatable execution.Open prompt
Best used when: Use when you need repeatable execution.
Build a practical checklist for [TASK/PROCESS]. Organize it into before, during, after, and final QA. Include owner, timing, materials needed, and warning signs that something is missing.
GPT-07Rubric ReviewUse to improve AI output before using it.Open prompt
Best used when: Use to improve AI output before using it.
Review this draft against the goal: [GOAL]. Score it 1–5 for clarity, completeness, tone, accuracy risk, and usefulness. Then revise it to meet a professional standard. Draft: [PASTE].
GPT-08Prompt Pack BuilderUse when you repeat the same type of task.Open prompt
Best used when: Use when you repeat the same type of task.
Create a reusable mini prompt bank for my role: [ROLE]. I often need help with: [TASKS]. Create 10 copy-ready prompts with fill-in fields, when to use each, and what the finished output should look like.
Claude Deep Draft + Review Room
Use Claude when the source material is long, the tone needs care, or the output needs deeper synthesis instead of a quick answer.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Give Claude the source and the exact role it should play: editor, strategist, reviewer, trainer, or analyst.
- Ask it to preserve meaning before improving style.
- For long documents, request outline → synthesis → draft → review instead of one giant answer.
- Use comparison prompts when choosing between options or drafts.
- Ask for “what is missing, unclear, duplicated, or risky” before finalizing.
Open this when
- You need to compare, synthesize, or rewrite long material.
- You want a thoughtful voice-preserving draft.
- You need a guide, policy summary, training draft, or strategy memo.
Grab first
Long Source SynthesisVoice-Preserving RewriteCompare Two DraftsTraining Guide From NotesClaude Deep Draft + Review Room prompt bank
Back to topCLAUDE-01Long Source SynthesisUse for policies, notes, research, or transcripts.Open prompt
Best used when: Use for policies, notes, research, or transcripts.
Synthesize this source material for [AUDIENCE]. Create: executive summary, key themes, important details, decisions or implications, open questions, and a short action plan. Stay grounded in the source and flag anything that needs verification. Source: [PASTE].
CLAUDE-02Voice-Preserving RewriteUse when you want the writing to still sound like you.Open prompt
Best used when: Use when you want the writing to still sound like you.
Rewrite this in a clearer, more polished version while preserving my voice. Do not make it generic or overly formal. Improve structure, flow, and confidence. Text: [PASTE].
CLAUDE-03Compare Two DraftsUse when choosing between versions.Open prompt
Best used when: Use when choosing between versions.
Compare Draft A and Draft B for clarity, tone, completeness, persuasion, and reader usefulness. Tell me which is stronger, what each is missing, and create a final blended version. Draft A: [PASTE]. Draft B: [PASTE].
CLAUDE-04Training Guide From NotesUse to turn expertise into instruction.Open prompt
Best used when: Use to turn expertise into instruction.
Turn these notes into a practical training guide for a beginner. Include learning objectives, plain-language explanation, step-by-step process, examples, practice activity, common mistakes, and final checklist. Notes: [PASTE].
CLAUDE-05Difficult Response BuilderUse for sensitive replies.Open prompt
Best used when: Use for sensitive replies.
Help me respond to this situation professionally. Goal: [GOAL]. Audience: [AUDIENCE]. Tone: calm, clear, respectful, and firm. Create 3 options: soft, balanced, and direct. Situation/message: [PASTE].
CLAUDE-06Strategy MemoUse for business or project thinking.Open prompt
Best used when: Use for business or project thinking.
Write a strategy memo for [TOPIC]. Include context, goal, constraints, options, tradeoffs, recommendation, first steps, success measures, and risks to watch. Keep it practical, not theoretical.
CLAUDE-07Document Gap AuditUse before publishing or sending.Open prompt
Best used when: Use before publishing or sending.
Audit this document for missing information, weak logic, vague language, repeated sections, unsupported claims, and unclear next steps. Then give me a prioritized fix list. Document: [PASTE].
CLAUDE-08Source-to-FAQUse for help centers or training pages.Open prompt
Best used when: Use for help centers or training pages.
Using only this source material, create a user-friendly FAQ with 15 questions and answers. Group the questions by theme, keep answers concise, and flag anything the source does not clearly answer. Source: [PASTE].
Microsoft Copilot Studio
Use Copilot when the work lives inside Outlook, Word, Excel, PowerPoint, Teams, OneNote, or Microsoft 365 files you already touch every day.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Start inside the app that already holds the source: Outlook thread, Teams meeting, Word doc, Excel table, or PowerPoint deck.
- Tell Copilot the source to use and the source to ignore.
- Ask for an action-ready output, not a general summary.
- Request a review checklist with names, dates, numbers, permissions, and sensitive info.
- Move the result into the real tool: email draft, Word memo, Excel tracker, deck outline, or Teams recap.
Open this when
- You need summaries from files, email threads, meetings, or workbooks.
- You need to turn Microsoft content into drafts, decks, trackers, or recaps.
- You want a daily or weekly briefing from your Microsoft 365 activity.
Grab first
Outlook Thread to Action TableTeams Meeting to Follow-UpWord Doc TransformationExcel Workbook QuestionsMicrosoft Copilot Studio prompt bank
Back to topCOPILOT-01Outlook Thread to Action TableUse inside Outlook.Open prompt
Best used when: Use inside Outlook.
Summarize this email thread into an action table. Include topic, decision or request, owner, due date, waiting-on item, suggested reply, and anything I should verify before sending.
COPILOT-02Teams Meeting to Follow-UpUse after a Teams meeting.Open prompt
Best used when: Use after a Teams meeting.
Create a meeting recap from this Teams meeting. Include key decisions, action items with owners and deadlines, open questions, risks/blockers, and a follow-up message I can post or email.
COPILOT-03Word Doc TransformationUse inside Word.Open prompt
Best used when: Use inside Word.
Transform this document into a [memo/SOP/brief/checklist]. Keep the meaning accurate, add clear headings, remove repetition, and include a final review checklist for names, dates, facts, and next action.
COPILOT-04Excel Workbook QuestionsUse inside Excel.Open prompt
Best used when: Use inside Excel.
Review this workbook/table and answer: [QUESTION]. Show the result as a summary table, explain how you found it, flag data quality issues, and suggest the next workbook question to ask.
COPILOT-05PowerPoint from Word BriefUse to make a deck from a doc.Open prompt
Best used when: Use to make a deck from a doc.
Create a PowerPoint outline from this Word document. Audience: [AUDIENCE]. Goal: [GOAL]. Include slide titles, 3 bullets per slide, speaker notes, suggested visuals, and appendix items.
COPILOT-06OneNote Knowledge CaptureUse for notes and repeated answers.Open prompt
Best used when: Use for notes and repeated answers.
Organize these OneNote notes into summary, themes, decisions, action items, FAQ items, SOP candidates, and resources to save for later.
COPILOT-07Weekly Microsoft 365 BriefingUse Friday or Monday.Open prompt
Best used when: Use Friday or Monday.
Create my weekly Microsoft 365 briefing from recent email, meetings, chats, and files. Include priorities, waiting-on items, meetings needing follow-up, deadlines, decisions, and suggested next actions.
COPILOT-08Copilot Safety CheckUse before sending.Open prompt
Best used when: Use before sending.
Review this Copilot output for accuracy risk, unsupported assumptions, privacy or permission concerns, missing context, names/dates/numbers, tone, and final next action. Tell me what to revise before I use it.
Outlook + Teams Inbox Rescue
Use this workspace when email, meetings, Teams messages, scheduling, and follow-ups are creating pressure or dropped balls.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Capture the pile: unread, flagged, sent/waiting, meetings, Teams mentions, and deadlines.
- Sort into four buckets: respond, delegate, schedule, track.
- Use AI to draft replies but keep the final tone human.
- Move every waiting item into a visible tracker with owner and next follow-up date.
- End the week with a 20-minute reset, not a memory test.
Open this when
- You need to triage email fast.
- You need meeting prep, recaps, follow-ups, or waiting-on lists.
- You need professional replies, reminders, escalations, or updates.
Grab first
Inbox Triage TableWarm Follow-UpFirm Follow-UpEscalation MessageOutlook + Teams Inbox Rescue prompt bank
Back to topOUTLOOK-01Inbox Triage TableUse when inbox is overwhelming.Open prompt
Best used when: Use when inbox is overwhelming.
Act as my inbox triage assistant. Review this list of emails/messages: [PASTE]. Create a table with priority, reason, response needed, suggested action, deadline, and draft reply starter.
OUTLOOK-02Warm Follow-UpUse when you need a gentle nudge.Open prompt
Best used when: Use when you need a gentle nudge.
Write a warm professional follow-up to [PERSON] about [ITEM]. Context: [CONTEXT]. Tone: friendly, clear, and not apologetic. Include a specific next step and deadline if appropriate.
OUTLOOK-03Firm Follow-UpUse when delay is causing a problem.Open prompt
Best used when: Use when delay is causing a problem.
Write a firm but respectful follow-up about [ITEM]. Include why it matters, what is needed, the deadline, and what will happen next if no response is received. Keep it professional.
OUTLOOK-04Escalation MessageUse when an issue needs leadership attention.Open prompt
Best used when: Use when an issue needs leadership attention.
Draft an escalation message for [ISSUE]. Include background, impact, what has already been tried, decision needed, recommended next step, and a concise subject line.
OUTLOOK-05Meeting Agenda BuilderUse before a meeting.Open prompt
Best used when: Use before a meeting.
Create a meeting agenda for [MEETING]. Include purpose, desired outcome, topics, decisions needed, prep needed, time estimates, and a closing action-item review.
OUTLOOK-06Meeting Recap BuilderUse after a meeting.Open prompt
Best used when: Use after a meeting.
Turn these meeting notes into a professional recap. Include summary, decisions, action items with owners/dates, open questions, risks, and a follow-up email. Notes: [PASTE].
OUTLOOK-07Waiting-On TrackerUse for open loops.Open prompt
Best used when: Use for open loops.
Create a waiting-on tracker from this list: [PASTE]. Columns: item, person/owner, date requested, due date, current status, next follow-up date, risk if delayed, and follow-up message.
OUTLOOK-08Teams NormsUse to reduce messy communication.Open prompt
Best used when: Use to reduce messy communication.
Create practical Teams communication norms for [TEAM]. Explain when to use chat, channel posts, email, meetings, files, @mentions, urgency labels, and recaps.
Spreadsheet Power Tools
Use this workspace when data needs structure, formulas, cleanup, pivots, dashboards, tracking, or plain-language insights.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Start by naming the question the sheet must answer.
- Turn messy data into a proper table: headers, one row per item, consistent statuses, and dates.
- Use the formula bank to choose the formula by need, not by memorization.
- Use pivots when you need summary by person, category, status, date, or source.
- Ask AI to explain the result in plain language for a boss or client.
Open this when
- You need a tracker, table, dashboard, or monthly report.
- You need the right formula without learning formulas from scratch.
- You need to clean, summarize, pivot, or explain spreadsheet data.
Grab first
Tracker BuilderFormula FinderData Cleanup PlanDashboard KPI BuilderSpreadsheet Power Tools prompt bank
Back to topEXCEL-01Tracker BuilderUse for work or business trackers.Open prompt
Best used when: Use for work or business trackers.
Design an Excel/Sheets tracker for [PURPOSE]. Include columns, dropdown values, date fields, status logic, conditional formatting rules, sample rows, and a weekly review routine.
EXCEL-02Formula FinderUse when you know what you want but not the formula.Open prompt
Best used when: Use when you know what you want but not the formula.
I am using [Excel/Google Sheets]. My columns are: [COLUMNS]. I need to calculate: [RESULT]. Give me the best formula, where to place it, how it works, and a quick test example.
EXCEL-03Data Cleanup PlanUse before summarizing messy data.Open prompt
Best used when: Use before summarizing messy data.
Review this spreadsheet structure: [PASTE HEADERS/SAMPLE]. Create a cleanup plan for duplicates, blank cells, inconsistent names, date formatting, categories, merged cells, and validation rules.
EXCEL-04Dashboard KPI BuilderUse for a summary tab.Open prompt
Best used when: Use for a summary tab.
Create a dashboard plan for this tracker: [PURPOSE + COLUMNS]. Include KPI cards, charts, filters/slicers, summary tables, warning flags, and a plain-language monthly summary.
EXCEL-05Pivot Table PlannerUse before creating pivots.Open prompt
Best used when: Use before creating pivots.
I need a pivot table that answers: [QUESTION]. My columns are: [COLUMNS]. Tell me rows, columns, values, filters, grouping, and the exact insight this pivot should reveal.
EXCEL-06Conditional Formatting PlanUse to make priority visible.Open prompt
Best used when: Use to make priority visible.
Create conditional formatting rules for this tracker: [PURPOSE + COLUMNS]. Include overdue items, high priority, completed, waiting, missing owner, and due within 7 days.
EXCEL-07Spreadsheet AuditUse before sharing.Open prompt
Best used when: Use before sharing.
Audit this spreadsheet design: [PASTE HEADERS/SAMPLE]. Identify formula risks, missing columns, unclear statuses, duplicate fields, hard-to-read layout, and what to fix before sharing.
EXCEL-08Data Story SummaryUse after you have results.Open prompt
Best used when: Use after you have results.
Turn these spreadsheet results into a plain-language summary for [AUDIENCE]. Include what changed, what stands out, what needs attention, and recommended next steps. Data: [PASTE].
Word + Docs Document Builder
Use this workspace for letters, memos, SOPs, reports, meeting documents, training guides, templates, and polished professional writing.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Choose the document type before drafting.
- Identify the reader and what they need to do next.
- Use AI for outline → draft → review, not one blind pass.
- Use tables or headings when the reader needs to scan quickly.
- Finish with a QA pass for facts, tone, completeness, and next action.
Open this when
- You need a finished document from notes.
- You need a reusable template, SOP, or training guide.
- You need to polish, shorten, or review a professional document.
Grab first
Professional LetterApproval MemoSOP BuilderTraining GuideWord + Docs Document Builder prompt bank
Back to topWORD-01Professional LetterUse for formal requests or documentation.Open prompt
Best used when: Use for formal requests or documentation.
Draft a professional letter for [PURPOSE]. Audience: [AUDIENCE]. Include clear opening, brief context, specific request, supporting details, requested next step, and polished closing.
WORD-02Approval MemoUse for approvals or reimbursements.Open prompt
Best used when: Use for approvals or reimbursements.
Create a concise approval memo for [REQUEST]. Include background, amount/cost if applicable, reason, policy or business purpose, decision needed, deadline, and short email version.
WORD-03SOP BuilderUse for repeatable work.Open prompt
Best used when: Use for repeatable work.
Create an SOP for [PROCESS]. Include purpose, when to use it, owner, tools, step-by-step process, decision points, common mistakes, escalation path, and final checklist.
WORD-04Training GuideUse when teaching someone a process.Open prompt
Best used when: Use when teaching someone a process.
Turn this process into a training guide for a beginner. Include overview, why it matters, steps, visual notes or screen-capture spots to add, practice activity, knowledge check, and completion checklist. Process: [PASTE].
WORD-05Executive SummaryUse to condense a long document.Open prompt
Best used when: Use to condense a long document.
Create an executive summary from this content. Include main point, key findings, implications, recommendations, risks, and next steps. Content: [PASTE].
WORD-06Meeting MinutesUse for formal recap.Open prompt
Best used when: Use for formal recap.
Turn these meeting notes into clean minutes. Include attendees, purpose, topics discussed, decisions, motions/approvals if any, action items, owner, due date, and next meeting notes. Notes: [PASTE].
WORD-07Template BuilderUse for repeated documents.Open prompt
Best used when: Use for repeated documents.
Create a reusable Word/Docs template for [DOCUMENT TYPE]. Include headings, bracketed fill-in fields, example wording, instructions for each section, and final review checklist.
WORD-08Final Edit PassUse before sending.Open prompt
Best used when: Use before sending.
Edit this document for clarity, flow, tone, grammar, missing details, repetition, and next action. Then provide a polished final version and a short change summary. Document: [PASTE].
PowerPoint + Presentation Builder
Use this workspace when you need a deck that explains, teaches, sells, reports, or supports a decision — not just pretty slides.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Decide the deck job: inform, teach, sell, report, persuade, or request a decision.
- Write the one-sentence takeaway before slide titles.
- Choose the deck path that matches the goal: executive update, decision deck, training, sales, webinar, or report-to-deck.
- Move detail to speaker notes or appendix so slides stay clean.
- Run deck QA for storyline, slide order, title strength, visuals, timing, and likely questions.
Open this when
- You need to turn a report, notes, or data into slides.
- You need an executive update, decision deck, training deck, webinar, or offer deck.
- You need speaker notes, storyline, visual guidance, or deck QA.
Grab first
Deck Type SelectorExecutive Status DeckDecision Slide BuilderReport-to-Deck ConverterPowerPoint + Presentation Builder prompt bank
Back to topPOWERPOINT-01Deck Type SelectorUse before creating slides.Open prompt
Best used when: Use before creating slides.
Act as a presentation strategist. I need a deck about [TOPIC] for [AUDIENCE]. Goal: [GOAL]. Ask me 5 questions, choose the best deck type, and recommend slide flow, tone, length, and what belongs in appendix.
POWERPOINT-02Executive Status DeckUse for leadership updates.Open prompt
Best used when: Use for leadership updates.
Create a 6-slide executive status deck for [PROJECT]. Include: snapshot, progress since last update, key metrics, risks/blockers, decisions needed, and next steps. Make every slide title a takeaway, not a topic.
POWERPOINT-03Decision Slide BuilderUse when someone needs to approve or choose.Open prompt
Best used when: Use when someone needs to approve or choose.
Create a decision slide for [DECISION]. Include context, options, pros/cons, tradeoffs, risk of no decision, recommendation, decision owner, and requested deadline.
POWERPOINT-04Report-to-Deck ConverterUse for long reports.Open prompt
Best used when: Use for long reports.
Turn this report into a slide deck for [AUDIENCE]. Extract the main story, 5–7 slide titles, key bullets, visuals, speaker notes, and appendix items. Report/source: [PASTE].
POWERPOINT-05Training Deck DesignerUse for teaching a process.Open prompt
Best used when: Use for teaching a process.
Create a training deck for [SKILL/PROCESS]. Include learning objectives, why it matters, step-by-step teaching slides, example/demo slide, practice activity, knowledge check, recap, and facilitator notes.
POWERPOINT-06Sales/Offer DeckUse for an offer or pitch.Open prompt
Best used when: Use for an offer or pitch.
Create a sales deck for [OFFER]. Audience: [AUDIENCE]. Include problem, cost of staying stuck, solution, what is included, outcomes, proof, objections, pricing/next step, and closing invitation.
POWERPOINT-07Speaker Notes GeneratorUse after slide outline exists.Open prompt
Best used when: Use after slide outline exists.
Create speaker notes for this deck outline. Make the notes natural, confident, and concise. Include transitions between slides and a closing statement. Outline: [PASTE].
POWERPOINT-08Slide Title UpgradeUse to fix weak slide titles.Open prompt
Best used when: Use to fix weak slide titles.
Rewrite these slide titles into takeaway headlines. Each title should tell the audience what to understand or decide. Keep titles short and business-ready. Titles: [PASTE].
POWERPOINT-09Visual Layout GuideUse before designing slides.Open prompt
Best used when: Use before designing slides.
For each slide below, recommend the best layout: timeline, comparison, process, dashboard, quote, before/after, table, chart, or story slide. Explain why and suggest a visual. Slides: [PASTE].
POWERPOINT-10Presentation Q&A PrepUse before presenting.Open prompt
Best used when: Use before presenting.
Prepare me for questions about this presentation. Create likely questions, strong answers, sensitive questions to handle carefully, and a backup data list. Topic/deck: [PASTE].
POWERPOINT-11Webinar Timing PlanUse for live trainings.Open prompt
Best used when: Use for live trainings.
Create a webinar deck plan for [TOPIC] lasting [LENGTH]. Include section timing, slide flow, engagement questions, demo moments, practice activity, Q&A, and follow-up resource slide.
POWERPOINT-12Deck QA AuditUse before sharing.Open prompt
Best used when: Use before sharing.
Audit this deck for storyline, slide order, title strength, audience fit, repetition, missing decision, visual overload, timing, and next action. Deck outline/slides: [PASTE].
Google Workspace Command Center
Use this workspace when work happens across Google Drive, Docs, Sheets, Forms, Gmail, Calendar, Meet, Slides, and source-based research.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Start in Drive: decide where the work will live.
- Use the right Google tool: Docs for writing, Sheets for data, Forms for intake, Slides for presentation, Meet for live collaboration.
- Use AI to design the structure before creating files.
- Connect outputs: Forms feed Sheets, Sheets feed summaries, Docs feed Slides, Meet feeds recaps.
- Review sharing permissions before sending links.
Open this when
- You need a clean file/folder system.
- You need Docs, Sheets, Forms, or Slides created from rough context.
- You need meeting, calendar, Gmail, or research workflows.
Grab first
Drive Folder SystemDocs Draft From NotesSheets TrackerForms Intake BuilderGoogle Workspace Command Center prompt bank
Back to topGOOGLE-01Drive Folder SystemUse before files multiply.Open prompt
Best used when: Use before files multiply.
Design a Google Drive folder system for [ROLE/PROJECT/BUSINESS]. Include main folders, subfolders, file naming rules, owner rules, sharing permissions, and examples of where common files go.
GOOGLE-02Docs Draft From NotesUse for reports, guides, or letters.Open prompt
Best used when: Use for reports, guides, or letters.
Turn these notes into a polished Google Doc for [AUDIENCE]. Include headings, concise paragraphs, table if useful, action items, and a clear next step. Notes: [PASTE].
GOOGLE-03Sheets TrackerUse for tracking requests or projects.Open prompt
Best used when: Use for tracking requests or projects.
Create a Google Sheets tracker for [PURPOSE]. Include columns, dropdown values, conditional formatting, sample rows, protected columns to avoid editing, and a weekly review process.
GOOGLE-04Forms Intake BuilderUse to collect consistent info.Open prompt
Best used when: Use to collect consistent info.
Create a Google Form for [INTAKE/REQUEST/SURVEY]. Include title, description, questions, question types, required fields, branching if needed, and confirmation message.
GOOGLE-05Form Responses WorkflowUse after collecting form data.Open prompt
Best used when: Use after collecting form data.
Design the workflow after form responses arrive. Include response Sheet helper columns, status values, owner assignment, follow-up templates, summary dashboard, and review rhythm.
GOOGLE-06Gmail + Calendar RoutineUse to manage meetings and follow-ups.Open prompt
Best used when: Use to manage meetings and follow-ups.
Create a Gmail and Google Calendar routine for [ROLE]. Include daily review, meeting prep, follow-up blocks, email templates to save, and weekly open-loop review.
GOOGLE-07Meet Recap to Action PlanUse after Google Meet.Open prompt
Best used when: Use after Google Meet.
Turn these Meet notes into a recap with summary, decisions, action items, owner, deadline, open questions, and follow-up email. Notes: [PASTE].
GOOGLE-08NotebookLM Source GuideUse for source-based learning/content.Open prompt
Best used when: Use for source-based learning/content.
Using these sources/notes, create a grounded summary, study guide, FAQ, glossary, and content outline. Flag anything not clearly supported by the source. Source: [PASTE].
Project + Operations Command
Use this workspace to coordinate projects, events, interviews, launches, onboarding, timelines, handoffs, and leadership updates.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Write the project brief before building trackers.
- Turn every moving piece into owner, due date, status, and next action.
- Create one source of truth for timeline, decisions, and open loops.
- Use AI to draft updates and meeting agendas from tracker data.
- Close every project with a handoff, retrospective, or archive note.
Open this when
- You need to organize moving pieces and people.
- You need timelines, owners, agendas, checklists, or status updates.
- You need to brief leadership without drowning them in details.
Grab first
Project BriefOwner MatrixTimeline BuilderEvent/Interview PlanProject + Operations Command prompt bank
Back to topPROJECTS-01Project BriefUse before a tracker.Open prompt
Best used when: Use before a tracker.
Create a project brief for [PROJECT]. Include purpose, desired outcome, stakeholders, scope, not-in-scope, timeline, milestones, owners, dependencies, decisions needed, and first 10 actions.
PROJECTS-02Owner MatrixUse to clarify who does what.Open prompt
Best used when: Use to clarify who does what.
Build an owner matrix for [PROJECT/EVENT]. Include workstream, task, accountable owner, support person, due date, status, communication channel, and escalation path.
PROJECTS-03Timeline BuilderUse for launches or events.Open prompt
Best used when: Use for launches or events.
Create a timeline for [PROJECT/EVENT] from [START DATE] to [END DATE]. Include milestones, task groups, dependencies, owner roles, reminder points, and final QA week.
PROJECTS-04Event/Interview PlanUse for interviews, visiting speakers, trainings, or events.Open prompt
Best used when: Use for interviews, visiting speakers, trainings, or events.
Build a coordination plan for [EVENT/INTERVIEW]. Include invite list, schedule, room/virtual link needs, materials, reminders, day-of checklist, follow-up, and thank-you messages.
PROJECTS-05Onboarding TrackerUse for new team members, residents, clients, or members.Open prompt
Best used when: Use for new team members, residents, clients, or members.
Create an onboarding tracker for [AUDIENCE]. Include phases, tasks, owner, due date, required documents, training items, access needs, check-in dates, and completion criteria.
PROJECTS-06Leadership UpdateUse for status reports.Open prompt
Best used when: Use for status reports.
Write a leadership update for [PROJECT]. Include snapshot, completed work, upcoming work, blockers, decisions needed, timeline impact, and recommended next action.
PROJECTS-07Handoff PlanUse when work moves to another person.Open prompt
Best used when: Use when work moves to another person.
Create a handoff plan for [ROLE/PROJECT]. Include current status, key contacts, files/links, recurring tasks, open loops, deadlines, risks, and first-week priorities for the new owner.
PROJECTS-08Meeting-to-WorkplanUse after a planning meeting.Open prompt
Best used when: Use after a planning meeting.
Turn these meeting notes into a workplan. Include decisions, tasks, owners, dates, dependencies, follow-up messages, and what should go into the tracker. Notes: [PASTE].
Money Clarity Tools
Use this workspace for budgets, expenses, income, pricing, cash-flow views, receipt organization, and plain-language money reviews — with professional review where needed.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Name the money question: what can I afford, what changed, what is due, what is profitable, or what needs review?
- Create the simplest tracker that answers the question.
- Separate facts, assumptions, and decisions.
- Use AI to organize and summarize, not to replace licensed advice.
- End with professional-review questions when the decision is high stakes.
Open this when
- You need visibility without shame.
- You need budget, expense, income, pricing, or cash-flow structure.
- You need questions prepared for a tax, legal, accounting, or financial professional.
Grab first
Budget CategoriesExpense TrackerIncome TrackerPricing ScenarioMoney Clarity Tools prompt bank
Back to topFINANCE-01Budget CategoriesUse to create budget structure.Open prompt
Best used when: Use to create budget structure.
Create budget categories for [PERSONAL/BUSINESS/PROJECT]. Include fixed, variable, one-time, recurring, savings/reserves, notes, and a monthly review checklist.
FINANCE-02Expense TrackerUse for receipts and spending visibility.Open prompt
Best used when: Use for receipts and spending visibility.
Build an expense tracker for [PURPOSE]. Include columns, categories, receipt notes, payment method, tax/professional review flag, monthly summary fields, and sample rows.
FINANCE-03Income TrackerUse to understand money coming in.Open prompt
Best used when: Use to understand money coming in.
Create an income/revenue tracker for [BUSINESS/PERSONAL]. Include date, source, offer/product/service, amount, payment status, platform, notes, and monthly summary.
FINANCE-04Pricing ScenarioUse for offers/products/services.Open prompt
Best used when: Use for offers/products/services.
Create a pricing scenario worksheet for [OFFER]. Include costs, time, platform fees, price points, sales volume, revenue goal, break-even estimate, and assumptions to verify.
FINANCE-05Cash-Flow SnapshotUse for timing pressure.Open prompt
Best used when: Use for timing pressure.
Create a monthly cash-flow snapshot for [PERSONAL/BUSINESS]. Include starting balance, expected income by date, expected expenses by due date, ending estimate, tight weeks, and action options.
FINANCE-06Receipt ChecklistUse for recordkeeping.Open prompt
Best used when: Use for recordkeeping.
Create a recordkeeping checklist for [TAX YEAR/PROJECT/BUSINESS]. Include income records, receipts, mileage/travel notes, subscriptions, software, contractor payments, missing items, and questions for a professional.
FINANCE-07Monthly Money ReviewUse monthly.Open prompt
Best used when: Use monthly.
Turn this money data into a plain-language monthly review. Include income, expenses, top categories, unusual items, cash-flow concerns, questions to verify, and next month focus. Data: [PASTE].
FINANCE-08Questions for ProUse before meeting a professional.Open prompt
Best used when: Use before meeting a professional.
Based on this situation: [PASTE], create organized questions for a qualified professional. Separate tax, accounting, legal, HR, and financial-planning questions where relevant. Do not give final advice.
Templates + Resource Vault
Use this workspace when you need a reusable message, document, checklist, worksheet, SOP, agenda, recap, launch asset, or support response.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Start with the repeated situation, not the template name.
- Define what the user fills in and what stays fixed.
- Include an example so people know what “good” looks like.
- Add a QA checklist and completion signal.
- Retire templates that nobody uses or that duplicate a better one.
Open this when
- You repeat the same work often.
- You need fill-in fields, examples, and completion checks.
- You want members or team members to use the same standard.
Grab first
Agenda TemplateEscalation TemplateSOP TemplateDecision Memo TemplateTemplates + Resource Vault prompt bank
Back to topTEMPLATES-01Agenda TemplateUse for repeated meetings.Open prompt
Best used when: Use for repeated meetings.
Create a reusable meeting agenda template for [MEETING TYPE]. Include purpose, attendees, prep, agenda items, decisions needed, time blocks, action review, and follow-up section.
TEMPLATES-02Escalation TemplateUse for difficult updates.Open prompt
Best used when: Use for difficult updates.
Create an escalation message template for [ISSUE TYPE]. Include subject line, background, impact, actions taken, decision needed, recommended next step, and fill-in fields.
TEMPLATES-03SOP TemplateUse for process documentation.Open prompt
Best used when: Use for process documentation.
Create a reusable SOP template with fill-in fields, section instructions, example wording, common mistakes, troubleshooting, and final QA checklist.
TEMPLATES-04Decision Memo TemplateUse for approvals or choices.Open prompt
Best used when: Use for approvals or choices.
Create a decision memo template for [DECISION TYPE]. Include context, options, recommendation, pros/cons, cost/timing, risks, requested decision, and signature/approval area.
TEMPLATES-05Support Reply BankUse for help/customer/member messages.Open prompt
Best used when: Use for help/customer/member messages.
Create 10 support response templates for [AUDIENCE]. Include warm greeting, issue acknowledgment, answer, next step, boundary language, and closing.
TEMPLATES-06Launch ChecklistUse for product/service launches.Open prompt
Best used when: Use for product/service launches.
Create a launch checklist for [OFFER]. Include pre-launch, content, emails, tech checks, payment links, member access, FAQ/support, launch day, and post-launch follow-up.
TEMPLATES-07Resource Card TemplateUse for a vault/library.Open prompt
Best used when: Use for a vault/library.
Create a resource card template for [RESOURCE TYPE]. Include title, what it solves, when to use it, instructions, related prompts/templates, completion check, and update date.
TEMPLATES-08Completed Example BuilderUse to show people what good looks like.Open prompt
Best used when: Use to show people what good looks like.
Create a completed example for this template: [PASTE TEMPLATE]. Fill it with realistic sample content and explain why each section is included.
Slack + Notion Systems
Use this workspace when the team communication or knowledge system is messy and needs channels, rules, databases, dashboards, or resource hubs that people can actually use.
Quick playbook
Use this order when you want a finished output you can apply right away.
- For Slack, decide what belongs in chat, channel, email, meeting, or project tool.
- For Notion, decide page versus database before building.
- Create views around real questions: what is due, waiting, approved, ready, or blocked?
- Use templates for repeated posts, tasks, SOPs, portals, and resources.
- Keep systems maintainable; beautiful clutter is still clutter.
Open this when
- You need channel norms or message templates.
- You need a Notion database, dashboard, portal, or resource hub.
- You need to turn scattered team knowledge into a system.
Grab first
Slack Channel CleanupSlack Update TemplatesDecision CaptureNotion Database PlanWhat Slack is for
Slack is a team communication tool. Use it for quick updates, project channels, questions, announcements, and lightweight collaboration. The cheat code is not “send more messages”; it is creating clear channel rules so people know where work belongs.
- Best use: quick updates, blockers, handoffs, announcements, team norms.
- AI helps by: writing channel rules, update templates, escalation language, and recap formats.
- Finished output: channel map, posting rules, message templates, and decision-capture flow.
What Notion is for
Notion is a flexible workspace for pages, databases, dashboards, wikis, SOP libraries, content calendars, and portals. The cheat code is designing the system before building it, so it stays useful instead of becoming pretty clutter.
- Best use: tasks, projects, content calendars, SOPs, resource hubs, member/client portals.
- AI helps by: choosing page vs database, properties, views, templates, and review routines.
- Finished output: database blueprint, dashboard layout, template set, and weekly review flow.
Slack + Notion Systems prompt bank
Back to topSLACK-NOTION-01Slack Channel CleanupUse to organize channels.Open prompt
Best used when: Use to organize channels.
Audit this Slack setup: [DESCRIBE CHANNELS]. Recommend what to keep, merge, archive, rename, and create. Include channel purpose, posting rules, and examples.
SLACK-NOTION-02Slack Update TemplatesUse for consistent updates.Open prompt
Best used when: Use for consistent updates.
Create Slack message templates for [TEAM/PROJECT]: weekly update, blocker, decision needed, quick request, announcement, handoff, and recap.
SLACK-NOTION-03Decision CaptureUse to stop decisions getting lost.Open prompt
Best used when: Use to stop decisions getting lost.
Create a Slack decision-capture workflow. Include when to post, format, owner, decision log fields, follow-up, and how to move decisions into the project tracker.
SLACK-NOTION-04Notion Database PlanUse before building a database.Open prompt
Best used when: Use before building a database.
Design a Notion database for [PURPOSE]. Include properties, property types, views, filters, sorts, templates, sample entries, and weekly review routine.
SLACK-NOTION-05Notion DashboardUse for command centers.Open prompt
Best used when: Use for command centers.
Create a Notion dashboard for [ROLE/BUSINESS]. Include sections, linked databases, views, quick links, daily/weekly review prompts, and rules to keep it simple.
SLACK-NOTION-06Notion SOP/FAQ LibraryUse for knowledge hubs.Open prompt
Best used when: Use for knowledge hubs.
Design a Notion SOP and FAQ library. Include databases, properties, page templates, review dates, categories, search tags, and AI prompts to turn notes into resources.
SLACK-NOTION-07Notion PortalUse for clients/members/teams.Open prompt
Best used when: Use for clients/members/teams.
Create a Notion portal for [AUDIENCE]. Include welcome, start here, key links, timeline, resources, tasks, updates, support instructions, and privacy notes.
SLACK-NOTION-08Content CalendarUse for social/content planning.Open prompt
Best used when: Use for social/content planning.
Build a Notion content calendar for [BRAND/BUSINESS]. Include ideas, platform, format, status, publish date, assets, caption, repurposing notes, views, and weekly planning routine.
Productivity + Weekly Reset
Use this workspace when the issue is focus, overwhelm, too many open loops, task sorting, weekly planning, delegation, or meeting overload.
Quick playbook
Use this order when you want a finished output you can apply right away.
- Capture everything without judging it.
- Sort by urgency, impact, deadline, owner, and energy required.
- Protect focus blocks for work that needs thinking.
- Turn vague tasks into next physical actions.
- Close the week by reviewing waiting-on items, wins, and next week priorities.
Open this when
- You need to decide what matters first.
- You need to reduce open loops and follow-ups.
- You need a simple daily or weekly routine that helps you move.
Grab first
Daily Priority SortWeekly ResetOpen Loop AuditFocus Block PlannerProductivity + Weekly Reset prompt bank
Back to topPRODUCTIVITY-01Daily Priority SortUse at the start of the day.Open prompt
Best used when: Use at the start of the day.
Here is everything on my plate: [PASTE]. Sort it into must-do today, should-do this week, waiting-on, delegate, schedule, and later. Explain the top 3 priorities and why.
PRODUCTIVITY-02Weekly ResetUse Friday or Monday.Open prompt
Best used when: Use Friday or Monday.
Run a weekly reset from this list: [PASTE TASKS/NOTES]. Create wins, open loops, overdue items, waiting-on items, next week priorities, meetings to prep, and follow-up messages.
PRODUCTIVITY-03Open Loop AuditUse when things feel scattered.Open prompt
Best used when: Use when things feel scattered.
Audit these open loops: [PASTE]. Group by owner, deadline, next action, follow-up needed, and risk if ignored. Create a clean tracker-ready table.
PRODUCTIVITY-04Focus Block PlannerUse to protect deep work.Open prompt
Best used when: Use to protect deep work.
Create a focus block plan for [TASK]. Include prep steps, distractions to remove, time block length, success definition, and what to do if interrupted.
PRODUCTIVITY-05Task to Next ActionUse when tasks are vague.Open prompt
Best used when: Use when tasks are vague.
Turn this task list into clear next actions. Each action should start with a verb, include owner, estimated time, due date if known, and first step. Tasks: [PASTE].
PRODUCTIVITY-06Delegation PrepUse before handing off.Open prompt
Best used when: Use before handing off.
Prepare a delegation brief for [TASK]. Include outcome needed, context, deadline, resources, constraints, quality standard, check-in point, and handoff message.
PRODUCTIVITY-07Meeting Reduction PlanUse when meetings take over.Open prompt
Best used when: Use when meetings take over.
Review these recurring meetings: [PASTE]. Recommend keep, shorten, combine, replace with update, or cancel. Include criteria and message templates.
PRODUCTIVITY-08Learning SprintUse to upskill fast.Open prompt
Best used when: Use to upskill fast.
Create a 7-day learning sprint for [SKILL]. Include daily practice tasks, prompts to use, small deliverables, review questions, and one proof-of-skill artifact.
Excel Formula Help Desk
For the member who is new to Excel and just got handed a spreadsheet task. Start with the plain-English request, see what columns you need, copy the formula, and test it before using it for real work.
Start here before copying any formula
Most formula confusion happens because the task is unclear, not because the member is “bad at Excel.” Use this process first, then choose the matching formula card below.
The 5-step formula path
- Translate the ask: What answer should appear?
- Find the columns: Status, owner, date, amount, category, ID, notes, or score.
- Pick the formula family: Count, total, lookup, filter, label, clean, or report view.
- Test in a safe cell: Try it on sample rows before filling down.
- Verify: Manually check two or three rows before trusting the result.
Formula families in plain English
Built workbook support
The Excel workbook now has a Formula Task Coach, Formula Practice Lab, and the expanded Formula Power Bank. Members can practice on safe sample data first, see the working answer, then copy the pattern into their real tracker.
25 task-based formula cards
Back to top01Count open tasksOpen steps + formula
A leader asks: “How many items are still open?”
You need a Status column with labels like Open, In Progress, Done.
Paste in a summary/dashboard cell.
Excel counts every row in column D that exactly says Open.
=COUNTIF(D:D,"Open")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
02Count open tasks by ownerOpen steps + formula
You need to report how many open items belong to each person.
You need Owner and Status columns.
Paste next to each owner name in a summary table.
Counts rows where Owner is Melissa AND Status is Open.
=COUNTIFS(C:C,"Melissa",D:D,"Open")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
03Flag overdue workOpen steps + formula
You need Excel to show which tasks are late without checking every row.
You need Status and Due Date columns.
Paste in row 2 of a helper column, then fill down.
Shows Overdue when the task is not Done and the due date has passed.
=IF(AND(D2<>"Done",E2<TODAY()),"Overdue","On track")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
04Pull the owner from another tableOpen steps + formula
You have an ID and need Excel to bring in the matching owner/status/detail.
You need a lookup value in the current row and a reference table with IDs.
Paste in the column where the returned owner should appear.
Finds the matching ID and returns the owner.
=XLOOKUP(A2,LookupTable[ID],LookupTable[Owner],"Not found")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
05Lookup without scary errorsOpen steps + formula
You want a clean blank if a lookup does not find a match.
Same setup as XLOOKUP.
Use anywhere the lookup may be missing.
Returns owner if found; blank if not found.
=IFERROR(XLOOKUP(A2,LookupTable[ID],LookupTable[Owner]),"")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
06Total expenses by categoryOpen steps + formula
You need to know how much was spent on Software, Travel, Marketing, etc.
You need Category and Amount columns.
Paste in a summary table next to the category.
Adds amounts in F when category in C is Software.
=SUMIF(C:C,"Software",F:F)
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
07Total expenses by category and monthOpen steps + formula
You need July Marketing spend or monthly category totals.
You need Category, Month, and Amount columns.
Paste in a monthly summary table.
Adds amounts only when both category and month match.
=SUMIFS(F:F,C:C,"Marketing",B:B,"Jul 2026")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
08Create a month helper labelOpen steps + formula
You have dates but need month labels for summaries.
You need a Date column.
Paste beside a date column and fill down.
Turns a real date into Jul 2026 style month label.
=TEXT(A2,"mmm yyyy")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
09Show only overdue itemsOpen steps + formula
You need a live list of only the problem rows.
You need a table/range and a helper column named Overdue Flag or similar.
Paste in a blank area with room for the list to spill.
Only overdue rows appear automatically.
=FILTER(A2:H200,H2:H200="Overdue","No overdue items")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
10Top 10 by amount or priorityOpen steps + formula
You need the biggest expenses, highest scores, or most urgent items.
You need a numeric amount/score column.
Paste in a report area.
Sorts the range by column 6 descending and returns the first 10 rows.
=TAKE(SORT(A2:H200,6,-1),10)
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
11Create a clean dropdown listOpen steps + formula
You need a unique list of categories, owners, or statuses.
You need a source column with repeated values.
Paste in a helper area or setup sheet.
Creates one sorted copy of every unique value.
=SORT(UNIQUE(C2:C200))
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
12Clean messy names/categoriesOpen steps + formula
Names or categories have extra spaces and inconsistent casing.
You need a text column to clean.
Paste in a new helper column.
Removes extra spaces and applies title case.
=PROPER(TRIM(A2))
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
13Combine notes into one clean summaryOpen steps + formula
Several notes live in separate columns and need to become one note.
You need multiple note columns in the same row.
Paste in a summary notes column.
Combines nonblank notes with semicolons.
=TEXTJOIN("; ",TRUE,G2:J2)
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
14Calculate days openOpen steps + formula
You need to show how long a request has been open.
You need a Requested/Open Date column.
Paste in Days Open column and format as Number.
Shows days between request date and today.
=TODAY()-F2
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
15Count business daysOpen steps + formula
You need turnaround time excluding weekends.
You need start and end dates.
Paste in a turnaround column.
Counts workdays from start date to end date.
=NETWORKDAYS(F2,G2)
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
16Assign priority from scoreOpen steps + formula
You have a score and need Critical/High/Medium/Low labels.
You need a numeric score column.
Paste in Priority Label column and fill down.
Returns label based on thresholds.
=IFS(H2>=90,"Critical",H2>=70,"High",H2>=40,"Medium",TRUE,"Low")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
17Calculate percent completeOpen steps + formula
You need a dashboard showing completion rate.
You need Status column with Done values.
Paste in dashboard cell and format as Percentage.
Shows portion of rows marked Done.
=COUNTIF(D:D,"Done")/COUNTA(A:A)
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
18Total only filtered rowsOpen steps + formula
You filtered a table and want the visible total only.
You need an Amount column and filters applied.
Paste above or below the filtered table.
Totals visible rows only.
=SUBTOTAL(109,F:F)
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
19Find duplicate IDsOpen steps + formula
You need to flag duplicate request numbers, names, or IDs.
You need an ID column.
Paste beside the ID column and fill down.
Shows Duplicate when the same ID appears more than once.
=IF(COUNTIF(A:A,A2)>1,"Duplicate","")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
20Find missing required infoOpen steps + formula
You need Excel to call out blank owner, due date, status, or next action.
You need required columns.
Paste in QA column and fill down.
Shows Missing info when any required field is blank.
=IF(OR(C2="",D2="",E2=""),"Missing info","Ready")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
21Average turnaround by ownerOpen steps + formula
You need average days to complete by person or team.
You need Owner and Days/Turnaround columns.
Paste in a summary table next to owner.
Averages turnaround days for Melissa.
=AVERAGEIFS(I:I,C:C,"Melissa")
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
22Create a clean report viewOpen steps + formula
You only want certain columns from a large tracker.
You need a source range/table.
Paste in a report tab.
Creates a cleaner view with selected columns only.
=CHOOSECOLS(A:H,1,3,4,5,8)
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
23Stack monthly tablesOpen steps + formula
You have Jan, Feb, Mar tables and want one master list.
Monthly tables need matching column order.
Paste in a master tab.
Combines tables vertically into one list.
=VSTACK(TableJan,TableFeb,TableMar)
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
24Pull first name from full nameOpen steps + formula
You need first names for emails or labels.
You need a Full Name column.
Paste in First Name helper column.
Returns text before the first space.
=LEFT(A2,FIND(" ",A2&" ")-1)
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
25Ask AI to build the formula for your exact sheetOpen steps + formula
You are not sure which formula fits the task.
You need column names, sample rows, and the outcome you want.
Copy into ChatGPT/Copilot, then paste the formula it returns into Excel.
AI gives a formula and setup steps for your specific columns.
My columns are [paste headers]. I need Excel to [outcome]. Give me the formula, where to paste it, and how to test it.
- Make a copy of your file or test this in a blank area first.
- Replace the sample column letters, table names, or words in quotes with your real sheet columns and labels.
- Press Enter once, then compare the answer against a small manual check.
- When the test is correct, fill down or connect it to your dashboard/report.
Pivot Table Example + Planning Bank
Use this when the question is “summarize this by owner, category, status, date, or source.” The workbook includes a built example sheet so members can see the data, setup, and expected output.
Built example: tasks by owner and status
- Open the Excel Systems Workbook and go to Pivot Example.
- Look at the sample table: Task ID, Owner, Project, Status, Priority, Due Date, Hours, and Month.
- To recreate it in Excel: select the table, choose Insert → PivotTable, then place Owner in Rows, Status in Columns, and Count of Task ID in Values.
- Use Priority or Month as filters when leadership only needs a focused view.
- Expected output: a quick count showing how many items each owner has in Not Started, In Progress, Waiting, Done, or Blocked.
| Sample question | Rows | Columns | Values | Expected use |
|---|---|---|---|---|
| Who has the most open work? | Owner | Status | Count of Task ID | Workload and follow-up review |
| Where is money going this month? | Category | Month | Sum of Expense | Budget and spending review |
| Which offer is producing revenue? | Offer | Channel | Sum of Income | Sales clarity and launch review |
Tasks by owner and status
Rows: Owner. Columns: Status. Values: Count of Task ID. Filters: Priority, Due Month.
Use for workload, accountability, and follow-up meetings.Expenses by month and category
Rows: Month. Columns: Category. Values: Sum of Expense. Filters: Payment Method.
Use for monthly budget visibility.Income by offer and channel
Rows: Offer. Columns: Channel. Values: Sum of Revenue. Filters: Month.
Use for sales clarity.Overdue items by project
Rows: Project. Columns: Owner. Values: Count of Overdue Flag. Filters: Priority.
Use for project rescue.Meeting actions by owner
Rows: Owner. Columns: Status. Values: Count of Action Item. Filters: Meeting Date.
Use after meeting recaps.Content by platform and stage
Rows: Platform. Columns: Status. Values: Count of Content Item. Filters: Campaign.
Use for marketing pipeline.Requests by type and urgency
Rows: Request Type. Columns: Urgency. Values: Count of Request. Filters: Source.
Use for intake workflows.Open loops by follow-up date
Rows: Follow-Up Week. Columns: Status. Values: Count of Item. Filters: Owner.
Use for weekly reset.Training progress by person
Rows: Person. Columns: Module/Status. Values: Count or Completion %. Filters: Team.
Use for onboarding.Budget actuals by category
Rows: Category. Values: Sum of Budget, Sum of Actual, Calculated variance. Filters: Month.
Use for monthly money review.Event tasks by phase
Rows: Phase. Columns: Status. Values: Count of Task. Filters: Owner.
Use for event planning.Client/member issues by theme
Rows: Theme. Columns: Status. Values: Count of Issue. Filters: Date Range.
Use for support trends.
