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Retention Policy

Show staff the new retention schedule in one slide for the all‑staff meeting on Friday so everyone knows what to keep …

2heights
2tasks
1roles do it
See the prompt↓More slides workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Show staff the new retention schedule in one slide for the all‑staff meeting on Friday so…+
Show staff the new retention schedule in one slide for the all‑staff meeting on Friday so everyone knows what to keep and what to destroy this quarter — include the quarter label Q3 2026, highlight three short categories (keep, review, destroy), and check the slide matches the official schedule before use.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I present to staff, make the slide easy to act on for frontline teams — surface the…+
Before I present to staff, make the slide easy to act on for frontline teams — surface the quarter’s top two changes at the top, use colour to separate keep/review/destroy, add one-line guidance for immediate actions and a footer noting the official schedule source and review date.
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 staff the new retention schedule in one slide so everyone knows what to keep and what to destroy this quarter.

Who does this

1 roles
Records Manager

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.