Overview
For finance and ops, prompts help reformat data, explain variances in plain language, and draft process checklists. They are not a substitute for your ledger, tax advisor, or controlled figures—always work from authoritative numbers and approved policies.
Copy the skeleton, fill the bracketed context, add your guardrails
1. Role + audience
“You are [role]. The reader is [audience and literacy level]. Tone: [formal|direct|supportive].”
2. Task + output shape
“Task: [one sentence]. Return: [bullets|table|email|checklist] with [max words].”
3. Context pack
“Context (facts only): [paste data]. Constraints: [brand/legal/time]. Unknowns: [say what is missing].”
4. Review pass
“List assumptions, then propose 3 risks and how to verify each before sending.”
This document is a free educational handout from IWAB (April 2026). Double-check any figures, legal text, or compliance claims with qualified professionals. Generative tools change; always verify in your live environment before production use.