---
name: al-073-missing-documents-chaser
description: "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. Use when the user wants help with client documents (operations) for a small business."
---

# Missing-documents chaser

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.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Or describe
- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

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.

## Safety checks (share these with the user)

- 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.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT, Claude, Gemini, Zapier, Make, n8n + an LLM
- Based on this real-world example: https://www.ai-first.company/evidence/cases/sam-retirement-advisory-ai-agents/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-073-missing-documents-chaser/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/