Rachel: Your General AI Assistant at 913.ai

1. What Rachel Can Do

Rachel is designed to assist with a wide range of tasks, making your work faster and easier:

• Research and Summarization

  She can research topics online or summarize your files into concise, well-structured overviews with proper citations and links.

  Example: “Summarize these 3 articles and this PDF into 5 key points with source links and 3 potential risks.”

• Drafting Professional Content

  Rachel creates polished emails, proposals, client briefs, letters, and reports in your preferred tone and format.

• Presentations and Slide Decks

  She builds well-designed slide decks with speaker notes, making it easier for you to present confidently.

• Planning and Organization

  Rachel creates detailed timelines, checklists, templates, and structured action plans to help you manage projects and tasks effectively.

• Transforming Raw Notes into Structured Documents

  Messy meeting notes or rough ideas can be turned into clean, actionable summaries, briefs, or task lists.

Concrete example:

• “Turn these meeting notes into a 1-page client brief and a task list with owners and due dates.”

• “Make a 6-slide presentation with a title slide, 4 content slides, and next steps, including speaker notes.”

2. How to Ask Rachel for Help

To get the best results from Rachel, be clear and specific when requesting assistance. Here’s how:

• State your goal and audience

  Example: “Create a 1-page executive brief for non-technical leaders.”

• Share inputs and references

  Provide any relevant files, notes, or links Rachel should work with.

• Set priorities and constraints

  Specify requirements like length, tone, and format.

  Example: “300 words, confident tone, Markdown format.”

• Define the deliverable

  Let Rachel know if you need a DOCX, PPTX, CSV, or another format.

• Add acceptance criteria

  Clearly outline what “done” looks like.

  Example: “Include 5 bullets, 3 risks, and 2 next actions.”

Example considering all these points: Create a 300-word executive brief for non-technical leaders using the Q3 sales spreadsheet and GTM 2025 deck, in a confident tone and DOCX format, including 5 highlights, 3 risks, and 2 next actions.”

3. Best Practices for Working with Rachel

Follow these tips to get the most out of Rachel:

• Start with an outline

  Ask Rachel to provide a quick structure first so you can align before the full draft.

• Be specific about outcomes

  Define what decision or action the document should enable.

• Timebox research

  If needed, set limits like “Summarize in 30 minutes” to keep results focused.

• Ask for citations and sources

  Request linked references when you need factual accuracy.

• Explore multiple perspectives

  For strategic decisions, ask Rachel to give conservative, balanced, and bold recommendations.

4. Quick Tips

• Use short, clear sentences and aim for an executive-ready tone.

• When comparing options, ask Rachel to create a simple table for easy side-by-side clarity.

• End deliverables with next steps (30/60/90 days) to maintain momentum.

• Always ask Rachel to highlight risks and suggest mitigation strategies to avoid surprises.

5. Common Tasks & Example Prompts

Here are some ready-to-use prompts to make the most of Rachel:

• Competitor comparison:

  “Compare Product A vs Product B — pricing, features, pros/cons. Include a table and a recommendation.”

• Executive brief:

  “Summarize these sources into a 1-page brief with 3 risks and 3 action items. Keep it skimmable.”

• Actionable task lists:

  “Convert these meeting notes into action items with owners and due dates.”

• Proposal drafting:

  “Create a proposal with problem, approach, timeline, pricing, and a clear call-to-action.”

• Slide deck creation:

  “Make a 6-slide deck — title, 4 content slides, and next steps — with speaker notes.”

6. Troubleshooting & Getting Better Results

If Rachel’s output isn’t quite what you need, here’s how to refine it:

• Feels too generic?

  Ask Rachel to include numbers, examples, and source links for depth.

• Too long or detailed?

  Say: “Cut this down to 40% and keep only the must-know points.”

• Tone doesn’t match?

  Share a short sample and say: “Match this tone.”

• Need both summaries and details?

  Request a tight executive summary upfront, followed by an appendix with supporting information.

7. Getting Started with Rachel in 3 Steps

1. Tell Rachel your goal — specify the purpose and the audience.

2. Share inputs and requirements — add files, links, format, tone, and acceptance criteria.

3. Ask for an outline first — review and approve it before Rachel prepares the final draft.

Rachel is designed to make your work smarter, faster, and easier. Whether you’re drafting a proposal, creating slides, summarizing research, or turning notes into action items, Rachel helps you stay productive and deliver high-quality outputs effortlessly.