Prompt Library
A reference of things you can ask Kiaro AI, organized by what you’re trying to get done — not by which button or feature is involved. Most examples show two or three phrasings so you can see the AI doesn’t need exact wording. Speak naturally.
Nothing in this library is a command you have to memorize. Every example below is a starting point. Kiaro’s AI understands intent, not syntax. If a phrasing isn’t here, try saying it the way you’d explain it to a colleague.
All write actions stage a preview for your review before anything is saved. Read actions (searching, asking questions) execute immediately.
Start your day
Morning briefing — what needs attention today
- “What needs my attention today?”
- “Give me a morning briefing.”
- “Type
/overviewfor a prioritized summary.”
Review the week ahead
- “What’s due this week?”
- “Show me overdue tasks and tasks due in the next 7 days.”
- “Which invoices are overdue or due soon?”
Check your utilization
- “How are my hours looking this week?”
- “What’s my billable vs non-billable split this week?”
- “How many billable hours have I logged this month?”
Onboard a new client
Create the client
- “Create a new client called Acme Corp, industry fintech, contact Sarah Chen at sarah@acme.com.”
- “Add a lead: Acme Corp, SaaS, based in Amsterdam.”
- “Onboard Acme Corp as a client with Sarah Chen as the primary contact.”
Add more contacts to an existing client
- “Add Jamie as a contact for Acme, jamie@acme.com, project manager.”
- “Add John Kim to Acme as a decision maker, john@acme.com.”
- “Add a finance contact for Acme: Priya Shah, priya@acme.com.”
Update client details
- “Change Acme’s industry to healthtech.”
- “Update Acme’s billing address to 123 Herengracht, Amsterdam, NL.”
- “Set Acme’s default currency to EUR.”
- “Change the notes on Acme to say ‘referred by Lisa — warm intro, fast decision cycle’.”
Change contact details
- “Change Sarah’s email to sarah@newcompany.com.”
- “Update Jamie’s phone to +31 6 1234 5678.”
- “Promote Jamie to be Acme’s primary contact.”
Remove a contact
- “Remove Jamie from Acme.” (fails if Jamie is the only contact — add a replacement first)
Kick off a project
Create a new project
- “Set up a website redesign project for Acme at $25k, starting next Monday.”
- “New project for Acme: brand refresh, $15k, ending end of June.”
- “Create an hourly project for Acme called Ongoing SEO Retainer, $150 an hour.”
Break the project into tasks
- “Break the Website Redesign project into discovery, wireframes, visual design, development, QA, and launch tasks.”
- “Add 5 tasks to the Brand Refresh project: research, moodboard, logo concepts, style guide, rollout kit.”
- “For the Ongoing SEO project, create weekly recurring tasks for keyword review, content audit, and reporting.”
Add payment milestones
- “Add a $5,000 kick-off milestone to the Website Redesign project, due May 15.”
- “Add three milestones to the Brand Refresh: discovery done $5k, design done $5k, launch $5k.”
- “Add a final-delivery milestone of $2,500 due August 1.”
Update project details
- “Change the hourly rate on the Website project to $220.”
- “Rename the Brand Refresh project to Brand 2.0.”
- “Move the Website project’s end date to July 15.”
- “Switch the Ongoing SEO project to fixed billing at $2,500/month.”
Add deliverables
- “Add a deliverable called ‘Final wireframes’ to the Website project, due Friday.”
- “Create two deliverables for the Brand Refresh: style guide (due May 10) and logo suite (due May 24).”
Track your time
Log time
- “Log 2 hours on the homepage design task.”
- “Log 45 minutes on the Acme discovery call, notes: scoped out the analytics dashboard.”
- “Log an hour on the Brand Refresh research, yesterday.”
Correct a time entry
- “Change the duration on yesterday’s design entry to 90 minutes.”
- “Mark the 30-minute entry from Tuesday as non-billable.”
- “Update the notes on the discovery-call time entry to ‘scoped analytics + pricing’.”
Delete a time entry
- “Delete the 15-minute entry from Monday.” (fails if already invoiced — reopen the invoice first)
Review time
- “Show me all time I’ve logged this week.”
- “What’s my uninvoiced time for Acme?”
- “How much time have I spent on the Website project so far?”
Bill and get paid
Invoice from time
- “Invoice Acme for this month’s uninvoiced time.”
- “Create an invoice from time entries for Disney, last 2 weeks only.”
- “Bill all uninvoiced time for all clients.” (stages one invoice per client, you confirm or reject each)
Create a fixed-amount invoice
- “Create a $500 invoice for Acme for May retainer work.”
- “Invoice Disney $2,500 for the discovery phase, due in 14 days.”
- “Create a draft invoice for Acme with three line items: kick-off workshop $1,500, research $800, reporting $700.”
Invoice a milestone
- “Create an invoice from the Discovery Done milestone.”
- “Generate the invoice for the completed kick-off milestone on the Website project.”
Follow up on overdue invoices
- “Which invoices are overdue?”
- “Draft a payment follow-up for Acme.”
- “Send a reminder about the overdue invoice for Disney.”
Mark an invoice paid
- “Mark invoice INV-2026-003 as paid.”
Manage client relationships
Find stale clients
- “Which clients haven’t been contacted in 2+ weeks?”
- “Show me active clients with no recent activity.”
Draft emails
- “Draft a status update email for Acme.”
- “Follow up on the overdue invoice for Disney.”
- “Draft a re-engagement email for Acme — it’s been a month since we last talked.”
- “Write a project wrap-up email for Acme.”
- “Draft a contract renewal note for Disney — their retainer ends next month.”
Check client health
- “How’s the Acme relationship? Show revenue, hours, and any overdue items.”
- “Which clients are my top 3 by revenue this quarter?”
Contracts and proposals
Create a contract
- “Create a contract for Acme, $15,000, signed today, expires in 12 months.”
- “Draft a retainer contract for Disney at $3k/month, renewal date January 1.”
Update a contract
- “Mark the Acme contract as signed.”
- “Extend the Disney contract’s end date by 6 months.”
- “Change the payment terms on the Acme contract to Net 30.”
Generate a proposal
- “Draft a proposal for Acme for a $30k analytics dashboard project. Scope: data integration, dashboard design, QA.”
- “Write a proposal for Disney — brand audit, logo refresh, style guide, $12k total.”
- “Draft a proposal for the Acme retainer, $2,500/month, 6-month commitment.”
Save and send a proposal
- “Save that as a draft proposal.”
- “Create the proposal we just drafted.” (after
generateProposal, this stores it in the Proposals section) - “Send the Acme analytics proposal.” (emails it to the client with a magic link to accept)
Knowledge base
Save something
- “Save these meeting notes to the knowledge base, tagged Acme.”
- “Add an SOP called ‘Discovery call template’ with the content below.”
- “Store the link
https://example.com/frameworkas a bookmark in the knowledge base.”
Update or delete
- “Update the Discovery SOP to include the new pricing question.”
- “Change the tags on the Brand Refresh article to include ‘v2’.”
- “Delete the old SOP about project kickoff.”
Search your knowledge base
- “Find the SOP for discovery calls.”
- “Search the knowledge base for ‘pricing framework’.”
- “What have I written about client onboarding?”
Weekly review
Overall state
- “Give me a weekly summary: hours, revenue, active projects, anything that needs attention.”
- “What’s my billable utilization this week?”
- “Which projects are at risk of going over budget?”
Project health
- “How’s the Website project tracking against its budget?”
- “Show health for all active projects.”
- “Which projects have overdue tasks?”
Clean-up
- “Mark completed tasks as done.” (stages the transitions for your review)
- “Close out finished projects.” (asks which to mark
completed)
Multi-step requests
Kiaro chains actions in a single turn. Examples:
- “Onboard Acme Corp as a client, set up a branding project at $15k, and break it into 5 tasks.”
- “Draft a proposal for Disney for a $30k analytics project, save it as a draft, and send it to them.”
- “Invoice all clients with uninvoiced time from last week, then draft payment reminders for anything still overdue.”
- “Create a retainer project for Acme at $3k/month with 3 recurring tasks, and add a $3,000 monthly milestone.”
For complex chains, the AI stages every write action as a reviewable card. Confirm or reject each before anything touches your data.
Things Kiaro AI won’t do
A few guardrails are intentional — the AI refuses rather than silently doing the wrong thing:
- Edit or delete an invoiced time entry. Once a time entry has been billed on an invoice, it’s locked from AI edits. Reopen the invoice first from the time page.
- Delete the last contact on a client. Every client must have at least one contact. Add a replacement first.
- Create a duplicate contact with the same name and email. The AI detects the clash and skips the insert.
- Modify data in another workspace. The AI only sees and writes your own tenant’s data. Hand-crafted IDs from elsewhere return an access-denied error.
- Set a status to something the field doesn’t allow. Task statuses are
todo,in_progress,blocked,done. Project statuses areplanning,in_progress,on_hold,completed. Invalid values return a clear error. - Accept blank updates. Asking “update the Acme project” without any field change returns an error — the AI won’t pretend to do nothing.
- Work outside consulting workflows. Kiaro AI helps with clients, projects, tasks, time, invoicing, proposals, contracts, and the knowledge base. Ask it for a recipe or a coding question and it’ll politely decline.
Tips for better prompts
- Speak naturally, not like a command line. “Invoice Acme for last week’s work” beats “createInvoiceFromTime clientId=acme dateFrom=2026-04-14”.
- Include specifics when you have them. Names, dollar amounts, dates, email addresses — the AI uses them directly instead of asking you for them. But it’ll ask if it needs more info, so don’t worry about missing anything.
- Use names, not IDs. The AI resolves “Acme” or “the Website project” to the right record automatically via search.
- Chain multi-step requests in one sentence. One natural sentence describing the full workflow is usually better than several separate commands.
- For speed on common actions, try
/commands. Type/in the command bar to see pre-built prompts for creating clients, projects, tasks, invoices, and more. - When in doubt, just ask. “What can you help me with on this project?” or “What’s the best way to invoice this client?” — the AI will offer options.
- Review before confirming. Every write action stages a preview. Read it before clicking Confirm & Execute.
This library is current as of 2026-04-21. Kiaro AI is always improving — if a prompt here doesn’t work the way it reads, let us know, and if you’d like to see a workflow added, get in touch.