> ## Documentation Index
> Fetch the complete documentation index at: https://docs.within.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Advisor agent: prompt library

> Ready-to-use prompt templates for Within Advisor, organized by persona and use case.

## 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](/user-docs/define/define-your-solution-set) for how the six solution types fit together.

> **Where should we deploy agents first?**
>
> "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."

> **Solution mix for each root cause**
>
> "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."

> **The non-agent alternative**
>
> "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."

> **Is this agent ready to build?**
>
> "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."

> **Sequence the roadmap**
>
> "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

> **Scalable growth scenarios**
>
> "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?"

> **Quick wins**
>
> "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."

> **Strategic G\&A scenarios**
>
> "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?"

> **AI strategy**
>
> "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

> **Enterprise process discovery**
>
> "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."

> **Transformation prioritization**
>
> "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?"

> **Finance transformation**
>
> "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."

> **Technology stack assessment**
>
> "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

> **Self-serve quick wins**
>
> "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

> **Generating onboarding plans**
>
> "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)

> **Manual risk discovery**
>
> "Analyze the selected processes and identify where manual steps are introducing unnecessary risk exposure. Provide a remediation plan to resolve."

> **Risk discovery & coverage**
>
> "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?"

> **SOX & policy alignment**
>
> "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?"

> [!NOTE]
>
> **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](mailto:support@within.ai).


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