Example prompts

Two prompts we use ourselves to generate dynamic content inside Portant documents. Use them as starting points for your own prompts and adapt them to the data you have.

Personalised paragraph

Generates a tailored paragraph from CRM data and meeting notes. Good for sections like a recap summary, an "About us" intro, or an opening paragraph that needs to read like it was written for one specific prospect.

The prompt has four parts:

1. Company context. Dynamic fields like company name, size, industry, domain, and revenue.
2. Meeting notes. We use Fathom, which writes meeting notes back to HubSpot automatically.
3. Paragraph to personalise. The original version of the paragraph you want the AI to adapt.
4. Rules for output. Output only the personalised paragraph (no preamble), use natural customer-friendly language, and keep the final paragraph the same length as the original (within 3 characters) so it fits the layout.

Example

PROSPECT DETAILS
Company Name: {{Company Name}}
Number Of Employees: {{Company Number Of Employees}}
Company Domain Name: {{Company Domain Name}}
Company Annual Revenue: {{Company Annual Revenue}}
Company Description: {{Company Description}}
Company Industry: {{Company Industry}}
Company Linkedin Bio: {{Company Linkedin Bio}}
Company Web Technologies: {{Company Web Technologies}}

Here is our previous meeting's notes:
{{Meeting Internal Meeting Notes}}

THIS IS THE ACTION

Use the prospect details and meeting notes to customise the paragraph below.

Customisable paragraph:
**ADD YOUR PARAGRAPH OF CONTENT HERE**

📝 Formatting Rules:

Output only the personalised paragraph above.
Use natural, customer-friendly language.
VERY IMPORTANT Keep the Customisable paragraph output the same number of characters as the Customisable paragraph above (plus or minus 3 characters)

Smart bullet point selection

Picks the most relevant bullet points from a list and rewords them using the prospect's data. Good for sections like Problems, Solutions, or Next steps, where you want a short list that feels specific to the customer.

Same four parts:

1. Company context. Same structure as above.
2. Meeting notes. Captured in HubSpot via Fathom.
3. Bullet point list. A predefined list (top challenges, product benefits, etc.).
4. Rules for output. Pick only the three most relevant bullets, personalise each using the company and meeting context, and keep each bullet roughly the same length as the original so the layout still works.

Example

THIS IS THE CONTEXT

PROSPECT DETAILS
Company Name: {{Company Name}}
Number Of Employees: {{Company Number Of Employees}}
Company Domain Name: {{Company Domain Name}}
Company Annual Revenue: {{Company Annual Revenue}}
Company Description: {{Company Description}}
Company Industry: {{Company Industry}}
Company Linkedin Bio: {{Company Linkedin Bio}}
Company Web Technologies: {{Company Web Technologies}}

Here is our previous meeting's notes:
{{Meeting Internal Meeting Notes}}

-----------------------------------------------------

THIS IS THE ACTION

Using the context above, select the 3 most appropriate bullet points to communicate the customers problem. 
After you have selected the 3 bullet points personalise them using the context of the company details and meeting notes. 

BULLET POINTS:

**ADD YOUR LIST OF BULLET POINTS HERE**

📝 Formatting Rules:

Output ONLY 3 bullet points 
Do not start bullet points with a dash (-)
Do not start bullet points with a number
Do not add a blank line between bullet points.
Use natural, customer-friendly language.
VERY IMPORTANT Keep the bullet points the same number of characters as the corresponding bullet point in the list of BULLET POINTS (plus or minus 3 characters)

Tip: Pre-format the bullet-point AI tag in your document with the bullet style you want. Portant keeps the formatting when it inserts the generated content.