Templates
Paste-ready prompts, checklists, and scaffolds, pulled out of the guides. Nothing here asks for an email.
Privacy labels rate what you'd paste in, not the template itself
- Privacy: low risk What you paste in is usually low sensitivity. Still review the result before you send or publish it.
- Privacy: check first Check your company's policy and your account settings, and take out details the task doesn't need.
- Privacy: don't paste Use a placeholder, or describe the situation without the sensitive detail.
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Check an AI answer before I trust it
A repeatable verification pass for claims, numbers, names, dates, and source-backed statements.
EverydayWork Privacy: low risk
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Claudeforce pilot readiness checklist
A pre-pilot review of permissions, scope, data exposure, governance, and success measures.
ClaudeforceSalesforce Privacy: check first
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Claudeforce use-case finder
A prioritized list of candidate use cases, scored by value, risk, data sensitivity, and feasibility.
ClaudeforceSalesforce Privacy: check first
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Claudeforce vs Agentforce decision sheet
A structured comparison of where each fits, overlap, constraints, and open questions.
ClaudeforceSalesforce Privacy: check first
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Compare options without choosing for me
A comparison by your own criteria, tradeoffs, missing information, and decision questions.
EverydayWork Privacy: low risk
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Compare vendor proposals
An apples-to-apples comparison of scope, cost, assumptions, risks, and missing terms.
Small business Privacy: check first
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Build a proposal from rough notes
A client-ready proposal draft with scope, assumptions, deliverables, timeline, and next steps.
Small business Privacy: check first
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Document a validation rule
A plain-language purpose, trigger condition, business impact, and maintenance note.
Salesforce Privacy: check first
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Turn customer questions into FAQs
A prioritized FAQ list and draft answers, grounded only in supplied material.
Small businessMarketing Privacy: check first
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Blank brief to usable first draft
A complete brief and a first-draft prompt, built from a one-line request.
MarketingWork Privacy: low risk
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Explain CPQ logic to a nontechnical stakeholder
A plain-language explanation of pricing logic, conditions, outcomes, and caveats.
Salesforce Privacy: check first
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Explain this document in plain English
A plain-English explanation, the parts that matter, and questions to verify.
Everyday Privacy: check first
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First-pass landing page review
A structured critique of clarity, hierarchy, claims, friction, and missing proof.
MarketingSmall business Privacy: low risk
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Fix a vague prompt with four missing pieces
A stronger request with audience, source material, boundaries, and output format filled in.
EverydayWork Privacy: low risk
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Meeting notes to decisions and action items
Decisions, owners, due dates, risks, and unresolved questions from meeting notes.
WorkSmall business Privacy: check first
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Turn messy notes into a useful plan
Organized goals, decisions, open questions, and next steps from raw notes.
EverydayWork Privacy: check first
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Pressure-test a decision before you commit
A structured challenge to your assumptions, hidden costs, failure conditions, and missing evidence.
EverydayWork Privacy: check first
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Move a long AI conversation into a fresh chat
A clean handover note carrying goals, rules, decisions, and open items into a new conversation.
EverydayWork Privacy: low risk
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Review SOQL before it ships
A review of readability, filters, selectivity risks, relationship use, and assumptions.
Salesforce Privacy: check first
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Rewrite this for a different audience
A rewritten version that changes framing while preserving the source meaning.
MarketingWork Privacy: low risk
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Salesforce requirements to buildable stories
Stories with actors, intent, acceptance criteria, assumptions, and unresolved questions.
Salesforce Privacy: check first
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Turn how I do this into an SOP
A repeatable SOP with purpose, prerequisites, steps, exceptions, and quality checks.
Small business Privacy: check first
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What can I safely paste into AI?
A pre-paste privacy check with a green, yellow, or red decision.
EverydayWork Privacy: don't paste
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Write the message I am avoiding
A message that's clear, appropriate to the relationship, and in the tone you actually want.
EverydayWork Privacy: low risk
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Marketing prompt builder
A reusable marketing prompt assembled from five blocks: audience, voice, format, source, and boundaries.
Marketing Privacy: low risk
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Salesforce spec interrogation prompt
A structured interrogation of a Salesforce spec for ambiguity and missing decisions.
Salesforce Privacy: check first
Nothing here yet for this filter. See all templates instead.