Cut executive-dinner prep from dozens of hours to about half an hour: let an AI agent pull guest fits from your CRM, draft outreach, keep the attendee tracker, and propose seating while you still curate the list: AI agent prompt
OpenAI's Nov 5, 2026 customer story on Merge describes an internal "dinner bot" used for executive customer dinners. For a Dallas dinner, the team started with the city and the kinds of people to invite; the bot pulled potential guests from the CRM and Apollo, checked previous invitations and responses, helped prepare outreach from the CEO's email, maintained the attendee tracker, proposed a seating chart, and created calendar notes where sales and customer success could add guest context. Merge reported that preparing guest lists, outreach, and the attendee tracker went from dozens of hours across the company to about 30 minutes per event (same planning tasks, measured over the preceding three months in October 2026). Humans still host, build relationships, and handle on-the-ground logistics; the CEO reviews drafts and curates the list with relationship context the bot lacks. Merge said it ran 16 executive dinners in Q3 (up from eight in Q2) and planned more than 30 in Q4.
The prompt
Be my dinner-outreach planner. Event: [city, date, theme, ideal guest profile]. CRM fields I can share: [company, title, last meeting, past invite yes/no]. 1) Propose a ranked shortlist of 25 people from this paste [CRM/Apollo export] with a one-line why-fit for each--never invent people not in the paste. 2) Draft a short invite email and a follow-up, with merge fields, that I must send myself. 3) Build an attendee tracker table (name, company, status, seating note, owner). 4) Suggest a seating chart that mixes customers and prospects and avoids putting direct competitors together. 5) List what only I should decide (final guest list, personal notes, who not to invite). Do not send email or update the CRM without my OK.
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 ChatGPT, Claude, GPT-6 Astra and review the answer before you use it.
Works with: ChatGPT, Claude, GPT-6 Astra, Salesforce/Apollo connectors (e.g. Merge), Gmail
Real-world example: openai.com/index/merge-builds-with-openai/
Featured in: Free AI agent prompts for small business (beginner-friendly) · ChatGPT prompts for business email, replies and follow-ups · AI prompts to summarize meetings, notes, documents and reports
Before you use it: what to check
Already built into this prompt
- Do not send email or update the CRM without my OK.
Check yourself
- This prompt works on text other people wrote (emails, reviews, messages or web pages). That text can hide instructions aimed at AI, such as "ignore your rules and…". Paste it as material to work on, and never let the AI act on requests inside it, like paying, sharing logins or changing records. How prompt injection works →
- 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.
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