Use these prompts to turn a work register and staff availability into an allocation plan that team leads can act on. They suit operations managers coordinating shared-service or back-office teams where work moves between people, queues and deadlines.
Start with the source records, not a verbal summary. Your output is only as reliable as the estimates, skills and availability you provide.
Key point
Start with the work register
A plan cannot expose a shortfall if estimated hours, deadlines and required skills are missing.
1. Prepare the three inputs
Before using any prompt, export or copy the current records into three small tables. Remove personal information that is not needed for allocation.
- The work intake register needs one row per item. Include a stable Work ID, estimated hours, deadline, priority, dependencies and the skill needed.
- The team availability register needs available hours by person and day. Deduct leave, recurring meetings, training and fixed operational duties before you paste it.
- The allocation rules record constraints that are otherwise easy to miss. Examples include work requiring a named approver, a maximum number of concurrent cases, or a daily cut-off.
Use hours, not vague labels such as “half a day”. If a request has no estimate, leave the field blank and let the prompt flag it. Do not replace an unknown estimate with a number that merely feels plausible.
Watch out
Do not count nominal working hours as capacity
A person scheduled for a full day is not available for a full day if they have meetings, control checks or existing casework.
2. Create the first plan
Use Build the weekly allocation plan at the start of the planning cycle. Paste the three records in the order requested. Keep the output as a proposed plan until the relevant team leads have confirmed their decisions.
The first table is the working view. Sort it by scheduled date or filter it by assignee when discussing the plan with an individual lead. The second and third sections matter just as much: they show work that cannot be fitted into the week and decisions that have not yet been made.
If your source material is large, split it by service or by planning week. Keep shared staff in each relevant availability extract. Output limits and supported features can vary by version, so check the xAI documentation overview before relying on a particular workflow.
Check
Check the arithmetic before sharing
For each person and day, allocated hours should not exceed available hours. Every open Work ID should appear either in the allocation table or the unallocated-work table.
3. Test assignments proposed by leads
Use Find capacity conflicts before assigning work when leads have supplied their own allocations, or when you have edited the first output in a spreadsheet. This is a control step, not a replacement plan.
Pay particular attention to work that appears assigned but fails one of these checks:
| If you see | Treat it as | What to do |
|---|---|---|
| More allocated than available hours | A capacity conflict | Move work only after the lead chooses a priority or alternative assignee |
| A task assigned to someone without the recorded skill | A skill gap | Confirm the skill record or assign a qualified person |
| Work starts before its dependency completes | A sequencing error | Replan the start date and show the deadline effect |
| An estimate is missing | An unmeasured commitment | Ask the requestor or process owner for an estimate |
The audit prompt should cite the input that caused each conflict. If it cannot, treat the finding as a question for the lead, not as proof that the plan is wrong.
4. Put real choices in front of leads
Use Compare allocation options when there is not enough capacity to meet every commitment. Do this before repeatedly moving lower-priority work without agreement.
The three options are deliberately different. One protects deadlines, one spreads work and one avoids unnecessary disruption. None is automatically correct. Use the comparison table in the lead meeting and record the selected option in the work register or meeting actions.
Note
Separate planning from approval
The output can describe the effect of delaying or moving work. The accountable team lead should confirm the priority change, accepted delay or service impact.
5. Replan without losing the change history
Use Replan after daily changes when new urgent work arrives, someone is absent or a dependency slips. Paste the prior plan as well as the change list. That is what lets the output distinguish a new allocation from a moved one.
Check the Changes from the prior plan table before sending an update. It should explain every displaced item. If an urgent request has pushed routine work out of the week, the routine Work ID must appear as moved or unassigned, not disappear.
How to tell when the output is wrong
Treat the output as wrong until it passes three checks. First, reconcile every Work ID against the source register. Second, compare every person-day total with the availability record, including fixed commitments. Third, ask the lead who owns each specialist process whether the skill and dependency assumptions are true.
Watch for confident-looking entries that use information you did not provide. Typical signs are invented dates, assumed cross-cover, an implied priority change, or a task estimate that was blank in the register. Mark these as Needs confirmation, correct the source record, then run the relevant prompt again.
When the plan does not work
Do not keep prompting for a feasible plan when the inputs show a genuine shortage. Take the conflict register to the team leads. Ask them to choose between delaying work, changing priority, reallocating qualified capacity, changing scope, or obtaining approved additional cover. Update the work register and availability record with the decision, then rerun Build the weekly allocation plan or Replan after daily changes.