Part Two — The payoff
Part Two · The payoff · 10 minutes
Once your AI is onboarded, you don't need prompt formulas. Talk to it the way you'd talk to a great assistant.
Say what you need. Give it what changed. Your setup covers the rest — who you are, how you sound, how you work.
Try these
Pick three you'd actually use today. Start each one in a new chat inside My Business Assistant.
| Say this | What it needs from you |
|---|---|
| "Find my unanswered client emails from the last 5 days. Draft a reply to each. Where someone needs a meeting, suggest a time I actually have free." | Connected email and calendar |
| "I just got out of a listing appointment. Here's what happened — turn it into a follow-up email and a to-do list." | Your notes, typed or talked |
| "What's on my calendar tomorrow? Give me a one-line prep note for each appointment." | Connected calendar, or paste your schedule |
| "Draft a check-in text for my sellers. Nothing new to report, but I don't want them wondering." | Anything about the listing that affects the message |
| "Find every email about the [address] inspection and tell me what's still open." | Connected email |
| "I have to tell a buyer their offer didn't win. Help me say it kindly and keep them in the game." | What happened with the offer |
| "Turn these notes into a just-listed post. Sound like me." | Real listing details |
| "Find me two hours this week to work on my business, not in it. Don't change my calendar." | Connected calendar |
| "Using my approved checklist, help me get ready for this appointment." | Your checklist and the appointment details |
| "That's too long and too formal. Shorter, and more like me." | Nothing. Just say it. |
Try the first one. One sentence — and watch it go into your email, check your calendar, and draft the replies, without you opening a single app.
Your drafts show up in the chat. Want one waiting in Gmail or Outlook? Ask for it: "Save this as a draft in my Gmail."
"That's not a chatbot. That's an operator."
— Rebecca Green
Fix the right thing
When you correct a draft, decide whether the fix is for this one task or for every task after it.
| What changed | Where the fix goes |
|---|---|
| One client's date or situation | Just this chat |
| A fact about your business or your team | Your Business Brief |
| How you sound, for good | Your Brand DNA + Voice File |
| A standing rule for how it works | My Business Assistant's instructions |
| The steps you follow for repeat work | That process document |
If you find yourself making the same correction over and over, stop correcting the draft. Fix the instruction behind it. Ask:
Write one clear line that captures this preference so you do it every time. Show it to me before you change anything.
Then paste that line where it belongs. One short text to one client doesn't need to become a rule for every message you'll ever send.
That's how your setup gets smarter every week instead of starting over.
"Prompts without projects are not super time saving."
— Rebecca Green
When something doesn't work
Ask it:
What's missing: information, access to a source, or an instruction? Tell me exactly what you need. Don't claim you checked something you couldn't open.
Can't reach your email? Paste the thread. Draft feels generic? Check that it can open your documents, and give it more of the facts. File won't download? Ask for the text and save it yourself.
Done when: You've tried three of these, and you know where a correction goes.
Up next: Step 6 — Your first Sunday Run