AI PROMPT PACK FOR FINANCE AND BUSINESS
Published by Jatin Sachdeva. Free to use and adapt.

HOW TO USE THIS PACK
1. Pick the prompt that matches your task.
2. Replace the text in [square brackets] with your own information.
3. Paste only information you are allowed to share. Remove names, account numbers and confidential details first.
4. Check every figure and claim against the original source before you use the answer.

SAFETY RULES TO ADD TO ANY PROMPT
- Use only the information I give you. Do not invent figures, names or dates.
- If something is missing, write [MISSING] instead of guessing.
- Mark anything you are unsure about with [CHECK].

PROMPT 1: SUMMARISE A DOCUMENT
Summarise the text below in 150 words for a [audience]. List three key points. Do not add any figure that is not in the text.

[Paste text]

PROMPT 2: DRAFT AN EMAIL
Write a short, polite email to [recipient] about [topic]. Purpose: [what you want]. Key facts: [list]. Tone: professional and friendly. Maximum 120 words.

PROMPT 3: TURN NOTES INTO AN ACTION LIST
Turn the notes below into a list of actions. For each action give an owner and a due date. Write [MISSING] where either is not stated.

[Paste notes]

PROMPT 4: EXPLAIN A CONCEPT SIMPLY
Explain [concept] to a [audience] in plain English. Use one everyday example. Keep it under 200 words. Avoid jargon, or explain any term you use.

PROMPT 5: COMPARE TWO OPTIONS
Compare Option A and Option B below in a table with these rows: cost, time, risk, benefit. Use only the information given. Finish with one sentence on which option the information supports, and why.

Option A: [details]
Option B: [details]

PROMPT 6: CHECK A DRAFT
Read the draft below. List any statement that needs a source, any figure that needs checking, and any sentence that could be misread. Do not rewrite it yet.

[Paste draft]

BEFORE YOU USE ANY ANSWER
- Does every figure match the source?
- Would you be comfortable if the answer were read aloud in a meeting?
- Does your organisation's policy allow this information to be used with AI?

This pack gives general guidance. It is not professional advice.