The Augmented Seller

12 step process to creating prompts for Operator that actually work

  1. Patience is key. Crafting a prompt that actually delivers takes time. Most tasks involve multiple steps and edge cases. We underestimate how quickly our brains troubleshoot. If we want Operator to think like us, we need clear, precise instructions, there's no shortcut.

  2. Record the exact process. Use a tool like Guidde to walk through each step of the task. These tools don't just record but break down the process, forming the foundation of your instructions.

  3. Provide Operator with the instructions. Share the link to your documented process and ask Operator to extract the exact steps required to complete the task.

  4. Test execution. Ask Operator to execute the task based on the extracted steps. What happens next is crucial.

  5. Refine through troubleshooting. When Operator hits a roadblock (which it will), continue prompting until it gets past the issue.

  6. Repeat step 5. Every time Operator encounters a problem, work through it until completion.

  7. Gather insights. Once the task is completed, ask Operator to list what it learned during the process.

  8. Optimize the instructions. Have Operator update the steps based on these new learnings.

  9. Test again. Once the steps are updated, ask Operator to execute the task again with the refined instructions.

  10. Repeat steps 4-9 until all edge cases are addressed, and Operator can complete the task flawlessly without stopping.

  11. Keep it concise. Ensure the final instructions are 1000 characters or less so the task can be saved for future use.

  12. Save the task. Now you have a killer prompt that can be reused anytime!

Watch Operator complete the following task. Watch on 2x speed.

Example Prompt

Task: Create a new Salesforce contact and opportunity contact role in Scratchpad

1. Gather Information

Collect the following details:

  • Email

  • Opportunity Name

  • Account Name

  • Opportunity Contact’s Role

2. Search for LinkedIn Profile

  • Use the email to find the LinkedIn profile.

  • Click "Connect" directly or via "More" if necessary. Ignore the message option.

  • Click "Send without adding a note."

  • Gather and record:

    • Name

    • Title

    • Role

    • LinkedIn Profile URL

3. Create a New Contact in Scratchpad

  1. Sign in to Scratchpad.

  2. Navigate to the search/create experience section.

  3. Create a new contact with the following details:

    • First Name

    • Last Name

    • Email

    • Title

    • Account Name (Select the 2nd option in the list)

    • Persona (Make an educated guess)

    • Metro (Make an educated guess)

    • LinkedIn Profile URL

  4. Click "Create" to save the contact.

4. Create an Opportunity Contact Role

  1. Open the newly created contact.

  2. Select "New Opportunity Contact Role."

  3. Enter the required details:

    • Contact ID

    • Opportunity ID (Choose the 2nd option with more text if available)

    • Role (Provided role)

  4. Click "Create" to finalize.

5. Complete the Task

  • Execute all steps without pausing until fully completed.

  • No need to ask for permission before proceeding.