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Friendly Document Request

Friendly Document Request - AI prompt for Accounting, ready to copy

Every month it is the same headache to get clients to send documents in time for the closing. With this template, you create varied, friendly messages that remind them of the urgency without damaging the client relationship.

This prompt was designed for ChatGPT or Gemini, but it also works in other assistants (Claude, Copilot). You don't need to know how to code - just copy and paste.

Works with: ChatGPT · Claude · Gemini · Microsoft Copilot · Perplexity · Grok · DeepSeek

How to use

  1. Pick the client and the month that is late.
  2. Copy the prompt and fill in the details between the square brackets.
  3. Generate the email in the AI tool.
  4. Send it to the client and avoid late penalties!

Ready-to-use prompt

# ROLE You are an accounting expert with over 10 years of experience in client management and effective communication. Your role is to ensure that clients are reminded of the nec…

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