Prompting a chatbot is asking a question. Briefing an agent is writing a job description. Five parts do most of the work: the goal, the context it needs, your standards, the boundary it cannot cross, and what it should do when it is unsure. Four briefs and one rule you can copy, written for Singapore situations.
1. Weekly supplier price check for a small F&B or retail business
Goal: every Monday at 9am, give me a one-page supplier price check for my stall.
Context: my main items are chicken, eggs, cooking oil and rice. My two regular wholesalers are listed in the note I uploaded.
Do: check the supplier sites and order platforms I have connected. Note any price change against last week and flag anything up more than 10 per cent.
Standards: under 300 words, table format, prices in SGD, no commentary.
Boundary: do NOT place any order and do NOT contact any supplier. Read only.
If unsure: mark the item "unverified" instead of guessing a price.
2. Chasing overdue invoices as a freelancer
Goal: chase overdue invoices for me every Friday afternoon.
Context: my clients, invoice numbers and payment terms are in the spreadsheet I shared. Standard terms are 30 days from invoice date.
Do: list everything more than 7 days overdue, then draft one reminder email per client and show me the drafts.
Standards: friendly, short, no threats, always include the invoice number, amount and due date.
Boundary: draft only. Do not send anything without my approval.
If unsure: leave that email unsent and tell me what is ambiguous.
3. Comparing renovation quotations
Goal: turn my five renovation quotations into one comparison table.
Context: I am renovating a 4-room resale flat. The quotations are in the PDFs I uploaded.
Do: extract price, scope and exclusions for each firm, flag where the scopes differ, then list the ten questions I should ask each contractor.
Standards: table first, notes second, SGD only. Do not recommend which firm to pick.
Boundary: do not contact any contractor.
If unsure: list it under "need to confirm with contractor".
4. The custom rule that does the real work
Rule for any action involving money, contracts or another person:
- Sending a message, email or Slack reply to anyone outside my workspace: ASK BEFORE TAKING ACTION
- Anything that spends, pays, subscribes or books: ASK BEFORE TAKING ACTION
- Reading, summarising, comparing or drafting: TAKE ACTION WITHOUT ASKING
- Signing, accepting terms, changing passwords, deleting anything: HAND OFF TO ME
Log every completed action in one line, with the reason.