Customer spreadsheets arrive a mess, and now he just says grab that email and work it

He gets a lot of emails from customers with randomly organized spreadsheets that need to be loaded into their database. Now he can just say grab so-and-so’s email and work it. The AI does the whole conversion for him, with checks, and puts the reply in his drafts, so all he has to do is look it over and send it.

How it works

Tell the AI to grab a named customer’s email
It converts the spreadsheet with checks
The data goes into the database
The reply lands in his drafts for a quick look and send

Why it’s worth knowing

The instruction is the whole workflow now: a name and two words, and the messy file is in the database.

Where it’s from

Summarized from a public post on reddit.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be

2The prompt, with the steps

3The check when it’s done

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