The basics work everywhere. But each department has its own words, its own risks and its own documents. A request that suits a marketer can cause real harm in an accounts office. This lesson gives you one workflow for each of seven departments, and says who checks the result.
The mistake most people make
Using one general request for specialist work, without saying what that department must check.
“A finance manager asked the AI to look over a supplier agreement. (An invented example.)”
“The AI commented on grammar and clarity. It never mentioned that the liability clause capped the supplier's damages at ₹50,000, though the contract covered ₹40 lakh of client stock.”
How it works: the department rule binder
Walk into a well-run office and you'll find a shelf of binders: marketing rules, legal review steps, the accounts reconciliation manual. Each department works to its own rules. This lesson is that binder for AI, one tab per department.
Seven department workflows
1. Marketing: one recording, many pieces
Take one long podcast or talk transcript. Ask for three LinkedIn posts, one newsletter, five short hooks and one short video script, all in your brand's voice.
2. Sales: the one-page account brief
Paste a prospect's annual report and recent news. Ask for a one-page brief before a sales call, using only what you pasted.
3. Customer service: sorting tickets
Sort incoming tickets by urgency (high, medium, low) and by how upset the customer is. Draft replies for the simple ones, for a person to read before sending.
4. Finance: budget against actual, and bank lines
Paste this month's budget and actual spend. The AI lists each line and the difference, and flags lines over a limit you set. Check every sum in a spreadsheet before it goes to anyone.
5. Legal: what each clause says
List each clause's party, obligation, amount, date, notice period, termination terms and liability cap, as written. No opinion, no new wording. Your lawyer reads the list.
6. Healthcare: the care sheet
Rewrite a doctor's notes as a plain medicine schedule and food instructions, adding nothing. The doctor or nurse checks it before the patient gets it.
7. Teaching: marking against a rubric
Mark student essays against your four-part rubric. Give two specific strengths and two things to improve. The teacher sets the final mark.
Habits for every department
Here is a contract, or part of one: """ [Paste the contract clauses here] """ List what each clause says. Don't give a legal opinion. Don't say whether a term is fair or risky. Don't suggest new wording. Don't name any law, section or case. Make a table with these columns: | Clause (number and heading) | Party | What they must do | Amount | Date or deadline | Notice period | Termination | Liability cap | Rules: - Use only the words and figures in the contract. Quote them where you can. - If a column doesn't apply to a clause, write "not stated". - If the whole contract states no liability cap, no notice period or no termination terms, add a line under the table: [CHECK: ask a lawyer, the contract states no ...]. - If a clause is unclear, or two clauses seem to say different things, add a line: [CHECK: ask a lawyer about clause ...]. - Check every amount and date against the text a second time. End with this line: "Take this list and the full contract to your lawyer before anyone signs."
It lays out what the contract says in one table and marks the questions to raise. The legal judgement stays with your lawyer.
Working File Templates
Copy or save these plain text files to use directly in your workspace.
A standard quality control checklist required before any AI output is published or shared externally.
# Department AI Output Sign-Off Checklist Date: [YYYY-MM-DD] · Department: [Marketing / Sales / Finance / Legal / Support / Health / Education] Task ID: [e.g. TICKET-402 / PO-RECON-12] · Reviewer: [Full Name and Title] ## Mandatory Verification Steps - [ ] 1. Fact Verification: Every proper noun, rupee amount, date, and part number was checked against the source document. - [ ] 2. Zero Hallucination: The draft contains no invented policies, legal claims, medical diagnoses, or promises. - [ ] 3. Boundary Adherence: The output stays strictly within the department's authorised limits (no unapproved discounts, refunds, or commitments). - [ ] 4. Tone and Clarity: Language is calm, direct, and free of corporate jargon or machine filler. - [ ] 5. Named Human Approval: The qualified professional (lawyer, accountant, doctor, teacher, or department head) has personally read and approved the final text. Signed: __________________________ (Reviewer Signature)
Additional Prompts for This Lesson
Tailored prompts for specific workflows and departments.
Turns a podcast, webinar or meeting transcript into cohesive social posts and newsletter drafts.
You are our content marketing assistant. Here is a raw transcript of our recent founder discussion: """ [Paste the transcript text here] """ Our brand voice rules: - Calm, direct, clear. No exaggerated claims or hype words. - Short sentences. We explain how things work in practice. Your task: 1. Draft 2 short LinkedIn posts (under 120 words each) covering the core practical lesson. 2. Draft 1 weekly newsletter excerpt (under 180 words) with one concrete takeaway. 3. List 4 one-sentence video talking points. 4. Mark anything that sounds like an unverified claim with [CHECK: verify with founder].
Extracts multiple content formats from one source while preserving a grounded, professional tone.
Summarises prospect annual filings, news, and notes into a 1-page pre-call discovery sheet.
You are our sales research assistant. Here is the prospect background and recent notes: """ [Paste prospect notes or website text here] """ Your task: Synthesise a 1-page pre-call preparation sheet: - Core commercial activity: What do they manufacture or sell? - High-probability bottlenecks: Where might their supply chain or tooling be hurting? - 2 discovery questions: Thoughtful questions to ask in the first 5 minutes. - Caution items: Any competitor partnerships or constraints mentioned in the text.
Prepares sales reps with relevant account facts instead of generic pitch slides.
Sorts incoming customer support messages by urgency and drafts calm, helpful responses.
You are our customer support triage assistant. Here is our return and replacement policy: """ [Paste policy snippet here] """ Here is the customer message: """ [Paste support ticket or WhatsApp message here] """ Your task: 1. Classify urgency: High (dispatch delayed, defective goods), Medium (billing query), or Low (general question). 2. Identify customer emotion: Frustrated, Anxious, or Neutral. 3. Draft a calm, polite reply answering their specific concern. 4. If their request requires an exception to our policy, do not promise it. Mark it [ESCALATE TO MANAGER]. 5. End with this reminder: "A human support agent must read and sign off before sending."
Ensures prompt replies stay polite and aligned with policy without making unapproved promises.
Compares budgeted versus actual spend and categorises bank statement lines.
You are a bookkeeping assistant helping compare monthly figures. Here are the budgeted expenses for this month: """ [Paste budgeted line items and amounts] """ Here are the actual ledger expenses: """ [Paste actual line items and amounts] """ Your task: 1. Create a 4-column comparison table: | Line Item | Budget (₹) | Actual (₹) | Difference (₹) | 2. Flag any line where actual spend exceeds budget by more than 10%. 3. List 3 questions for the operations team explaining unexpected cost jumps. 4. Rules: Do not invent any numbers. Do not calculate taxes. 5. End with: "All figures must be reconciled by a qualified accountant before submission."
Highlights expense variances quickly so managers can investigate discrepancies before month-end close.
Rewrites clinical discharge notes into an unambiguous timetable for patient home care.
You are a clinical administrative assistant. Here are the doctor's discharge notes: """ [Paste doctor's clinical notes here] """ Your task: Organise the home care instructions into a plain, easy-to-read schedule for the patient and their family. Table format: | Time of Day | Medicine Name | Exact Dose | Food Instructions (Before / After / With) | Rules: 1. Use only the medicines, doses, and frequencies explicitly written in the doctor's notes. 2. If frequency or dose is ambiguous or illegible, write [URGENT CHECK WITH DOCTOR] and leave the row empty. 3. Add a separate section for "When to call the clinic immediately" quoting only the symptoms listed in the notes. 4. End with: "This schedule must be reviewed and signed off by the attending nurse or physician before handing to the patient."
Prevents medication timing errors by turning dense clinical handwriting into a clear timetable.
Assesses student submissions against an objective 4-part rubric and drafts constructive feedback.
You are a teaching assistant evaluating student submissions. Here is the assignment rubric: """ [Paste the 4-part evaluation rubric with scoring criteria] """ Here is the student's submission: """ [Paste student essay or response here] """ Your task: 1. Evaluate the submission against each rubric category and assign a preliminary score. 2. For each score, quote a specific line from the student's work as supporting evidence. 3. Write 2 specific commendations highlighting what the student did well. 4. Write 2 actionable recommendations for revision. 5. End with: "The teacher reviews this draft and assigns the final grade."
Provides structured, evidence-based feedback so students understand exactly where to improve.
Why should each department have its own saved prompt, rather than one general prompt for the whole company?
Show the answer
Each department has different risks and a different person who checks the work. A department prompt asks for the right details and ends by sending the result to that person.