More in Business admin & workflows.
Draft immigration client emails from numbered templates with Gemini
WorkedEvidence: Described by posterPosted Last checked
Jeffrey Galkin's firm calls up a template by number and Gemini asks for the details, then drafts the client email in Gmail.
How to use this
- Tap Copy prompt.
- Open Gemini.
- Paste it into the message box.
- Replace anything in [CAPITAL LETTERS IN BRACKETS] with your own details.
- Send it, then read the answer before acting on it.
New to this? What's a prompt?
A prompt is the message you send to the AI tool. Copy the one on this page, put your own details where it asks, and read the answer before you act on it.
Prompt
Recreated prompt
The source didn't share its exact prompt, so we wrote one from what it describes. The result shown is the source's, not ours.
The person didn't share their exact words, so we wrote this from what they described. We haven't tested it, and they didn't use this exact version.
Use template [NUMBER OR CASE STAGE] from our uploaded client email templates. Ask me for any details you need to fill it in, such as the client's name and dates, tell me which attachments to include, then prepare the email as a Gmail draft to the client. Don't send it.
Try this in:
This prompt has blanks to fill in, like [NUMBER OR CASE STAGE]. We'll copy it instead of filling it in, so you can edit it before you send.
Opens in a new tab. We don't see what you send.
These links are only a shortcut. We're not affiliated with OpenAI, Google, Anthropic or xAI, and your results may not match the source.
Optional stronger version
Our rewrite with extra checks. The poster didn't test it.
Before you start, ask me 1–3 short questions about the details below and wait for my answers. Once I've answered, confirm the plan in one line and run the whole task start to finish. Goal: Client emails drafted from our firm's templates without copy-pasting. Questions to ask me first: - Where are the templates, and how are they numbered? - Which details change for each client? - Who reviews drafts before sending? Inputs (fill in or confirm): - Templates: [UPLOADED, NUMBERED BY CASE STAGE] - Client details: [NAME, CASE NUMBER, DATES] - Attachments: [FORMS OR DOCUMENTS] - Email account: [GMAIL] Rules: - Use the template text exactly; only fill in the blanks. - Ask for every missing detail rather than guessing. - List the attachments the template requires. - Create drafts only; never send. Checkpoint: Confirm the template and the client before drafting. If you get stuck: If you can't find the client's email address, ask for it. Verify before you finish: No placeholder is left unfilled in the draft. Output: A Gmail draft addressed to the client with an attachment checklist. Done when: The email is ready for a quick review and send.
AI tool
Outcome
Jeffrey Galkin, an immigration attorney, wanted the firm's team to stop copying template emails and hunting for client details at each stage of a case. Galkin uploaded all the firm's template emails into a Gemini notebook project in their Enterprise Gemini account and connected it to Gmail. A team member calls up a template by number or case stage; Gemini asks for the missing details, such as the client's name, says what needs to be attached, usually finds the recipient's email address itself, and prepares a finished draft in Gmail ready to send. The team no longer fills in templates by hand.
Evidence: Described by posterThe person describes what happened in words, without screenshots or video.
Source
- Posted
- by Jeffrey Galkin (The Rundown community)
- Last checked
- Method:
- How we verify
https://app.therundown.ai/community/posts/37f630db-a7c7-473b-9fec-aee5614811a3
Context: Posted to The Rundown community (date from the post's UTC timestamp). Staff review and send each draft; the post doesn't give time saved.
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