The moments that lead here
If one of these is your afternoon, you are in the right place.
Take a payment for a mortgage or utility bill and produce a dated receipt for the customer.
2 ready prompts
Written for the moment this actually comes up.
Execute — do the immediate task
+Take the mortgage payment at the counter: fill and sign the dated receipt PDF with payment amount,…
Execute — do the immediate task
+Take the mortgage payment at the counter: fill and sign the dated receipt PDF with payment amount, customer name, and transaction [id], export a copy for the customer's file and email the signed receipt to the customer if requested.
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 handing the mortgage receipt to the customer, make the record unambiguous for servicing:…
Improve — make it easier to accept
+Before handing the mortgage receipt to the customer, make the record unambiguous for servicing: ensure the receipt shows payment [date], posting account, last four account [digits], teller [id], and a stamped 'PAID' with [date]; export an archival copy and an emailed copy to the customer.
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.
Bank TellerAdobe Acrobat ProMicrosoft Wordalso: Process Bill Paymentalso: Record Payment Transaction
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.