Agile Life Skills
Free Resource

The Prompt Formula That Works for Almost Any Business Task

One framework for drafting, research, analysis, and communication — practical and ready to apply today.

5-minute read Beginner-friendly 3 worked examples

Most people type one line into an AI tool and wonder why the result feels off. The secret isn't a longer prompt — it's a structured one. This formula gives your AI the context it needs to give you the output you actually want.

You don't need to be technical. You just need four ingredients.

Meet the RTIC Formula

Every effective business prompt contains four elements. Together they give AI enough context to behave like a skilled colleague, not a generic search engine.

The Prompt Formula
Part 1
Role
Who should the AI act as?
+
Part 2
Task
What exactly do you need done?
+
Part 3
Input
What context or information does it need?
+
Part 4
Constraints
What format, tone, or limits apply?

What Each Part Does

Here's what to put in each section — and why it matters.

Part 1

Role

Tell the AI who to behave as. This shapes the vocabulary, level of expertise, and perspective of the response.

Try: "Act as an experienced HR manager..." or "You are a plain-English writer..."
Part 2

Task

Be specific about what you want. A vague task gets a vague result. Name the deliverable: a summary, an email, a list, a plan.

Try: "Write a 3-paragraph email..." or "Create 5 bullet points that summarise..."
Part 3

Input

Paste in the raw material — a document, some notes, a URL, or just describe the situation. This is the information the AI will work from.

Try: "Here are my notes from today's meeting: [paste]" or "The situation is: [describe]"
Part 4

Constraints

Add any rules, tone guidelines, length limits, or format requirements. This stops the AI from going off in a direction you didn't want.

Try: "Keep it under 150 words, no jargon, professional but warm tone."

See It in Action

Here are three real business scenarios using the full formula. Notice how each part adds something the AI couldn't guess on its own.

Example 1 Email Drafting
Role Act as a professional business writer with experience in client communications.
Task Draft an email following up after a discovery call with a new client.
Input We spoke for 45 minutes. They're a 12-person logistics company struggling with team communication across two sites. They're interested in a 3-month Agile coaching programme. Next step is a formal proposal.
Constraints Keep it under 120 words. Warm but professional tone. End with a clear call to action for a follow-up meeting.
Full prompt to paste in ↓

Act as a professional business writer with experience in client communications. Draft a follow-up email after a discovery call with a new client. We spoke for 45 minutes — they're a 12-person logistics company struggling with team communication across two sites, and they're interested in a 3-month Agile coaching programme. The next step is a formal proposal. Keep the email under 120 words, warm but professional in tone, and end with a clear call to action to schedule a follow-up meeting.

Example 2 Research Summary
Role Act as a business analyst with a talent for simplifying complex information.
Task Summarise the key trends in this article and explain what they mean for a small business owner.
Input [Paste article text or URL here]
Constraints Use plain English. Give me 3–5 bullet points. Add one practical "so what" takeaway at the end.
Full prompt to paste in ↓

Act as a business analyst with a talent for simplifying complex information. Summarise the key trends in the article below and explain what they mean for a small business owner. Use plain English, give me 3–5 bullet points, and add one practical "so what" takeaway at the end. [Paste your article here]

Example 3 Meeting Prep
Role Act as an experienced executive coach preparing someone for a high-stakes conversation.
Task Help me prepare for a meeting where I need to ask my manager for a budget increase.
Input I'm requesting an additional R80,000 for a training initiative. My manager is data-driven and sceptical about training ROI. I have two case studies from similar companies where training reduced staff turnover by 30%.
Constraints Give me 3 key talking points and 2 likely objections with suggested responses. Keep it concise and practical.
Full prompt to paste in ↓

Act as an experienced executive coach preparing someone for a high-stakes conversation. Help me prepare for a meeting where I need to ask my manager for a budget increase of R80,000 for a training initiative. My manager is data-driven and sceptical about training ROI, but I have two case studies from similar companies where training reduced staff turnover by 30%. Give me 3 key talking points and 2 likely objections with suggested responses — concise and practical.

Before & After

See the difference that structure makes. These before-and-after examples show how small changes lead to much better results.

Write me an email about the project update.
Act as a project manager. Draft a brief status update email to a non-technical client. The project is on track, delayed by 2 days due to a supplier issue, and will be resolved by Friday. Keep it under 100 words, reassuring tone.
Summarise this for me.
Act as a business consultant. Summarise the key decisions from these meeting notes in 5 bullet points. Highlight any unresolved action items. Keep it direct and clear. [Paste notes here]
Give me ideas for my team.
Act as an organisational development consultant. Give me 5 low-cost ideas to improve team morale for a remote team of 8 people in financial services. We meet weekly on Zoom. Ideas should be easy to implement within 2 weeks.

Your Prompt Cheat Sheet

Save or print this table. Use it every time you sit down to write a prompt.

Part Question to ask yourself Example starters
Role Who has the expertise I need right now? "Act as a...", "You are an experienced...", "Behave as a..."
Task What is the one thing I want this to produce? "Write a...", "Create a list of...", "Summarise...", "Draft...", "Analyse..."
Input What raw material does it need from me? "Here are my notes: [paste]", "The situation is...", "This is the background..."
Constraints What rules, tone, or format apply? "Keep it under X words", "Use bullet points", "Professional but friendly tone", "No jargon"

Your Turn — Try It Now

Pick one of these starter tasks and write your own RTIC prompt. The best way to learn is to do it once, badly, then refine.

  • Write a LinkedIn post announcing a new service or offering
  • Summarise a recent article or report relevant to your industry
  • Draft talking points for a tricky conversation with a colleague or client
  • Create a short agenda for your next team meeting