28. Business AI Workflows

The lesson

Business prompts should include customer profile, goal, constraints, tone, commercial assumptions, and measurable success criteria.

Useful outputs include decision memos, risk registers, checklists, SOPs, customer replies, sales scripts, and training plans.

A business user becomes expert by building reusable prompt templates for repeatable work.

A clinic operations manager uses TPEE to draft a decision memo on a new appointment-reminder process, stating the patient profile, the goal, the constraints and the success measure before circulating it.

A customer support team lead builds a reusable TPEE template for refund replies, recording the customer profile, the tone and the commercial assumptions so every agent writes consistent responses.

A dispatch supervisor drafts a standard operating procedure for late deliveries in TPEE, listing the goal, the constraints and the checklist steps the night team must follow.

A junior risk analyst at an insurance office uses TPEE to draft a risk register for a claims-process change, naming each risk, its owner and the assumption behind it.

A training coordinator drafts a training plan for new starters in TPEE, defining the audience, the measurable success criteria and the order in which skills are introduced.

A plant manager uses TPEE to draft a supplier-evaluation memo, setting the commercial assumptions, the comparison criteria and a one-page format for the buying committee.

A hotel revenue manager drafts a group-booking sales script in TPEE, stating the customer profile, the tone and the questions the reservations team should ask.

A municipal procurement officer uses TPEE to draft a proposal summary, recording the goal, the constraints and the evaluation criteria the panel will apply.

A fundraising officer at a community nonprofit drafts a grant proposal in TPEE, setting the audience, the goal and the measurable outcomes the funder asks about.

An electrical contractor drafts a quote explanation in TPEE, describing the customer profile, the scope and the commercial assumptions in plain language for the householder.

Check yourself