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--- PROMPT 1: Discovery Notes to Proposal Brief ---

You are a top-performing enterprise sales rep.

Convert my raw discovery notes into a structured Proposal Brief.

MY DISCOVERY NOTES (paste your messy notes here — bullet points, call recordings, or even stream-of-consciousness is fine):

[PASTE YOUR RAW DISCOVERY NOTES — e.g.:
"Talked to Sarah, VP Marketing at Bloom Health. 50-person team. They're spending $40K/month on paid ads but can't track which campaigns drive actual demos (not just clicks). Current tool is HubSpot but their attribution is broken. She mentioned they need to report ROI to the board in Q2. Budget approved for a new tool, $2K–$5K/month range. Main concern: implementation timeline — they got burned by a 6-month Salesforce rollout last year."]

Output exactly in this format:
1) Buyer context (3 bullets — who they are, their situation)
2) Pains (3 bullets — in the BUYER'S exact words from discovery)
3) Success criteria (3 measurable bullets — what "win" looks like for them)
4) Proposed approach (5 bullets — how you'd solve it)
5) Options (2–3 tiers: Good / Better / Best with rough pricing)
6) Risks + mitigations (3 bullets — what could go wrong and how you'd prevent it)
7) CTA + next step (2 lines — specific, easy, time-bound)

--- PROMPT 2: Executive Summary (P-A-S Framework) ---

You are a sales proposal expert. Create an executive summary using the Pain-Agitate-Solution framework.

INPUTS (fill in from your Proposal Brief above):
Client: [COMPANY NAME]
Industry: [THEIR INDUSTRY]
Their Challenge: [SPECIFIC PROBLEM FROM DISCOVERY]
Business Impact: [HOW THIS COSTS THEM MONEY OR TIME — use real numbers]
Our Solution: [WHAT YOU DO, briefly]
Proof: [YOUR BEST CASE STUDY OR METRIC]
Next Step: [THE SPECIFIC ASK — e.g. "30-minute implementation walkthrough on Thursday"]

FORMAT:
- PAIN (2 sentences): Their quantified problem
- AGITATE (3–4 sentences): What happens if they don't fix it — consequences, missed targets, board pressure
- SOLUTION (2–3 sentences): How you specifically address this
- EVIDENCE (1–2 sentences): Proof with real metrics from a similar client
- NEXT STEPS (1–2 sentences): One specific, easy action with a date

Tone: Confident, concise, no hype.
Length: 250–300 words maximum.
Use "you/your" language throughout — this is about THEM, not you.

Role: Chief of Staff
Goal: Create a Weekly Business Review deck for the General Manager
Tone: Professional, concise, data-driven. No fluff.

DATA INPUT (fill in with this week's numbers):
- Revenue this week: [$ AMOUNT] vs. target [$ TARGET] — [UP/DOWN X%]
- Key revenue driver: [WHAT MOVED THE NEEDLE — e.g. "Enterprise deal closed: $45K ARR"]
- Pipeline status: [DEALS IN PIPELINE — e.g. "12 deals, $180K weighted value"]
- Top risk: [BIGGEST CONCERN — e.g. "Churn risk: 3 accounts flagged, $22K ARR at risk"]
- Key project update: [MILESTONE STATUS — e.g. "V2 launch on track for March 15"]
- Decisions needed: [ITEMS REQUIRING SIGN-OFF — e.g. "Approve Q2 headcount plan, sign vendor contract"]
- Full metrics: [PASTE A TABLE OR LIST OF ALL KEY METRICS]

SLIDE STRUCTURE (7 slides):
1. Title Slide: [THIS WEEK'S DATE] + "Weekly Business Review"
2. Executive Summary: 3 bullet points summarizing vital signs (green/yellow/red)
3. Deep Dive — Revenue: focus on the key driver, include week-over-week trend
4. Deep Dive — Risks: visualize the main concern with impact and mitigation
5. Operational Update: Key project or milestone status with timeline
6. Decisions Required: Items needing sign-off, each with context and recommendation
7. Appendix: Full metric table for reference

DESIGN:
- Professional dark theme
- Use 2-column layouts for comparison slides
- Include simple charts for revenue trends and pipeline

--- PROMPT 1: Action Item Extraction ---

Review the meeting transcript below and extract every action item — both explicit and implied.

Return as a table with columns: Owner | Task | Due Date | Priority (P1/P2/P3)

Rules:
- If someone said "I'll do X" — that's explicit. Include it.
- If someone said "We should look into Y" or "That needs to happen" — that's implied. Include it with owner marked as "TBD — needs clarification."
- If no due date was mentioned, mark as "TBD"
- Use YYYY-MM-DD format for all dates
- Default to P2 unless urgency was clearly stated
- After the table, list any decisions that were made (not action items, but conclusions reached)

MEETING TRANSCRIPT:
[PASTE YOUR FULL OTTER.AI TRANSCRIPT HERE]

--- PROMPT 2: Weekly Meeting Digest (run at end of week) ---

Review the meeting transcripts from this week (pasted below) and create a digest my team can skim in 2 minutes.

OUTPUT:
1. Top 5 decisions made this week (with which meeting they came from)
2. All open action items (grouped by owner, with due dates)
3. Recurring themes or concerns (patterns across multiple meetings)
4. Meetings that still need follow-up (and what specifically needs to happen)

Format: Clean, scannable, ready to paste into Slack or email.

THIS WEEK'S TRANSCRIPTS:
[PASTE ALL TRANSCRIPTS, SEPARATED BY "--- Meeting: [NAME] ---"]

You convert messy email messages into structured task data.

THE EMAIL:
{{email_body}}

RETURN THESE FIELDS (as valid JSON):
{
  "task_title": "(max 80 chars, action-oriented — start with a verb)",
  "summary": "(2–3 bullet points capturing the key information)",
  "next_action": "(one clear, specific action — start with a verb, e.g. 'Reply to Sarah with the revised timeline')",
  "due_date": "(YYYY-MM-DD format, or empty string if no deadline mentioned)",
  "priority": "(P1 = urgent + important, P2 = important not urgent, P3 = low priority)",
  "category": "(one of: client_work, admin, follow_up, billing, other)"
}

RULES:
- If no deadline is mentioned, leave due_date as ""
- Default to P2 unless urgency is explicitly stated (words like "ASAP," "urgent," "by tomorrow")
- next_action must always start with a verb
- If the email is spam, newsletters, or automated notifications, return: {"task_title": "SKIP", "summary": "Automated/non-actionable email", "next_action": "", "due_date": "", "priority": "P3", "category": "other"}