I recommend starting with a task you can finish and check in one sitting. A customer follow-up is a good example: you already know the conversation, and you know what you’re prepared to promise. Here’s an exercise you can try.
Give it the notes and the job.
Choose a meeting that needs a follow-up. Use notes you’re allowed to share with your AI tool. If you’re practising, make up a short example instead of uploading customer information.
Tell the tool who you’re writing to, why you’re following up, and what the email needs to accomplish. Include the next action you want the recipient to take. That gives it much more to work with than ‘write an email’.
Draft a follow-up email to [person] using these meeting notes. Confirm the actions we agreed and ask them to [next action]. Keep it under 150 words. Do not add commitments, dates, or prices that are not in the notes. List anything you need me to clarify below the draft.
Make the distinction you would make.
Here’s an illustrative note: ‘discussed a demo next week. Anna will check with her team. Pricing still open.’ the email should ask Anna to confirm a time. It should not announce a booked demo or imply the price is agreed.
This is where your knowledge of the conversation matters. Read the draft against the notes. If the tool has turned a suggestion into a promise, point to the sentence and explain the difference.
- Did we actually agree to this?
- Is this the right person to take the next step?
- Has it added a deadline or commitment?
Give it an example of your writing.
If the draft sounds like someone else, give it a short email you wrote and explain what you want it to pick up. Perhaps you use simpler words, fewer pleasantries, or a more direct request.
Remove names and details that do not belong in the new message. Tell it to use the example for tone only. Otherwise you may find facts from the old email appearing in the new one.
Rewrite the draft in the style of the example below. Use the example for tone and sentence structure only. Keep the facts from the meeting notes. Please remove vague phrases and make the next action clear.
Save the setup if it helps.
Read the final email yourself before sending it. Check the recipient, facts, commitments, and tone. The point is to make drafting easier while you keep control of what you send.
If this worked, save the instruction and a cleaned-up writing example. Use them for the next follow-up. If you still have to rewrite everything, look at what context is missing before deciding you need a more complicated tool.
Try this on one follow-up today. Keep the original draft and your corrections. They’ll show you exactly what to explain better the next time.
Want me to work through this with you?
Book a call with me