Start with the outcome
For important tasks, begin with plain language:Example starter prompt
- Which sources to use
- How large the first sample should be
- What the final output should look like
- What requires approval
- How the companion should verify the work
Give the companion permission boundaries
Say what it can do automatically and what it must ask about. Useful boundaries:- “Read only. Do not send, update, delete, or buy anything.”
- “Draft emails but do not send them.”
- “Create a sample of 10 rows first.”
- “Ask before opening paid tools.”
- “Use my CRM only for deduplication.”
Ask for verification
When accuracy matters, ask for:- Source links
- Confidence notes
- Rows with missing data
- Assumptions
- A summary of how the companion checked its work
Use memory and skills
Put stable facts in memory. Put repeatable process in skills. Then prompts can be shorter. If a chat handles a workflow well, ask:Common mistakes
- Asking for “everything” without a scope
- Omitting the source of truth
- Not saying what format you want
- Letting a companion infer approval rules
- Asking for a huge batch before testing a sample
- Repeating a successful workflow manually instead of turning it into a skill or routine