Most disappointing AI answers at work come from short, vague prompts. “Write an email about the delay” gives the AI almost nothing to go on, so it guesses, and you spend longer fixing the result than you would have spent writing it yourself.
A good prompt is simply a clear brief, the kind you’d give a capable new colleague. This guide gives you a four-part formula that works in ChatGPT, Microsoft Copilot, Gemini and Claude, shows you how to improve a weak answer, and helps you build a small library of prompts you can reuse every week. Allow about 20 minutes to set up your first templates.
Quick answer: Give the AI four things: who it should act as (persona), what you want (task), the background it needs (context) and how the answer should look (format). Keep it to plain sentences, then refine the first answer with specific follow-ups rather than starting again. Save prompts that work as templates, and never paste confidential data into a tool your employer hasn’t approved.
New to AI? Start with our beginner’s guide.
What you’ll need
- An AI assistant your employer allows, such as Microsoft Copilot, ChatGPT, Gemini or Claude
- A real task from your week, such as an email, report summary or meeting agenda
- Any background material you’re allowed to share (with personal and confidential details removed)
- A notes document to keep your best prompts in
Step-by-step: write prompts that work
- Check what you’re allowed to use. Many organisations have an approved AI tool and rules about what data can go into it. Follow them before anything else.
- Start with the task. Write one clear sentence beginning with a verb: draft, summarise, compare, rewrite, plan.
- Add the persona. Tell the AI who to be, such as “an experienced project manager” or “a friendly customer service lead”. It changes the tone and the level of detail.
- Give it context. Explain who the audience is, what has happened so far, and what a good outcome looks like. Paste in the relevant material rather than describing it.
- Specify the format. Say how long it should be, whether you want bullet points or a table, and the tone, such as “plain British English, no jargon”.
- Refine, don’t restart. If the first answer misses, say exactly what to change: “shorter”, “more direct in the first line”, “add a deadline of Friday”. Ask the AI what it needs to know to do better (prompt 3).
- Save what works. When a prompt gives you a great result, replace the details with [PLACEHOLDERS] and save it in your notes, Copilot’s saved prompts or a ChatGPT Project so you can reuse it.
Copy-paste prompts
1. The four-part work prompt
You are [PERSONA, SUCH AS AN EXPERIENCED OPERATIONS MANAGER]. [TASK, SUCH AS DRAFT AN EMAIL TO A CLIENT EXPLAINING A ONE-WEEK DELAY]. Context: [WHO IT'S FOR, WHAT HAPPENED, WHAT I WANT THEM TO DO NEXT]. Format: [LENGTH, STRUCTURE AND TONE, SUCH AS UNDER 150 WORDS, PLAIN BRITISH ENGLISH, POLITE BUT CONFIDENT, ENDING WITH A CLEAR NEXT STEP].
2. Turn my rough request into a better prompt
I want help with this work task: [DESCRIBE IT ROUGHLY]. Rewrite my request as a clear prompt with a persona, task, context and format. Then list up to 5 questions whose answers would make the result better, so I can add them before I use it.
3. Ask what you’re missing
Before you answer, ask me up to 5 short questions about anything you need to know to do this well: [TASK]. Wait for my answers, then complete the task.
4. Improve a weak answer
That's a good start, but please revise it: [WHAT TO CHANGE, SUCH AS MAKE IT HALF THE LENGTH, PUT THE KEY DECISION IN THE FIRST LINE AND REMOVE THE BULLET POINTS]. Keep everything else the same and show only the new version.
Recommended tools
- Microsoft Copilot: built into Microsoft 365 apps at many workplaces, so your prompts can work directly with your files, email and meetings.
- ChatGPT: Projects and custom instructions let you store context about your role so you don’t have to repeat it.
- Gemini: works inside Gmail, Docs and Sheets for Google Workspace users; Google’s own prompt guide uses the same persona, task, context and format approach.
- Claude: very good with long documents and careful at following detailed formatting instructions.
Once you’ve got the formula, put it to work on everyday tasks such as writing professional emails with AI and turning meetings into notes and summaries. If your company uses Microsoft 365, see how to use Copilot in Word and Outlook to apply the same prompts inside your documents and inbox.
Tips and mistakes to avoid
- Be specific about the audience. “For the board” and “for a new starter” produce very different answers.
- Paste examples. If you have an email or report you like, share it and ask the AI to match its style.
- Ask for options. Requesting three versions of a subject line or opening sentence is quicker than editing one.
- Don’t paste secrets. Leave out passwords, customer data, salary details and anything confidential unless your employer’s approved tool is cleared for it.
- Check the facts. AI can invent figures, dates and policy details. You’re responsible for anything you send.
- Keep prompts in plain language. You don’t need special tricks or code words; clear instructions work best.
FAQ
What is a good prompt formula?
A simple one is persona, task, context and format: who the AI should act as, what you want, the background it needs and how the answer should look. You won’t always need all four, but the more you include, the better the result.
Do prompts work the same in Copilot, ChatGPT and Gemini?
Mostly, yes. The same clear brief works across all of them. Tools built into your work apps can also use your files and emails, so you can refer to those by name.
How long should a prompt be?
Long enough to give the context a colleague would need. A few sentences is usually right; for complex tasks, a short paragraph plus pasted material is fine.
Is it safe to use AI at work?
It depends on your employer’s rules and the tool. Use approved tools, remove personal and confidential information, and check everything before you share it.
Try it yourself with ChatGPT
You are [PERSONA, SUCH AS AN EXPERIENCED OPERATIONS MANAGER]. [TASK, SUCH AS DRAFT AN EMAIL TO A CLIENT EXPLAINING A ONE-WEEK DELAY]. Context: [WHO IT'S FOR, WHAT HAPPENED, WHAT I WANT THEM TO DO NEXT]. Format: [LENGTH, STRUCTURE AND TONE, SUCH AS UNDER 150 WORDS, PLAIN BRITISH ENGLISH, POLITE BUT CONFIDENT, ENDING WITH A CLEAR NEXT STEP].
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Related guides
- How to use AI to prioritise your to-do list
- How to use AI to write a project proposal
- How to use AI to settle into a new job
Reference: Google Workspace: Gemini Prompt Guide