Emails
Paste the email you received and describe what you want to say in a few rough words. Ask for two versions with different tones and pick one.
Here is an email from a client. Draft a reply that: agrees to the new deadline, asks for the final logo files by Friday, and stays friendly. Give me a formal and a casual version. [paste email]
Meetings
Paste a transcript or your rough notes and ask for a summary, decisions made, open questions, and action items with owners. Always confirm action items with the people named before sending.
Reports and documents
- 1
Outline first
Give the goal, audience and your data; ask for a section outline.
- 2
Draft section by section
Fill each section using your real numbers and facts.
- 3
Edit for the reader
Ask it to cut 20%, simplify jargon, or add an executive summary.
Spreadsheets
Describe your columns and what you want to calculate — AI will write the formula and explain it. For larger analysis, upload the file to an assistant with data analysis enabled and ask questions in plain language.
In Excel, column A has dates, column B has salesperson names, column C has sales amounts. Write a formula that totals sales for the name in cell F1 during March 2026 only, and explain each part.
Protect company data
- Check your company’s AI policy and which tools are approved.
- Do not paste passwords, customer personal data, or confidential numbers into tools that are not approved.
- Prefer business plans of AI tools that do not train on your data.