Business tools prompts (page 2)
Prompts and multi-step recipes for the business tools you already use: Xero, QuickBooks, HubSpot, Slack, Shopify, Stripe, Salesforce, 3CX and more. Pull a report or connect the tool, then get a chase list, a board or a pack you can use today.
35 Just ask prompts · 11 recipes and combos. Free to browse; the full prompt needs a free account.
Showing all 46
Turn a call note into a tidy Salesforce activity with a follow-up date
Your Salesforce activities say 'called, will follow up'. Ramble the call and get a subject, summary, next step and due date ready to paste.
Turn a customer's WhatsApp chat into a job sheet and a quote
The details, measurements and photos are buried in a long WhatsApp chat. Export it and get a job sheet, the questions still open and a quote message.
Turn a long Slack thread into a decision post people can find later
The decision is somewhere in 80 replies. Get a short post with the decision, the reason, who owns it and when.
Turn last month's Xero numbers into a five-line update anyone can follow
Your partner or bank manager wants 'how was last month?' and the P&L means nothing to them. Get five plain lines from your Xero figures.
Turn the day's call transcripts into CRM notes and a callback list
Twenty calls today and half of them promised a callback. Paste the transcripts and get a note per caller and who to ring back first.
Turn the Sage Aged Debtors report into today's call list
Twenty customers owe you and you have an hour. Get them ranked by risk and value, with a 30-second opener for each call.
Turn the SAP Business One stock report into this week's reorder list
Stock-outs happen because nobody reads the 400-line inventory report. Get the items to reorder, suggested quantities and supplier emails.
Turn this month's closed Zoho CRM deals into Books invoices
Deals are marked won in Zoho CRM but nobody raised the invoice. Find the gaps and get draft invoices ready.
Write a 3CX phone menu that sends callers to the right person first time
Callers press 1, get the wrong person and ring off. Get a Digital Receptionist menu, an out-of-hours route and scripts under 20 seconds.
Write product descriptions and SEO titles for new Shopify items and load them as drafts
Twenty new products, no descriptions. Give the facts and photos and get descriptions in your voice, saved as drafts for you to check.
Write WhatsApp appointment reminders your booking system can send automatically
No-shows cost you a slot every week. Write the reminder template and opt-in wording your booking system sends through the WhatsApp Cloud API.
A live shop sales board: Shopify Flow to Google Sheets to Looker Studio on the TV
Watch the day's orders land. Shopify Flow adds each order to a Google Sheet and Looker Studio shows it on a screen, with no exports.
From WhatsApp chat to quote to Zoho invoice, without retyping
The job was agreed on WhatsApp. Export the chat, get the job sheet and quote, then create the Zoho Books invoice as a draft for you to check.
HubSpot pipeline on a board, and Friday follow-ups drafted for you
A HubSpot workflow feeds Google Sheets, Looker Studio shows the pipeline on a screen, and on Friday you get a batch of follow-ups from the board — not a one-off quiet-deal hunt.
Match Stripe payouts to your bank and your books, and list what doesn't match
Stripe pays out one lump that covers dozens of charges, fees and refunds. Match payouts to bank lines and invoices, and get a short exceptions list.
Monday cash huddle: Xero numbers, a one-page plan and chase emails ready to send
Ten minutes on Monday: what's in the bank, what's coming in, what's going out, and the chase emails already drafted.
Put a live job board on the workshop TV from an Excel file in SharePoint
Everyone asks 'what's on today?'. Keep the job list in one Excel file in SharePoint and show it on the TV in Power BI, refreshing from the file.
QuickBooks month-end pack: numbers, charts and questions for your accountant
Month end without the scramble. Pull the reports from QuickBooks, get a pack with charts, notes on what moved and the questions to ask your accountant.
Sage debtor day: aged debtors export, a call list, scripts and reminder emails
One afternoon a month to bring the money in. Export aged debtors from Sage, get a ranked call list, phone scripts and reminders, and log every promise.
Salesforce weekly review: data into Google Sheets on a schedule, then a review pack
No API project needed. Pull opportunities into Google Sheets with the Salesforce connector, refresh it on a schedule, and turn it into a weekly review pack.
Win more chargebacks: pull the dispute from Stripe, the proof from Gmail, and build the pack
Chargeback proof is spread across Stripe and your inbox. Gather the dispute, the order, delivery and messages, and build a pack before the deadline.
Xero to a TV wallboard: debtors, cash and sales on the office screen
Put the numbers on the office TV. Pull from Xero, build a tidy workbook, and pin Power BI or Looker Studio full screen — with a 'data as of' time so nobody trusts a stale board.
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