Describe the task
Ask the workflow to draft the reply to a client query, or the advisory letter coming out of a year-end review, or the update note on a regulatory change. Give it the client file and the point you want to make. It writes the letter in your house tone.
Give the workflow context
An AI workflow connected to the client's file, your firm's letter templates, and a handful of approved prior letters as voice samples. It reads the figures in the client's accounts, it does not invent them, and every claim is cited back to the source line.
What the workflow creates
A complete draft letter or email - subject line, opening, the substantive point, the figures, the next-step ask, the sign-off. Tailored to the client and grounded in their file. The partner reviews, tweaks one line, sends. Same day, not same fortnight.
Follow-up prompts
- Rewrite this in a softer tone for a nervous client who asks a lot of questions.
- Draft three variants so I can pick the one that fits this relationship.
- Pull the same letter across the twelve clients who are affected by the same rule change.
Tricks and tips
- Keep a library of 6-8 approved letters as style reference. The workflow picks up your firm's voice from them, not from generic training data.
- For regulatory changes that hit many clients at once, draft the core letter once, then ask the workflow to tailor per client from their files.
- Lock the sign-off block and compliance language in the template. The workflow fills the substantive middle, not the regulated edges.