Skip to main content

​
Overview

This guide provides ready-to-use prompt templates for Within Advisor, organized by persona and use case. Use these as starting points and customize them for your context.

​
How to use these prompts

  • Who they’re for: Executives, PMOs, Transformation & OE teams, Process Owners, and more.
  • How to adapt them: Replace bracketed placeholders, add your context, and iterate.
  • Follow-ups vs. fresh starts: Use follow-ups to refine within a thread; start fresh when changing scope.

​
Prompts for defining your solution set

Use these in Define, once your Work Brain covers the value stream in scope. See Define your solution set for how the six solution types fit together.
“Across [value stream], rank the opportunities where an agent could help. For each, say whether the work is frequent, whether its inputs already appear in our processes, whether a person could catch likely errors before they cause harm, and who would own it. Recommend the first two to test.”
“For the top three root causes of [the gap, e.g. a 9-day close] in [value stream], recommend a mix of changes across process redesign (remove waste, reengineer), automation (rule-based or agentic) and enterprise transformation (systems & data, organization). For each change, say what it changes, who would own it, and what it depends on.”
“For each agent opportunity you found in [value stream], name the non-agent alternative: a removed step, a reengineered handoff or a rule-based automation. Compare the two on effort, risk and expected effect.”
“For [process], assess agent readiness: which systems the agent would need to reach, which rules and exceptions are documented or captured, how much observed evidence we have to test against, and which steps a person should still approve.”
“Turn the recommended changes for [value stream] into a sequenced roadmap. Put process redesign before automation, separate quick wins teams can deliver on their own from initiatives that need a central team, and name an owner for each.”

​
Prompts for executives

“Our [Org Name] needs to accomplish 20% efficiency improvements in our processes to support scalable growth. Create a transformation roadmap by analyzing our current-state processes. Structured output: a 30-60-90 day quick-wins plan and a long-term strategy. For the short term, recommend ways to leverage existing AI tools (e.g., [insert your LLM]) to improve employee productivity. For the long term, provide a competitive analysis based on current CTQs (critical to quality) and shifts in customer behavior.”Variants:
  • “Create a growth-enabling process roadmap with scenario modeling across value streams.”
  • “How can we restructure RTR and Procurement value streams to scale without linear headcount growth?”
“Our org has a strategic objective to make [X department] 15% more efficient to support scalable growth. Analyze the processes and create an improvement plan with the 3 biggest opportunities, structured by business-process improvements and technology improvements. Separate into: under 30 days (quick wins) and 60+ days (strategic programs). Organize the deployment model by process-performer-led improvements and PMO deployments. Include a table that highlights evidence and process sources.”
“Simulate a 20% G&A cost reduction and identify top process levers.”Variants:
  • “Which processes across Finance, HR, and Legal drive the highest baseline cost?”
  • “Provide a cost-lever diagnostic with automation and offshoring scenarios.”
  • “What’s the current spend leakage across our Procure-to-Pay subprocesses?”
“Our roadmap this year has AI adoption and process efficiency. Analyze the selected processes and provide a transformation roadmap across 3, 6, and 12 months. Separate into two paths: (1) larger initiatives for our central PMO team, and (2) quick wins our process performers can deploy on their own.”

​
Prompts for CIOs, IT, Transformation & OE teams

“Map all enterprise processes across Finance, HR, and Supply Chain orgs to identify horizontal value-stream complexity, risk, and automation opportunities.”Variants:
  • “Which cross-functional handoffs cause the most delays or errors?”
  • “Generate a process index and identify inconsistent subprocesses across BUs.”
“Rank all value streams by transformation readiness and impact.”Variants:
  • “Highlight quick wins across Finance and Ops that can be delivered in 30 days.”
  • “What 3–5 initiatives would have the highest ROI for our transformation program?”
“How can we reduce the time to close books from 9 days to 3 days? Provide a transformation plan broken out by business-process improvements, technology transformation, and organizational transformation.”
“Analyze the selected processes and provide an IT-focused breakdown of our technology stack. What systems are redundant, where are we underutilizing existing capabilities, and what is our technical-debt accumulation? Output sections: technology & data stack, value streams & processes, organization & teams.”

​
Prompts for process performers

“Identify low-complexity, high-impact tasks in my process that I can optimize without IT support. Ensure the recommended changes do not negatively impact any downstream processes.”Variants:
  • “What are the top 3 manual steps in my workflow that could be simplified or templatized?”
  • “Create a cleaner SOP for [insert process] using my video walkthrough.”

​
Prompts for HR & team managers

“Generate a role-specific view of the [Accounts Payable / Requisition] process for onboarding new team members.”Variants:
  • “What steps are most frequently misunderstood or skipped in my process?”
  • “Create a checklist for recurring weekly tasks in my role.”

​
Prompts for protectors (risk, compliance & audit)

“Analyze the selected processes and identify where manual steps are introducing unnecessary risk exposure. Provide a remediation plan to resolve.”
“Identify where our current SOPs fail to cover required controls in Value Stream 1 and Value Stream 2.”Variants:
  • “Map operational risks to control activities across our Financial Cycle.”
  • “What are the top unmitigated risks across our current-state Close process?”
“Generate a SOX narrative from the selected process and tag applicable controls based on our industry.”Variants:
  • “Highlight deviations from documented process that may impact audit.”
  • “What updates do we need to align our SOPs with our RCM?”
Need help? Use the in-app chat — click the chat bubble in the bottom-right corner of Within (staffed 24×5) — or email support@within.ai.