Stepwell AI workshop
Learner handout
Use fictional details for practice. Write down what worked and one thing you’ll try during the week.
Secure Setup Checklist
- I signed in on the official site or app.
- I reviewed data controls and memory.
- I tried a practice chat using fictional information.
- I know to keep passwords, login codes, payment details, customer records and confidential files out of prompts.
Account + Secure Setup
I run a fictional bakery called Maple & Main. Write a two-sentence welcome message for new customers. Use plain English and ask me to confirm any hours or prices before I publish.
Your Chief of Staff Project
When I paste emails or notes, sort them into Urgent / This week / FYI. Explain why each urgent item matters. Draft replies in my voice: friendly, short and direct. Flag missing details and ask before adding a price or making a promise. End with a top-three list. Draft only. I will review and send any messages.
Your 3 Free Routines
Create a scheduled task named Morning brief. Every day in my morning window in [time zone], give me a short brief for [city and state] and [industry]. Include local weather, one relevant headline with its date and source link, and a prompt to pick today’s top three priorities. If current information is unavailable, say so.
Create a scheduled task named Monday planning. Every Monday in my morning window in [time zone], ask me for three outcomes for the week, one deadline and one thing I can delegate. Help me turn my answers into a short weekly plan when I reply.
Create a scheduled task named Friday customer follow-up. Every Friday in my afternoon window in [time zone], remind me to review open quotes and recent leads, choose who needs a reply and draft one friendly follow-up I can edit. Ask me to supply fictional or anonymized details.