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Information Retrieval

Create a folder called "Top 5 Accounts" and add subfolders for GlobalTech, NovaHealth, MarketX, OceanCo, and PrimeReta…

2heights
2tasks
1roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Create a folder called "Top 5 Accounts" and add subfolders for GlobalTech, NovaHealth, MarketX,…+
Create a folder called "Top 5 Accounts" and add subfolders for GlobalTech, NovaHealth, MarketX, OceanCo, and PrimeRetail; auto‑file incoming messages from those account domains into their subfolders.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before auto‑filing, ensure calls are supported: surface each account's latest email,…+
Before auto‑filing, ensure calls are supported: surface each account's latest email, attachment, and calendar invite in a single "Account Brief" view, flag the most recent contract version and outstanding questions so I can pull them on sales calls.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Make sure the five biggest accounts’ latest questions and contract versions are easy to find when I’m on calls with them.

Who does this

1 roles
Sales Executive

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Outlook — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.