◆ PowerPoint · slides

Archive Records

Show which records were retired this quarter and why: add a recap slide listing retired Record IDs, retention reason, …

2heights
2tasks
1roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Show which records were retired this quarter and why: add a recap slide listing retired Record…+
Show which records were retired this quarter and why: add a recap slide listing retired Record IDs, retention reason, and legal review date so archive can act on retention rules.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Make the archive action-ready: add a summary table grouped by retention action (delete,…+
Make the archive action-ready: add a summary table grouped by retention action (delete, archive, hold), include the legal reference and sign-off name for each group, and export the slide as a PDF handout for the archive team.
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
Show which records were retired this quarter and why so the archive team can act on legal retention rules.

Who does this

1 roles
Records Clerk

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.