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AI assistant setupFree templateAdded 29 Aug 2026

Write clear instructions for an AI assistant

Set out what an AI assistant should do, what it can use and who takes over from it.

Use it when You want an AI assistant to help with a regular task and need its job, inputs and handover agreed before you choose a tool.

It is a simple text file. Open it in any text editor, or paste it into ChatGPT, Claude or Gemini and ask for help filling it in.

How to use it

  1. Fill in the brief with the workflow owner before choosing tools or a model.
  2. Specify the output format, source boundary, stop conditions and receiving owner.
  3. Use the brief as instructions in your chosen environment and test it with a safe sample. Record that test before relying on it.
What you will need before you start
  • One recurring job and its outcome
  • Approved inputs and exclusions
  • An owner and a receiving person or team

The template

Fill in the blanks for your business. This is what you get when you download or copy it.

Role

What recurring job does this agent support? Name the business outcome, not a vague capability.

Inputs

  • Approved source material
  • Decision context
  • Constraints and exclusions

Output contract

Describe the exact result, format, audience, and quality standard.

Boundaries

  • What the agent must not decide or change
  • What requires human review
  • What sources it may use
  • When it must escalate

Handoff

Name the next owner, the decision they need to make, and the evidence they should receive.

See an example

A made-up example, so you can see what a filled-in version looks like.

This is an illustrative scenario, not a client case study or a measured result. Do not reuse its details as facts about your work.

An editorial team wants help preparing a review brief from approved draft notes.

Sample inputs

Demonstration inputs only: approved draft notes are available; the editorial lead makes publication decisions; the publisher receives approved copy.

Example output

Job

Prepare an editorial review brief from approved draft notes.

Inputs

Only the attached draft and approved reference notes.

Output contract

Return a summary, unresolved claims and questions for the editorial lead.

Boundaries

Do not invent evidence, choose a publication date, edit live systems or publish. If references are missing, label the gap and stop the affected claim.

Handoff

[Name the editorial lead] reviews the brief. The publisher receives copy only after explicit approval.

Sample test

Include one unsupported claim in a safe sample. Expected behaviour: flag the claim and request evidence. Test result: not yet recorded.

How to tell it is done well

The job is specific; inputs and exclusions are explicit; the sample test includes a stop condition; the receiving owner is named.

Where a person should decide

A well-written brief does not prove runtime reliability or grant access to tools. Test it in the intended environment. Keep consequential actions with the named human owner.

A well-written brief does not prove runtime reliability or grant access to tools. Test it in the intended environment.

Edit your own copy on this site
About this version

Version 1.1 adds setup guidance, an illustrative example and a review checklist. Provider-neutral Markdown instructions; no installation or platform compatibility is implied. Runtime behaviour has not been verified across AI providers. Reuse terms have not yet been published.

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