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Referral Coordination

Assemble a slide showing available community referral partners: list partner name, primary contact and phone, and two-…

2heights
2tasks
1roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Assemble a slide showing available community referral partners: list partner name, primary…+
Assemble a slide showing available community referral partners: list partner name, primary contact and phone, and two-step contact instructions; add icons for each partner and tidy the layout.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before handing this to caseworkers for warm handoffs, reduce friction: order partners by…+
Before handing this to caseworkers for warm handoffs, reduce friction: order partners by fastest response time, highlight the preferred contact method, add a one-sentence referral note for each partner, and include the estimated wait time where known.
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
Assemble a quick slide showing available community referral partners with contact steps so caseworkers can make warm handoffs.

Who does this

1 roles
Rehabilitation Counselor

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 PowerPoint — 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.