Stop leaving vendor incentive money unclaimed: have an AI find the right managers in your company directory, draft short asks for time on their team calls, log every session, and write the claim with the proof attached: AI agent prompt
Vendor incentive programs (spiffs) pay for activity people keep meaning to do, like training sales teams on a product, and most of it goes unclaimed because the booking and paperwork are tedious. AI Business Plays writes up a self-reported X post by Chris Olsson, a sales engineer who specializes in F5 products. F5 pays engineers like him $100 for each internal sales team he trains and $200 for each customer workshop. His Grok Bot found all 51 sales directors and solutions architect directors in his company's Outlook directory and left draft emails asking for 10 to 15 minutes on their next team call; he proofread and sent them. It logs every session with the date, team and number invited, drafts the spiff claim with the calendar invites attached, and drafts a bump reply when someone said yes but hasn't sent an invite. Since Oct 1 he did 15 internal trainings and 2 customer workshops and earned $1,900, more than the $1,850 he earned in all of the previous fiscal year doing it by hand. It is self-reported; check your incentive program's rules before you claim.
The prompt
I want to earn more from [vendor]'s incentive program, which pays [amount] for each [internal team training] and [amount] for each [customer workshop]. 1) From my company directory in [Outlook or Google Workspace], list everyone with a title like [sales director, solutions architect director], with their team and email. 2) Draft a short email to each, under 80 words, asking for 10 to 15 minutes on their next team call to cover [topic], with one line on why it helps their team sell. Leave the drafts in my mailbox for me to proofread and send myself. 3) Keep a log table: team, manager, date booked, date delivered, number of people invited, and claim status. 4) After each session, draft the claim email to [program contact] with the calendar invite and attendee count as proof, following these program rules [paste]. 5) Each [Friday], list anyone who said yes but hasn't sent an invite and draft a friendly bump.
Fill in the blanks, then copy
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Example values are fictional, just to show how a filled-in prompt reads. Replace them with your real details.How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (use the fill-in-the-blanks box above, which remembers your answers for the next prompt).
- Paste it into Grok Bot, Microsoft Copilot, ChatGPT and review the answer before you use it.
Works with: Grok Bot, Microsoft Copilot, ChatGPT, Outlook
Real-world example: aibusinessplays.com/plays/sales-engineer-grok-bot-books-team-trainings
Featured in: Free AI agent prompts for small business (beginner-friendly) · ChatGPT prompts for business email, replies and follow-ups
Before you use it: what to check
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.
- 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.
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