Business prompts

First drafts of the documents every team needs, plus thinking tools that work strictly from the facts you provide.

Running a team or a company produces a steady stream of documents nobody enjoys starting: agendas, meeting notes, memos, quotes, payment reminders, procedures and reports. These twenty prompts give you a first draft of each, plus some thinking tools such as a SWOT analysis built from your own facts, a risk table, negotiation preparation and a comparison of supplier quotes.

The prompts share one rule: the model works from the facts you give it. Several say "use only these facts" or ask it to write NEEDS ANSWER or leave a placeholder when information is missing. That is deliberate. A language model asked for a market size or a growth rate will often produce a number that looks precise and has no source. Supply real figures yourself, or leave the gap visible.

One prompt uses image understanding: attach a photo of a whiteboard from a planning session and Llama 4 Maverick will type it out and sort it into topics, decisions and open questions. Check handwriting it marks as uncertain.

Keep confidential material in mind. Remove customer names, contract amounts you are not allowed to share and anything covered by a confidentiality agreement before you paste text. Answers are general information, not legal, tax or financial advice; check anything with real consequences with a qualified person. For more ideas aimed at owners of small shops and services, see Llama chat for small business, and use the Email Writer for quick messages.

How to adapt these prompts

  • Describe your business in one line at the start, such as "a three-person bakery in a small town".
  • Paste the real material: notes, quotes, the report or the customer's message.
  • Ask for a table when you need to compare options or track owners and dates.
  • Request a shorter version for people who will read only the top.
  1. 01

    Write a focused meeting agenda

    I'm running a [length]-minute meeting on [topic] with [attendees], and by the end we must decide [decision]. Draft the agenda: each item with minutes, an owner and the question it should settle, plus any pre-reading people should do first.

    #meetings Use this prompt
  2. 02

    Turn meeting notes into action items

    Here are my rough notes from today's meeting: [paste notes]. Pull out every decision and action item. Show action items in a table with task, owner and due date, mark missing owners or dates as unknown, and add a three-line summary for people who weren't there.

    #meetings#notes Use this prompt
  3. 03

    Run a SWOT on my own facts

    Using only the facts below, sort [business or project] into strengths, weaknesses, opportunities and threats, one line per point: [paste facts about customers, competitors, team and finances]. Finish with two moves that turn one of our strengths against a threat.

    #strategy#analysis Use this prompt
  4. 04

    Outline a simple business plan

    Help me outline a business plan for [business idea] in [location]. Create the section headings, and under each one list the questions I need to answer and the numbers I need to find myself. Don't invent market figures.

    #planning#startups Use this prompt
  5. 05

    Reply to an unhappy customer

    A customer wrote this complaint: [paste message]. Here is what happened from our side: [facts]. Draft a reply that apologises for what went wrong, explains briefly without blaming the customer, offers [remedy], and gives a clear next step.

    #customers#support Use this prompt
  6. 06

    Write the cover text for a quote

    Write a short cover message to go with my quote for [client] for [project]. Summarise what's included, what's not included, the timeline [timeline] and how long the offer is valid. Sound confident and helpful, not salesy.

    #sales#proposals Use this prompt
  7. 07

    Prepare for a negotiation

    I'm negotiating [what] with [other party]. My goal is [goal], my limit is [walk-away point], and I think they care about [their interests]. List the arguments each side may use, three options that could work for both, and phrases to use when I need time to think.

    #negotiation Use this prompt
  8. 08

    Explain a finance term simply

    Explain [finance term, e.g. cash flow or gross margin] to a small business owner with no accounting background. Use one worked example with simple made-up numbers that are labelled as examples, and say why the term matters for everyday decisions.

    #finance#explanations Use this prompt
  9. 09

    Break a project into milestones

    Break [project] into milestones for a team of [team size] with a deadline of [date]. For each milestone, list the deliverable, the main tasks, dependencies and a rough duration. Point out the steps most likely to cause delays.

    #project management Use this prompt
  10. 10

    Write a one-page decision memo

    Write a one-page memo to help [decision maker] choose between [option A] and [option B]. Use these facts: [facts]. Structure it as background, options with pros and cons, risks, a recommendation and what would change the recommendation.

    #decisions#memos Use this prompt
  11. 11

    Document a routine task as an SOP

    Turn this description of how we [task] into a standard operating procedure: [paste description]. Include purpose, who does it, what is needed, numbered steps, common mistakes and how to check the task was done correctly.

    #operations#processes Use this prompt
  12. 12

    Write an FAQ from customer questions

    Here are questions customers often ask us: [paste questions]. And here are the facts about our [products, delivery and policies]: [paste facts]. Write a short FAQ with clear answers. Where the facts don't cover a question, write NEEDS ANSWER instead of guessing.

    #customers#faq Use this prompt
  13. 13

    Send a polite payment reminder

    Write a polite payment reminder to [client] about invoice [number] for [amount], which was due on [date]. This is reminder number [1, 2 or 3], so adjust the firmness to match. Include how to pay and a contact for questions.

    #invoices#finance Use this prompt
  14. 14

    Compare supplier quotes in a table

    Compare these supplier quotes for [item or service]: [paste quotes]. Put them in a table with price, delivery time, minimum order, payment terms and anything unusual in the fine print. Then list the questions I should ask each supplier before choosing.

    #purchasing#comparison Use this prompt
  15. 15

    Turn a whiteboard photo into notes

    I've attached a photo of a whiteboard from our planning session about [topic]. Type out what you can read, organise it into topics, decisions and open questions, and mark any words you're unsure about with a question mark.

    #image#meetings Use this prompt
  16. 16

    Make a first-week onboarding plan

    Create a first-week plan for a new [role] joining our [type of business]. Include what to set up before day one, a schedule for each day, the people they should meet, and three small tasks they can finish to feel useful early.

    #hiring#onboarding Use this prompt
  17. 17

    Write an executive summary

    Write an executive summary of about [number] words for the report below. Start with the main finding, then the three most important supporting points, the recommendation and what we need from the reader. Use only information from the report: [paste report]

    #reports#summaries Use this prompt
  18. 18

    List the risks in a plan

    Read our plan for [project]: [paste plan]. What could go wrong? Rank the risks by how likely and how damaging they are, give a warning sign to watch for and one way to reduce each, and start with the ones we can act on this week.

    #risk#planning Use this prompt
  19. 19

    Draft a short pitch

    Write a two-minute pitch for [business] to [audience, e.g. a local bank or an investor]. Cover the problem, our solution, who pays, why now and what we're asking for: [ask]. Use only these facts: [facts], and leave placeholders where numbers are needed.

    #pitch#startups Use this prompt
  20. 20

    Write a short customer survey

    Write a customer survey of no more than [number] questions to learn [goal, e.g. why customers don't come back]. Mix rating questions with two open questions, avoid leading wording, and explain what decision each question will help us make.

    #research#customers Use this prompt

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