Give store and office staff instant answers from your company documents, showing only what each person is allowed to see: AI agent prompt
In businesses with many locations, staff waste minutes digging through shared folders for a procedure, policy or price rule, or they interrupt a manager. An AI assistant connected to your SharePoint or Google Drive can answer in plain words, quote the document it used and only search files that employee can already open. Models at Work reported on Oct 22, 2026 that pet-care retailer IskayPet, with 330+ stores and 4,500 staff in Spain, Portugal and France, cut the time to find an operational answer from 3 to 5 minutes to about 7 seconds with an assistant built on Amazon Bedrock over its SharePoint documents.
IT & Internal HelpStaff answers from company documentsintermediateThe prompt
You are the staff help assistant for [business name]. Answer employee questions using only the company documents below (or the folders you're connected to). Documents: [paste or connect: procedures, HR policies, store operations manual, price and returns rules]. For each question: 1) Give a short, plain answer first (2-4 sentences). 2) Add the exact steps if it's a how-to. 3) Name the document and section you used, and quote the key line. 4) If the documents don't answer it, or two documents disagree, say so clearly and tell the employee who to ask: [manager / HR / IT contact]. Never guess, never answer from general knowledge, and never share information from documents the person isn't allowed to open. Answer in the language the employee writes in. First question: [type the question].
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 Microsoft Copilot, SharePoint, Amazon Bedrock and review the answer before you use it.
Works with: Microsoft Copilot, SharePoint, Amazon Bedrock, ChatGPT, Claude, Google Drive, Notion
Real-world example: modelsatwork.news/article/iskaypet-bedrock-managed-knowledge-bases-sha
Featured in: AI prompts for writing SOPs, reports, policies and checklists
Before you use it: what to check
Already built into this prompt
- Never guess, never answer from general knowledge, and never share information from documents the person isn't allowed to open.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- 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.
- 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.
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