AI Playbook

Stop "searching" and start delegating. Learn how to treat your AI as a high-performing co-worker.

1. The Mindset Shift

The quality of the answer depends on the quality of the delegation.

The "Search" Way (Wrong)

"Treating the AI like Google. Using keywords and hoping for the best."

"Quarterly report summary"

Result: A generic, vague summary that doesn't help you.

The "Delegation" Way (Right)

"Treating the AI like a co-worker. Giving context and clear goals."

"I have a quarterly report. Please summarize the top 3 risks and 3 wins into a bulleted list for my boss."

Result: A professional, ready-to-use deliverable.

2. The Prompt Recipe

Can't think of what to say? Build your prompt here.

Generated Prompt

Act as a professional editor. Please [your task here] and provide the output in a concise bulleted list.

3. Quick-Start Gallery

Copy-paste these high-value workflows immediately.

The Email Refiner

Turn rough, frustrated, or messy notes into a professional client-ready email.

"Act as a communications expert. I'm going to give you some rough notes for an email. Please rewrite them to be professional, warm, and concise, ensuring the main call to action is clear."

The Thread Summarizer

Stop reading 20 emails. Get the facts, the deadlines, and the "asks" instantly.

"Act as an executive assistant. Summarize this email thread into three sections: 1) Key decisions made, 2) Pending action items with deadlines, and 3) Specific questions that need my answer."

The Meeting Architect

Convert messy meeting notes or transcripts into a structured project plan.

"Act as a project manager. I will provide meeting notes. Please organize them into: Decisions Made, Action Items (with assigned owners), and Next Steps for the team."

The Data Translator

Get the "so what" from a CSV or data report without needing to be an analyst.

"Act as a data analyst. Look at this data and tell me the top 3 most important trends in plain English. Highlight any outliers or anomalies that look unusual."

4. Trust but Verify

Your AI co-worker is a brilliant intern, not a licensed professional.

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Spot the Guess

If an answer seems too perfect or uses overly vague language, it might be guessing.

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Demand verifiable results

Reduce hallucinations by prompting "Remember, you must always return valid verifiable facts. It's OK to not know something".

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Ask for Sources

Always ask: "Which part of the document did you find that in?" to help verify facts.

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Human Review

Never send an AI-generated email or report to anyone without a 30-second human read.

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It's OK to argue with your agent

In fact, not only will arguing produce better, more accurate results, but it's FUN too!

Knowledge Check

Three quick questions to test yourself. Nothing is submitted; this is just for you.

1. What is the right way to think of your AI?

2. A good delegation includes…

3. "Trust but Verify" means you should…

Next: Shortcuts Guide