Prepare the visit with what must be confirmed before you leave
This prompt helps you with this: It pulls from the visit note the questions and the facts that are still missing.
Works with any AI
The prompt (copy it and paste it into your assistant)
Help me prepare this visit. I am going and you build the list. Three blocks: what is already confirmed, what I must confirm before leaving, and what I should bring if the note says so. Do not invent an address or a time. If the note does not say who I am seeing, write "person: not in the note". Visit note: [paste what you already know about the visit]
What it's for
It pulls from the visit note the questions and the facts that are still missing.
What you get A list for leaving: what to bring, what to confirm, and what is already set.
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.
A tip Do not fill in the address if it is not written.
Questions
- What is this prompt for?
- It pulls from the visit note the questions and the facts that are still missing.
- What result do I get?
- A list for leaving: what to bring, what to confirm, and what is already set.
- What details do I paste?
- Day and place if they are already there. What still needs confirming. What you are bringing