The four heights
The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.
Execute — do the immediate task
+Create tasks for the Acme account: assign Rajiv Kumar a discovery follow‑up due Tuesday, assign…
Execute — do the immediate task
+Create tasks for the Acme account: assign Rajiv Kumar a discovery follow‑up due Tuesday, assign Priya Patel in product a demo prep task due Thursday, and assign me a contract clean‑up task due next Monday. Add enough detail so each person knows the exact deliverable and mark priorities in that order.
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 create tasks for the team on Acme, make them easy to act on: put the single next step in…
Improve — make it easier to accept
+Before I create tasks for the team on Acme, make them easy to act on: put the single next step in the task title, include the deliverable or attachment link, set a realistic due date, and note who needs to be informed after completion. Flag any task that could block legal or finance so it gets escalated.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Decide — diagnose the stuck moment
+I just pushed a batch of tasks to Rajiv and Priya and they’re not getting done. I don’t know…
Decide — diagnose the stuck moment
+I made tasks but reps didn’t complete them.
I just pushed a batch of tasks to Rajiv and Priya and they’re not getting done. I don’t know whether the due dates were unrealistic, the instructions unclear, or they didn’t see the assignment. What’s the likeliest reason and the fastest corrective action to get those deliverables in the next three days?
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Become — change the pattern
+Across deals, tasks I create for other reps often languish because ownership and expectations are…
Become — change the pattern
+Tasks keep falling through after handoffs.
Across deals, tasks I create for other reps often languish because ownership and expectations are fuzzy. Which habit to change first: require one‑sentence acceptance from the assignee or enforce SLA due dates with reminders? Recommend the habit change that will restore reliability with minimal overhead and how to check it weekly.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Next to this one
Other CRM work people do in Salesforce.
Audit field history and activity logsBuild list view of open opportunitiesCleanse data with validation rulesConfigure assignment rules for leadsConvert lead to contact and accountCreate and manage renewal opportunitiesCreate campaign and add campaign membersCreate contact segmentation listsCreate custom fields on objectsCreate custom report for accounts
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.