Example Prompts

This article provides practical examples and guidelines for creating personalised, AI-generated content prompts.

Personalising your sales and sales-enablement documents makes your communication more compelling, relevant, and effective. This article will help you get started by providing practical examples and detailed guidelines for crafting AI-generated content prompts. Use these prompt examples as inspiration to create personalised, persuasive content.

Here are our two favourite prompts to create dynamic content within your document.

Personalised Paragraph

This prompt generates a tailored paragraph of content based on CRM data and meeting notes. It’s ideal for sections like Recap Summaries, About Us, or Introductions, where a paragraph needs to sound like it was written just for the prospect.

The prompt is made up of four key sections:

1. Company Context Includes dynamic fields like company name, size, industry, domain, revenue, etc.

2. Meeting Notes We use Fathom, which automatically saves meeting notes to HubSpot.

3. Paragraph to Personalise Add the original version of your paragraph that you want the AI to adapt.

4. Rules for Output

   • Output only the personalised paragraph. Nothing extra.

   • Use natural, customer-friendly language.

   • Keep the final paragraph the same number of characters (±3) as the original, so it fits well in your layout.

Example Prompt

Here is the prompt where you can add in your paragraph of content

PROSPECT DETAILS
Company Name: {{Company Name}}
Number Of Employees: {{Company Number Of Employees}}
Company Domain Name: {{Company Domain Name}}
Company Annual Revenue: {{Company Annual Revenue}}
Company Description: {{Company Description}}
Company Industry: {{Company Industry}}
Company Linkedin Bio: {{Company Linkedin Bio}}
Company Web Technologies: {{Company Web Technologies}}

Here is our previous meeting's notes:
{{Meeting Internal Meeting Notes}}

THIS IS THE ACTION

Use the prospect details and meeting notes to customise the paragraph below.

Customisable paragraph:
**ADD YOUR PARAGRAPH OF CONTENT HERE**

📝 Formatting Rules:

Output only the personalised paragraph above.
Use natural, customer-friendly language.
VERY IMPORTANT Keep the Customisable paragraph output the same number of characters as the Customisable paragraph above (plus or minus 3 characters)

Smart Bullet Point Selection (and personlisation)

This prompt selects the most relevant bullet points from a list and personalises them using prospect data. It’s useful for sections like Problems, Solutions, or Next Steps.

The structure also follows four key sections:

1. Company Context Same structure as above, using HubSpot tokens.

2. Meeting Notes Captured automatically in HubSpot (we use Fathom).

3. Bullet Point List A predefined list of the most common items (e.g. top challenges or product benefits).

4. Rules for Output

   • Select only the most relevant 3 bullet points.

   • Personalise each using company and meeting context.

   • Maintain layout consistency by matching original bullet length.

Example Prompt

Here is the prompt where you can add in your list of Bullet Points.

THIS IS THE CONTEXT

PROSPECT DETAILS
Company Name: {{Company Name}}
Number Of Employees: {{Company Number Of Employees}}
Company Domain Name: {{Company Domain Name}}
Company Annual Revenue: {{Company Annual Revenue}}
Company Description: {{Company Description}}
Company Industry: {{Company Industry}}
Company Linkedin Bio: {{Company Linkedin Bio}}
Company Web Technologies: {{Company Web Technologies}}

Here is our previous meeting's notes:
{{Meeting Internal Meeting Notes}}

-----------------------------------------------------

THIS IS THE ACTION

Using the context above, select the 3 most appropriate bullet points to communicate the customers problem. 
After you have selected the 3 bullet points personalise them using the context of the company details and meeting notes. 

BULLET POINTS:

**ADD YOUR LIST OF BULLET POINTS HERE**

📝 Formatting Rules:

Output ONLY 3 bullet points 
Do not start bullet points with a dash (-)
Do not start bullet points with a number
Do not add a blank line between bullet points.
Use natural, customer-friendly language.
VERY IMPORTANT Keep the bullet points the same number of characters as the corresponding bullet point in the list of BULLET POINTS (plus or minus 3 characters)

🧩 Tip: When inserting a bullet-point AI tag into your document, make sure it’s pre-formatted with the bullet style you want. Portant will preserve the design.

Feedback and feature suggestions

We created Portant in 2021, and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback, please feel free to send us an email at [email protected]