BuildNXT AI Academy
Prompt Library
Every prompt from every lesson, organized by course. Copy, customize, and use them alongside your training.
3 Courses
60+ Prompts
ChatGPT and Copilot
Updated with every lesson
Setup and Memory
Setup and Memory
Save once, apply forever โ 4 prompts ยท Lesson 38: Prompt Engineering 101
Skip the AI Sandwich ยท Lesson 38: Prompt Engineering 101
When responding to my prompts, skip any intro or closing statements. Give me only the direct answer or output I asked for. No preamble, no follow-up offers. Save this to memory and apply it to all future responses.
Save this once. AI stops wrapping every answer in unnecessary intro and outro text.
Remove Em Dashes ยท Lesson 38: Prompt Engineering 101
When writing anything for me, never use em dashes. Save this to memory and apply it to all future writing.
One of the easiest ways AI writing gets flagged. Save it and forget it.
Ruthless Mentor ยท Lesson 38: Prompt Engineering 101
You are my ruthless mentor. Do not sugarcoat anything. If my idea is weak, call it out. Your job is to test everything I bring to you until I say it is bulletproof. Challenge my assumptions, push back on vague thinking, and do not echo what I say back to me as if it is brilliant. Be direct, honest, and constructive.
Paste into Custom Instructions. Stops AI from telling you every idea is great.
Personal Assistant Project Instructions ยท Lesson 12: ChatGPT Projects
You are a [your role] at a [your company type]. I want you to answer my questions directly, challenge my assumptions, and use a professional and direct tone.
Paste into your ChatGPT Project or Copilot Notebook custom instructions.
Email Writing
Email Writing
Teach AI to write emails exactly the way you do โ 2 prompts ยท Lessons 39 and 40
Write an Email
Write the following email. [Paste your email content here.]
Works in ChatGPT and Copilot. Pair with the rules prompt below so it writes in your style.
Save Your Email Rules to Memory
Please save the following as my email writing rules to memory. Opening: Start the email with the recipient's name followed by a comma. Example: Bob, Do not use hi or hello. Closing: End emails with [your preferred sign-off, e.g. Thanks] only. No signature: Never include a signature block or any additional sign off beyond [your sign-off]. Remember these rules and apply them automatically to every email I ask you to write.
Customize the sign-off before sending. Works in both ChatGPT and Copilot.
Image Generation
Image Generation
Create job-site visuals without a designer โ 3 prompts ยท Lessons 34, 35, and 36
Step 1: Generate a Detailed Image Prompt (ChatGPT) ยท Lesson 35
Give me the text for an image prompt of [describe your subject and setting], and start the prompt by saying: Generate the following image.
Step 2: Copy the output and paste it back into the same chat to generate the image.
Step 1: Generate a Detailed Image Prompt (Copilot) ยท Lesson 36
Please give me the text for an image prompt of [describe your subject and setting], and start the prompt by saying: Generate the following image.
Same two-step process inside Microsoft Copilot.
Edit an Existing Image ยท Lessons 35 and 36
Have the person in the image wear the attached [item]. Keep everything else the same.
Upload an image of the item alongside this prompt. Works for PPE, branded gear, and tools.
Deep Research
Deep Research
Commission real analysis, not just summaries โ 4-step workflow ยท Lessons 45 and 46
Run these four prompts in order inside your Personal Assistant project. Copy the full output from Step 4 and paste it into Deep Research (ChatGPT) or the Researcher Agent (Copilot).
Step 1: Generate Report Ideas ยท Lessons 45 and 46
Review my role and give me ten ideas for a deep research report.
Run inside your Personal Assistant project so it knows your role.
Step 2: Define the Questions
I like report number [#]. Before you get started, I want to hear from you on what ten questions the report should answer.
Replace [#] with the number of the idea you chose in Step 1.
Step 3: Get Your Sources
Can you give me a list of 20 sources that could be used to create the Deep Research report? Please provide a minimum of 20 sources. Put them in a numbered list with URLs included.
Review and remove any sources not relevant to your industry.
Step 4: Compile and Run
Please provide me the report name, questions, and sources in one output.
Copy the full output and paste directly into Deep Research or the Researcher Agent.
Rating and Scoring
Rating and Scoring
Evaluate bids, safety, and resumes against real standards โ 4 prompts ยท Lesson 49
Core Rating Prompt ยท Lesson 49
I am a [insert your role] at a [insert your company type]. I would like you to review the following content and rate it on a scale of 1 to 10 across key dimensions relevant to my role. After your analysis, for any dimension that scores less than a 7, please provide three clear and actionable suggestions for how to improve it. Structure your output with the dimension name, the score, the justification, and the improvement suggestions.
Customize with your role and attach the document you want reviewed.
OSHA Safety Compliance Check ยท Lesson 49
Compare our current project safety standards, which I have attached, with the attached OSHA guidelines. Rate our compliance on a scale of 1 to 10. If it is below a 7, list three specific changes that would help bring it in line with OSHA standards.
Attach your safety manual and OSHA guidelines. Always verify with a qualified safety professional.
Bid Proposal Competitiveness ยท Lesson 49
Evaluate the competitiveness of the bid proposal I have attached by comparing it with the successful bid I have also attached. Rate and score them together and tell me where my current proposal scores below a 7 and what I should change.
Attach two documents: your current proposal and a winning bid on file.
Resume Review Against a Job Posting ยท Lesson 49
Before reviewing the resumes, analyze the job posting I have uploaded. Break it into its essential components: key responsibilities, skills, qualifications, and preferred experience. Use those to define the top ten criteria we will use to evaluate each candidate. That criteria will be used for scoring and feedback during the resume review process. I have uploaded several candidate resumes. Review each one based on the top ten criteria you listed above. Score each candidate on how well they meet each criterion. For any score below a 7, explain in detail why they scored below a 7 and include questions I can ask during the interview.
Attach the job posting and all resumes in one message.
Delegation
Delegation
Hand off projects without the back and forth โ 3 prompts ยท Lessons 16 and 17
Start the Delegation GPT or Agent ยท Lessons 16 and 17
I have a project to delegate.
Use inside the Delegation GPT (Lesson 16) or Delegation Agent (Lesson 17). Download the full instructions from the Downloads tab on the Resources page.
Test Prompt for Demo Purposes ยท Lessons 16 and 17
Name is example project. Please fill in with sample made up information for this example.
Use this to test your delegation GPT or agent before using it on a real project.
Export as Word Doc (Copilot Agent) ยท Lesson 17
Generate a Word doc.
Run after the delegation report is complete in your Copilot Agent.
Handwritten Notes
Handwritten Notes
Turn field notes into searchable intelligence โ 3 prompts ยท Lessons 41 and 43
Labeling system: N = Do Now | L = Do Later | G = General Note | [Name in brackets] = Client name
Basic Transcription ยท Lessons 41 and 43
Transcribe this note and categorize it for me.
Upload a photo of your note alongside this. Works in ChatGPT and Copilot.
Handle Unclear Handwriting (ChatGPT) ยท Lesson 41
Anytime there is handwriting that is unclear, clarify it with me. Save this to memory.
Save once. AI asks for clarification instead of guessing.
Handle Unclear Handwriting (Copilot) ยท Lesson 43
Anytime there is any handwriting that is unclear, clarify it with me. Save this to memory.
Copilot version. Note: on Copilot mobile you cannot add images inside a notebook. Upload from desktop or use a standard chat.
Build Your Own AI Tools
Build Your Own AI Tools
Custom GPTs and Copilot agents โ 4 prompts ยท Lessons 19, 20, 22, and 23
Build Harper HR (ChatGPT) ยท Lesson 22
I want to build a custom GPT that acts as an internal HR chatbot for my employees. It should only answer questions by referencing our employee handbook. Ask me clarifying questions so we can build a strong set of instructions together.
Paste into a new ChatGPT chat. It will ask you clarifying questions to build your Harper HR custom GPT.
Build Holly HR (Copilot Agent) ยท Lesson 23
I want to build a Copilot agent that acts as an internal HR chatbot for my employees. It should answer questions by referencing our employee handbook. It should have a warm, cheerful personality and escalate sensitive topics to a human HR representative. Ask me clarifying questions so we can build strong instructions together.
Paste into Copilot to build your Holly HR agent instructions.
Build an OSHA Safety Guide (ChatGPT) ยท Lesson 19
I want to build a custom GPT that acts as a construction safety guide using OSHA 29 CFR Part 1926 as its knowledge base. It should help users understand how OSHA generally approaches a safety issue and point them to the right section of the document. Ask me clarifying questions so we can build strong instructions together.
Use your own safety manual instead of OSHA 1926 to build an internal guide.
Build an OSHA Safety Guide (Copilot Agent) ยท Lesson 20
I want to build a Copilot agent that acts as a construction safety guide using OSHA 29 CFR Part 1926 as its knowledge base. It should help users understand how OSHA generally approaches a safety issue and point them to the right section of the document. Ask me clarifying questions so we can build strong instructions together.
Same approach built inside Copilot agents.
Compliance and Policy
Compliance and Policy
Regulatory updates, policy rewrites, and bias checks โ 3 prompts ยท Lesson 2
Regulatory Update Summary ยท Lesson 2
Summarize this regulatory update in plain English for an electrical contractor's HR team. List what changed, who at the company it affects, and three to five specific actions we need to take. Then draft a short internal note managers can read in two minutes. [Paste both the current regulation and the updated regulation below this prompt.]
Turns a Friday afternoon regulatory email into a clear action plan in minutes.
Policy Rewrite ยท Lesson 2
Rewrite this policy in plain English so that a frontline employee can read it and understand exactly what is expected of them. Keep all compliance requirements intact. Make the language clearer, more direct, and more respectful. Do not remove any legal obligations.
Use in Copilot in Word with your policy document open.
Bias and Clarity Check for Job Postings ยท Lesson 2
Review this job posting for language that could discourage qualified applicants or that is unclear. Suggest more inclusive, plain wording while keeping all real job requirements, licenses, certifications, and physical requirements intact. [Paste your job posting below this prompt.]
Returns a three-column table: original wording, potential issue, suggested rewrite.
Email and Scheduling
Email and Scheduling
HR communications in minutes โ 4 prompts ยท Lesson 3
Interview Invitation Email ยท Lesson 3
Draft a professional email inviting [candidate name] to interview for the [role] position at [company name]. Include [date and time]. Keep it warm but formal.
Interview Scheduling ยท Lesson 3
Create a calendar invite for [day] at [time]. Include [candidate name] and [hiring manager name]. Set the subject to [interview title].
Welcome Email for New Hire ยท Lesson 3
Draft a welcome email for a new [role] starting [date] at [location]. Include start date, reporting manager [name], parking instructions for [site], benefits enrollment link, and a warm tone.
Tone Adjustment ยท Lesson 3
Highlight the email text, click the Copilot pen icon, and select Change Tone. Choose Formal, Casual, or Professional depending on the audience.
This works inside Outlook with Copilot enabled.
SOP Drafting
SOP Drafting
Build and update standard operating procedures โ 5 prompts ยท Lesson 7
Full SOP Drafting Prompt ยท Lesson 7
Act as a process documentation specialist for an electrical contracting company. Using only the notes and files uploaded to this notebook, create a standard operating procedure. Format with these sections: Purpose, Who It Applies To, Systems and Tools Used, and Step-by-Step Procedure. Number each step. For every step include: who performs it, what action to take, the system or form used, and the output or result. Add a section for Exceptions and Edge Cases and a section for Escalations. Rules: write at a level a new employee can follow on day one. Use active voice. Do not invent steps. Flag any unclear steps with a question mark. Keep each step to one action.
Upload your notes and existing documentation to the notebook first.
SOP Update Prompt ยท Lesson 7
Referencing the current standard operating procedure in my content, preserve the existing structure and formatting while replacing outdated software references with the appropriate [new software] process. Do not add process steps that are not supported by the provided documentation.
SOP Refinement Prompts ยท Lesson 7
Expand step [#] with more detail.
Rewrite this procedure for a new employee.
Convert this SOP into a checklist.
Turn this into a one-page quick reference.
Identify any missing process steps.
Use any of these inside the same notebook conversation after your SOP is drafted.
Document Review
Document Review
Five-step workflow for invoices, contracts, and forms โ 6 prompts ยท Lesson 8
Run these five prompts in order on any document. Upload the document first, then work through each step in the same conversation.
Step 1: Summarize ยท Lesson 8
Review this [document type] and summarize the key information. Include vendor, invoice number, amount, due date if available, project, payment terms, and anything requiring additional review.
Step 2: Extract and Organize ยท Lesson 8
Extract the key information from this document and put it into a table. Include vendor, invoice number, invoice date, amount, purchase order number, payment terms, and line items.
Step 3: Compare ยท Lesson 8
Compare the invoice to the purchase order. Identify amount differences, unauthorized charges, and missing items.
Step 4: Validate ยท Lesson 8
Act as an accounts payable specialist. Review the invoice package and identify the risks, missing information, approval concerns, and questions that should be answered before payment.
Step 5: Action Plan ยท Lesson 8
Create a next step action plan. Include required approvals, questions needing answers, follow-up actions, and payment readiness status.
Follow-Up Email to Vendor ยท Lesson 8
Draft a professional email to the vendor requesting clarification regarding [specific issue, e.g. the freight charge and the invoice amount variance].
Certification Tracking
Certification Tracking
Know who is certified before they show up โ 5 prompts ยท Lesson 9
Create the Tracker ยท Lesson 9
Create a certification tracking spreadsheet with the following columns: employee name, certification type, issue date, expiration date, status, renewal reminder, and notes.
Use in Copilot in Excel.
Add Expiration Risk Column ยท Lesson 9
Add an expiration risk column. High risk if expiration is within 30 days, color coded red. Medium risk if expiration is within 60 days, color coded orange. Low risk if expiration is more than 60 days, color coded green.
Renewal Email Prompt ยท Lesson 9
Review the certification tracker. Draft professional reminder emails for every employee whose certification expires within the next 30 days.
Action Plan Prompt ยท Lesson 9
Create a quarterly certification renewal action plan based on this tracker.
Notebook Questions (ask after uploading certification documents) ยท Lesson 9
Summarize our forklift certification requirements.
When does CPR training need renewal?
Talent Acquisition
Talent Acquisition
Job descriptions and resume screening โ 2 prompts ยท Lesson 10
Job Description Prompt ยท Lesson 10
Write a job description for a [role] at a [company type] in [location]. The crew works on [project type] job sites. Required credentials: [list certifications and licenses]. Key responsibilities include: [list responsibilities]. Include sections for Summary, Key Responsibilities, Required Qualifications, Certifications and Licenses, and Why Work Here. Keep the tone professional and direct. This is written for tradespeople, not a corporate office.
Use in Copilot in Word.
Resume Screening Prompt ยท Lesson 10
I have attached the resumes of [number] candidates applying for [role]. Score each candidate from 1 to 5 on relevant experience, required certifications, and commercial or job site experience. Return a table with columns for candidate name, years of experience, license and certifications, match score, a one-line summary, and any missing requirements. Rank candidates from highest to lowest. Flag anyone missing an active [required license].
Upload all resumes in the same message. Use in Copilot Chat.
Employee Onboarding
Employee Onboarding
Consistent onboarding every time โ 5 prompts ยท Lesson 11
Onboarding Checklist ยท Lesson 11
Act as an HR onboarding assistant for a commercial electrical contractor. Create a ten working day onboarding checklist for a new [role] starting at [job site] in [location]. Format as a table with columns for Day, Task, Owner, and Resource or Document. Cover: I-9 and E-Verify, drug screen, PPE and tool issue, badge and site access, certified payroll setup, benefits enrollment window, job site safety orientation, foreman introduction, and a ten-day check-in. Keep tasks specific and actionable.
Use in Copilot in Word.
Welcome Email ยท Lesson 11
Draft a welcome email to [new hire name], a new [role], starting [date]. Report to [gate and location] at [time]. Foreman [name], phone [number]. Bring [list of items]. Tell them what their first day looks like and who to call with questions. Warm and clear, not corporate.
Use in Copilot in Outlook.
Notebook Questions for New Hires ยท Lesson 11
When does my insurance start?
What ID do I need for my I-9?
Which gate do I use at [job site]?
Upload your policy, benefits summary, and job site rules into a Copilot Notebook first.
Employee Feedback Analysis
Employee Feedback Analysis
Turn survey results into policy fixes โ 4 prompts ยท Lesson 12
Theme Identification ยท Lesson 12
Identify the top three themes across these employee comments.
Upload your survey results first.
Policy Comparison ยท Lesson 12
Compare employee complaints about [topic, e.g. PTO] with the official [policy name]. Identify where employee perception aligns with policy and where it does not. Flag gaps and categorize each as a communication gap, execution gap, or policy gap.
Gap Categorization ยท Lesson 12
Categorize the issues for each complaint theme. Tell me whether it reflects a communication gap, an execution gap, or a policy gap. A communication gap means the policy is clear but the employee has not absorbed it. An execution gap means managers are applying the policy inconsistently. A policy gap means the policy itself is inadequate or contradictory.
Policy Improvement ยท Lesson 12
Based on the gaps identified, generate: a revised policy statement for [policy topic] that clarifies [specific confusion], two to three FAQ entries addressing common confusion, and a brief manager training note about [specific issue].
Contract and Vendor Intelligence
Contract and Vendor Intelligence
Extract what matters before anyone signs โ 6 prompts ยท Lessons 14 and 15
Contract Extraction Prompt ยท Lesson 14
Act as a contract administrator for an electrical contracting company. Review the attached subcontract and extract the following ten fields into a structured table: contract value, payment terms, retainage and release conditions, pay application deadline, notice period for delay and claims, liquidated damages, substantial completion date, insurance requirements, lien waiver types and timing, and key scope exclusions. For payment terms and liquidated damage amounts use exact language from the contract. Do not infer. Automatically flag any notice period under ten days as high risk. After the table provide a pre-execution checklist of three to five actions to confirm before anyone signs.
Use in Copilot Word sidebar or Copilot Chat with the contract uploaded.
Vendor Comparison Matrix ยท Lesson 15
Create a vendor comparison matrix using all submitted proposals. [Upload all proposal documents into the notebook before running this prompt.]
Vendor Scorecard ยท Lesson 15
Generate a vendor scorecard using the evaluation methodology in the references.
Risk Register ยท Lesson 15
Create a risk register that identifies schedule risk, financial concerns, contractual issues, operational risks, and missing information that should be addressed before an award decision.
Award Recommendation ยท Lesson 15
Draft an award recommendation using our approved template.
Export to Word ยท Lesson 15
Convert everything into a professionally formatted Word document for presentation.
Prompting Framework
Prompting Framework
Write better prompts every time โ 6 prompts ยท Lessons 16, 17, and 18
What to Ask When AI Misses the Mark ยท Lesson 16
What information or context do you need from me to give a better answer?
Use this instead of retyping a bad prompt from scratch.
Meta Prompting โ Let AI Help You Write a Better Prompt ยท Lesson 16
I want [insert outcome]. Give me a prompt skeleton to deliver this. Make sure it leverages your capabilities to the fullest extent. Add anything else that would improve the outcome.
Good Prompt Example ยท Lesson 17
You are an administrative assistant. Summarize the internal project update into a structured one page report. Highlight key decisions, deadlines, and risks. Use bullet points and section headers.
Use this as a model for how to assign a role, define the task, and specify the output format.
Inbox Prioritization (Chain of Thought) ยท Lessons 17 and 18
I need to organize and prioritize my inbox for today. Think through this step by step. First categorize emails into urgent, important but not urgent, and low priority. Next identify any emails that require immediate responses or follow-ups today. Then draft quick reply suggestions for the urgent emails. After that summarize the key tasks or action items from the important emails. Finally suggest a simple plan for how I should work through these efficiently. Make the output clear and easy to act on.
Few-Shot Prompting Example ยท Lesson 18
Here is an example of how I want meeting notes formatted: [paste your example]. Using the notes I have pasted below, write a summary in the same format. [Paste your meeting notes.]
Show AI what success looks like before asking it to do the work.
Negative Instruction Example ยท Lesson 18
Write a company-wide communication about [topic]. Stay factual. Do not identify individuals. Do not imply fault or liability. Do not use bullet points. Keep it to one paragraph. Avoid anything that could be perceived as retaliatory.
Tell AI what NOT to do when the stakes are high.
Compliance and Policy
Compliance and Policy
Regulatory updates and policy rewrites for safety โ 3 prompts ยท Lesson 2
Regulatory Update Summary ยท Lesson 2
Summarize this regulatory update in plain English for an electrical contractor's safety team. List what changed, who at the company it affects, and three to five specific actions we need to take. Then draft a short internal note managers can read in two minutes. [Paste both the current regulation and the updated regulation below this prompt.]
Policy Rewrite for Field Crew ยท Lesson 2
Rewrite this policy in plain English so that a frontline employee or field crew member can read it and understand exactly what is expected of them. Keep all compliance requirements intact. Make the language clearer, more direct, and more respectful. Do not remove any legal obligations.
Bias and Clarity Check ยท Lesson 2
Review this job posting for language that could discourage qualified applicants or that is unclear. Suggest more inclusive, plain wording while keeping all real job requirements, licenses, certifications, and physical requirements intact. [Paste your job posting below this prompt.]
5 Step Data Workflow
5 Step Data Workflow
Turn scattered safety data into a prioritized action plan โ 5 prompts ยท Lesson 5
Run these five prompts in order in a single Copilot conversation. Upload your incident data, corrective actions, and inspection findings first.
Step 1: Pattern Identification ยท Lesson 5
Review the following safety incidents and open corrective actions for our projects. Identify repeated hazards, behaviors, or task types that could indicate increased risk.
Step 2: Priority Ranking ยท Lesson 5
Based on the hazards we identified, prioritize the open safety tasks by potential severity and likelihood of an incident.
Step 3: Preventative Actions ยท Lesson 5
For the top three risks identified, recommend preventative actions that could reduce or eliminate future incidents.
Step 4: Clear Task Format ยท Lesson 5
Rewrite this preventative action so it is clear, measurable, and easy to assign. Format your response as: Action Title (one line), Owner (the role not the name), What To Do (step by step, no jargon), Done When (specific outcome), and Deadline (realistic date). [Paste the action here.]
Step 5: Priority Dashboard ยท Lesson 5
Create an Excel workbook or Word table as the final output. Include the following columns: priority ranking, hazard or risk, severity, likelihood, selected preventative action, owner, start date, deadline, and status.
Certification Tracking
Certification Tracking
Know who is certified before they step on site โ 3 prompts ยท Lesson 6
Create the Tracker ยท Lesson 6
Create a certification tracking spreadsheet with the following columns: employee, certification, issue date, expiration date, crew, and status.
Use in Copilot in Excel.
Add Expiration Risk Column ยท Lesson 6
Add a new column called Expiration Risk. Label certifications as High Risk if they expire within 30 days, color coded red. Medium Risk if between 30 and 60 days, color coded orange. Low Risk if over 60 days, color coded green.
Summary Report ยท Lesson 6
Create a summary showing total high risk certifications, employees affected, and which crews have the most upcoming expirations within the next 30 days.
Regulatory Research
Regulatory Research
Find the right standard and explain it to your crew โ 6 prompts ยท Lesson 7
Look Up an OSHA Requirement ยท Lesson 7
What are the OSHA requirements for [topic, e.g. confined space entry]?
Compare Multiple Standards ยท Lesson 7
Compare safety requirements for [task, e.g. energized electrical work]. Cross-reference how [Standard 1] and [Standard 2] apply to this task, focusing only on [specific requirement, e.g. arc flash PPE]. Provide a short comparison chart showing what each standard requires, where they overlap, and which requirement is more restrictive.
Plain Language Rewrite for New Laborer ยท Lesson 7
Rewrite this OSHA regulation into three simple easy-to-remember bullet points for a brand new laborer on their first day. Keep the language direct and clear. [Paste the regulation text below this prompt.]
Plain Language Rewrite for Experienced Foreman ยท Lesson 7
Rewrite this OSHA regulation for an experienced site foreman. Focus on site responsibility, inspection triggers, and risk management.
Real-World Scenario ยท Lesson 7
A worker is [describe the situation]. What OSHA standards apply and what controls are required?
Inspection Checklist ยท Lesson 7
Act as a construction safety specialist. Using OSHA standard [cite the standard], create a clear [number]-point daily pre-shift inspection checklist for [equipment or task]. Format it as a simple yes/no table with space for notes. Focus on [list key areas].
Incident Reporting
Incident Reporting
Build a reusable incident report agent โ 3 prompts ยท Lesson 8
Conversational Agent Builder (Method 1) ยท Lesson 8
Create an agent whose job it is to take rough incident information from safety managers and turn it into a structured, professional incident report.
Paste this when creating a new agent. Copilot will ask clarifying questions and build the configuration for you.
Manual Agent Instructions (Method 2) ยท Lesson 8
You are an incident report assistant for safety managers. Your role is to take a free text incident description and transform it into a clear, objective, and professionally written incident report using a standard incident report structure. Identify and organize important incident details. Separate factual information from unknown information. Structure the report consistently. Do not invent details that were never provided.
Paste into the Instructions field when configuring your agent manually.
Suggested Starter Prompts for Your Agent ยท Lesson 8
Turn this into a professional incident report.
Rewrite this rough incident description into a formal, objective tone.
Create a usable incident report template I can fill in for the workplace.
Add these to the Suggested Prompts section of your agent configuration.
Corrective Action
Corrective Action
Drafting and personalized training โ 7 prompts ยท Lessons 9 and 10
Three-Category Corrective Action ยท Lesson 9
Based on the root cause and contributing factors we have already discussed, generate corrective action recommendations organized into three categories: process controls, environmental controls, and behavioral changes. For each recommendation include: a clear description of the action, who is responsible, and a realistic implementation timeline. Focus on system-level prevention, not individual discipline.
Run in the same conversation as your root cause analysis.
Corrective Action Tracker ยท Lesson 9
Create a corrective action tracker. Columns should include: incident ID, control type, action description, responsible role, timeline, status, target completion date, and completion date.
Use in Excel.
Formal Corrective Action Report ยท Lesson 9
Draft a professional corrective action report. Include: incident summary, root cause, three-category corrective action table, implementation timeline, and a sign-off section.
Use in Word Agent Mode.
Incident Description (Start Here) ยท Lesson 10
A [job role] was written up for [describe the unsafe behavior]. [Provide any additional relevant details about the incident.]
Regulatory Research for Training ยท Lesson 10
List all OSHA and general industry safety requirements related to [equipment or task], specifically [the unsafe behavior]. Explain why [the requirement] exists.
Consequence Explanation ยท Lesson 10
Explain the risks and potential injury outcomes of [the unsafe behavior] using clear language an employee would understand.
Personalized Training Module ยท Lesson 10
Develop a short corrective action training module for this employee. Include: why [the safety requirement] exists, what could happen if it is not followed, the correct behavior moving forward, and an acknowledgment statement the employee can sign.
Toolbox Talks
Toolbox Talks
Turn a real near-miss into a field-ready talk โ 3 prompts ยท Lesson 11
Generate the Toolbox Talk ยท Lesson 11
Using the validated near-miss details and root cause from this investigation, create a toolbox talk for [crew type]. Open with a short scenario written in second person so the crew is placed in the situation. Include: what happened and why, three discussion questions, one key behavioral message, and a closing call to action. Do not invent details. Do not invent policies. Do not turn this into a blame exercise. The talk should be approximately 5 to 10 minutes when delivered.
Field Supervisor Review ยท Lesson 11
Review this toolbox talk as if you were a field supervisor preparing to deliver it at the start of a shift. Identify: any language that sounds too formal, vague, or corporate; any instruction that would be difficult for a worker to act on; any section that is longer than necessary; any recommendation not clearly supported by the validated incident information; and any point where a supervisor would need additional clarification. Recommend specific improvements but do not add new safety requirements or policies.
Final Field Delivery Version ยท Lesson 11
Revise the toolbox talk using the approved changes. Create a final field delivery version that can be delivered in approximately 5 to 7 minutes. Use plain conversational language. Clearly state the safety lesson. Include only validated corrective actions. Include three discussion questions and end with a memorable takeaway. Preserve the meaning of the validated root cause and corrective actions.
Root Cause Analysis
Root Cause Analysis
Find what made the incident possible โ 5 prompts ยท Lessons 12 and 13
Five-Category Extraction ยท Lesson 13
From the attached incident report, extract the following five categories: incident description, location, environmental conditions, equipment involved, and any previous incidents or near-misses at this location or involving similar work.
Run this first to verify facts before analysis.
Root Cause Analysis ยท Lesson 13
Analyze this near-miss and identify the most likely root cause. Focus on system or process failures rather than individual behavior. Consider task design, environmental conditions, equipment state, communication gaps, and supervision structure. List contributing factors and suggest one corrective action for each.
Quality Control Challenge ยท Lesson 13
Challenge your proposed root cause analysis. Identify any conclusions that are based on assumptions rather than documented evidence. Provide three questions an investigator should answer before accepting the proposed root cause.
Five Questions to Add After AI Analysis (Human in the Loop) ยท Lesson 12
Is this condition new or does it occur regularly at this location?
Is responsibility for this type of hazard clearly defined in current procedures?
Do workers have a fast, practical way to report this condition in real time?
Have you seen the same failure mode somewhere else, even if it was not documented?
What would have needed to change for this near-miss to become a reportable incident?
Answer these yourself and add your field knowledge to the conversation before accepting AI's analysis.
Root Cause Summary ยท Lesson 13
Create a root cause analysis summary based only on verified information in this conversation. Include: incident overview, root cause, contributing factors, supporting evidence, previous related incidents, recommended corrective actions, and open questions requiring further investigation. Clearly label anything that has not yet been verified.
Predictive Risk and Pattern Recognition
Predictive Risk and Pattern Recognition
Use your existing data to prevent the next incident โ 8 prompts ยท Lessons 14 and 15
JHA Creation ยท Lesson 14
Create a JHA for [describe the work, e.g. installing conduit in an 18-inch trench]. Break the work down into step-by-step tasks. For each task identify the potential hazards, recommend appropriate control measures, and identify the required PPE. Present everything in a structured table.
Improve Your Prompt ยท Lesson 14
How could I make this prompt better? Give me three improved versions: a standard version, a field-ready pre-task plan version, and an advanced predictive risk analysis version. Explain why each version is stronger.
Historical JHA Pattern Analysis ยท Lesson 14
Review these JHAs and identify the most repeated hazards and control measures across all of them.
Upload five to ten historical JHAs from similar work first.
Risk Concentration ยท Lesson 14
Are certain hazards appearing repeatedly across similar tasks? Are there certain types of work where risk seems to be concentrated?
Standardized Risk Output Table ยท Lesson 14
Create a table with the following columns: hazard, number of occurrences, tasks associated with the hazard, existing control measures, and recommended areas for review.
Near-Miss Pattern Analysis ยท Lesson 15
Review all attached near-miss reports together and identify patterns across the entire data set. Specifically look for: recurring hazard types, equipment or tools appearing in multiple incidents, locations or job phases where incidents cluster, environmental conditions associated with incidents, and shift timing or handoff patterns. Do not summarize the individual reports. Instead identify the risk clusters that emerge across the data set. Explain the evidence supporting each cluster and recommend two to three priority areas for training or process improvement. Clearly distinguish between patterns directly supported by the reports and possible explanations that would require additional investigation.
Upload all near-miss reports first.
Evidence Quality Check ยท Lesson 15
Review the patterns you identified. For each pattern tell me how many reports show it and what evidence from the source material led you to identify it. Flag any pattern that is based on limited evidence.
Pattern Report ยท Lesson 15
Using the analysis above, create a near-miss pattern report. Organize the findings into a table with these columns: hazard or risk pattern, incident count, common equipment or tools, common location or job phase, contributing conditions, priority level, and recommended action. Rank priority as high, medium, or low based on frequency and potential severity supported by the reports. After the table identify the three patterns that deserve further investigation. Do not invent missing information. If reports do not contain enough information for a field, state insufficient information.