Prompts for Topolo Docs

9 prompts that use Topolo Docs.

CRM · Docs

Learn from closed deals

A short win and loss summary saved as a document.

Founder · Advanced
Use Topolo CRM and Docs to review the deals we closed, won or lost, in the last quarter. Compare stage history, deal size and time to close. Write a one-page win and loss review with the patterns you can actually support from the records, mark what is guesswork, and save it in Docs. Return the link.

Support · Docs

Draft a reply from our own docs

A ready-to-review reply that cites the right document.

Support · Getting started
Use Topolo Support and Docs to draft a reply to ticket [ticket number]. Read the ticket and its history, find the relevant page in our documentation, and write a short reply in our usual tone that links to it. Save it as an internal draft only and tell me if the docs do not actually answer the question.

Support · Docs

Triage the support queue

A prioritized queue and prepared responses.

Support · Everyday
Use Topolo Support and Docs to triage open tickets in our customer-support queue. Prioritize by customer impact, urgency and age. Use relevant documentation and ticket history to draft accurate replies, propose an owner and next action for each, and flag issues needing escalation. Link each recommendation to its ticket and supporting document. Present the drafts for review before sending.

Support · Docs

Find what our docs are missing

A list of documentation gaps ranked by ticket volume.

Support · Advanced
Use Topolo Support and Docs to compare the topics in recent tickets with what our documentation covers. List the questions customers ask that our docs do not answer, ranked by how often they appear, and draft the outline of the most important missing article. Save the draft in Docs.

Docs

Start a library of how we work

A docs space with your first procedures.

Operations · Getting started
Use Topolo Docs to create a space called [name] for our standard procedures. Add pages for the three processes I describe below, each with purpose, steps, owner and when to use it. Processes: [list them].

Roadmap · Docs

Turn a goal into a project plan

A roadmap and a short project brief.

Founder · Everyday
Use Topolo Roadmap and Docs to turn launching a new consulting service into an executable project plan. Context is a small team introducing a product discovery offer, deadline six weeks from today, team our current project team and constraints a small team and a limited launch budget. Create milestones, dependencies, owners, acceptance criteria and immediate tasks. Save a concise project brief in Docs and link it from the roadmap. Identify unresolved decisions and return links to both outputs.

Docs

Create a useful team handbook

An organized handbook with source references and gaps.

Operations · Everyday
Use Topolo Docs to build a practical team handbook from our approved project notes for our delivery team. Organize it around the tasks people need to complete, with clear steps, responsibilities and linked source material. Identify contradictory or missing information. Save a navigable draft with an overview and task-specific pages, then return the document links and open questions for review.

Roadmap · Docs

Write the weekly project update

A status update drawn from real roadmap items.

Operations · Everyday
Use Topolo Roadmap and Docs to write this week's update for [project]. List what was completed, what is in progress and what is blocked, using each item's actual status and comments. Highlight dates at risk and save the update in Docs with a link.

Docs · Roadmap

Turn meeting notes into tasks

Action items on the roadmap, linked to the notes.

Operations · Everyday
Use Topolo Docs and Roadmap to read the meeting notes titled [title]. List the decisions and action items you find, with owners and dates only where the notes state them. Create roadmap items for the actions after I approve the list and link them back to the notes.

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