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Specialist AI Workflow Prompts

Prepare a focused request for a specialised task. State the scope, available source material and limits of the tools you will use. Treat the result as a draft and identify where subject-matter review is needed.

How to use these prompts

  1. Choose a template and open Preview & customise.
  2. Fill the named fields with your details and check the completed draft.
  3. Copy it into your preferred AI tool, or sign in to prepare a Chat draft in Ortivo.

Copying is free and does not call an AI. Generating an answer requires your own configured provider or an available trial. Review important facts and every draft before use.

10 starter prompts in Specialist workflows

Specialist workflows

SaaS Net Dollar Retention (NDR) Expansion Playbook

Our SaaS NDR is {{current_ndr}} with gross churn at {{gross_churn}} across {{customer_tiers}}. Design a systematic expansion playbook around {{upsell_triggers}}, comparing seat ex…

Suggested: Multi-Model Compare
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Our SaaS NDR is {{current_ndr}} with gross churn at {{gross_churn}} across {{customer_tiers}}. Design a systematic expansion playbook around {{upsell_triggers}}, comparing seat expansion, usage thresholds, and add-on module packaging.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Specialist workflows

E-Commerce SKU Contribution Margin & Inventory Audit

Analyze {{sku_performance_data}} factoring in {{return_rates}} and {{holding_costs}}. Segment SKUs into Cash Cows, Margin Diluters, and Dead Stock, and recommend bundling, reprici…

Suggested: Document Reader (XLSX/CSV)
Read template
Analyze {{sku_performance_data}} factoring in {{return_rates}} and {{holding_costs}}. Segment SKUs into Cash Cows, Margin Diluters, and Dead Stock, and recommend bundling, repricing, or liquidation actions to maximize net contribution margin.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Specialist workflows

FinTech Fraud & Transaction Rule Stress-Test

Evaluate {{proposed_fraud_rules}} on {{payment_flow}} given a false-positive tolerance of {{false_positive_tolerance}}. Identify how adversarial actors could bypass these threshol…

Suggested: Multi-Model Compare
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Evaluate {{proposed_fraud_rules}} on {{payment_flow}} given a false-positive tolerance of {{false_positive_tolerance}}. Identify how adversarial actors could bypass these thresholds, estimate friction on legitimate high-value users, and suggest velocity checks.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Specialist workflows

Clinical / Scientific Study Plain-Language Summary

Summarize the attached study covering {{study_population}} and {{primary_endpoints}} for {{audience_type}}. Report absolute risk reductions alongside relative figures, note advers…

Suggested: Document Reader (PDF)
Read template
Summarize the attached study covering {{study_population}} and {{primary_endpoints}} for {{audience_type}}. Report absolute risk reductions alongside relative figures, note adverse event rates and confidence intervals, and avoid overstating clinical applicability.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Specialist workflows

Commercial Real Estate / Lease Abstract & Risk Check

Abstract the attached commercial lease for {{property_use}} ({{lease_term_and_rent}}, {{escalation_clauses}}). Audit CAM (Common Area Maintenance) pass-through caps, subleasing re…

Suggested: Document Reader (PDF/DOCX)
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Abstract the attached commercial lease for {{property_use}} ({{lease_term_and_rent}}, {{escalation_clauses}}). Audit CAM (Common Area Maintenance) pass-through caps, subleasing restrictions, make-good/restoration obligations, and renewal notice deadlines.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Specialist workflows

Cybersecurity Incident Tabletop Exercise Generator

Design a realistic 60-minute cybersecurity tabletop exercise around {{threat_scenario}} targeting {{critical_assets}} for {{participating_roles}}. Provide 4 escalating scenario in…

Suggested: Multi-Model Compare
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Design a realistic 60-minute cybersecurity tabletop exercise around {{threat_scenario}} targeting {{critical_assets}} for {{participating_roles}}. Provide 4 escalating scenario injects, decision checkpoints testing containment vs. business continuity, and an after-action grading rubric.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Specialist workflows

Grant Proposal & Impact Logic Model Builder

Structure a persuasive grant proposal and Logic Model requesting {{budget_ask}} from a funder prioritizing {{funder_priorities}}. Connect Inputs → Activities ({{program_interventi…

Suggested: Single AI
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Structure a persuasive grant proposal and Logic Model requesting {{budget_ask}} from a funder prioritizing {{funder_priorities}}. Connect Inputs → Activities ({{program_intervention}}) → Outputs → Short- and Long-Term Outcomes for {{target_beneficiaries}} with verifiable evaluation metrics.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Specialist workflows

Government / Public Sector Tender Value-for-Money Case

Align our bid summary ({{our_bid_summary}}) and social/economic benefit commitments ({{local_social_value}}) strictly against {{tender_evaluation_criteria}}. Ensure every weighted…

Suggested: Document Reader + Compare
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Align our bid summary ({{our_bid_summary}}) and social/economic benefit commitments ({{local_social_value}}) strictly against {{tender_evaluation_criteria}}. Ensure every weighted criterion has explicit evidence, risk mitigation, and whole-of-life cost justification.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Specialist workflows

Instructional Design & Backward Curriculum Planner

Using Wiggins & McTighe's Backward Design framework, build a curriculum for {{course_duration}} taking learners from {{learner_background}} to mastering {{learning_outcomes}}. Def…

Suggested: Single AI
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Using Wiggins & McTighe's Backward Design framework, build a curriculum for {{course_duration}} taking learners from {{learner_background}} to mastering {{learning_outcomes}}. Define first the assessment tasks that prove mastery, then active practice exercises, and finally the instructional modules.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.
Specialist workflows

Multi-Provider AI Routing & Cost-Quality Playbook

Map our core workflows ({{team_workflows}}) across OpenAI, Claude, Gemini, and OpenRouter within a {{monthly_api_budget}} budget given {{accuracy_vs_speed_needs}}. Recommend when …

Suggested: Multi-Model Compare → My Brief
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Map our core workflows ({{team_workflows}}) across OpenAI, Claude, Gemini, and OpenRouter within a {{monthly_api_budget}} budget given {{accuracy_vs_speed_needs}}. Recommend when to use a single fast model, when to run a parallel multi-model comparison, and when to escalate to AI Council or the Research Agent.

Use only supplied material or sources actually accessed. Distinguish evidence, estimates and assumptions. Do not invent facts, citations, test results or actions performed. Flag missing information and tool limitations.