Workflow 1
Turn a rough email into a polished client update
Use this when you need to send a clear update, follow-up, or status note.
Steps
- Write the plain version first: what happened, what is needed, and when it matters.
- Remove private names, client details, internal links, payment information, and sensitive account data.
- Ask AI to improve clarity, tone, and structure without adding new facts.
- Review every detail against your original notes before sending.
- Save the final version as a reusable communication sample.
Copy/paste prompt
Rewrite this message so it is clear, professional, and easy to act on. Do not add facts. Keep my voice direct and friendly. Return a subject line, the email, and a short checklist of details I should verify before sending: [paste safe draft].
Quality check: Every fact should come from your original notes, not from the AI draft.