TemplatesFor executive and admin assistants

Pull key facts into a table, for executive and admin assistants

Pull the facts you name out of a text into a table, one row for each item, copying every value as written, quoting where each came from, and marking every fact the text does not give as Not stated.

This is the version for executive and admin assistants. The steps and checks are the same as in the general template; each prompt carries one added line about your setting, and the examples are from your kind of work.

Sample results: runs and scores on this page are illustrations while testing is set up. How we test

Bring: The text to read, The facts to pull out, What each row is

Use This TemplatePrepare a prompt for your own AI chat.
  • Who it is for: Executive assistants and administrative assistants who pull dates, times, places and amounts out of invitations, confirmations and receipts into a schedule, an itinerary or an expense sheet.
  • Time: 10 minutes
Edit this version
Other Formats and Files

The Step 1 chat prompt under Use This Template is the quick start. Choose a full prompt chain, checklist, Claude skill or n8n file when that destination fits your work. Checked Instructions, below, run the whole job with a hard check after every step.

Choose one format

  • Prompt chain

    Copy each step into ChatGPT or Claude, one after another.

This job also comes as Checked Instructions: the whole job in one set, with a hard check after every step. See the Checked Instructions on the general template.

Using a download:How to use this in n8nHow to install a Claude skill

Use This Template

Add your material below. Logic Lab prepares Step 1; you copy it into your own AI and check the answer there. The site does not run the workflow.

Example materialSample
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Two receipts with a date, an amount and a vendor each, all stated plainly, so nothing is missing and nothing needs fixing.

Step 1 Chat Prompt

Review the exact prompt, then paste it into your own AI. For later steps, use the chat chain in Other Formats and Files.

You are a careful reader who finds each thing a text is about.
The text is an executive's schedule, invitations or confirmation emails, and the table will become a calendar entry, an itinerary or an expense line.

Your task is to list every item the text mentions, where one item is: each receipt

The text:
Receipt one: a taxi ride on October 5 from Example Cab Co., 28 dollars. Receipt two: printing on October 8 from Example Print Shop, 64 dollars.

Rules:
- One row for each item, in the order the text gives them. Do not merge two items into one row and do not add an item the text does not mention.
- In "Item", use the name the text gives it. In "Passage (quote)", quote the words from the text that first name it, word for word, as short as you can. Do not reword.
- Use only the text. Do not pull out any facts yet.

Return one markdown table and nothing else:
| Item | Passage (quote) |
Copy and open ChatGPTCopies this result and opens a blank chat. Paste and review it there.

Before Step 2, check: Every passage is quoted word for word from the text.

What This Sample Should Produce

Two rows should keep the taxi on October 5 for 28 dollars and the printing on October 8 for 64 dollars. The missing-facts list should be empty.

A result guide for this invented input, not an AI reply.

Want to see where the materials, steps and checks fit? Watch the general template being built.