Companion to Module 7 ยท AI Foundations Course

15 AI Work Productivity Templates

The exact prompts professionals use to cut 5-10 hours a week. Paste into ChatGPT / Claude / Gemini. Replace the [bracketed bits] with your details. Works best when you paste actual context (old emails, rough notes, data).

๐Ÿ“ง Email ยท ๐Ÿค Meetings ยท ๐Ÿ“Š Reports ยท ๐Ÿ” Research ยท ๐Ÿ‘ฅ People

๐Ÿ“ง Email

Reply faster, decline gracefully, escalate without burning the bridge.

1 ยท The Universal "Reply to an Email" Template

You are my executive assistant. Draft a reply to the email below. My goal in replying: [WHAT YOU WANT โ€” e.g. "accept the meeting but move it to Friday", "decline politely", "ask for 2-week extension"] Tone: [Warm / Firm / Neutral / Apologetic] Length: [Short (50-80 words) / Standard (100-150 words) / Detailed (200+ words)] Audience: [Who they are โ€” "a senior client", "my CEO", "a junior colleague"] Do not invent commitments I haven't approved. If information is missing, flag it at the end as "Need confirmation from you on: X, Y, Z." EMAIL TO REPLY TO: [PASTE EMAIL HERE]

2 ยท Decline Gracefully Without Burning the Relationship

Draft a short, warm "no" to this request. I want to decline but keep the relationship strong for future work. What I'm declining: [e.g. "a speaking slot next month"] Reason I'm saying no: [e.g. "already over-committed that week" โ€” keep reason honest but non-negotiable-sounding] What I'd like to offer instead (optional): [e.g. "a written quote they can use", "a referral to [NAME]", "a later date"] Style: Direct, no long apologies, no "unfortunately" disclaimers. Length: 60-80 words. Format: A single short email with a clear subject line.

3 ยท Escalate a Blocker to Your Boss

Help me write an escalation email to my [boss / HOD / manager]. I want to raise a blocker without sounding like I'm complaining. Situation: [DESCRIBE IT IN 3-4 LINES] What I've already tried: [LIST] What I need from them: [specific decision, resource, authorisation, or someone to step in] Urgency: [By when, and why] Tone: Calm, professional, solutions-oriented. Format: Subject line + 3 short paragraphs (situation โ†’ action I've taken โ†’ specific ask). Under 150 words.

๐Ÿค Meetings

Summarise, prep, and follow up โ€” the three moves that make you look 10ร— more organised.

4 ยท Meeting Summary from Messy Notes

I just finished a meeting about "[MEETING TOPIC]". My notes are rough โ€” typos, fragments, side-thoughts. Clean them into a professional meeting summary. Format the output as: ## Meeting: [Topic] Date: [DATE] | Attendees: [LIST] ### Key Decisions - [bullet] ### Action Items | Who | What | By when | |-----|------|---------| | ... | ... | ... | ### Open Questions - [bullet] Keep under 250 words. Do NOT invent anything not in my notes. If an action item has no clear owner in my notes, leave it as "Owner: TBD". RAW NOTES: [PASTE YOUR SCRIBBLES]

5 ยท Pre-Meeting Prep Brief

Prep me for a meeting with [PERSON / ROLE / ORGANISATION] about "[TOPIC]". My goal: [WHAT I WANT TO LEAVE WITH] Their likely position / interest: [WHAT YOU THINK] Constraints: [budget, deadline, relationship history, politics] Give me: 1. A one-sentence opener that sets the right tone. 2. 5 specific questions I should ask, ordered from easiest to hardest. 3. 3 likely objections they will raise โ€” with my best one-line response to each. 4. One thing to AVOID saying or bringing up. 5. My cleanest fallback position if I don't get what I want. Format: Numbered sections. Practical. Under 300 words total.

6 ยท Post-Meeting Follow-up (Client / Prospect)

Draft a follow-up email to [NAME / ROLE] after a meeting we had today about "[TOPIC]". Key things we discussed / agreed: [3-5 BULLET POINTS] Next step I promised: [WHAT YOU OWE THEM] What I want from them next: [WHAT THEY OWE ME] Style: Warm, concise, action-oriented. Length: Under 150 words. Format: Subject line + opening thanks + bulleted recap + clear next step with a specific date.

๐Ÿ“Š Reports & Updates

Weekly status, project updates, and executive summaries without tearing your hair out.

7 ยท Weekly Status Report from a Brain Dump

Turn this week's brain dump into my weekly status report for [MANAGER / STAKEHOLDER]. Format: **Name ยท Week of [DATE]** โœ… **Completed this week** - [bullet] ๐Ÿšง **In progress** - [bullet] ยท Status: X% ยท ETA: [DATE] โš ๏ธ **Blockers / risks** - [bullet โ€” be honest, frame constructively] ๐Ÿ“… **Next week** - [bullet] Keep under 200 words. Merge redundant items. Quantify where possible ("sent 15 emails" not "did email"). BRAIN DUMP: [PASTE EVERYTHING YOU DID THIS WEEK โ€” MESSY IS FINE]

8 ยท Executive Summary of a Long Document

I'll paste a long document below. Produce an executive summary in this exact format: **In one sentence:** [what this document is about] **The 3 things that matter:** 1. [most important point] 2. [second] 3. [third] **Numbers worth knowing:** - [up to 5 specific figures from the document] **What I should do next:** - [1-3 concrete actions based on the document] Do NOT add facts that aren't in the document. If a section is unclear, write "Unclear in source" rather than inventing. DOCUMENT: [PASTE HERE]

9 ยท Turn a Rant Into a Constructive Feedback Note

Below is how I'm actually feeling about a situation at work. Help me reshape it into constructive feedback I can share with [PERSON / TEAM]. Frame it as: 1. The situation, stated factually (no adjectives). 2. The impact it's having (on the work, not on my feelings). 3. What I'd like to see instead, specifically. 4. What I'm willing to do to help. Tone: Calm, adult, solution-oriented. Cut anything that sounds blaming. Length: Under 120 words. RANT: [LET IT OUT HERE]

๐Ÿ” Research & Analysis

Get smart on a topic in 15 minutes instead of 3 hours.

10 ยท 15-Minute Briefing on a New Topic

Give me a 15-minute briefing on "[TOPIC]". I need to be conversationally competent, not an expert. My background: [YOUR FIELD โ€” so the briefing can skip things you already know] Why I need this: [PURPOSE โ€” e.g. "meeting with a vendor", "writing a proposal"] Format: ### 1. The 60-second summary [Plain-English paragraph] ### 2. Key facts (5 bullets) - [concrete numbers or dates where possible] ### 3. Main tensions / debates - [where knowledgeable people disagree] ### 4. The 3 best things I could ask an expert - [questions that make me sound thoughtful] ### 5. Further reading - [3 credible sources to deepen] Note the date of your knowledge cutoff if relevant.

11 ยท Compare Two Options Side-by-Side

I'm deciding between [OPTION A] and [OPTION B] for [USE CASE]. Help me decide. My priorities (in order): [1, 2, 3] My constraints: [budget, time, team size, etc.] Format the output as: 1. A comparison table (at least 6 rows: price, ease of use, support, integrations, scalability, fit-for-my-use-case, etc.) 2. "When A is clearly better" โ€” 3 bullets 3. "When B is clearly better" โ€” 3 bullets 4. Your single-sentence recommendation for MY specific situation, with the reason. Be honest โ€” pick a winner. Don't hedge.

12 ยท Spreadsheet Formula Helper

I have a [Google Sheet / Excel file] with these columns: - Column A: [description + example values] - Column B: [description + example values] - Column C: [description + example values] - [...] I need a formula that [DESCRIBE WHAT YOU WANT TO CALCULATE]. Give me: 1. The exact formula I can paste into a cell (specify the cell, e.g. D2). 2. A plain-English walkthrough of what each part does. 3. One common way this formula will break (e.g. empty cells, text in a number column) and how to make it robust. 4. An alternative formula using a different function, if there's a simpler way.

๐Ÿ‘ฅ People & Performance

Give feedback, run 1-on-1s, write reviews โ€” without the 3-hour draft cycle.

13 ยท 1-on-1 Meeting Agenda

I have a 1-on-1 with [NAME / ROLE] on [DATE]. They manage [what they do]. Since our last 1-on-1, these things happened: [BRIEF NOTES]. Design a 30-minute 1-on-1 agenda that covers: - Their progress on current priorities (10 min) - Blockers & support they need from me (10 min) - Career growth / development (5 min) - Their questions / concerns (5 min) For each section, give me 2-3 good questions I can ask. Not leading questions. Format as a simple bulleted agenda I can share with them ahead of the meeting.

14 ยท Performance Review Draft

Draft a performance review for [NAME], my [ROLE]. Review period: [DATES]. Evidence I'll paste below โ€” actual work, outcomes, incidents, feedback I received about them. Format: ### Strengths - [concrete, with examples] ### Areas for development - [specific, non-generic, with a concrete suggestion] ### Key achievements this period - [3-5 bullets with quantified impact where possible] ### Recommended rating + justification - [e.g. "Exceeds expectations" โ€” 2 sentence justification] ### Development goals for next period - [2-3 SMART goals] Keep it honest. Don't inflate. Do NOT invent achievements not in my notes below. EVIDENCE: [PASTE EVERYTHING RELEVANT]

15 ยท Deliver Hard Feedback in a Meeting

I need to give [NAME] hard feedback about "[ISSUE]". I want to be direct but not destroy the relationship. Context: [2-3 sentences on what happened and its impact] What I want changed: [specific behaviour] What the relationship has been like until now: [neutral / positive / tense] Give me: 1. An opening line (under 15 words) that sets the tone as constructive, not punitive. 2. The feedback itself, using the SBI format (Situation โ†’ Behaviour โ†’ Impact). 60-80 words. 3. A concrete expectation for next time. 4. An invitation for them to respond โ€” a real question, not rhetorical. 5. One sentence that rebuilds the relationship at the end. Tone: Calm, specific, no "unfortunately" or "I'm sorry to say."

Make your own templates

Every template here was built using the CO-STAR framework from Module 4. Your best templates will be the ones for your specific job, written by you. This library is the starting set.

โ† Back to Module 7: AI for Work Productivity