Missing-documents chaser: AI agent prompt
Ask clients for the paperwork you need, send reminders, and report what's still missing, like a two-person advisory firm that cut admin per file from 6 hours to 2.5.
OperationsClient documentsintermediateThe prompt
I need these documents from each client: [list]. Here's what each client has sent so far: [paste or describe]. For each client, list what's missing, draft a short friendly reminder (email or text) asking only for those items, and flag anyone stuck for more than [X] days so I can call them. Don't send anything; give me drafts.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.
Works with: ChatGPT, Claude, Gemini, Zapier, Make, n8n + an LLM
Real-world example: ai-first.company/evidence/cases/sam-retirement-advisory-ai-agents/
Featured in: ChatGPT prompts for business email, replies and follow-ups · AI agent prompts for Zapier, Make and n8n automations · AI prompts for writing SOPs, reports, policies and checklists · AI prompts for contractors, construction and field service businesses · ChatGPT prompts for bookkeeping, accounting firms and small-business finance · AI prompts for marketing agencies, consultants and freelancers · AI prompts for law firms and legal teams
Before you use it: what to check
Already built into this prompt
- Don't send anything; give me drafts.
Check yourself
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
Want to make this prompt even better? Grade it with the free prompt grader or build your own with the AI prompt generator.
32 copy-paste agent prompts (PDF) plus 5 new prompts every week.
Get it free