Business tools prompts
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.
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Answer 'what's our policy on…?' from the actual SharePoint file, with the link
Staff follow last year's version because nobody can find the current one. Get the answer from the policy file itself, with where it came from.
Ask Xero who owes you most and get a chase list, oldest first
Cash is tight and you don't know who to chase first. Get a ranked list from your Xero aged receivables, with the right email for each customer.
Ask your Shopify store what sold, what didn't and what to reorder
It's Thursday and the weekend's coming. Get 30-day sales against stock on hand, a reorder list and the slow sellers.
Build a Stripe chargeback evidence pack before the deadline
A dispute lands and the clock is running. Get the charge, the timeline and a clear evidence statement, ready to submit in the Dashboard.
Catch up on a customer's whole Gmail history and draft the reply
A customer emails 'any update?' and the history is spread across 20 threads. Get where things stand and a reply you can check and send.
Catch up on Slack after leave: decisions, what's waiting on you, what's open
A week off and 30 busy channels. Get what was decided, what you're tagged in and what's still open, with links.
Check whether you'll run short of cash in the next 8 weeks
A big supplier bill and VAT or tax are due together and you won't know until it bounces. Get the weeks where cash dips and three levers to pull.
Clear slow Shopify stock with a discount code that ends on its own
Stock that hasn't moved in months is tying up cash. Pick the slow sellers and get a time-limited discount and an announcement with an opt-out.
Describe the number you want in Power BI and get the DAX measure
'This month against the same month last year, by branch' is easy to say and hard to write. Get the DAX measure and a way to check it.
Describe what you need and get the Excel formula, with a test row to prove it
You know what you want the spreadsheet to do, not the formula. Describe it in plain words and get one that works, with a check.
Explain a part-shipped order to the customer before they ring
Half the order has gone and the rest is on back-order. Paste the order lines and get a clear email before the customer chases.
Explain what the Power BI dashboard is saying, in five lines for Monday's meeting
Everyone looks at the charts and nobody says what they mean. Get what moved, what's normal and the one question to ask.
Find everything you promised a customer before the call, across Outlook, Teams and SharePoint
The call is in ten minutes and the promises are scattered across email, Teams chats and a quote on SharePoint. Get a one-page brief with links.
Find out which QuickBooks customers are late and what to send each one
Overdue invoices are buried in QuickBooks. Get late customers by age and reminder wording for each stage.
Find the HubSpot deals that have gone quiet and get a nudge for each
Deals stall and nobody notices for a month. Get the deals with no movement in 14+ days, a likely reason and a two-line nudge.
Find the right file in Google Drive by describing it
'The signed quote for the Patel kitchen, from the spring.' Find it from a description, with a summary of the key terms.
Find the Salesforce opportunities that have stalled, and why
The forecast looks fine until month end. Get opportunities with no stage change in 21+ days, the pattern behind them and a next step for each owner.
List every overdue Zoho Books invoice and get the reminders ready
Overdue invoices are spread across months and customers. Get one list from Zoho Books and reminder wording you approve before anything goes.
Paste a messy call note and get it logged in HubSpot with a follow-up task
You finish a call in the car and the note never gets written. Ramble it in and get a tidy note and a follow-up task on the right contact.
Plan your SharePoint folders and permissions before you move off the old shared drive
Moving to SharePoint or OneDrive and scared of recreating the mess? Get a folder plan, a naming rule and who sees what.
See last month's Stripe takings, fees and refunds on one page
Stripe pays out in odd amounts and you can't tell what you actually took. Get gross, fees, refunds and payouts, with the change from the month before.
Set the wording Sage Copilot sends in your payment reminders
Automatic reminders are great until one reads like a debt collector to a loyal customer. Set the tone and stages once.
Spot the repeating bills in Xero you forgot you're still paying
Old software, a phone line nobody uses, a subscription from three years ago. List every repeating bill and decide what to cancel.
Turn a 40-email Outlook thread into 'where we are and who owes what'
You've been copied into a long thread and need to act today. Get the status, owners and dates as a note you can send.
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