Start in your organization’s approved AI chat tool. Save the role prompt in a document. Optional saved instructions depend on the tool and plan; integrations are not needed for this first test.
Walk through it
Choose one recurring job such as a weekly priorities brief. Define what a useful result looks like.
Write its role, permitted inputs, output format and prohibited actions.
Run the prompt with the fictional update below. Check omissions and unsupported claims.
Revise the instructions and repeat with three different samples, including incomplete information.
Name the human reviewer and decide when the assistant must stop and ask. Only then consider a separately scoped connected workflow.
Practice input
Fictional weekly update: Client review Tuesday; draft owner Casey. Budget approval remains open. Hiring interview moved to Friday. No other dates or commitments are known.
Copy the prompt
You are my weekly business briefing assistant. Use only the updates I provide. Organize them into priorities, decisions needed, deadlines, and missing information. Show the source text for each claim. Ask before assuming an owner or date. Do not connect accounts, monitor inboxes, send messages, schedule tasks, or take actions. Finish with what I need to review. Updates: [paste approved updates]
Check the result
Priority: prepare Tuesday client review, Casey owns the draft. Decision: budget approval, owner and due date Unknown. Deadline: Friday interview. Human review: confirm attendees and whether the budget decision affects the client review.
Why ZTelligence starts here
Our approach connects operating priorities, useful experiments and accountable delivery. This exercise starts with a small task so you can inspect the evidence before extending the workflow. Meet Z.
Continue with Your First AI Teammate for guided practice in Z Academy.