Quick Prompt for Monthly Report
Use Case
As a team lead, you're responsible for a monthly compliance audit. On the first business day of every month, you have to manually review project documents, check them against a long list of standards, and then draft a summary report for leadership. The process is time-consuming, repetitive, and takes you away from your core responsibilities. You constantly worry that one busy month you might forget, putting the team at risk.
Tanka's Quick Prompts are designed to eliminate this monthly stress. The team lead can now create a detailed prompt, such as "Review all documents in the 'Q3 Projects' folder for compliance with our internal data security policies and generate a summary of any flagged issues." They then schedule this prompt to run automatically on the 1st of every month at 9:00 AM. Now, the compliance report is generated and waiting in their chat when they start their day, allowing them to simply review the findings and take action.
How to Use
Go to the “Chat” Tab
Click on your AI Assistant
Click on the magic stick button “🪄” on the bottom of the input box
Click on “+ New Prompt” to enter your quick prompt
You can also set a timer for how often you want it to run (e.g., "The 1st day of every month").
If you don’t want to set a timer, you can just save the prompt and click on the magic stick to reuse it every time.
Tips
Schedule a prompt to "Summarize all expenses from the attached monthly statement" to run automatically when you receive your financial documents.
Set a personal prompt to "Review my calendar and completed tasks from the last month and summarize my key accomplishments" to automate prep for your monthly performance reviews.
Save complex compliance or security prompts without a timer. This allows you to run on-demand audits with a single click whenever necessary.
