The moments that lead here
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Send a standard intake and consent packet to multiple new clients at once to speed enrollment during a surge.
2 ready prompts
Written for the moment this actually comes up.
Execute — do the immediate task
+Send the standard intake and consent packet to [N=20] new clients from our surge list for…
Execute — do the immediate task
+Send the standard intake and consent packet to [N=20] new clients from our surge list for electronic signature, using the clinic [file=CSV], and track returned signed packets by [deadline=next Monday] so enrollment proceeds.
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 bulk-sending the intake packets, reduce signature delays — verify the [file=CSV] contains…
Improve — make it easier to accept
+Before bulk-sending the intake packets, reduce signature delays — verify the [file=CSV] contains correct email addresses and intake dates, place the most important consent and privacy notice at the top of the packet, add a one-line subject that states required action and deadline, and set reminders for non-responders two days before [deadline=Monday].
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.
Social WorkerAdobe Acrobat ProMail Merge (Microsoft Word/Outlook)also: Batch Send Intake Packetsalso: Automate Consent Distribution
Next to this one
Other send 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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The rest of the map
Same library, five ways in.