All templates
Activities

COMMUNICATE & FOLLOW UP MODE

Use when: Sending emails, messaging teams, posting on social, or maintaining relationships

Professional Email Composer

Prompt
Write a professional email to [RECIPIENT NAME/ROLE] about [SUBJECT].

Context: [BRIEF BACKGROUND]
My goal: [WHAT I WANT TO ACHIEVE]
Tone: [FORMAL/FRIENDLY/DIRECT/DIPLOMATIC]

Key points to include:
- [POINT 1]
- [POINT 2]
- [POINT 3]

Keep it concise (under 200 words if possible). Include a clear next step or question.
Tools used

Gmail, Outlook

Follow-Up Sequence Manager

Prompt
Create a follow-up plan for [SITUATION: proposal sent/meeting held/no response].

Original contact: [DATE OF LAST CONTACT]
Recipient: [NAME/ROLE]
Context: [BRIEF BACKGROUND]

Draft:
- Follow-up email 1 (send after [TIMEFRAME])
- Follow-up email 2 (send after [TIMEFRAME])
- Final follow-up email (send after [TIMEFRAME])

Each email should:
- Reference the previous contact
- Add new value or information
- Make it easy to respond
- Include a clear CTA

If no response after final follow-up, suggest alternative approaches.
Tools used

Gmail, Outlook, Calendar

Team Update & Announcement

Prompt
Draft a team announcement about [TOPIC].

Audience: [TEAM/DEPARTMENT/COMPANY-WIDE]
Key information: [WHAT PEOPLE NEED TO KNOW]
Impact on team: [HOW THIS AFFECTS THEM]
Action required: [WHAT THEY NEED TO DO, IF ANYTHING]

Structure:
- Headline/Subject
- Brief context (1-2 sentences)
- Main announcement
- What this means for the team
- Next steps or timeline
- Contact for questions

Tone: [INFORMATIVE/ENTHUSIASTIC/PROFESSIONAL]. Keep it scannable with bullet points.
Tools used

Slack, Gmail, Notion

LinkedIn Engagement Strategy

Prompt
Create a LinkedIn engagement plan for [GOAL: networking/thought leadership/lead generation].

My focus areas: [TOPICS/INDUSTRIES]
Target connections: [AUDIENCE DESCRIPTION]

Provide:
- 5 post ideas for this week
- 10 thoughtful comments I can leave on others' posts
- Profile optimization suggestions
- Connection request templates for [TYPE OF CONTACT]
- Engagement best practices and timing

Focus on authentic engagement that builds relationships, not just broadcasting.
Tools used

LinkedIn

Meeting Summaries & Action Items

Prompt
Create a meeting summary based on the following notes:

[MEETING NOTES OR TRANSCRIPT]

Format as:
- Meeting: [TITLE]
- Date: [DATE]
- Attendees: [NAMES]

Key Decisions Made:
[LIST]

Action Items:
| Task | Owner | Due Date | Status |

Key Discussion Points:
[BULLET SUMMARY]

Next Meeting: [IF SCHEDULED]

Share this with attendees and relevant stakeholders.
Tools used

Google Docs, Notion, Slack

Customer Relationship Touchpoints

Prompt
Draft personalized check-in messages for [NUMBER] key contacts.

Contact 1: [NAME, COMPANY, RELATIONSHIP CONTEXT]
Last contact: [WHEN]
Purpose of check-in: [REASON]

Contact 2: [SAME FORMAT]

For each contact:
- Reference something specific to them (recent news, shared interest, past conversation)
- Provide value (article, introduction, insight)
- Keep it brief and genuine
- Include a soft next step

Avoid generic "just checking in" language. Make each message feel personal.
Tools used

Gmail, LinkedIn, CRM