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Formal first-reminder for an overdue professional fee
A formal first-reminder for a professional services invoice — appropriate tone for accountants, lawyers, consultants. References the engagement, acknowledges any open query, asks for a clear pay-by date.
Scope-reset email after a misaligned first phase
When the first phase didn't land — a written reset email that names the gap, owns the share of it, and proposes a clear plan for phase 2 before momentum is lost.
Variation engagement letter — adding scope mid-engagement
Short variation letter when an existing engagement grows. Way faster than a fresh engagement letter; references the original and only documents what's changed.
Weekly roster summary — team email
The "roster's up" email/message that lands every Sunday-ish. Highlights what matters (busy nights, new starters, open shifts) so the team scans it and acts.
Weekly supplier order — produce / dry goods
The weekly supplier order email — produce, dry goods, anything you have to send before the cut-off. Scannable, with notes on substitutions and forecast.
Politely flag scope creep
A calm, factual email when work has drifted past the original scope. Keeps the relationship warm and protects margins.
Draft an engagement letter (consulting / legal / accounting)
A clean engagement-letter outline with scope, fees, timeline, IP, confidentiality, and termination clauses — flags anything that needs your standard-template review.
Staff roster — open shift cover request
A group-chat-friendly message asking the team to cover an open shift, written so the right person says yes first.
Intake-to-discharge workflow agent
Maps the entire arc of a client's care from referral through discharge: when to reassess, when to refer out, when to wrap up. Agent flags drift.
Insurer escalation agent (WorkCover/TAC/DVA)
When the insurer wants more sessions / a return-to-work date / questions your assessment — this agent drafts the escalation letter + evidence pack.
Outcome measure analysis agent
Quarterly review: takes your full caseload's outcome scores, identifies what's working, what's not, where you're an outlier (pos or neg) vs published benchmarks.
Group programme / class marketing agent
Launches a new clinical group (Pilates, exercise class, parent coaching, support group): builds the offer, target list, marketing posts, intake form, and 4-week launch plan.
AHPRA + insurance compliance check agent
Annual or new-service check: walks through AHPRA registration, professional indemnity insurance, supervision, CPD hours, business compliance — flags what's overdue.
Cliniko / Halaxy weekly admin agent
Friday afternoon practice cleanup: outstanding invoices, missing notes, uncoded sessions, recall list, unread messages, next-week prep.
Medicare / private health rebate agent
Helps explain to a client what their rebate will be (Medicare CDM, MHCP, private health), confirms eligibility, drafts the receipt + claim instructions.
Discharge summary agent
End-of-care workflow: takes the case start-to-end, produces a discharge summary tuned to the audience (client, GP, NDIS planner, insurer).
Multi-disciplinary handover agent
When a client crosses disciplines within or beyond your practice (physio→OT, psych→GP, OT→speech), this drafts the handover note with consent + key context.
Group/family session prep agent
When the next session involves family, partner, or a group: helps plan the structure, anticipates dynamics, drafts the consent + ground-rules conversation.
Practice growth strategy agent (quarterly)
Quarterly business strategy review: revenue, capacity, conversion, churn, fee model, hire/no-hire, niche tightening. Practice owner's CFO + COO + brain combined.
Subjective wellbeing check-in agent (between sessions)
For psych or coaching practices: an automated weekly between-session check-in that surfaces drift before the next session, decides when to escalate.
Telehealth session prep + tech-check agent
Morning of telehealth: lists today's clients, sends each a personalised reminder + Zoom link + tech check, prepares the digital tools you'll use.
Cancellation + no-show recovery agent
When a client cancels late or no-shows, this agent decides whether to charge, drafts the right reply, schedules the reschedule.
Daily clinical notes agent
End-of-day workflow: paste your scribbled notes from each session, agent returns clean SOAP-format notes ready to copy into Cliniko/Halaxy/PowerDiary.
New client intake agent
Pre-first-session workflow: takes a client's intake form, returns clinician summary + flags + first-session focus + welcome email + Medicare/insurance check.
Lapsed-client recall agent
Pulls clients who haven't booked in X weeks, segments by reason, drafts the right recall message for each (gentle for grief, direct for routine).
GP referral letter agent
Letters to and from GPs in one workflow: drafts the formal letter, attaches the right context, suggests next steps for shared care.
NDIS report agent (end-to-end)
End-of-plan-period workflow: notes + outcomes + sessions delivered → full NDIS progress report ready for plan review, written for the planner audience.
Practice marketing engine agent
Weekly content workflow: takes one anonymised client win + your specialty angle, produces a Facebook post, an Instagram caption, a Google Business update, and a referrer email.
Group session marketing post (Facebook)
Local-business Facebook post promoting a group session, workshop, or class. Doesn't sound like an ad.
SOAP note formatter from session notes
Turn your scribbled session notes into a clean, properly-structured SOAP note ready to paste into Cliniko, Halaxy or your records.
New client welcome email
Sent after a new client books. Sets expectations, tells them what to bring, what to expect, where to park.
Intake form summariser
Paste a client's intake form responses → get a 1-paragraph summary with key points, flags and a suggested first-session focus.
Recall SMS for a lapsed client
Short, low-pressure text to a client who hasn't booked in a while. Doesn't sound automated, doesn't push.
Plain-English NDIS progress report
Turn session-by-session notes into an NDIS progress report a non-clinician (parent, support coordinator, planner) can actually read.
Referral letter to GP
Formal letter to a GP referring back, requesting imaging, or escalating a finding. Professional medical tone, AHPRA-compliant.
Treatment plan summary for the client
Written summary of the treatment plan for the client to take home. Plain English, clear expectations, what they need to do.
Last-minute cancellation reschedule SMS
Short text when a client cancels last-minute. Acknowledges, doesn't shame, offers reschedule options.
Goal-review session progress note
Structured note for a session focused on reviewing client goals (typically every 4-8 sessions). Captures what's changed and what's next.
Discharge summary
Concise discharge summary at the end of an episode of care. Ready to share with the client, GP, or NDIS.
Telehealth session reminder + tech check
Sent the morning of a telehealth session. Confirms time, includes the link, and a 1-line tech check.
Outcome measure interpretation for the client
When you re-administer an outcome measure (e.g. K10, DASS-21, Oswestry, Berg), explain the result to the client in plain English.
Internal handover note — referring within practice
Note to a colleague within the same practice when handing a client over (e.g. physio → OT, or to a different practitioner for cover).
Letter to insurer requesting additional services
Formal letter to WorkCover, TAC, DVA, or a private health insurer requesting additional services or extension of cover.