Getting it done with AI for Business
Put AI to work for the jobs already on your list.
One you, a lot to do
AI can be your extra set of hands, helping move more of your business jobs from doing to done. Whether you're planning, creating, communicating or serving customers, AI can help you save time, focus on what matters and keep your business moving.
Here you'll find ways to put AI to work with useful tools, practical education and quick solutions to tackle everyday business tasks.
Helping you unlock what’s possible
For more than 200 years, Westpac has helped Australian businesses move through change. AI Advantage continues that role for a new era of work, productivity and possibility.
Get going in 5 minutes
Start with one video or explore the full series, covering everything from AI fundamentals to where AI can help, what to look out for, and how to apply it in your business today.
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What is AI and what makes it useful?
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Why AI matters now to your business
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How AI can help your business
Excel at the data
Use AI to organise information, spot patterns and spend less time working through spreadsheets.
Build your first agent
Set up an AI assistant to help with repeatable tasks that take time out of your day.
Find a prompt for the job
How to use this prompt library
A prompt library is a collection of ready-to-use instructions that help you get better responses from AI tools. Each prompt is designed around a common business task.
To use a prompt from the library, choose the task that matches what you want to do, copy the prompt into your approved AI tool, and replace the placeholder text with your own business information. Before submitting, remove any restricted information, and always review the response before using it in your business.
Before using these prompts
AI is a great starting point, but it's important to review anything it creates before you use it. Only include information you're authorised to share, and avoid entering personal, customer, confidential or sensitive business information. Use your own judgement, and seek professional advice where appropriate. You're responsible for how you use AI-generated content, and Westpac is not responsible for outputs created by third-party AI tools.
Use when: After a customer meeting, site visit or team discussion.
Prompt
Act as a project coordinator.
Review the notes provided and create:
- Brief summary of the discussion
- Key decisions made
- Action table with owner, priority and due date
- Risks, blockers or outstanding questions
- Recommended next steps.
Information to provide
Meeting notes
[Paste information here]
Use when: When you repeat the same task every week.
Prompt
Act as an operations consultant.
Review the process described below and create:
- Step-by-step procedure
- Training guide for a new employee
- Common risks or mistakes to avoid
- Opportunities to simplify, delegate or automate steps
- Recommended process improvements.
Information to provide
- Task or process
- Current steps
- Known issues or pain points.
[Paste information here]
Use when: You are hiring a new employee and need to quickly create onboarding and training resources.
Prompt
Act as a people and training advisor.
Review the role and business information provided.
Create:
- A 30-day onboarding plan
- First-week priorities
- Key tasks and responsibilities
- Training checklist
- Systems and tools the employee should learn
- Tips for succeeding in the role
Create content that is practical, easy to follow and suitable for a new employee.
Information to provide
- Detailed role description
- Business goals
[Paste information here]
Use when: You’ve come back from a busy day and need to quickly understand a long email thread.
Prompt
Review the email thread provided.
Summarise:
- What happened
- Key decisions made
- Outstanding decisions
- Actions required/ owner of each action
- Deadlines mentioned.
Create a 60-second executive summary I can read first.
Information to provide
Email thread
[Paste information here]
Use when: You have an upcoming customer meeting, call, or discussion.
Prompt
Act as a customer relationship advisor.
Review the customer information provided and create:
- Concise customer briefing
- Key priorities, goals or concerns
- Opportunities to add value
- Likely questions or objections
- Suggested agenda and discussion questions
- Recommended next steps.
Information to provide
- Customer information
- Purpose of conversation.
[Paste information here]
Use when: You need a professional follow-up, update, proposal, or customer message.
Prompt
Act as a customer communications specialist.
Review the customer context provided.
Draft a professional communication that:
- Addresses the customer's needs
- Uses clear and friendly language
- Encourages the next step.
Provide:
- Subject line
- Message draft
- Suggested call-to-action.
Information to provide
- Customer information
- Context of the message.
[Paste information here]
Use when: After a customer conversation.
Prompt
Create a professional proposal using the notes provided.
Include:
- Executive summary
- Customer challenge
- Proposed solution
- Benefits
- Risks of doing nothing
- Next steps.
Write in a clear and persuasive style.
Information to provide
- Customer or meeting notes
[Paste information here]
Use when: You want to encourage existing customers to recommend your business to others.
Prompt
Act as a customer growth advisor.
Design a referral strategy that includes:
- Referral incentives
- Messaging templates
- Customer touchpoints
- Easy-to-implement actions.
Information to provide
- Business industry
- Current customer base
- Products or services offered.
[Paste information here]
Use when: You want to plan consistent social media posts but need help turning business goals, updates or ideas into clear content.
Prompt
Act as a social media strategist.
Create a practical 30-day content plan for my business.
Include:
- Three to five content pillars
- Recommended posting frequency and channels
- Suggested tone of voice
- 30-day calendar with topic, format and call to action
- Simple image or video ideas
- Ways to reuse the strongest content.
Information to provide
- Business description
- Target customers
- Social media goals
- Examples of content you like, if relevant.
[Paste information here]
Use when: You want to create FAQs for your website, product, service, customer onboarding, or marketing materials.
Prompt
Act as a customer experience and marketing specialist.
Based on the business information below, create 10 frequently asked questions that potential customers are likely to ask before purchasing.
For each FAQ:
- Write the question in plain, customer-friendly language
- Provide a clear and concise answer
- Address common concerns or objections
- Highlight relevant benefits where appropriate.
Include a mix of:
- Pricing and value questions
- Product or service questions
- Trust and credibility questions
- Process and delivery questions
- Support and after-sales questions.
Prioritise the questions that would have the biggest impact on helping customers make a purchase decision.
Information to provide
- Business, product or service information
- Target customers
- Common customer service inquiries.
[Paste information here]
Use when: You want to create a valuable, engaging email newsletter that keeps customers informed, builds trust and encourages them to stay connected with your business.
Prompt
Act as an email marketing specialist.
Based on the business information below, create a customer newsletter for this month.
Include:
- An engaging email subject line
- A short introduction from the business
- One useful tip, insight or educational article for customers
- A customer success story, testimonial or real-world example
- A business update, announcement or industry trend
- A relevant offer, product, service or call to action
- A friendly closing section.
The newsletter should:
- Be written in a professional but approachable tone
- Deliver value rather than feel overly promotional
- Be easy to scan and read
- Encourage customers to engage with the business
- Be tailored to the target audience.
Format the newsletter using clear headings and sections.
Information to provide
- Business updates
- Target customer information
- New offers, products or services.
[Paste information here]
Use when: You want to improve a webpage so customers can find it, understand it and take action.
Prompt
Act as a website and SEO adviser.
Review the webpage content provided and recommend improvements to:
- Page title and meta description
- Headings and page structure
- Customer questions the page should answer
- Calls to action
- Internal links or next steps
- Clearer wording to improve readability.
Provide suggested wording and a brief reason for each recommendation.
Information to provide
- Webpage copy
- Target customers.
[Paste information here]
Use when: Before buying software, equipment or services.
Prompt
Compare these options as a business owner. Create a table showing:
- Cost
- Benefits
- Risks
- Hidden costs
- Ease of implementation
- Expected return.
After the table, provide your recommended option and explain the key reasons for the recommendation.
Also provide the 10 questions I should ask before deciding, given the domain of my business.
Information to provide
- Supplier options or quotes
- Business requirement
- Budget or constraints.
[Paste information here]
Use when: When reviewing business performance.
Prompt
Act as a small business financial adviser.
Review the information provided and identify the main cash flow issues a business owner should pay attention to.
Provide:
- Key cash flow risks
- Likely causes, such as slow payments, high costs or seasonal changes
- Warning signs to monitor
- Practical actions to improve cash flow
- Top priorities for the next 30–90 days.
Information to provide
- Cash flow statement
- Profit and loss statement
- Outstanding invoices.
[Paste information here]
Use when: You want to reduce effort, eliminate waste, or improve efficiency.
Prompt
Act as a business efficiency consultant.
Review the information provided and identify practical ways to save time, reduce manual work and improve efficiency.
Provide:
- Tasks that take too much time for the value they create
- Bottlenecks, duplication or unnecessary steps
- Manual work that could be simplified, delegated or automated
- Quick wins to save time now
- Bigger improvements to consider later.
Focus on changes that will save the most time while maintaining business and customer outcomes.
Information to provide
- Current workflow or activity list
- Process map (if available).
[Paste information here]
Use when: You want to make smarter decisions about where to invest your marketing budget.
Prompt
Act as a marketing and growth advisor.
Recommend how I should allocate my marketing budget across channels such as:
- Search advertising
- Social media
- Email marketing
- Referrals
- Local marketing
- Content marketing.
Create a table with each initiative showing:
- Expected benefits
- Risks
- Timeframes
- Recommended priorities.
Information to provide
- Marketing budget
- Business type
- Target customers
- Business goals.
[Paste information here]
Use when: Before making an important decision.
Prompt
Act from four different perspectives reviewing the plan below:
- A business adviser
- A customer
- A competitor
- A sceptical investor.
In a table, list each perspective and identify:
- Strengths
- Weak assumptions
- Risks
- Blind spots
- Missed opportunities.
Then facilitate a short discussion between the four perspectives and highlight where they agree and disagree.
Finish with:
- The top risks to address
- Recommended changes
- A joint conclusion on whether to proceed, modify or reconsider the plan.
Information to provide
- Plan, decision or idea
- Goal.
[Paste information here]
Use when: You're planning a new product, service, campaign or business initiative.
Prompt
Act as my most capable competitor.
Based on the information below:
- Critique my strategy
- Identify weaknesses
- Explain how you would compete against me
- Highlight opportunities I may be overlooking
- Suggest ways I could strengthen my position.
Focus on realistic competitive threats.
Information to provide
- Business overview
- Main competitor businesses.
[Paste information here]
Use when: You're making decisions with a long-term impact.
Prompt
Act as a future trends and innovation advisor.
Review the information below.
Identify:
- Changes that could disrupt my business over the next 3-5 years
- Customer expectations that may evolve
- Emerging technologies or trends I should monitor
- Opportunities to prepare ahead of competitors
- Strategic actions I should consider now.
Focus on practical business implications.
Information to provide
- Business overview
- Current goals.
[Paste information here]
Use when: You're deciding between several options or investments.
Prompt
Act as a scenario planning specialist.
Using the information below, create:
- Best-case scenario
- Most likely scenario
- Worst-case scenario.
For each scenario explain:
- What happens
- Key risks
- Key opportunities
- Recommended actions.
Help me make a more informed decision.
Information to provide
- Decision, option or investment being considered
- Goal
- Key constraints or uncertainties.
[Paste information here]
Westpac AI Labs for hands-on help
Westpac is investing in practical AI education to help thousands of Australian businesses put AI to work.
Exclusively for Westpac business customers, AI Labs1 combines guided learning, practical examples and real business scenarios to explore how AI can help save time, improve customer experiences and support growth.
Register your interest to be among the first to hear about upcoming Labs and help shape future topics.
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Frequently asked questions
For banking support, visit Westpac help.
Do I need to be a Westpac customer to participate in AI Advantage?
Westpac AI Advantage includes a range of educational content and resources that may be accessed by businesses regardless of their banking provider. Access to certain features, events, tools, programs or offers may be limited to eligible Westpac customers and may be changed, withdrawn or made subject to additional eligibility criteria, registration requirements, terms and conditions at any time.
Things you should know
- Westpac AI Labs are educational workshops designed to help participants explore practical uses of artificial intelligence. Information provided during AI Labs is general in nature and should not be relied upon as financial, legal, accounting, tax, technology or business advice. Participants remain responsible for assessing whether any approaches, tools or recommendations are suitable for their business. Westpac may cancel, postpone or change the session and is under no obligation to proceed with it.
Information provided through Westpac AI Advantage is independent of any product or service provided by Westpac and should not be interpreted as a recommendation to acquire, use or rely on any particular technology, product or provider.
Westpac AI Advantage provides general information and educational content only. It is not financial, legal, accounting, taxation, technology or business advice. You should consider your own circumstances and seek professional advice where appropriate. AI-generated outputs may be inaccurate, incomplete or unsuitable for your intended purpose and should be independently reviewed before use.
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