Tutorials5 Case Walkthroughs: Full Prompt Sets
Family bookkeeping (four roads into one ledger) → medical visit management → healthy eating & weekly menus → shopping comparison → family trip planning (two steps) — the complete prompt for every case, ready to copy.
What This Note Is
Lesson 1 covered the basics and the formula. This lesson is the heart of the course: all 5 high-frequency life cases demonstrated hands-on, each with its complete prompt — copy it as-is, or replace the parts in【】with your own family's details.
Demo order: Cases 1 to 5 one by one → after all cases, the final item: generate my life workbench (see Lesson 3).
There is only one rule of communication: talk to WorkBuddy the way you talk to a family assistant — simple, direct, everyday language. You never need to write 'professional prompts'.
Case 1 · Family Bookkeeping (Main Line)
The job: archive spending info scattered everywhere into one ledger. Scattered spending comes from four roads — payment screenshots, voice memos, email bills, bill files on the computer — four roads, into the same 'family ledger'.
Unified ledger format (shared by all four roads, just 7 fields — fewer fields means you can actually keep it up):
Date | Amount | Item | Category | Fixed/One-off | Family member | Note or voucher source
Form 1: Payment screenshot (drag into the chat, phone or computer)
This is my payment screenshot. Please save it to the family ledger.
Organize it by the family ledger format: Date | Amount | Item | Category | Fixed/One-off | Family member | Note or voucher source.
Categories: dining, household, kids' education, health, transport, shopping, entertainment, gifts, other.
Mark anything you can't tell is fixed or one-off as "to confirm"; list any amounts you can't read clearly and ask me — don't guess.Form 2: Voice memo (one sentence on your phone, no typing)
Log a few entries: [groceries yesterday 86 paid via WeChat; gas today 300; kid's hobby class renewal 2000].
Save these to the family ledger.
Record them in the ledger format: Date | Amount | Item | Category | Fixed/One-off | Family member | Note.
Ask me if you can't tell whether something is fixed or one-off.Form 3: Email bills (QQ Mail connector reads bill emails automatically)
Extract emails about invoices, Invoice, bills and payment notices from my QQ Mail, organize them into an Excel sheet, and save it to the Email sheet of the family ledger.
Headers: Date | Amount | Item | Category | Fixed/One-off | Family member | Note or voucher source.
Ask me if you can't tell whether something is fixed or one-off.Advanced (optional): set the action above to run automatically on the 1st of every month, with results auto-updated into the same sheet — this is the 'automation' from Lesson 1: it runs by itself, no need for you to remember.
Form 4: Bill files on the computer (Desktop/Downloads/WeChat, read-only)
Please organize the invoices on my computer, but do not delete, move or overwrite any original file.
Scan scope: Desktop, Downloads and the WeChat file-receiving folder only; time range: the last 30 days.
Candidate conditions: filename contains "发票", "电子发票" or "invoice", or the content is recognized as an invoice PDF, JPG or PNG.
Step 1: first return the candidate list and count.
Step 2: recognize by the family ledger headers: Date | Amount | Item | Category | Fixed/One-off | Family member | Note (fill the file path as voucher source).
Step 3: save the results to the family ledger, and list a manual-confirmation list of "duplicate invoices" and "unrecognizable fields".Note the constraints in this prompt: 'do not delete, move or overwrite original files' and 'first return the candidate list' — let AI report before it acts, read-only throughout. That is being responsible for your own files.
Advanced (optional): Ledger → Monthly Review + Next-month Budget
After the ledger has accumulated a month, let it do the math:
Use the family ledger in my workspace.
Please do two things:
First, a monthly review:
1. How much was spent per category and the share, sorted from high to low
2. Total fixed expenses and total one-off expenses
3. Pick out 3-5 expenses "worth a second look": abnormal amounts, abnormal frequency or suspicious categories
4. Which spending can be optimized — without sacrificing quality of life
Second, next month's budget:
1. Give per-category budget suggestions for next month (based on this month's actuals + our fixed expenses)
2. List one-off large expenses to reserve ahead next month: [e.g. insurance renewal, tuition, car maintenance]
3. I have a small goal: [e.g. save X by year-end] — check whether this budget is on track for it
Constraints: plain language, no jargon; add one line of "why" after every conclusion.
Before starting, ask me three questions and confirm the information first.Blank Ledger Template (Ready to Use)
| Date | Amount | Item | Category | Fixed/One-off | Member | Note/Voucher |
|---|---|---|---|---|---|---|
Case 2 · Medical Visit Management
The job: medical records, reports and medication logs in a mess — organize them into a health profile + follow-up reminders + a question list before the visit.
From Case 2 onward, each case first states which skill it invokes and what it does — then just copy the prompt.
Skill invoked: Health Management Advisor. It is your 'private health butler': it can read checkup reports, organize your symptoms into something a doctor can understand, and remind you what to prepare before a visit. It is not a doctor — no diagnosis, no prescriptions; for emergencies it will remind you to go to a hospital.
@skill:健康管理顾问 (Health Management Advisor)
Organize the checkup reports and symptom records I provide into a one-page pre-visit preparation sheet.
Output: symptom timeline, original indicators with reference ranges from the reports,
what information I still need to supplement, questions to ask at registration, and a daily observation template.
Do not give a definite diagnosis, disease probability, prescriptions, dosages, or advice to stop or switch medication;
do not present correlation as causation. If anything may need timely offline care,
only prompt me to contact a local medical institution or emergency service, and do not continue reasoning online.The constraint section of this prompt is deliberately strict: 'no diagnosis, no prescriptions, no online reasoning' — in health scenarios AI's role is 'organizing your materials well'; judgment always belongs to the doctor.
Case 3 · Healthy Eating & Weekly Menus
The job: deciding 'what to eat' every day is exhausting — get weekly menu recommendations by health goal + calorie estimates + a shopping list.
Skill invoked: Healthy Recipe Advisor. It is your 'healthy-meal chef': tell it whether you want to lose fat or eat balanced, what you like and what's in the fridge, and it recommends easy, tasty recipes with calorie and protein estimates per dish, plus substitutes for ingredients you can't buy. Note: special conditions (e.g. diabetes) require a doctor's advice — it only handles everyday healthy meals.
First, one sentence to align on preferences:
@skill:健康食谱推荐 (Healthy Recipe Advisor) Help me plan healthy eatingAfter answering its questions, ask for the formal plan:
Based on my confirmed dietary preferences, allergy info, budget and available cookware,
generate 5 candidate dinners and a shopping list. For each meal, list main ingredients, estimated time and substitutions.
Do not claim to treat diseases or guarantee weight loss.
When diabetes, kidney disease, pregnancy or drug interactions are involved, stop personalized advice
and instead list the questions to confirm with a doctor or registered dietitian.Case 4 · Shopping Comparison
The job: afraid of overpaying for big purchases — compare specs, prices and needs for a rational buying decision.
No special skill needed — WorkBuddy's built-in web search is enough. The key constraint: trust only manufacturer sites, manuals and the quotes you provide, and keep marketing claims separate from verifiable specs:
Compare 3 robot vacuums [replace with any big purchase], using only manufacturer sites, manuals and the quotes I provide.
List cleaning structure, obstacle avoidance, consumables, privacy, warranty, price and open questions in a table.
Separate marketing claims from verifiable specs; do not recommend based on sales volume.
Finally, give conditional advice based on "pets at home, 2cm thresholds, privacy-conscious" [replace with your real needs],
and do not place orders or accept service terms on my behalf.'Separate marketing from verifiable specs', 'no recommendations by sales volume', 'no ordering on my behalf' — these three constraints guard against impulse buying: AI lays out the facts; whether to buy is your call.
Case 5 · Family Trip Planning (Two Steps)
The job: building an itinerary from scratch every time — itinerary, budget, booking list and packing list generated in one go.
Skill invoked: Tencent Map Assistant. A map skill from Tencent Location Services: find places, calculate travel times, check weather and build travel guides in one sentence — it can even draw the whole trip onto a web map.
This case goes in two steps — first let it learn your family's situation, then let it build the itinerary.
Step 1: Collect constraints first (don't rush the itinerary)
Don't build the itinerary yet. First ask me up to 8 questions to collect travel constraints:
including departure city, dates, companions, budget, transport preference, daily walking limit, interests, dietary restrictions, must-visit and must-avoid places.
Don't ask again about information I've already provided.Step 2: After answering, let it plan (in-class demo: Shenzhen to Quanzhou)
Plan a 3-day self-guided trip from Shenzhen to Quanzhou, Aug 18-20, for 2 adults.
Budget 5000 CNY; we prefer culture and local street food; no more than 15,000 walking steps per day.
First give two route directions and explain the trade-offs; after I confirm, generate the day-by-day plan.
Use map capabilities to verify place order, distances and estimated travel times;
annotate ticket prices, opening hours, reservations, weather and transit schedules with query time and source.
Write "to confirm" for anything that cannot be verified in real time — do not fabricate.
Output a rainy-day alternative, budget range and packing list.
Do not log in, book, pay, or accept cancellation policies on my behalf.The two-step approach: Step 1 collects all constraints (departure, budget, walking limit, restrictions...), so Step 2's itinerary actually fits your family; 'give two route directions first, I confirm before the full plan' prevents it from dumping a long itinerary you don't want. 'To confirm, do not fabricate' is the recurring constraint of the whole course — mark what AI cannot verify rather than making it up.
Recap: What the 5 Prompt Sets Have in Common
Put the five prompts side by side and you'll see they are all variations of the Lesson 1 formula:
- Goal in the first sentence: save to ledger / one-page medical sheet / weekly menu / comparison / itinerary
- Input from different roads: screenshots, voice memos, email, files, checkup reports, search results
- Format always explicit: 7-column table / one-page sheet / menu + list / comparison table / day-by-day plan
- Constraint guarding against the same thing: AI fabrication — 'ask me if unsure', 'don't guess', 'to confirm, don't fabricate', 'no diagnosis', 'no ordering for me'
Next lesson: after all the cases, the final item — build your life workbench from an Inspiration Library template, and put the ledger, schedule, habits and shopping list into one page.
Understand the Basics + One Formula
The 5 core concepts of WorkBuddy, an overview of the 5 high-frequency life scenarios in this course, and the soul of the course — the universal prompt formula 'Goal + Input + Format + Constraint'.
Life Workbench + Quality Red Lines
Generate your own life workbench from an Inspiration Library template, with three follow-up modification moves; 3 universal red lines + 2 life-scenario red lines; tool selection reference and closing.