Start with recent examples
Choose ten to twenty examples of the job from your business. Include the normal requests and a few of the situations that usually take extra owner time.
Review five things
Facts
Names, dates, amounts, commitments, and business records match.
Finish
The output reaches the result you asked for.
Voice
The wording fits the business and the audience.
Owner time
Review takes less time than doing the work from the beginning.
Consistency
The instruction produces the same level of work across examples.
Turn feedback into the instruction
Tell the employee what to change, then add lasting preferences to its instructions. Examples such as “group open items by owner,” “put dates beside every commitment,” or “keep customer replies under 150 words” make the next run better.
Schedule the result
When the job works the way you want, place it on the right schedule or connect it to the Gmail or Outlook event that starts the work.
