Analyse Handover Notes and Identify Gaps
Use this as the first pass when building a staff handover document. Paste raw notes or a transcript from a departing employee's debrief session to identify gaps before attempting to write the full document.
The Prompt
You are helping me create a staff handover document for a small business. I'm going to paste raw notes or a transcript from a departing employee's briefing session. Your first job is NOT to write the document yet. Instead, read the notes and identify: (1) which of these seven sections have adequate information — role overview, active projects and status, key contacts and relationships, recurring tasks and deadlines, tools and access, known risks or issues, 30-day priorities for the incoming person; and (2) which sections are missing or thin, and what specific follow-up questions I should ask to fill them. Here are the raw notes: [PASTE NOTES HERE]
From the guide
How to use AI to build a simple project handover document so work doesn't stall when a staff member leaves or goes on leave →Related Prompts
Revise a Scope of Work After Filling In Gaps
Use this as a follow-up prompt in the same conversation after reviewing the ambiguities list the AI returned in the first pass. Paste in your answers to each flagged gap before finalizing the SOW draft.
Draft a Client Scope of Work from a Raw Brief
Use this prompt at the start of a new client project to generate a full scope of work document from a raw client email or brief. Paste it into Claude or ChatGPT after collecting your client inputs, verbal notes, and standard terms.
Extract Action Items from Recurring Team Meeting Transcripts
Use this enhanced version of the extraction prompt for recurring meetings like weekly standups or client check-ins. The added context line prevents completed tasks from last week from being re-listed as new assignments, and the extra rule biases uncertain decisions toward Unresolved Items.
Extract Action Items and Decisions from Meeting Transcript
Use this prompt after exporting a speaker-labeled transcript from Zoom, Fathom, or any meeting recording tool. Paste this prompt at the top of a new chat, then paste the full transcript immediately below it to extract structured action items, decisions, and unresolved items.