Getting started prompts

Use Topolo Developers to help me connect this AI tool to my existing Topolo account. Confirm the organization and workspace before continuing. Show the supported connection steps, identify any permission I must approve, and check the connection by reading one resource I can access. Report what worked and any remaining setup.

Use Topolo Developers to search the catalog for the actions that could [describe the job]. List the app and action for each, say which are read-only and which change data, and recommend the smallest set I need.

Use Topolo Auth to invite [name and email] to our organization as [role]. Show me the available roles and what each can do, pick the least access that fits and confirm with me before sending the invitation.

Use Topolo CRM to prepare a brief for my call with [company name]. Pull the company record, the people we know there, recent notes and interactions, open deals and open tasks. Summarize the relationship in five lines, list what is unresolved, and suggest three useful questions. Say clearly where the record has gaps.

Use Topolo CRM to log this call on the [company name] deal: [paste your notes]. Save a clean note, record the interaction, and tell me whether the notes justify moving the deal to a different stage. Only move the stage after I confirm. Create one follow-up task with a suggested date.

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.

Use Topolo Books to pull the profit and loss, balance sheet and cash flow for last month. Explain in plain English what changed against the month before, which three costs grew most and whether cash is going up or down. Flag anything that looks unusual instead of explaining it away.

Use Topolo Books to create a bill from the supplier invoice I am attaching. Pick the supplier contact, copy the amounts and dates exactly, attach the document and leave the bill as a draft for approval. Tell me if anything on the invoice does not add up.

Use Topolo Books to check where we are with onboarding. List the available chart of accounts templates, recommend the one that fits a [type of business] and explain what it will create before you apply it.

Use Topolo Books to create a draft invoice for [customer] for [description of work] at [amount and currency], due in [number] days. Check the customer record and tax rate, then show me the email preview. Do not approve or send it.

Use Topolo Pay to check whether our payment account is connected and ready. Show the connection status, what is still missing and the exact steps I need to complete myself. Do not start onboarding without telling me.

Use Topolo Sign to list every envelope that is still waiting for a signature. Show who has not signed, how long it has been waiting and which ones should be reminded or reissued. Do not send anything.

Use Topolo People to list pending time-off requests. For each, show the dates, how many people are off at the same time and anything that clashes with launches or deadlines. Recommend approve or discuss, but do not approve any.

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].

Use Topolo Survey to create a draft feedback survey for founders and product teams about our new-customer onboarding. We need to decide which parts of onboarding need improvement from the responses. Write a short introduction and no more than five focused questions, mixing useful ratings with targeted free-text questions. Avoid leading or duplicate questions. Configure a clear completion message and return the respondent preview with an explanation of how each question supports our decision.

Use Topolo Forms to create a contact form with name, work email and a message. Add a short confirmation message, set where submissions are delivered and show me the preview. Do not publish yet.

Use Topolo Insights and Web to check that analytics are enabled on our site, then summarize visits for the last 30 days: top pages, where visitors came from and what changed from the month before. Say plainly if there is not enough data.

Use Topolo Calendar to create a 30-minute meeting type called [name], available [days and hours] in my time zone with a 10-minute buffer. Show me the availability you will set and the booking link before saving.