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Pull together a borrower's recent tax returns, bank statements, and balance sheets into one package for the loan file.
2 ready prompts
Written for the moment this actually comes up.
Execute — do the immediate task
+Assemble [client=Maria Chavez]'s loan file: convert her tax-return Word file, bank-statement PDFs,…
Execute — do the immediate task
+Assemble [client=Maria Chavez]'s loan file: convert her tax-return Word file, bank-statement PDFs, and Excel balance sheet into one combined PDF named [filename=Chavez_LoanPackage.pdf] and create a PDF contact sheet for the file index.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Improve — make it easier to accept
+Before I file [client=Maria Chavez]'s package, make it audit-ready: combine tax returns, bank…
Improve — make it easier to accept
+Before I file [client=Maria Chavez]'s package, make it audit-ready: combine tax returns, bank statements and balance sheets into one ordered PDF, create a contact sheet with page numbers and source filenames, and surface any non-searchable scans so I can request originals.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Who does this, and with what
The same task is different work inside a different job.
Credit AnalystAdobe Acrobat ProSharePointalso: Gather Borrower Documentsalso: Consolidate Financial Records
Next to this one
Other record work people do in Adobe Acrobat.
Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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Same library, five ways in.