This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
Case or deal name and the piece of it this email is about.
Who this goes to and anything about how they process email.
Where things stand and what could go wrong, in your own shorthand. The draft will compress it.
The call you need, ideally as two options.
What makes this time-sensitive, and any budget or staffing limit.
Watch for these throughout
If the partner is supposed to decide, do not decide for them. Give two options with consequences and label any recommendation clearly as yours.
The model will produce dates and deadlines that look plausible and are not. Check every date against the docket and the scheduling order before you send.
Mark internal strategy communications privileged, and watch the copy line. An inflated cc list on an internal assessment travels further than you intend.
Brevity is respect, but do not compress a real problem into a bullet. If the risk is serious, say so and ask for ten minutes instead of a reply.