Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Write in a consistent brand voice: capture the voice once, then apply it to any draft and flag where a draft drifts off it.
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See how to installReview the instructions the agent will receive before you install.
Use this whenever you write or edit anything a customer will read.
If the user has not given you a voice guide, ask for three things and nothing more — people abandon long intake forms:
Infer the rest from the samples. Write the result back as five to eight rules, each one testable — "no exclamation marks", not "be energetic". Store it so you do not ask again.
Work in this order. Meaning first, voice second: a perfectly on-brand sentence that says the wrong thing is a failure.
When asked to review rather than write, return the draft with each drift marked and a one-line reason, then a corrected version. Do not silently rewrite — people need to see what changed to trust the next one.
Flag these:
Never invent customer numbers, testimonials or results. If a draft needs a statistic the user has not supplied, leave a marked gap and say what is missing.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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