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Starter prompts

What to ask
your agent.

SOIS works by you telling your agent what you need. Here are real things to say once it is connected. Copy one, change the details, and watch it run across your workspace.

Finance

  • "Invoice everyone I billed time to this month and send the invoices."
  • "Reconcile this week’s bank transactions and flag anything that does not match."
  • "Tell me who is overdue and chase them with a polite reminder."
  • "Pull the quarter’s numbers together and summarise how we did."
  • "Set up a recurring monthly invoice for this client."

Sales & CRM

  • "Add this new lead from the email I just got and book a follow-up."
  • "Move the Acme deal to negotiation and remind me to call them Thursday."
  • "Summarise every open deal and tell me which ones need me this week."
  • "Log the call I just had and create the next steps."
  • "Find the leads that have gone quiet and draft a follow-up for each."

Communications

  • "Summarise my inbox and flag the three emails that actually need a decision."
  • "Draft a reply to this supplier and send it once I approve."
  • "Send the contract out for signature and tell me when it is signed."
  • "Post an update to the team about the launch."
  • "Turn this email thread into a task with the right owner."

Operations & inventory

  • "Show me what stock is low and draft the purchase orders to cover it."
  • "Move 20 units from the main warehouse to the shop and update the counts."
  • "Build this week’s job schedule and assign the team."
  • "Reconcile the stock count I just did against the system."
  • "Give me a status on every open job and what is at risk."

HR & people

  • "Start onboarding for the new hire and request their accounts."
  • "Book their first-week training and notify their manager."
  • "Summarise this month’s leave requests and any clashes."
  • "Set up a review cycle for the team and schedule the meetings."
  • "Show me the org chart and who reports to whom."

Marketing & web

  • "Draft and schedule this week’s newsletter."
  • "Publish the new landing page and add it to the menu."
  • "Turn the latest form responses into contacts and follow-up tasks."
  • "Write three social posts about the new feature."
  • "Summarise which campaigns drove the most signups."

Travel

  • "Plan a two-day trip to Berlin for the Tuesday conference."
  • "Find flights and a hotel near the venue within our travel policy."
  • "Rebook my return for the evening and update the itinerary."
  • "Book the team’s travel for the offsite and share the details."
  • "Summarise everyone’s trips this month and the total spend."

These run across the whole workspace, so a single request can span several at once. Your agent acts within your permissions and routes the decisions that need you.

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