Claude Models Prompt Guide

Claude works best when you give it clarity, context, and structure. Here’s how.

Table of Contents

1. Be Explicit and Detailed

2. Add Context

3. Give Step-by-Step Instructions

4. Use Claude’s “Thinking”

5. Follow a Prompting Checklist

6. Task-Oriented Prompt Template

7. Instruction and Reason Prompt Template

8. Step-by-Step Workflow Prompt Template

9. Practical Prompt Templates by Use Case

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1. Be Explicit and Detailed

Claude doesn’t fill in the blanks. If your prompt is vague, you’ll get vague results. Clear, detailed instructions push Claude to deliver higher quality output.

Less effective:

Summarize this document

More effective:

Summarize this 20-page market research report for executives. Keep the summary under 300 words, highlight 3 key insights, and avoid technical jargon. Format the output as bullet points for a slide deck.

Tip: Add modifiers like “concise,” “detailed,” “executive-friendly,” or “slide-ready” to shape the result you want.

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2. Add Context for Clarity

Claude works best when it knows why you need the result and who it’s for. Rules alone aren’t enough. Explain the purpose.

Less effective:

Never use ellipses

More effective:

Your response will be read aloud by a text-to-speech system, so never use ellipses. The system cannot pronounce them and it will disrupt the flow.

When possible, include:

• Purpose (e.g., “internal research for Q4 planning”)

• Audience (e.g., “executives with no technical background”)

• Workflow (e.g., “feeds into a presentation deck”)

• Success criteria (e.g., “summary under 300 words, free of jargon”)

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3. Give Step-by-Step Instructions

Breaking tasks into steps helps Claude follow complex requests more reliably. Instead of bundling everything, spell it out.

Unclear prompt:

Summarize this 20-page report

Clear prompt with steps:

Task: Summarize this 20-page market research report for executives.
Steps:
1. Identify the 3 most important insights
2. Remove all technical jargon and use plain language
3. Keep the entire summary under 300 words
4. Format the result as bullet points for a slide deck

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4. Use Claude’s “Thinking” Mode

Claude 4 can pause and reflect before giving its final output. This makes it especially strong for reviewing documents or complex reasoning.

Prompt idea:

After reading the report, reflect on the key themes before writing the summary. Double-check that the final version is clear, jargon-free, and under 300 words.

This approach works well for:

• Reviewing lengthy reports before drafting summaries

• Iterating on a first draft for clarity

• Comparing multiple sources and extracting common themes

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5. Run Through a Quick Checklist

Before sending your prompt, ask yourself:

• Did I specify the purpose, audience, workflow, and success criteria?

• Did I clearly state what to include and what to avoid?

• Did I break complex instructions into steps?

• Did I add quality modifiers (“concise,” “executive-ready,” etc.)?

• Do I want Claude to reflect before finalizing the output?

This five-second check can turn a weak summary into a strong one.

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6. Task-Oriented Prompt Template

Use this when you need Claude to produce a clear, finished output.

Context: [Where this will be used, who the audience is]
Task: [Exactly what you want Claude to do; add modifiers like “executive-friendly,” “concise,” etc.]
Steps:
1. [Step one]
2. [Step two]
3. [Step three]
Constraints: [Tone, format, length, what to avoid]
Optional: Ask Claude to reflect and refine before finalizing

Example:

Context: Board presentation for executives with no technical background
Task: Summarize this 20-page market research report into 3 clear slides
Steps:
1. Identify the 3 most important findings
2. Remove all technical jargon
3. Keep each slide under 40 words
Constraints: Output only the 3 slides, no introduction or conclusion

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7. Instruction and Reason Template

When formatting or rules matter, tell Claude the reason. It follows rules more reliably when it understands the “why.”

Task: Do not use ellipses (…) in your response
Reason: The text will be read aloud by a text-to-speech system, which cannot pronounce ellipses

This is useful for tone, formatting, or compliance requirements.

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8. Step-by-Step Workflow Template

For multi-step work (like processing or transforming documents), give Claude a workflow.

Task: [Overall goal]
Instructions:
1. [Step one]
2. [Step two]
3. [Step three]
Final Output: [Exact format you want]

Example:

Task: Process customer survey responses for quarterly review
Instructions:
1. Anonymize all personal information (names, emails, phone numbers)
2. Extract the top 5 recurring themes
3. Summarize each theme in 2 sentences
Final Output: Show only the anonymized themes, formatted as bullet points

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9. Practical Prompt Templates by Use Case

General Task Prompt

Context: [Where this will be used and who the audience is].
Task: [Exactly what you want Claude to do; use verbs like “summarize,” “analyze,” or “draft”].
Instructions:
1. [Step one]
2. [Step two]
3. [Step three]

Constraints: [Tone, format, length, what to avoid].
Optional: Ask Claude to reflect or double-check reasoning before finalizing.

Analyze a Dataset

Context: Internal performance review meeting for Q3. Executives need clear, high-level insights from the dataset without technical details.
Task: Analyze this dataset and summarize 3–5 main insights for the management team.
Instructions:
1. Review the dataset carefully and note emerging trends or outliers.
2. Identify 3–5 findings that would matter most to business leaders.
3. Present the insights clearly in bullet form, followed by one recommendation section.

Constraints: Keep under 250 words. Avoid statistical jargon. Focus on clarity and business relevance. Do not infer or make baseless claims.
Optional: Reflect before writing — “Which of these insights most affect decision-making?”

Summarize Emails and Recommend Next Steps

Context: You’re creating a management summary from a long email thread between departments. It will be used to clarify alignment and next actions.
Task: Summarize the thread and list clear decisions and next steps.
Instructions:
1. Extract key discussion points and identify who said what.
2. Highlight confirmed decisions.
3. Suggest next steps with owners and deadlines.
4. Write one sentence summarizing the overall tone or urgency.

Constraints: Keep factual, under 200 words. Avoid assumptions or emotional tone.
Optional: Reflect before finishing — “Did I capture all the critical follow-ups?”

Act as a Sales Assistant

Context: You’re helping draft a follow-up message to a potential client after a demo. The message will be sent by the sales team.
Task: Write a personalized and professional follow-up email.
Instructions:
1. Open with a friendly acknowledgment of the demo.
2. Summarize 1–2 key benefits discussed, tailored to the client’s industry.
3. Include a clear call-to-action for next steps (e.g., a short call or proposal).

Constraints: Limit to 120 words. Keep tone warm but professional. Avoid pushiness or generic phrasing.
Optional: Reflect before sending — “Does this sound genuinely helpful, not salesy?”

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Final Tip

With Claude, clarity beats cleverness. Don’t just say “summarize”. Tell it how long, for whom, and in what format. That’s how you turn a 20-page report into something useful in minutes.

Learn more about Claude Prompt Engineering in the Claude Docs