Decision and investment
Strengthen a business case or pressure-test it through distinct leadership perspectives before formal review.
Focused AI work
Agent Instruction Templates
Copyable, bounded instruction sets for recurring professional jobs that need clearer evidence, review, and accountability.
- Audience
- Professionals designing or improving a focused AI-assisted work step
- Outcome
- A usable starting instruction set with visible limits and human ownership
Explore templates
Choose the job that fits your work, then adapt the configured placeholders and local controls before use.
What these templates are for
Each template defines one bounded, recurring job: what information to use, what the output should contain, what to do when evidence is missing, and where human responsibility remains. They are practical starting points, not autonomous agents, approval engines, or a substitute for organization-specific permissions and governance.
Choose a practical starting point
Procurement and vendor work
Challenge a contract submission or find source-grounded answers about a complex vendor relationship.
Portfolio operations
Retrieve portfolio insight, prepare controlled updates, and create standardized reporting from one authoritative source.
Templates
Business Case Evaluator
Identify strengths, gaps, approval readiness, and practical improvements in a business case.
Five Persona Portfolio Board
Pressure-test a business case through technology, customer growth, finance, operations, and portfolio lenses.
Contract Submission Challenge
Assess contract, purchase, renewal, or vendor submissions against adaptable evidence and readiness criteria.
Vendor Partnership Intelligence Agent
Find and interpret approved partnership information with visible citations, conditions, and source boundaries.
Portfolio Manager Agent
Create a governed portfolio-data assistant with source-of-record, confirmation, and reporting controls.
Use a template responsibly
- Replace bracketed placeholders with approved local terminology, sources, owners, and escalation paths.
- Use only information you are authorized to share with the AI tool you choose.
- Keep connected-system permissions, data controls, and write confirmations outside the prompt and enforced by the platform.
- Review output before it informs a commitment, approval, update, or decision.
Need a different starting point?
Use the focused-agent design worksheet to shape a new bounded job, or assess whether the recurring work is ready for an AI-assisted design before creating instructions.