Review the linked agenda and prior minutes for our meeting with [committee/board name], then draft three discussion questions I should raise
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Uses Copilot in Teams to synthesize linked meeting documents into discussion-ready questions ahead of a meeting. Use Case: Walking into a board or committee meeting with […]
Respond as a skeptical client evaluating this proposal
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Simulates external stakeholder reactions. Use Case: Anticipating objections before a real pitch. CAE Domains: Business Development
Give me a one-paragraph summary with decisions, next steps, and owners
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Summarizes meeting notes or transcripts into actionable output. Use Case: Turning a meeting transcript into a shareable recap. CAE Domains: Business Development
Summarize this contact/deal/ticket
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Generates a quick summary of a CRM record’s history and status. Use Case: Prepping for a call without reading the full record. CAE Domains: Member and […]
Draft a follow-up email to this contact
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Writes an on-brand follow-up based on record context. Use Case: Speeding up sales follow-up after a meeting. CAE Domains: Business Development
Prepare talking points for my meeting with [contact]
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Compiles relevant context and suggested talking points. Use Case: Walking into a sales call fully prepared. CAE Domains: Business Development
Research this company and summarize key facts
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Pulls external and CRM data into a company overview. Use Case: Qualifying a lead before outreach. CAE Domains: Business Development
Summarize this quarter’s deal pipeline
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Produces a narrative summary of pipeline data. Use Case: Giving a quick pipeline update to leadership. CAE Domains: Business Development
Suggest next steps for this deal
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Recommends actions based on deal stage and history. Use Case: Deciding how to move a stalled deal forward. CAE Domains: Business Development
Summarize this (on a record page)
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Context-aware summary command that references the page you’re viewing. Use Case: Getting instant context without specifying details. CAE Domains: Business Development