Common Scenarios

Repeatable workflows for common tasks — each with a prompt template, expected output description, and iteration guidance.

Prerequisites: Getting Started with Chat and Document Upload Basics.

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Scenario Index

#	Scenario	Input type	Key capability
1	General Q&A	Text prompt	Knowledge retrieval
2	Document summarization	File upload + prompt	Summarization
3	Email / message drafting	Text prompt	Content generation
4	Web search	Toggle + prompt	Live information retrieval
5	Contract / policy analysis	File upload + prompt	Structured extraction
6	Meeting preparation	Text prompt	Briefing generation
7	Spreadsheet analysis	File upload + prompt	Data analysis
8	Guided learning	Text prompt	Progressive explanation
9	Checklist / procedure creation	Text prompt	Structured output generation

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Scenario 1: General Q&A

Use case: Retrieve an explanation, definition, or background on a topic.

Prompt template:

Explain the difference between actual cash value and replacement cost in homeowner insurance. Use simple language.

Expected output: A jargon-free explanation scoped to the specificity of the prompt.

Prompt modifiers for tuning output:

Modifier	Effect
"in simple language" / "like I'm explaining to a new hire"	Reduces complexity and jargon
"with examples"	Adds concrete illustrations

Follow-up patterns:

• "Give me an example with real numbers"
• "How does this affect a claim payout?"
• "Which one is better for the policyholder?"

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Scenario 2: Document Summarization

Use case: Extract key points from a long report, policy, or proposal without reading the full document.

Workflow:

1. Start a new chat.
2. Attach the document.
3. Enter prompt.

Prompt template:

Give me a 5-bullet summary of the most important points in this document.

Expected output: Five concise bullets covering the primary themes.

Follow-up patterns:

• "Which of these bullets has the highest business impact?"
• "Expand on bullet 3 — give me more detail"
• "Are there any risks mentioned that I should be aware of?"

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Scenario 3: Email / Message Drafting

Use case: Generate a first draft of a professional communication.

Prompt template:

Draft a professional email to my manager requesting a 2-week extension on the Q2 budget review. The reason is we're waiting on final numbers from the regional offices. Keep it concise.

Expected output: A ready-to-edit email draft matching the specified tone and constraints.

Iteration guidance: First-turn drafts are rarely final. Apply targeted corrections rather than re-prompting from scratch:

• "Make it more formal"
• "Shorten it to 3 sentences"
• "Add a line about offering to provide a status update this Friday"
• "More direct" / "Less formal" / "Add an apology for the delay"

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Scenario 4: Web Search

Use case: Retrieve current information — recent news, pricing, regulatory changes — beyond the model's training data cutoff.

Workflow:

1. Start a new chat.
2. Enable Web Search toggle (blue = enabled).
3. Enter prompt.

Prompt template:

What are the latest regulatory changes affecting cyber insurance in 2026?

Expected output: A summary with linked sources. Click source links to access full articles.

Follow-up patterns:

• "How does this affect our product line?"
• "Summarize the top 3 sources"
• "Are any competitors mentioned?"

Note: If the Web Search toggle is not visible, the feature has not been enabled for your organization by an admin. Standard chat remains functional but uses only the model's training data.

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Scenario 5: Contract / Policy Analysis

Use case: Extract obligations, deadlines, and non-standard clauses from a contract without reading every page.

Workflow:

1. Attach the contract.
2. Enter prompt.

Prompt template:

List the key obligations, deadlines, and any unusual or non-standard clauses.

Expected output: A structured list of material terms.

Follow-up patterns:

• "Is there a termination clause? What does it say?"
• "What happens if either party misses a deadline?"
• "Compare this to our standard template" (upload both files)

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Scenario 6: Meeting Preparation

Use case: Get up to speed on a topic before a meeting with limited preparation time.

Prompt template:

I have a meeting about catastrophe bond pricing in 30 minutes. Give me a 2-minute briefing: what are CAT bonds, how are they priced, and what are the current market trends.

Expected output: A concise briefing readable in approximately 2 minutes.

Follow-up patterns:

• "What questions might someone ask me about this?"
• "What are the common objections to CAT bonds?"
• "Give me 3 talking points I can use"

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Scenario 7: Spreadsheet Analysis

Use case: Analyze tabular data without building pivot tables or writing formulas.

Workflow:

1. Attach the spreadsheet (CSV or XLSX).
2. Enter prompt.

Prompt template:

Calculate the growth rate for each quarter. Which region grew fastest? Show as a table.

Expected output: A formatted table with calculated values.

Follow-up patterns:

• "Now rank by absolute revenue, not growth rate"
• "What would Q5 look like if these trends continue?"
• "Export this as a markdown table I can paste into a report"

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Scenario 8: Guided Learning

Use case: Build understanding of an unfamiliar topic through progressive explanation.

Prompt template:

I'm new to reinsurance. Explain it to me step by step, starting from the basics. Assume I know what insurance is but nothing about reinsurance.

Expected output: A structured, progressive explanation calibrated to the stated knowledge level.

Follow-up patterns:

• "Give me an example with a real scenario"
• "What are the different types?"
• "How does this relate to my work in [your department]?"

Tip: Use the auto-suggested follow-up questions that appear below each response. These are generated to support progressive exploration of the topic.

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Scenario 9: Checklist / Procedure Creation

Use case: Generate a step-by-step process or checklist for an operational task.

Prompt template:

Create a checklist for onboarding a new team member in the claims department. Include IT setup, training, introductions, and first-week tasks.

Expected output: A numbered checklist ready for immediate use.

Follow-up patterns:

• "Add estimated time for each step"
• "Who should be responsible for each step?"
• "Convert this to a table with columns: Task, Owner, Due Date, Status"

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Prompt Quick Reference

Objective	Prompt template
Get an explanation	"Explain [topic] in simple terms"
Summarize a document	Attach file → "Summarize the key points"
Draft an email	"Draft an email about [topic]. Tone: [formal/casual]"
Find current info	Enable Web Search → "What's the latest on [topic]?"
Compare documents	Attach both files → "How do these differ?"
Extract data	Attach spreadsheet → "Calculate [metric] and show as a table"
Prepare for a meeting	"Brief me on [topic] in 2 minutes"
Learn something	"Explain [topic] step by step. Assume I'm a beginner."
Create a checklist	"Create a checklist for [process]"

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