The portfolio manager went on vacation, and now half the office is trying to remember exactly how the company likes to receive its aging report from Priority.
In an office that manages multiple clients simultaneously, your team must be familiar with the habits that are important to each client. For example, a specific reporting format, regular checks at the beginning of the month, or specific requirements. To maintain workflow continuity, even during team changes or heavy workloads, it's advisable to consolidate this information into a concise internal work file.
Where do we start? Create a preliminary framework using the prompt: "Turn the following list of instructions into a structured internal working document. Organize the information according to field operation order and emphasize points that must be checked before sending to the client.".
AI tools such as ChatGPT, Claude, or Copilot can assist in building an initial draft, which the team will refine based on practical experience.
What is a recurring requirement or check you have for a specific file that no new employee would be able to guess on their own?
