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AI Playbook

Practical techniques that make you better at using any AI tool. No theory — just things that work, with examples you can copy.

11 techniques·9 beginner·2 intermediate

Metaprompting

Beginner

Use AI to write better prompts for itself.

When to use it

When you're not sure how to phrase a request, or your current prompt keeps giving mediocre results.

How it works

Ask the AI to generate the ideal prompt for your task — then use that prompt. AI models know what kind of instructions produce good outputs from themselves. Let them do the prompt engineering for you.

Example prompt

Write me the best possible prompt I could give you to summarise a legal contract and flag the 3 highest-risk clauses in plain English for someone with no legal background.

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Once it gives you the prompt, run it in a new chat for a clean result. You can also ask it to improve a prompt you already have: 'Here is my current prompt — make it more specific and structured: [paste prompt]'

Role Prompting

Beginner

Give the AI a persona and watch the quality jump.

When to use it

When you want output written from a specific perspective — an expert, a critic, a teacher, a specific type of professional.

How it works

Start your prompt by assigning the AI a role before giving it the task. The role frames its entire response — tone, depth, vocabulary, and what it chooses to prioritise.

Example prompt

You are a senior UX designer with 15 years of experience reviewing product interfaces. Review the following user flow and identify the 3 biggest friction points that would cause drop-off. Be direct and specific. [paste your flow description here]

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The more specific the role, the better. 'Expert' is vague. 'Senior backend engineer who specialises in database performance' gives the model much more to work with.

Chain of Thought

Beginner

Ask it to think before it answers.

When to use it

For anything involving logic, maths, multi-step reasoning, or decisions where you want to see the reasoning — not just the conclusion.

How it works

Tell the AI to work through the problem step by step before giving a final answer. This forces it to reason rather than pattern-match to a quick response, which significantly improves accuracy on complex questions.

Example prompt

I need to decide whether to hire a contractor or a full-time employee for a 6-month project. Walk me through the key considerations step by step before giving me a recommendation. Here are the details: [paste details]

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Adding 'think step by step' or 'walk me through your reasoning before concluding' to almost any complex question measurably improves the answer.

Few-Shot Prompting

Beginner

Show an example — don't just describe what you want.

When to use it

When you have a specific format, tone, or style in mind and words alone aren't capturing it. Especially useful for writing tasks.

How it works

Provide one or more examples of the output you want before asking for the real thing. The AI learns the pattern from your example and applies it to the new input. One good example is usually enough.

Example prompt

I write product updates in this style: 'Faster search. We rebuilt the search index from scratch — queries now return in under 200ms instead of 1.2s. You'll notice it immediately.' Write an update in the same style for this change: we've added dark mode to the dashboard.

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This works for tone, structure, length, vocabulary — anything stylistic. If you have a piece of writing you love, paste it as an example and say 'write in this style'.

Prompt Chaining

Intermediate

Break a big task into a sequence of focused steps.

When to use it

For complex, multi-part tasks where doing everything in one prompt produces shallow or incomplete results.

How it works

Instead of one mega-prompt, split the task into stages. Use the output of each step as the input for the next. Each prompt is focused on one thing, which produces much higher quality at each stage.

Example prompt

Step 1: 'Generate 5 strong angles for a blog post about why most people use AI wrong. Give just the angles, no content yet.' Step 2: 'Take angle 3 and write a detailed outline — sections, key points, one-sentence summary of each section.' Step 3: 'Write the full introduction based on this outline: [paste outline]'

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Use chaining whenever you feel the AI is 'rushing' to a final answer. Slow it down by making each stage its own prompt.

Context Loading

Beginner

The more relevant context you give, the better the output.

When to use it

Any time you're asking about something specific to your situation — your business, your project, your audience.

How it works

AI models only know what you tell them in the conversation. Generic input produces generic output. Load in the relevant context upfront: who you are, what the project is, who the audience is, what constraints exist, what you've already tried.

Example prompt

I run a B2B SaaS company with 12 employees, selling project management software to architecture firms. Our average contract value is £8k/year. We have no marketing team — just me and one junior. I need help writing a cold email sequence for outbound to firm principals. The main pain point we solve is job cost tracking. Write a 3-email sequence.

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Create a 'context block' you can paste at the start of any relevant conversation: your name, role, company, audience, and key constraints. Saves re-explaining every time.

Output Format Control

Beginner

Tell it exactly how you want the answer structured.

When to use it

When you need the output in a specific format for a specific use — a table, bullet points, JSON, a numbered list, a specific word count.

How it works

AI models will format output however they see fit unless you tell them otherwise. Being explicit about format saves you editing time and gets you something usable immediately.

Example prompt

Compare these 3 project management tools for a 5-person team: Notion, Linear, Asana. Format your response as a table with these columns: Tool | Best for | Weakest at | Starting price | Verdict in one sentence. After the table, add a 2-sentence recommendation for which I should pick.

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Useful format instructions: 'under 150 words', 'as a numbered list', 'in a table', 'as JSON', 'no bullet points — prose only', 'structured as: Problem / Cause / Fix'.

Iterating on Outputs

Beginner

Refine, don't re-ask from scratch.

When to use it

When the first response is close but not quite right — wrong tone, too long, missing something, or heading in the wrong direction.

How it works

Stay in the same conversation and give specific feedback rather than starting over. The AI has full context of what it just wrote and can make targeted edits. Treat it like giving feedback to a writer: be specific about what to change and what to keep.

Example prompt

Good start. Three changes: 1. The opening is too formal — make it conversational, like you're talking to a friend. 2. Cut the third paragraph entirely. 3. The final sentence is weak — rewrite it to end with a clear call to action. Keep everything else the same.

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Specific feedback beats vague feedback every time. 'Make it better' gets you a random rewrite. 'Shorten the second paragraph and make the tone less corporate' gets you exactly what you want.

The Second Opinion

Beginner

Use AI to challenge your own thinking.

When to use it

Before making a decision, sending an important email, launching something, or when you want to stress-test an idea.

How it works

Present your plan, decision, or draft to an AI and ask it to argue against it, find flaws, or play devil's advocate. It's like having a brutally honest colleague available at any time who has no stake in the outcome.

Example prompt

Here is my plan to launch a paid newsletter: [paste plan]. I think it's solid. I want you to disagree with me — find every weakness, risk, and assumption I'm making that could be wrong. Be direct and don't hold back.

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Also works for emails: 'Here is an email I'm about to send. How might the recipient read this negatively? What could land badly?' Often catches tone issues you're too close to see.

Audience Perspective Testing

Intermediate

Ask the AI to read your content as a specific person.

When to use it

Before publishing content, sending proposals, or launching campaigns. Especially useful when your audience is different from you.

How it works

Ask the AI to embody a specific type of reader and react to your content from their perspective. This surfaces objections, confusion points, and missing information that you can't see because you're too close to the material.

Example prompt

Read the following landing page copy as a sceptical 45-year-old CFO at a mid-size manufacturing company who has been burned by software vendors before. What questions does this raise that aren't answered? What claims would they push back on? What's missing that would make them more likely to book a demo? [paste copy]

Think Out Loud

Beginner

Explain your problem to the AI before asking for help.

When to use it

When you're stuck, confused, or not even sure what question to ask. Works for technical problems, strategic decisions, and creative blocks.

How it works

Write out everything you know about the problem — the context, what you've tried, what you think might be wrong, what constraints you're working within — before asking for help. The act of explaining often clarifies the problem. The AI then has everything it needs to give genuinely useful advice.

Example prompt

I'm trying to figure out why our email open rates dropped from 32% to 18% last month. Here's what I know: we changed our sending time from Tuesday 9am to Thursday 2pm, we switched ESP from Mailchimp to Klaviyo, our list grew by 800 new subscribers from a lead magnet, and we ran a re-engagement campaign that removed 400 inactive subscribers. I'm not sure which of these is the cause or if it's a combination. Help me think through this systematically.

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This is the most underused technique. Most people ask a narrow question when they should be sharing the full picture. The AI can only help with what you give it.

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