u/CalendarVarious3992

Hello!

Are you tired of keeping track of multiple vendors and their compliance items for your medspa? Do you find it challenging to remember when important documents are due or need renewals?

This prompt chain helps you efficiently manage vendor compliance reminders. It assists in organizing your vendor list, standardizing the data, setting reminders for upcoming due dates, and generating a clear audit log for your compliance needs.

Prompt:

VARIABLE DEFINITIONS
[MEDSPA_NAME]=Name of the medspa
[VENDOR_LIST]=Raw list of vendors and their compliance items
[DEFAULT_REMINDER_LEAD]=Number of days before each due date you want automatic reminders (e.g., 30/15/5)
~
You are the compliance coordinator for [MEDSPA_NAME].
Step 1 – Provide the initial data set.
1. List each vendor on a separate line in the following comma-separated order:
   Vendor Name, Requirement Type (contract / liability insurance / equipment service / other), Effective Date (YYYY-MM-DD), Expiration or Renewal Due Date (YYYY-MM-DD), Proof Document Type (PDF, email thread, invoice, etc.), Internal Owner (name or role)
2. If a field is unknown, type "TBD".
3. End your list with a blank line.
Example input line:
   ABC Laser Co, equipment service, 2023-10-01, 2024-10-01, service invoice, Clinical Director
Please enter the list now. ~
You are an expert data normalizer.
Step 2 – Standardize and validate entries.
1. Convert the raw [VENDOR_LIST] into a clean table with the following columns exactly: Vendor, Requirement, Effective Date, Due Date, Proof Needed, Owner.
2. Highlight any TBD fields under a "Data Gaps" section beneath the table, listing Vendor and the missing field.
3. Ask the user to supply missing information or confirm the table is correct.
Format the table using pipes (|) as column separators.
~
You are a compliance scheduling assistant.
Step 3 – Add reminder cadence.
1. Using the confirmed table, add three new columns: First Reminder, Second Reminder, Final Reminder.
2. Calculate each reminder by subtracting the [DEFAULT_REMINDER_LEAD] day values in order (e.g., 30, 15, 5) from the Due Date.
3. Retain original columns so the new table headers are: Vendor | Requirement | Due Date | Proof Needed | Owner | First Reminder | Second Reminder | Final Reminder.
4. If any calculated reminder date is in the past, mark it “SEND NOW”.
5. Output the updated table only, using pipe separators.
~
You are a documentation specialist.
Step 4 – Generate the final audit log deliverable.
1. Present a clear title: "[MEDSPA_NAME] Vendor Compliance Reminder Audit Log".
2. Include the reminder table from Step 3.
3. Under the table, list Data Gaps (if any) and required next actions.
4. Provide a one-sentence summary of overall compliance risk level: GREEN (no gaps), YELLOW (some gaps), RED (many gaps or past-due).
~
Review / Refinement
Please confirm that the audit log meets all requirements (each vendor’s requirement, due date, proof needed, reminder cadence, owner) and that dates and owners are correct.
• Reply "approve" to finish.
• Or list any corrections and we will iterate.

Make sure you update the variables in the first prompt: [MEDSPA_NAME], [VENDOR_LIST], [DEFAULT_REMINDER_LEAD].
Here is an example of how to use it:
[Example: Your medspa name is ‘Healthy Glow’, you have a list of vendors, and want reminders set 30 days, 15 days, and 5 days before due dates.]

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click.
NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are you tired of the tedious and complex process of maintaining CRM hygiene for your sales operations?
Many Sales Operations Analysts find it overwhelming to keep track of all the necessary data and ensure everything is spotless.

This prompt chain simplifies that process for you. It helps you create a structured weekly review, gathering information from your various data sources and automatically guiding you through the steps needed to clean up and maintain your CRM efficiently.

Prompt:

VARIABLE DEFINITIONS  
AGENCY_NAME=Insert the agency’s name here  
CRM_EXPORT_DATE=Date of the latest CRM export (YYYY-MM-DD)  
REVIEW_PERIOD_DAYS=Number of inactive days that make a deal “stale”  
~  
You are a Sales Operations Analyst preparing a weekly CRM hygiene review for AGENCY_NAME. You will work from four data sources that have already been exported or are directly accessible to you: (1) CRM deal/contact exports dated CRM_EXPORT_DATE, (2) sales-team shared inbox email threads, (3) proposal tracking spreadsheets, and (4) the agency’s meeting calendars.  
Step 1 – Briefly summarise the overall data set by listing: a) total open deals, b) total contacts, c) total proposals in flight, d) total meetings held in the last 7 days.  
Step 2 – Ask the user to paste or attach any numeric summaries they already have (counts, pivot tables, etc.) so you can reference them in later prompts.  
Output the summary in a four-row table. End with: “If the numbers look correct, reply CONTINUE.”  
~  
Great. Assuming the user has replied CONTINUE, analyse the CRM export to surface all open deals whose last logged activity date is greater than REVIEW_PERIOD_DAYS.  
1. List each stale deal with columns: Deal Name | Deal Stage | Last Activity Date | Days Inactive | Current Owner.  
2. Include a short note column suggesting the likely next action (e.g., "Send follow-up email" or "Schedule discovery call").  
3. Finish with a one-line count: “Total stale deals: X”.  
Ask the user to confirm or annotate any deal notes, then reply CONTINUE.  
~  
Next, identify deals that have no future task, meeting, or proposal due date scheduled.  
1. Cross-reference the open-deal list with the calendar and proposal sheet.  
2. Output a table: Deal Name | Deal Stage | Missing Next Step | Recommended Owner Action.  
3. Conclude with: “Total deals missing next steps: Y”.  
Prompt the user to add or correct recommended actions, then reply CONTINUE.  
~  
Locate duplicate contacts by comparing contact full name + email address + company name.  
1. Output a table: Primary Contact ID | Duplicate Contact ID(s) | Field Conflicts (Owner, Lifecycle Stage, Phone, etc.) | Merge Recommendation.  
2. Provide a bulleted “How-to merge” reminder (max 3 bullets).  
Ask the user to mark any pairs that should NOT be merged, then reply CONTINUE.  
~  
Detect owner changes that occurred during the last review cycle (past 7 days).  
1. List items separately for deals and contacts.  
2. Table format: Record Type | Record Name | Previous Owner | New Owner | Change Date | Reason Known? (Yes/No).  
3. Finish with follow-up instructions: “Confirm reasons for any ‘No’ entries.”  
When done, reply CONTINUE.  
~  
Compile the Weekly CRM Hygiene Checklist for AGENCY_NAME.  
1. Section A – Stale Deals: Summarise total count and list any still unresolved.  
2. Section B – Deals Missing Next Steps: Summarise and list.  
3. Section C – Duplicate Contacts: Summarise number of merge actions required.  
4. Section D – Owner Changes Requiring Validation.  
5. Section E – Additional Cleanup Actions: max 5 bullets (e.g., “Archive closed-lost deals older than 90 days”).  
6. Provide a final table assigning each action item to an Owner and Due Date (default one week out).  
End with: “Weekly CRM hygiene checklist complete. Confirm all sections before distribution.”  
~  
Review / Refinement  
Ask: “Does the checklist meet your expectations for completeness, accuracy, and format? Reply APPROVE or list edits.”  

Make sure you update the variables in the first prompt: AGENCY_NAME, CRM_EXPORT_DATE, REVIEW_PERIOD_DAYS. Here is an example of how to use it:
AGENCY_NAME = "Acme Corp"
CRM_EXPORT_DATE = "2023-10-01"
REVIEW_PERIOD_DAYS = "30"

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click.
NOTE: this is not required to run the prompt chain.

Enjoy!

Hello!

Are you struggling to effectively analyze and manage your café staffing and payroll preparations? It can be overwhelming to consolidate all the data, identify uncovered shifts, and assess overtime risks.

This prompt chain helps you pull together all necessary information for a specific date range to create a clear and unified staffing summary. By following its steps, you can easily identify uncovered shifts, assess overtime risks, and generate replacement options while ensuring everything is approved efficiently.

Prompt:

VARIABLE DEFINITIONS
[DATE_RANGE]=The schedule period to be analyzed (e.g., 2023-10-01 to 2023-10-07)
[STAFF_RECORDS]=Structured dataset containing staff calendars, actual time logs, and approved PTO requests for DATE_RANGE
[PAYROLL_EXPORT]=Raw payroll export covering DATE_RANGE with employee IDs, hours worked, pay rates, and overtime calculations~
Cafe Staffing Analyst – Data Unification
You are an expert cafe staffing analyst. Your task is to consolidate all input data for DATE_RANGE.
Step 1. Extract from STAFF_RECORDS a list of all scheduled shifts (employee, role, date, start, end).
Step 2. Match each scheduled shift to corresponding time-log entries; mark status as "Completed", "Missed", or "Partial".
Step 3. Overlay approved PTO; mark any overlap as "PTO".
Step 4. Produce a unified "Staffing Summary" table with columns: Employee | Role | Date | Start | End | Scheduled Hours | Logged Hours | Status (Completed/Missed/Partial/PTO).
Step 5. Provide a brief paragraph noting any data anomalies (e.g., missing IDs, overlapping shifts).
Ask: "Is this Staffing Summary accurate? (yes / no)."~
Identify Uncovered Shifts
Upon confirmation the Staffing Summary is accurate:
1. Filter rows where Status = "Missed" or (Status = "Partial" AND Logged Hours < Scheduled Hours).
2. Output an "Uncovered Shifts" list with Employee (if assigned), Date, Time, Role, Hours Uncovered.
3. Summarize total uncovered hours by role and by day.
4. Flag any shifts within the next 48 hours with a 🔔 symbol for urgency (text only, no emoji).~
Assess Overtime Risk
1. Using PAYROLL_EXPORT and the Staffing Summary, calculate projected weekly hours per employee if uncovered shifts remain unfilled.
2. Re-calculate projected hours assuming uncovered shifts are reassigned evenly among employees not already over 35 hours.
3. Identify any employee whose projected hours exceed 40 hours (or local overtime threshold if provided in PAYROLL_EXPORT).
4. Output an "Overtime Risk" table: Employee | Current Hours | Projected Hours | Threshold | Risk Level (Low/Med/High) | Notes.
5. Provide a short narrative highlighting top three risk factors.~
Generate Replacement Options
1. For each row in Uncovered Shifts, list up to three replacement candidates who:
   a) possess the required role skills,
   b) are not on PTO at the shift time,
   c) will remain ≤40 projected hours if assigned.
2. Present results in a table: Shift ID | Date | Time | Role | Candidate 1 | Candidate 2 | Candidate 3.
3. Mark candidates whose projected hours would hit 38-40 as "Near-OT" in parentheses.
4. End with: "Managers: select replacements and note decisions before proceeding."~
Compile Manager Approval Checklist
1. Generate a checklist with one line per Uncovered Shift: [ ] Shift ID – Assigned Replacement – Manager Initials – Date Signed.
2. Include a signature block: "Approved by Café Manager: __________  Date: __________".
3. Provide instructions: "Fill, then type DONE when approvals complete."~
Create Final Payroll Notes
When "DONE" is received:
1. Summarize final shift assignments and any remaining uncovered hours.
2. List overtime to be paid, including employee, hours, and reason.
3. Note any payroll adjustments (e.g., shift differentials, missed punches).
4. Provide a "Payroll Notes" section ready for direct entry into the payroll system.
5. Conclude with: "Confirm these notes are correct? (yes / revise)"~
Review / Refinement
If "revise" at any point, ask clarifying questions, then loop back to the relevant prompt. Once "yes" is confirmed, output: "Shift coverage and payroll preparation complete for DATE_RANGE."

Make sure you update the variables in the first prompt: [DATE_RANGE], [STAFF_RECORDS], [PAYROLL_EXPORT]. Here is an example of how to use it:

• DATE_RANGE: 2023-10-01 to 2023-10-07
• STAFF_RECORDS: structure with all shifts and logs
• PAYROLL_EXPORT: raw payroll data for the same period

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click. NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are you struggling to effectively analyze and manage your café staffing and payroll preparations? It can be overwhelming to consolidate all the data, identify uncovered shifts, and assess overtime risks.

This prompt chain helps you pull together all necessary information for a specific date range to create a clear and unified staffing summary. By following its steps, you can easily identify uncovered shifts, assess overtime risks, and generate replacement options while ensuring everything is approved efficiently.

Prompt:

VARIABLE DEFINITIONS
[DATE_RANGE]=The schedule period to be analyzed (e.g., 2023-10-01 to 2023-10-07)
[STAFF_RECORDS]=Structured dataset containing staff calendars, actual time logs, and approved PTO requests for DATE_RANGE
[PAYROLL_EXPORT]=Raw payroll export covering DATE_RANGE with employee IDs, hours worked, pay rates, and overtime calculations~
Cafe Staffing Analyst – Data Unification
You are an expert cafe staffing analyst. Your task is to consolidate all input data for DATE_RANGE.
Step 1. Extract from STAFF_RECORDS a list of all scheduled shifts (employee, role, date, start, end).
Step 2. Match each scheduled shift to corresponding time-log entries; mark status as "Completed", "Missed", or "Partial".
Step 3. Overlay approved PTO; mark any overlap as "PTO".
Step 4. Produce a unified "Staffing Summary" table with columns: Employee | Role | Date | Start | End | Scheduled Hours | Logged Hours | Status (Completed/Missed/Partial/PTO).
Step 5. Provide a brief paragraph noting any data anomalies (e.g., missing IDs, overlapping shifts).
Ask: "Is this Staffing Summary accurate? (yes / no)."~
Identify Uncovered Shifts
Upon confirmation the Staffing Summary is accurate:
1. Filter rows where Status = "Missed" or (Status = "Partial" AND Logged Hours < Scheduled Hours).
2. Output an "Uncovered Shifts" list with Employee (if assigned), Date, Time, Role, Hours Uncovered.
3. Summarize total uncovered hours by role and by day.
4. Flag any shifts within the next 48 hours with a 🔔 symbol for urgency (text only, no emoji).~
Assess Overtime Risk
1. Using PAYROLL_EXPORT and the Staffing Summary, calculate projected weekly hours per employee if uncovered shifts remain unfilled.
2. Re-calculate projected hours assuming uncovered shifts are reassigned evenly among employees not already over 35 hours.
3. Identify any employee whose projected hours exceed 40 hours (or local overtime threshold if provided in PAYROLL_EXPORT).
4. Output an "Overtime Risk" table: Employee | Current Hours | Projected Hours | Threshold | Risk Level (Low/Med/High) | Notes.
5. Provide a short narrative highlighting top three risk factors.~
Generate Replacement Options
1. For each row in Uncovered Shifts, list up to three replacement candidates who:
   a) possess the required role skills,
   b) are not on PTO at the shift time,
   c) will remain ≤40 projected hours if assigned.
2. Present results in a table: Shift ID | Date | Time | Role | Candidate 1 | Candidate 2 | Candidate 3.
3. Mark candidates whose projected hours would hit 38-40 as "Near-OT" in parentheses.
4. End with: "Managers: select replacements and note decisions before proceeding."~
Compile Manager Approval Checklist
1. Generate a checklist with one line per Uncovered Shift: [ ] Shift ID – Assigned Replacement – Manager Initials – Date Signed.
2. Include a signature block: "Approved by Café Manager: __________  Date: __________".
3. Provide instructions: "Fill, then type DONE when approvals complete."~
Create Final Payroll Notes
When "DONE" is received:
1. Summarize final shift assignments and any remaining uncovered hours.
2. List overtime to be paid, including employee, hours, and reason.
3. Note any payroll adjustments (e.g., shift differentials, missed punches).
4. Provide a "Payroll Notes" section ready for direct entry into the payroll system.
5. Conclude with: "Confirm these notes are correct? (yes / revise)"~
Review / Refinement
If "revise" at any point, ask clarifying questions, then loop back to the relevant prompt. Once "yes" is confirmed, output: "Shift coverage and payroll preparation complete for DATE_RANGE."

Make sure you update the variables in the first prompt: [DATE_RANGE], [STAFF_RECORDS], [PAYROLL_EXPORT]. Here is an example of how to use it:

• DATE_RANGE: 2023-10-01 to 2023-10-07
• STAFF_RECORDS: structure with all shifts and logs
• PAYROLL_EXPORT: raw payroll data for the same period

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click. NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are you tired of the chaos that comes with reconciling your restaurant's month-end finances?

This prompt chain walks you through a structured process to quickly and accurately reconcile your restaurant's monthly transactions, ensuring everything is in order without the stress.

Prompt:

[VARIABLE DEFINITIONS]
[PERIOD]=Month and year to be reconciled (e.g., August 2023)
[RESTAURANT_NAME]=Official operating name that must appear on every output
[OUTLIER_THRESHOLD]=Percentage variance from the category mean that should trigger an “Odd Total” flag (e.g., 25)
~
Prompt 1 — Data Intake & Setup
1. You are an expert restaurant bookkeeper tasked with reconciling month-end spend for RESTAURANT_NAME covering PERIOD.
2. Request the following four source files from the user. Instruct the user to use the exact file naming convention shown:
   a. “1_BankExport_PERIOD.csv” – Clean CSV directly from the bank portal.
   b. “2_POS_Summary_PERIOD.csv” – End-of-month POS summary export.
   c. “3_ExpenseSheet_PERIOD.xlsx” – Internal expense spreadsheet.
   d. “4_ReceiptPhotos_PERIOD.zip” – Zipped folder of all receipt images or PDFs.
3. Ask the user to confirm currency, time-zone and accounting basis (cash vs accrual) if not obvious.
4. Once all four files are provided, reply with “FILES RECEIVED – ready to extract” to trigger the next prompt.
~
Prompt 2 — Extract & Normalize Transactions
Step 1 | Bank Export
• Parse every row of 1_BankExport_PERIOD.csv.
• Capture Date, Payee, Amount (signed), Memo/Description, and unique Transaction ID.
Step 2 | POS Summary
• Parse 2_POS_Summary_PERIOD.csv capturing Date, Gross Sales, Net Sales, Tax, Tips, Payment Type, and POS Reference ID.
Step 3 | Expense Spreadsheet
• Parse 3_ExpenseSheet_PERIOD.xlsx (assume first sheet) capturing Date, Vendor, Amount, Internal Category, and Note.
Step 4 | Receipt Photos
• For every file in 4_ReceiptPhotos_PERIOD.zip run OCR; capture Vendor, Date, Total, Tax, Tip and file-name as Receipt Link.
Step 5 | Unify
• Produce a master table named “All_Transactions_Raw” with columns:
  Date | Vendor/Payee | Amount | Source (Bank / POS / Expense / Receipt) | Source_ID | Notes
• Provide the table as an array of JSON objects for machine readability.
Confirm extraction completed with “EXTRACTION COMPLETE – ready to categorize”.
~
Prompt 3 — Categorize Transactions
1. Create a reference Chart of Accounts typical for full-service restaurants:
   • Food Cost (COGS)
   • Beverage Cost (COGS)
   • Payroll & Labor
   • Operating Supplies
   • Utilities
   • Rent & Lease
   • Marketing & Promotion
   • Repairs & Maintenance
   • Capital Expenditure
   • Miscellaneous
2. Using keywords in Vendor/Payee and Notes, assign each row in All_Transactions_Raw to the most appropriate category; if uncertain assign “Miscellaneous” and add a note “Needs Review”.
3. Output a new table “All_Transactions_Categorized” including all prior columns plus a new “Category” column.
4. Provide summary totals per category.
Return “CATEGORIZATION COMPLETE – ready to reconcile”.
~
Prompt 4 — Reconcile & Flag
Step 1 | Missing Receipts
• Compare every Bank or Expense row against Receipt rows (match on Amount ±1% and Date ±3 days).
• Flag rows with no matching receipt; add column MissingReceipt=Yes/No.
Step 2 | Odd Totals
• For each Category calculate mean and standard deviation.
• Flag any Amount whose absolute percentage variance from the category mean exceeds OUTLIER_THRESHOLD%; add column OddTotal=Yes/No.
Step 3 | Duplicates & Mismatches
• Detect duplicate rows (same Date, Amount, Vendor) across sources; flag Duplicate=Yes/No.
• Highlight any POS Net Sales that do not match summed Bank deposits for the same day; list differences.
Step 4 | Produce “Reconciliation_Detail” table with all flags appended.
Respond “RECONCILIATION COMPLETE – ready for workbook generation”.
~
Prompt 5 — Generate Final Workbook & Handoff Tabs
1. Using Reconciliation_Detail create the following four logical tabs (output each as its own JSON array):
   a. “Summary_By_Category” – Columns: Category | Count | Total Spent | % of Total.
   b. “Missing_Receipts” – Filter MissingReceipt=Yes. Columns: Date | Vendor | Amount | Source | Notes.
   c. “Odd_Totals” – Filter OddTotal=Yes. Columns: Date | Vendor | Amount | Category | % Variance | Notes.
   d. “Bookkeeper_Handoff” – Clean list excluding internal calculation columns. Columns: Date | Vendor | Amount | Category | ReceiptLink | Comments (populate with MissingReceipt/OddTotal flags).
2. Provide a final object named “Workbook_PERIOD.json” containing all four arrays keyed by tab name so it can be imported directly into Excel or Google Sheets.
3. Finish with the sentence: “WORKBOOK READY – please review”.
~
Review / Refinement
Ask the user to confirm that:
• All four data sources were fully captured.
• Categories and flagging thresholds look accurate.
• The Workbook_PERIOD.json structure opens as expected in their spreadsheet tool.
Invite any adjustments (e.g., new category, different OUTLIER_THRESHOLD). Apply revisions iteratively until the user replies “APPROVED”.

Make sure you update the variables in the first prompt: [VARIABLE DEFINITIONS], [PERIOD], [RESTAURANT_NAME], [OUTLIER_THRESHOLD]. Here is an example of how to use it: For a restaurant named "Pizza Paradise" in August 2023 with a threshold of 25%: [VARIABLE DEFINITIONS] [PERIOD]=August 2023 [RESTAURANT_NAME]=Pizza Paradise [OUTLIER_THRESHOLD]=25

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click. NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are you tired of keeping track of multiple vendors and their compliance items for your medspa? Do you find it challenging to remember when important documents are due or need renewals?

This prompt chain helps you efficiently manage vendor compliance reminders. It assists in organizing your vendor list, standardizing the data, setting reminders for upcoming due dates, and generating a clear audit log for your compliance needs.

Prompt:

VARIABLE DEFINITIONS
[MEDSPA_NAME]=Name of the medspa
[VENDOR_LIST]=Raw list of vendors and their compliance items
[DEFAULT_REMINDER_LEAD]=Number of days before each due date you want automatic reminders (e.g., 30/15/5)
~
You are the compliance coordinator for [MEDSPA_NAME].
Step 1 – Provide the initial data set.
1. List each vendor on a separate line in the following comma-separated order:
   Vendor Name, Requirement Type (contract / liability insurance / equipment service / other), Effective Date (YYYY-MM-DD), Expiration or Renewal Due Date (YYYY-MM-DD), Proof Document Type (PDF, email thread, invoice, etc.), Internal Owner (name or role)
2. If a field is unknown, type "TBD".
3. End your list with a blank line.
Example input line:
   ABC Laser Co, equipment service, 2023-10-01, 2024-10-01, service invoice, Clinical Director
Please enter the list now. ~
You are an expert data normalizer.
Step 2 – Standardize and validate entries.
1. Convert the raw [VENDOR_LIST] into a clean table with the following columns exactly: Vendor, Requirement, Effective Date, Due Date, Proof Needed, Owner.
2. Highlight any TBD fields under a "Data Gaps" section beneath the table, listing Vendor and the missing field.
3. Ask the user to supply missing information or confirm the table is correct.
Format the table using pipes (|) as column separators.
~
You are a compliance scheduling assistant.
Step 3 – Add reminder cadence.
1. Using the confirmed table, add three new columns: First Reminder, Second Reminder, Final Reminder.
2. Calculate each reminder by subtracting the [DEFAULT_REMINDER_LEAD] day values in order (e.g., 30, 15, 5) from the Due Date.
3. Retain original columns so the new table headers are: Vendor | Requirement | Due Date | Proof Needed | Owner | First Reminder | Second Reminder | Final Reminder.
4. If any calculated reminder date is in the past, mark it “SEND NOW”.
5. Output the updated table only, using pipe separators.
~
You are a documentation specialist.
Step 4 – Generate the final audit log deliverable.
1. Present a clear title: "[MEDSPA_NAME] Vendor Compliance Reminder Audit Log".
2. Include the reminder table from Step 3.
3. Under the table, list Data Gaps (if any) and required next actions.
4. Provide a one-sentence summary of overall compliance risk level: GREEN (no gaps), YELLOW (some gaps), RED (many gaps or past-due).
~
Review / Refinement
Please confirm that the audit log meets all requirements (each vendor’s requirement, due date, proof needed, reminder cadence, owner) and that dates and owners are correct.
• Reply "approve" to finish.
• Or list any corrections and we will iterate.

Make sure you update the variables in the first prompt: [MEDSPA_NAME], [VENDOR_LIST], [DEFAULT_REMINDER_LEAD].
Here is an example of how to use it:
[Example: Your medspa name is ‘Healthy Glow’, you have a list of vendors, and want reminders set 30 days, 15 days, and 5 days before due dates.]

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click.
NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are you struggling with organizing and validating accounts payable data for home-services or construction companies?

This prompt chain helps automate the process of normalizing, checking for duplicates, and validating invoices and receipts. It lays out a step-by-step method for managing and reviewing financial documents effectively!

Prompt:

VARIABLE DEFINITIONS
[CONTRACTOR_NAME]=Legal name of the home-services contracting company that is reviewing payables.
[SOURCE_DATA]=Full combined text (or links to OCR text) from the cycle’s supplier invoices, receipts, job-cost spreadsheets, and vendor contract terms.
[OUTPUT_LEVEL]="summary" for a one-line per issue list, "detailed" for expanded explanations and source references.
~
You are a senior Accounts-Payable Audit Assistant for construction and home-services firms. Your first task is to NORMALISE all raw information supplied in SOURCE_DATA.
Step 1  Parse every document, identify and extract the following fields where available:
• Vendor Name  
• Document Type (Invoice / Receipt)  
• Document No.  
• Document Date  
• Job or Cost-Code / PO No.  
• Line-Item Description  
• Quantity & U/M  
• Unit Price  
• Line Total  
• Invoice Sub-Total, Tax, Grand Total  
• Contract Reference Price or Rate  
• Budgeted Amount for that Job-Cost line (from spreadsheets)  
• Standard Approver (from company policy or prior data)  
Step 2  Return one master table named "MasterCharges" with the above columns.
Step 3  If information is missing, leave the cell blank but keep the row; do NOT guess values.
Output: MasterCharges table only.
~
You are still the AP Audit Assistant. Using MasterCharges, perform a DUPLICATE CHECK.
Step 1  Identify potential duplicates by matching any TWO of the following: (Vendor Name + Document No.), (Vendor Name + Line-Item Description + Amount + Date within ±2 days), or exact hash of line totals.  
Step 2  List all suspected duplicates in a table: Vendor, Document No., Date, Duplicate Matched With, Reason Flagged.
Step 3  Add a "Needs AP Review? (Y/N)" column defaulting to "Y".
Output only this duplicates table.
~
Validate JOB or COST-CODE completeness.
Step 1  Scan MasterCharges for blank or obviously invalid Job / PO numbers (e.g., fewer than 4 digits, non-alphanumerics).
Step 2  Return a table: Vendor, Document No., Line Description, Amount, Missing or Invalid Job No. (Yes/No), Suggested Next Action.
~
Check PRICE & CONTRACT compliance.
Step 1  For every line in MasterCharges that has a Contract Reference Price, compare Unit Price against Contract Price.
Step 2  Flag if Unit Price exceeds Contract Price by >0.5%.
Step 3  For lines with Budgeted Amounts, flag if (Cumulative Actual > Budget) OR (Unit Price > Budget / Quantity by >5%).
Step 4  Output a table: Vendor, Doc No., Job No., Description, Contract Price, Invoiced Price, % Variance, Budget Over/Under, Flag Type (Contract or Budget), Needs Manager Approval? (Y/N).
~
Compile the QA CHECKLIST for payment release.
Step 1  Aggregate all flagged items from previous prompts.
Step 2  Structure the checklist with these sections:
A) Duplicate Charges  
B) Missing or Invalid Job Numbers  
C) Price / Budget Mismatches  
D) Questions Requiring Manager / Approver Input  
Step 3  For each item include: Reference ID, Vendor, Doc No., Issue Summary, Recommended Action.
Step 4  If OUTPUT_LEVEL = "summary" show one line per issue; if "detailed" append a Notes column citing exact source lines or clause numbers.
Step 5  End with a YES/NO question: "Is this checklist complete and ready for AP manager review?"
~
Review / Refinement
Please examine the QA checklist produced.
1. Confirm that all duplicate charges, missing job numbers, price mismatches, and approval questions are represented.
2. Indicate if additional data or clarification is required.
3. Respond with one of:
   • "Approved – proceed with payment processing once issues are cleared"  
   • "Needs Revision – see comments"  

Provide comments if revision is needed.

Make sure you update the variables in the first prompt: [CONTRACTOR_NAME], [SOURCE_DATA], [OUTPUT_LEVEL].
Here is an example of how to use it:
[CONTRACTOR_NAME] = "YourContractor LLC" [SOURCE_DATA] = "[link to invoices]" [OUTPUT_LEVEL] = "detailed"

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click. NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are overdue invoices piling up and stressing you out in your law office?

This prompt chain helps you efficiently manage your accounts receivable by identifying overdue invoices, designing an escalation framework, and generating communication strategies—all tailored to your office's tone and team structure.

Prompt:

VARIABLE DEFINITIONS
CLIENTDATA=Combined export of open invoices, client email threads, retainer terms, and CRM notes.
TONESTYLE=Desired communication tone (e.g., "friendly yet firm").
STAFFLIST=Names & roles of team members who handle billing follow-up.
~
You are an accounts-receivable analyst for a boutique law office. Using the information in CLIENTDATA, perform the following:
Step 1 – Identify every client with an invoice more than 1 day overdue.
Step 2 – For each overdue invoice, capture: Client Name, Invoice #, Issue Date, Days Past Due, Outstanding Balance, Summary of any recent payment-related email from the client (≤40 words), Key retainer clause on late fees.
Output a table with these columns and sort by Days Past Due descending.
Ask for clarification if data is missing.
~
Assume the role of a billing policy designer. Based on typical legal-services A/R best practices and the office’s culture, craft a 4-level escalation framework that stays consistent with TONESTYLE.
Include for each level: Trigger (days overdue), Communication Channel, Purpose, Allowed Language Tone/Key Phrases, Internal Owner Role, and Next-Step Deadline.
Present results in a numbered list.
~
You are now a client-facing collections specialist. Using the overdue-invoice table from Prompt 1 and the escalation framework from Prompt 2, assign each overdue account to its correct escalation level.
For every account, generate:
1. Reminder Email Subject & Body (≤150 words, using TONESTYLE).
2. Brief Call Script (≤80 words).
3. Responsible Owner (match from STAFFLIST).
4. Precise Action Deadline (date = today + days until next step).
5. Escalation Level Name.
Deliver a matrix with columns: Client, Escalation Level, Email Subject, Email Body, Call Script, Owner, Deadline.
~
Review / Refinement
Compare the matrix against original CLIENTDATA and TONESTYLE. Confirm all overdue clients are included, tone is appropriate, owners are assigned, and deadlines match the framework. List any gaps or improvement suggestions, then await confirmation.

Make sure you update the variables in the first prompt: CLIENTDATA, TONESTYLE, STAFFLIST. Here is an example of how to use it: CLIENTDATA could be a list of unpaid invoices, TONESTYLE could be something like 'friendly yet assertive', and STAFFLIST could include your team members' names and their roles.

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click. NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are overdue invoices piling up and stressing you out in your law office?

This prompt chain helps you efficiently manage your accounts receivable by identifying overdue invoices, designing an escalation framework, and generating communication strategies—all tailored to your office's tone and team structure.

Prompt:

VARIABLE DEFINITIONS
CLIENTDATA=Combined export of open invoices, client email threads, retainer terms, and CRM notes.
TONESTYLE=Desired communication tone (e.g., "friendly yet firm").
STAFFLIST=Names & roles of team members who handle billing follow-up.
~
You are an accounts-receivable analyst for a boutique law office. Using the information in CLIENTDATA, perform the following:
Step 1 – Identify every client with an invoice more than 1 day overdue.
Step 2 – For each overdue invoice, capture: Client Name, Invoice #, Issue Date, Days Past Due, Outstanding Balance, Summary of any recent payment-related email from the client (≤40 words), Key retainer clause on late fees.
Output a table with these columns and sort by Days Past Due descending.
Ask for clarification if data is missing.
~
Assume the role of a billing policy designer. Based on typical legal-services A/R best practices and the office’s culture, craft a 4-level escalation framework that stays consistent with TONESTYLE.
Include for each level: Trigger (days overdue), Communication Channel, Purpose, Allowed Language Tone/Key Phrases, Internal Owner Role, and Next-Step Deadline.
Present results in a numbered list.
~
You are now a client-facing collections specialist. Using the overdue-invoice table from Prompt 1 and the escalation framework from Prompt 2, assign each overdue account to its correct escalation level.
For every account, generate:
1. Reminder Email Subject & Body (≤150 words, using TONESTYLE).
2. Brief Call Script (≤80 words).
3. Responsible Owner (match from STAFFLIST).
4. Precise Action Deadline (date = today + days until next step).
5. Escalation Level Name.
Deliver a matrix with columns: Client, Escalation Level, Email Subject, Email Body, Call Script, Owner, Deadline.
~
Review / Refinement
Compare the matrix against original CLIENTDATA and TONESTYLE. Confirm all overdue clients are included, tone is appropriate, owners are assigned, and deadlines match the framework. List any gaps or improvement suggestions, then await confirmation.

Make sure you update the variables in the first prompt: CLIENTDATA, TONESTYLE, STAFFLIST. Here is an example of how to use it: CLIENTDATA could be a list of unpaid invoices, TONESTYLE could be something like 'friendly yet assertive', and STAFFLIST could include your team members' names and their roles.

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click. NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are you struggling with organizing and validating accounts payable data for home-services or construction companies?

This prompt chain helps automate the process of normalizing, checking for duplicates, and validating invoices and receipts. It lays out a step-by-step method for managing and reviewing financial documents effectively!

Prompt:

VARIABLE DEFINITIONS
[CONTRACTOR_NAME]=Legal name of the home-services contracting company that is reviewing payables.
[SOURCE_DATA]=Full combined text (or links to OCR text) from the cycle’s supplier invoices, receipts, job-cost spreadsheets, and vendor contract terms.
[OUTPUT_LEVEL]="summary" for a one-line per issue list, "detailed" for expanded explanations and source references.
~
You are a senior Accounts-Payable Audit Assistant for construction and home-services firms. Your first task is to NORMALISE all raw information supplied in SOURCE_DATA.
Step 1  Parse every document, identify and extract the following fields where available:
• Vendor Name  
• Document Type (Invoice / Receipt)  
• Document No.  
• Document Date  
• Job or Cost-Code / PO No.  
• Line-Item Description  
• Quantity & U/M  
• Unit Price  
• Line Total  
• Invoice Sub-Total, Tax, Grand Total  
• Contract Reference Price or Rate  
• Budgeted Amount for that Job-Cost line (from spreadsheets)  
• Standard Approver (from company policy or prior data)  
Step 2  Return one master table named "MasterCharges" with the above columns.
Step 3  If information is missing, leave the cell blank but keep the row; do NOT guess values.
Output: MasterCharges table only.
~
You are still the AP Audit Assistant. Using MasterCharges, perform a DUPLICATE CHECK.
Step 1  Identify potential duplicates by matching any TWO of the following: (Vendor Name + Document No.), (Vendor Name + Line-Item Description + Amount + Date within ±2 days), or exact hash of line totals.  
Step 2  List all suspected duplicates in a table: Vendor, Document No., Date, Duplicate Matched With, Reason Flagged.
Step 3  Add a "Needs AP Review? (Y/N)" column defaulting to "Y".
Output only this duplicates table.
~
Validate JOB or COST-CODE completeness.
Step 1  Scan MasterCharges for blank or obviously invalid Job / PO numbers (e.g., fewer than 4 digits, non-alphanumerics).
Step 2  Return a table: Vendor, Document No., Line Description, Amount, Missing or Invalid Job No. (Yes/No), Suggested Next Action.
~
Check PRICE & CONTRACT compliance.
Step 1  For every line in MasterCharges that has a Contract Reference Price, compare Unit Price against Contract Price.
Step 2  Flag if Unit Price exceeds Contract Price by >0.5%.
Step 3  For lines with Budgeted Amounts, flag if (Cumulative Actual > Budget) OR (Unit Price > Budget / Quantity by >5%).
Step 4  Output a table: Vendor, Doc No., Job No., Description, Contract Price, Invoiced Price, % Variance, Budget Over/Under, Flag Type (Contract or Budget), Needs Manager Approval? (Y/N).
~
Compile the QA CHECKLIST for payment release.
Step 1  Aggregate all flagged items from previous prompts.
Step 2  Structure the checklist with these sections:
A) Duplicate Charges  
B) Missing or Invalid Job Numbers  
C) Price / Budget Mismatches  
D) Questions Requiring Manager / Approver Input  
Step 3  For each item include: Reference ID, Vendor, Doc No., Issue Summary, Recommended Action.
Step 4  If OUTPUT_LEVEL = "summary" show one line per issue; if "detailed" append a Notes column citing exact source lines or clause numbers.
Step 5  End with a YES/NO question: "Is this checklist complete and ready for AP manager review?"
~
Review / Refinement
Please examine the QA checklist produced.
1. Confirm that all duplicate charges, missing job numbers, price mismatches, and approval questions are represented.
2. Indicate if additional data or clarification is required.
3. Respond with one of:
   • "Approved – proceed with payment processing once issues are cleared"  
   • "Needs Revision – see comments"  

Provide comments if revision is needed.

Make sure you update the variables in the first prompt: [CONTRACTOR_NAME], [SOURCE_DATA], [OUTPUT_LEVEL].
Here is an example of how to use it:
[CONTRACTOR_NAME] = "YourContractor LLC" [SOURCE_DATA] = "[link to invoices]" [OUTPUT_LEVEL] = "detailed"

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click. NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are you tired of the chaos that comes with reconciling your restaurant's month-end finances?

This prompt chain walks you through a structured process to quickly and accurately reconcile your restaurant's monthly transactions, ensuring everything is in order without the stress.

Prompt:

[VARIABLE DEFINITIONS]
[PERIOD]=Month and year to be reconciled (e.g., August 2023)
[RESTAURANT_NAME]=Official operating name that must appear on every output
[OUTLIER_THRESHOLD]=Percentage variance from the category mean that should trigger an “Odd Total” flag (e.g., 25)
~
Prompt 1 — Data Intake & Setup
1. You are an expert restaurant bookkeeper tasked with reconciling month-end spend for RESTAURANT_NAME covering PERIOD.
2. Request the following four source files from the user. Instruct the user to use the exact file naming convention shown:
   a. “1_BankExport_PERIOD.csv” – Clean CSV directly from the bank portal.
   b. “2_POS_Summary_PERIOD.csv” – End-of-month POS summary export.
   c. “3_ExpenseSheet_PERIOD.xlsx” – Internal expense spreadsheet.
   d. “4_ReceiptPhotos_PERIOD.zip” – Zipped folder of all receipt images or PDFs.
3. Ask the user to confirm currency, time-zone and accounting basis (cash vs accrual) if not obvious.
4. Once all four files are provided, reply with “FILES RECEIVED – ready to extract” to trigger the next prompt.
~
Prompt 2 — Extract & Normalize Transactions
Step 1 | Bank Export
• Parse every row of 1_BankExport_PERIOD.csv.
• Capture Date, Payee, Amount (signed), Memo/Description, and unique Transaction ID.
Step 2 | POS Summary
• Parse 2_POS_Summary_PERIOD.csv capturing Date, Gross Sales, Net Sales, Tax, Tips, Payment Type, and POS Reference ID.
Step 3 | Expense Spreadsheet
• Parse 3_ExpenseSheet_PERIOD.xlsx (assume first sheet) capturing Date, Vendor, Amount, Internal Category, and Note.
Step 4 | Receipt Photos
• For every file in 4_ReceiptPhotos_PERIOD.zip run OCR; capture Vendor, Date, Total, Tax, Tip and file-name as Receipt Link.
Step 5 | Unify
• Produce a master table named “All_Transactions_Raw” with columns:
  Date | Vendor/Payee | Amount | Source (Bank / POS / Expense / Receipt) | Source_ID | Notes
• Provide the table as an array of JSON objects for machine readability.
Confirm extraction completed with “EXTRACTION COMPLETE – ready to categorize”.
~
Prompt 3 — Categorize Transactions
1. Create a reference Chart of Accounts typical for full-service restaurants:
   • Food Cost (COGS)
   • Beverage Cost (COGS)
   • Payroll & Labor
   • Operating Supplies
   • Utilities
   • Rent & Lease
   • Marketing & Promotion
   • Repairs & Maintenance
   • Capital Expenditure
   • Miscellaneous
2. Using keywords in Vendor/Payee and Notes, assign each row in All_Transactions_Raw to the most appropriate category; if uncertain assign “Miscellaneous” and add a note “Needs Review”.
3. Output a new table “All_Transactions_Categorized” including all prior columns plus a new “Category” column.
4. Provide summary totals per category.
Return “CATEGORIZATION COMPLETE – ready to reconcile”.
~
Prompt 4 — Reconcile & Flag
Step 1 | Missing Receipts
• Compare every Bank or Expense row against Receipt rows (match on Amount ±1% and Date ±3 days).
• Flag rows with no matching receipt; add column MissingReceipt=Yes/No.
Step 2 | Odd Totals
• For each Category calculate mean and standard deviation.
• Flag any Amount whose absolute percentage variance from the category mean exceeds OUTLIER_THRESHOLD%; add column OddTotal=Yes/No.
Step 3 | Duplicates & Mismatches
• Detect duplicate rows (same Date, Amount, Vendor) across sources; flag Duplicate=Yes/No.
• Highlight any POS Net Sales that do not match summed Bank deposits for the same day; list differences.
Step 4 | Produce “Reconciliation_Detail” table with all flags appended.
Respond “RECONCILIATION COMPLETE – ready for workbook generation”.
~
Prompt 5 — Generate Final Workbook & Handoff Tabs
1. Using Reconciliation_Detail create the following four logical tabs (output each as its own JSON array):
   a. “Summary_By_Category” – Columns: Category | Count | Total Spent | % of Total.
   b. “Missing_Receipts” – Filter MissingReceipt=Yes. Columns: Date | Vendor | Amount | Source | Notes.
   c. “Odd_Totals” – Filter OddTotal=Yes. Columns: Date | Vendor | Amount | Category | % Variance | Notes.
   d. “Bookkeeper_Handoff” – Clean list excluding internal calculation columns. Columns: Date | Vendor | Amount | Category | ReceiptLink | Comments (populate with MissingReceipt/OddTotal flags).
2. Provide a final object named “Workbook_PERIOD.json” containing all four arrays keyed by tab name so it can be imported directly into Excel or Google Sheets.
3. Finish with the sentence: “WORKBOOK READY – please review”.
~
Review / Refinement
Ask the user to confirm that:
• All four data sources were fully captured.
• Categories and flagging thresholds look accurate.
• The Workbook_PERIOD.json structure opens as expected in their spreadsheet tool.
Invite any adjustments (e.g., new category, different OUTLIER_THRESHOLD). Apply revisions iteratively until the user replies “APPROVED”.

Make sure you update the variables in the first prompt: [VARIABLE DEFINITIONS], [PERIOD], [RESTAURANT_NAME], [OUTLIER_THRESHOLD]. Here is an example of how to use it: For a restaurant named "Pizza Paradise" in August 2023 with a threshold of 25%: [VARIABLE DEFINITIONS] [PERIOD]=August 2023 [RESTAURANT_NAME]=Pizza Paradise [OUTLIER_THRESHOLD]=25

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click. NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are you struggling to manage your small business's cash flow effectively?

This prompt chain will help you build a comprehensive four-week rolling cash-flow forecast, making it easier to track your finances and plan for the future.

Prompt:

VARIABLE DEFINITIONS
CASHONHAND=current liquid cash balance available today (numeric, in your base currency)
INVOICES=list of outstanding invoices with fields: invoice_id / client / amount / expected_payment_date (YYYY-MM-DD)
EXPENSES=list of fixed monthly expenses with fields: expense_name / amount / recurring_due_day (1-31)
~
Prompt 1 – Data Collection & Confirmation
You are a financial assistant helping a small business owner build a four-week rolling cash-flow forecast.
Step 1. Ask the user to provide values for CASHONHAND, INVOICES, and EXPENSES following the required field structures.
Step 2. Echo the received data in a formatted table for each list so the user can visually confirm accuracy.
Step 3. Ask “Is this information correct? (yes / no).”  If “no,” instruct the user to resubmit the corrected data; if “yes,” respond with “Confirmed” and proceed automatically to the next prompt.
Output Example:
CASHONHAND: 12,500
INVOICES:
| invoice_id | client | amount | expected_payment_date |
| 1024 | Acme Co | 8,000 | 2023-10-05 |
...
EXPENSES:
| expense_name | amount | recurring_due_day |
| Office Rent | 3,000 | 1 |
...
~
Prompt 2 – Data Normalization & Weekly Bucketing
System role: You are a data analyst.
Step 1. Convert expected_payment_date and recurring_due_day into calendar weeks (Monday–Sunday) covering the next four weeks starting today.
Step 2. Produce two tables:
  a) Weekly Cash Inflows: columns = Week #, Week Start Date, Total Inflows, Breakdown (invoice_id : amount)
  b) Weekly Cash Outflows: columns = Week #, Week Start Date, Total Outflows, Breakdown (expense_name : amount)
Step 3. Summarize any invoices or expenses falling outside the 4-week window in an “Outside Scope” note.
Ask “Ready to generate the forecast? (yes / no).” Proceed only if “yes.”
~
Prompt 3 – 4-Week Cash-Flow Forecast Generation
System role: You are a cash-flow forecasting expert.
Step 1. For Week 1, opening balance = CASHONHAND.  For Weeks 2-4, opening balance = prior week closing balance.
Step 2. For each week, calculate: Opening Balance, +Total Inflows, −Total Outflows, =Closing Balance.
Step 3. Present results in a table with conditional flag column: “ALERT” = “Shortfall” if Closing Balance < 0, else “Surplus.”
Step 4. Provide a concise textual summary noting any projected cash shortfalls and the week they arise.
~
Prompt 4 – Payment Priority & Action Recommendations
System role: You are a treasury advisor.
Step 1. If any weekly shortfall exists, list outflows (expenses) in descending priority: legally mandatory → essential operations → discretionary.  Indicate suggested deferment or partial payment options where feasible.
Step 2. If no shortfall, recommend an optimal payment schedule to maintain healthy liquidity while capturing potential early-payment discounts.
Step 3. Provide bullet-point guidance on actions to improve cash position (e.g., follow-up on late invoices, adjust billing terms, seek credit line).
~
Prompt 5 – Review / Refinement
Ask the user:
1. “Does the forecast align with your expectations?”
2. “Would you like to adjust any data, assumptions, or receive a different format?”
3. Incorporate any requested changes and regenerate affected outputs.
Finish with “Cash-flow snapshot complete.”

Make sure you update the variables in the first prompt: CASHONHAND, INVOICES, EXPENSES. Here is an example of how to use it: CASHONHAND: 12,500
INVOICES: | invoice_id | client | amount | expected_payment_date |
| 1024 | Acme Co | 8,000 | 2023-10-05 |
EXPENSES: | expense_name | amount | recurring_due_day |
| Office Rent | 3,000 | 1 |
...

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click. NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are you struggling to manage your small business's cash flow effectively?

This prompt chain will help you build a comprehensive four-week rolling cash-flow forecast, making it easier to track your finances and plan for the future.

Prompt:

VARIABLE DEFINITIONS
CASHONHAND=current liquid cash balance available today (numeric, in your base currency)
INVOICES=list of outstanding invoices with fields: invoice_id / client / amount / expected_payment_date (YYYY-MM-DD)
EXPENSES=list of fixed monthly expenses with fields: expense_name / amount / recurring_due_day (1-31)
~
Prompt 1 – Data Collection & Confirmation
You are a financial assistant helping a small business owner build a four-week rolling cash-flow forecast.
Step 1. Ask the user to provide values for CASHONHAND, INVOICES, and EXPENSES following the required field structures.
Step 2. Echo the received data in a formatted table for each list so the user can visually confirm accuracy.
Step 3. Ask “Is this information correct? (yes / no).”  If “no,” instruct the user to resubmit the corrected data; if “yes,” respond with “Confirmed” and proceed automatically to the next prompt.
Output Example:
CASHONHAND: 12,500
INVOICES:
| invoice_id | client | amount | expected_payment_date |
| 1024 | Acme Co | 8,000 | 2023-10-05 |
...
EXPENSES:
| expense_name | amount | recurring_due_day |
| Office Rent | 3,000 | 1 |
...
~
Prompt 2 – Data Normalization & Weekly Bucketing
System role: You are a data analyst.
Step 1. Convert expected_payment_date and recurring_due_day into calendar weeks (Monday–Sunday) covering the next four weeks starting today.
Step 2. Produce two tables:
  a) Weekly Cash Inflows: columns = Week #, Week Start Date, Total Inflows, Breakdown (invoice_id : amount)
  b) Weekly Cash Outflows: columns = Week #, Week Start Date, Total Outflows, Breakdown (expense_name : amount)
Step 3. Summarize any invoices or expenses falling outside the 4-week window in an “Outside Scope” note.
Ask “Ready to generate the forecast? (yes / no).” Proceed only if “yes.”
~
Prompt 3 – 4-Week Cash-Flow Forecast Generation
System role: You are a cash-flow forecasting expert.
Step 1. For Week 1, opening balance = CASHONHAND.  For Weeks 2-4, opening balance = prior week closing balance.
Step 2. For each week, calculate: Opening Balance, +Total Inflows, −Total Outflows, =Closing Balance.
Step 3. Present results in a table with conditional flag column: “ALERT” = “Shortfall” if Closing Balance < 0, else “Surplus.”
Step 4. Provide a concise textual summary noting any projected cash shortfalls and the week they arise.
~
Prompt 4 – Payment Priority & Action Recommendations
System role: You are a treasury advisor.
Step 1. If any weekly shortfall exists, list outflows (expenses) in descending priority: legally mandatory → essential operations → discretionary.  Indicate suggested deferment or partial payment options where feasible.
Step 2. If no shortfall, recommend an optimal payment schedule to maintain healthy liquidity while capturing potential early-payment discounts.
Step 3. Provide bullet-point guidance on actions to improve cash position (e.g., follow-up on late invoices, adjust billing terms, seek credit line).
~
Prompt 5 – Review / Refinement
Ask the user:
1. “Does the forecast align with your expectations?”
2. “Would you like to adjust any data, assumptions, or receive a different format?”
3. Incorporate any requested changes and regenerate affected outputs.
Finish with “Cash-flow snapshot complete.”

Make sure you update the variables in the first prompt: CASHONHAND, INVOICES, EXPENSES. Here is an example of how to use it: CASHONHAND: 12,500
INVOICES: | invoice_id | client | amount | expected_payment_date |
| 1024 | Acme Co | 8,000 | 2023-10-05 |
EXPENSES: | expense_name | amount | recurring_due_day |
| Office Rent | 3,000 | 1 |
...

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click. NOTE: this is not required to run the prompt chain

Enjoy!

Hello!

Are you feeling overwhelmed trying to formalize your company’s PTO and leave policies?

This prompt chain simplifies the entire process. From gathering your organization's information to drafting and refining a comprehensive policy, it helps you effortlessly navigate through each step.

Prompt:

VARIABLE DEFINITIONS
STATE=U.S. state where the organization operates its primary workplace
EMPLOYEES=Approximate number of full-time-equivalent employees on payroll
INFORMAL_RULES=Brief description of current unwritten PTO/leave practices~
Prompt 1 — Collect Company Information
You are the HR manager preparing to formalize the company’s PTO and leave policy.  
Step 1 – Provide the following three data points in one short paragraph:
  • STATE: [STATE]  
  • EMPLOYEES: [EMPLOYEES]  
  • INFORMAL RULES: [INFORMAL_RULES] (e.g., “We let staff take days off as needed if approved by a manager; no formal accrual.”)  
Step 2 – Confirm that the information is correct or re-enter it if revisions are needed.
Example response:  
STATE: Colorado.  EMPLOYEES: 42.  INFORMAL RULES: Unlimited time off approved informally by supervisors.~
Prompt 2 — Legal & Strategic Analysis
System role: You are a senior HR compliance analyst.  
Using the variables provided, perform the following:
1. Summarize the statutory requirements in STATE governing paid time off, vacation payout, sick leave, and any local mandates that may apply at the EMPLOYEES headcount level.
2. Identify minimum legal standards for accrual rates, carryover, and usage protections.
3. Recommend compliant yet competitive parameters for:  
   a. PTO/vacation accrual schedule (rates increase with tenure if advisable)  
   b. Paid sick leave accrual and usage  
   c. Maximum carryover / rollover rules  
   d. Blackout or restricted periods, if operationally justified  
   e. Record-keeping and documentation requirements  
4. Present findings in two sections:  
   • “Legal Requirements” (bullet list)  
   • “Recommended Policy Parameters” (table or bullets)  
Ask: “Type ‘next’ to proceed to policy drafting or ‘edit’ to change any assumptions.”~
Prompt 3 — Draft PTO & Leave Policy Document
System role: You are an expert HR policy writer.  
Using the "Recommended Policy Parameters" confirmed in the prior step, draft a comprehensive PTO and leave policy suitable for an employee handbook.  
Structure the document with clear headings:
1. Purpose & Scope  
2. Eligibility  
3. PTO Accrual & Balance Caps (include table showing accrual per pay period and annual totals)  
4. Sick Leave Compliance (STATE-specific)  
5. Usage Guidelines & Request Procedure  
6. Blackout / Peak Period Rules  
7. Carryover & Rollover  
8. Donation or Advance Policy (if any)  
9. Payout on Separation  
10. Recordkeeping & Manager Responsibilities  
11. Non-Retaliation & Anti-Discrimination Statement  
12. Policy Administration & Amendments  
Include STATE-specific citations where relevant and ensure tone is professional and inclusive.  
Conclude with: “Please review and indicate any revisions before finalization.”~
Prompt 4 — Review / Refinement
Ask the user:
1. Does the drafted policy meet operational needs and cultural tone?  
2. Are any sections unclear or require edits?  
3. Confirm final approval or specify changes required.  
Once approved, respond with "Final Policy Confirmed" and provide a clean copy without inline comments.

Make sure you update the variables in the first prompt: STATE, EMPLOYEES, INFORMAL_RULES. Here is an example of how to use it: STATE: Colorado, EMPLOYEES: 42, INFORMAL_RULES: Unlimited time off approved informally by supervisors.

If you don't want to type each prompt manually, you can run the Agentic Workers, and it will run autonomously in one click. NOTE: this is not required to run the prompt chain

Enjoy!