Prompting guide 101
A quick-start handbook for effective prompts
Sales
Understanding your customers inside and out is your ticket to success. You’re in charge of maintaining critical relationships, deciphering buying signals, crafting tailored solutions, driving revenue for the business, and more.
This section provides you with simple ways to integrate prompts in your daily tasks.
Getting started
First, review the general prompt-writing tips in the “
Each prompt below is presented with an accompanying scenario to serve as inspiration for how you can collaborate with Gemini for Google Workspace. The prompt iteration example shows how you could write follow-up prompts to build on the initial generated response.
Prompt iteration example
You’re an account executive, and you’ve just been assigned to a new customer. You need a research assistant. You will need to get to know key contacts at the account to begin building trust between your teams, but first, you want to send an introductory email, so you open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:
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This provides a helpful starting point, but you want to try getting an even better response. You click Refine and Formalize.
You’re happy with the email, so you click Insert. You read the message one last time, make final light edits directly, and then send the message. Now, you want to learn more about the customer and how it markets itself. To research, you visit the Gemini app and type:
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Gemini provides you with useful information to get started in your research. You continue your research by first focusing on news announcements. You gather a list of URLs, and you paste them into your conversation with the Gemini app. You type:
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Now you have a clear summary of what was announced, why the news is important, and additional insights. Next, you want to better understand the executive who will be your main point of contact. You find a recorded interview featuring the executive. You paste the YouTube URL into your conversation with the Gemini app and type:
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You continue the conversation with additional lines of questioning to build familiarity with your key contact and the account. You prompt:
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Once you wrap up your conversation, you export your results into a Google Doc. You open the Google Doc and prompt Gemini in Docs. You type:
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Example use cases
It’s your first time onboarding a new customer, and you realize you could benefit from creating custom-tailored assets. You open a new Doc and prompt Gemini in the Docs side panel and tag relevant files by typing @file name. You type:
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You’ve just received an RFP, and you want to quickly ingest the request as part of your information gathering process. First, you want to do basic research on the company that issued the request. You visit the Gemini app and you type:
Once you finish your research on the company, you want to summarize the RFP. You continue your conversation with Gemini. You type:
You are working remotely from your phone. From the mobile app, you open a thread in Gmail and select the Gemini chip to Summarize this email. Gemini quickly provides you with a summary of the back and forth so that you can focus on the most important points. (Gemini in Gmail)
Now, you want to generate a response acknowledging the latest developments. You prompt Gemini in Gmail. You type:
Your annual conference is coming up, and your most important prospects will be there. You want to personally invite them to a happy hour. You open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:
Now that the event is over, you want to follow up with customers who came to the happy hour. You open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:
You want to check in with the customers who attended workshops at the conference because their early feedback is important. You prompt Gemini in Docs. You type:
You need to contact all of your team leads in the Southeast region to provide immediate guidance on how to proactively reach out to customers about an ongoing issue. You open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:
Now, you need to email all of the regional team members. You open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:
You’ve heard from many team members that they want more learning opportunities. You’re organizing a half-day learning program to support this request. You need to create a schedule, so you open a new Google Doc and prompt Gemini in Docs by selecting Help me write. You type:
As a follow up to the team meeting, you want to highlight different learning opportunities available. You open Google Sheets and prompt Gemini in the Sheets side panel. You type:
You are having an important meeting with a customer. From Google Meet, you turn on Transcription and activate Gemini in Meet by selecting Take notes with Gemini. The transcript provides an unedited Doc of what was said. The Take notes with Gemini file will generate notes recapping the meeting, important topics discussed, and action items. Now, you can fully engage with the customer conversation. (Gemini in Meet)
After the call, you want to send a recap message to the customer. You open a new message and prompt Gemini in the Gmail side panel and tag relevant files by typing @file name. You type:
In preparation for your next meeting, you want to use the transcript and your existing sales materials to generate a customized asset that showcases how your company’s product solves the customer’s pain points mentioned during the call. To do this, you open a new Doc and prompt Gemini in the Docs side panel and tag relevant files by typing @file name. You type:
You read through the summary of pain points and see that they capture what was discussed. You click Insert from the side panel. Then, you want to use your existing files to generate custom responses to each of their pain points. You prompt Gemini in the Docs side panel again and tag relevant files. You type:
You just had a great call with a customer and now you want to use the notes you took from the meeting in Google Docs to draft an email to the customer. In the Google Doc with your notes, you prompt Gemini in Docs by selecting Help me write. You type:
The account has just adopted one of the company’s service offerings and you need to ensure that they feel supported during the onboarding process. You want to make sure you check in on how things are progressing once a week, but you want to explore what the emails could look like. You open a new Google Doc and prompt Gemini in Docs by selecting Help me write. You type:
You have an upcoming call with a prospect. This is a brand new use case for you, and you need help preparing for the call. You visit the Gemini app, and then you type:
Now that you’ve done initial research, you export your findings to a new Google Doc. You open the Google Doc and continue working. Now, you want to create a tailored pitch. Using the Google Doc with all of your research notes, you prompt Gemini in Docs by selecting Help me write. You type:
You have a great start to your elevator pitch and short talking points. You want to use this to further anticipate how the customer call might go. You resume your meeting preparation by returning to the Gemini app. You type:
You’re hoping to build deeper relationships with prospective customers that you recently met. You want to draft a template that you can customize for multiple contacts. You open a new Google Doc, and you prompt Gemini in Docs. You type:
After having a successful call with prospective customers, you want to follow up with thought leadership content from your founder that they may find interesting. You open the Google Doc with the blog post, and prompt Gemini in Docs by selecting Help me write. You type:
You want to personally thank your customers and check in. You open Gmail and prompt Gemini in Gmail by selecting Help me write. You type:
You also want to send these customers a gift to thank them. You open a Google Sheet and prompt Gemini in the Sheets side panel. You type:
Gemini at Work
Explore the curated resources — from prompting guidance to customer stories and more — to learn how to get the most out of Gemini for Google Workspace.