AI 办公提效Getting Started
Chapter 03
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Universal Prompt Framework

⏱️ 25 min

Office-ready template: role + goal + context + constraints + output format

CHAPTER PRACTICE GOAL
01Work problem

Office-ready template: role + goal + context + constraints + output format

02Reusable output

A reusable work template with realistic input, a defined output format and a human review point.

03Definition of done

Run one real task, verify the critical facts and record the before-and-after time.

You probably do know what you want. The problem is that the audience, facts, boundaries, and definition of done are still in your head when you ask AI to produce it. The result sounds fluent, but needs a full rewrite before anyone can use it.

Office prompts do not need special terminology. Make six things explicit: Role / Goal / Background / Constraints / Output format / Examples.

Prompt Skeleton Diagram

1) Universal Skeleton (Just Replace the Placeholders)

You are [role/audience] (example: product manager / technical writer / review expert).
Goal: [What problem to solve? One sentence].
Background: [Business / project / subject / reader / tone / length / language].
Constraints: [Must / must not / don't fabricate / cite sources].
Output format: [Heading / summary / table / Markdown / JSON], example: ...
If information is insufficient, ask 3-5 clarifying questions before continuing.

Quick Reference Card

Role: ...
Task: ...
Input context: ...
Forbidden: fabrication / outputting sensitive info
Output: Markdown / table / JSON example ...
If info is missing, ask first

2) High-Frequency Office Templates (Copy-Ready)

  • Email drafting/rewriting Include recipient, your position, and deadline in the background. Output example: Subject: ... \n Body: 1) Opening 2) Background 3) Request 4) Deadline 5) Thanks

  • Meeting notes

You are a meeting secretary. Based on the transcript, output:
1) Topic / time / participants (table)
2) Key decisions / open questions
3) Action items (owner / deadline / risks)
Only keep facts. Don't fabricate.
  • PPT/report outline Start with a 3-line executive summary, then a 6-8 page outline (page title + key points + required data/assets).

  • Translation & localization Provide source text + target audience, output "translation + three title options + tone notes." Avoid literal translation.

3) Iteration Rhythm (Framework First, Details Later)

  1. Get structure first: Ask for an outline/key points, then have AI fill in details.
  2. Converge gradually: Each round, only change 1-2 dimensions (tone / length / audience).
  3. Self-check prompt: End with "give 3 self-check items to confirm the output meets the goal."
  4. Multi-turn clarification: Have AI proactively ask questions. When info is missing, require it to label assumptions.

Iteration and Clarification Flow

4) Anti-Hallucination & Traceability

  • Require "cite source / filename / timestamp" displayed as a Markdown list.
  • Ban fabrication: If you cannot confirm, output "unknown" — do not make things up.
  • For data/number tasks: require "show calculation process / formula" with intermediate results.

5) Structured Output & Tool Calls (Advanced)

  • For tables/JSON: provide a schema example and require "self-check field completeness before output."
  • For automation integration:
  • Multimodal: with screenshots / tables / long PDFs, prompt "extract key info first, then generate results" to avoid missing important details.

Save your top 5-8 high-frequency scenarios as snippets: email, meeting notes, outlines, research summaries, translations, spreadsheet formulas, proofreading. Use text expansion / shortcut tools (TextExpander, Raycast Snippets, etc.) for one-click insertion — cuts down on repetitive typing.

7) Turn the Work into a Brief First

A weak prompt is often a weak task definition, not a wording problem. Write the requirements into this table before adjusting the prompt:

Brief fieldQuestion to answerExample
UserWho will read or use the result?Operations manager without a technical background
DecisionWhat should the result help them decide?Whether to approve next week's launch
EvidenceWhich materials can support the answer?Test report, project plan, meeting record
BoundaryWhat must not be guessed or promised?Launch date is not approved
DeliverableWhat must be produced?One-page status brief
DoneWhen is it usable?Manager can decide within three minutes

If the decision and evidence fields are empty, do not ask AI for the final deliverable. It can only fill the gaps with plausible language.

8) Worked Example: Turn Scattered Messages into a Sendable Update

Suppose these are the only notes available:

Login is complete. Payment testing still has two issues. Final designs arrive Thursday.
The director asked whether we can launch next week. Engineering said maybe, but will not commit yet.

“Write a project update” invites AI to convert “maybe” into a confident date. Build the prompt from the brief instead:

You are a project communication editor. You do not make the launch decision.

Goal: Write a one-page update that helps the operations manager decide whether to approve a launch next week.

Confirmed facts:
- Login is complete
- Payment testing has two unresolved issues; severity is unknown
- Final designs are expected Thursday

Unconfirmed:
- Whether the product will be launch-ready next week
- Whether either payment issue blocks launch

Requirements:
1. Use the sections Complete / Risks / Unknowns / Decision Needed
2. Do not present expected dates as commitments
3. Mark missing owner, date, or severity as "to confirm"
4. End with three questions that must be answered before sending
5. Keep the update under 180 words

This works because it separates facts, unknowns, and decision authority. AI organises the information; it does not approve the launch for the team.

Human Work Before Sending

AI output fieldWhat a person checksFix if it fails
CompleteA real record supports the claimAdd a test, ticket, or delivery link
RisksImpact and trigger are clearAsk the owner for severity
UnknownsThe answer is genuinely unavailableDo not let AI infer it
Decision neededDecision-maker and deadline are clearRewrite it as one answerable question

9) When “You Are an Expert” Adds Nothing

A role is not a required spell. Direct instructions are clearer for these tasks:

  • Format conversion: Turn meeting notes into owner, deadline, and status columns.
  • Item-by-item check: Compare contract terms with the approval checklist and report differences only.
  • Extraction: Extract invoice number, date, and amount; mark unreadable fields.

Use a role only when it changes the evaluation lens, such as “review from a procurement manager's risk perspective.” Avoid decorative roles such as “world-class expert.”

10) Use a Scorecard Instead of Asking “Is This Good?”

AI saying it followed the instructions is not evidence. Check observable criteria:

Dimension0 points1 point2 points
FactsFabricated or misreadCorrect but untraceableCorrect and traceable
ActionNo next stepAction lacks owner or timeAction, owner, and time are present
BoundaryUnknowns become factsSome ambiguous wordingFacts, unknowns, and assumptions are separate
FormatCannot be used directlyNeeds significant cleanupMatches the requested template
AudienceLanguage is mismatchedUnderstandableDetail level fits the reader

Below 8 out of 10, stop asking for “more professional” rewrites. Return to the brief and add evidence, audience, or completion criteria.

11) Failure Modes and Fixes

SymptomRoot causeFix
Results change every runOutput format is vagueSpecify fields, order, and one example
Correct but empty-sounding contentNo evidence was providedAdd source material and require citations
AI keeps asking questionsThe brief lacks critical inputsAnswer high-impact questions; mark the rest unknown
Every revision gets longerToo many dimensions change togetherChange only tone, length, or structure in one round
Result cannot enter the workflowOutput is designed only for readingUse table, JSON, or task-system fields
Private data is pasted directlyNo input safety gateRedact first and confirm the tool's data boundary

12) Practice: Repair a Prompt You Need Today

  1. Choose one real email, meeting, presentation, or spreadsheet task.
  2. Fill the six-field brief before opening an AI tool.
  3. Generate version one using only the supplied facts.
  4. Score it out of 10 and identify the weakest dimension.
  5. Add only the input needed for that dimension, then generate version two.

Completion Criteria

  • A real colleague could use the deliverable; it is not a demo
  • Every number, date, name, and commitment has a source
  • Unknown information is labelled, not filled by AI
  • The format can enter an email, document, or task system
  • You can explain why version two is more reliable than version one

13) Chapter Deliverable

Save a reusable Office Prompt Brief containing the real task, evidence, boundaries, output schema, scorecard, and final version. Continue to AI Email and IM Communication and apply the method to a high-frequency office task.