Most project managers know the drill. The brief is open in one window, Streamtime is open in the other, and the next 45 minutes go on retyping one into the other. That time is better spent thinking about the job.
These are the prompts from our first MCP webinar, where we took a brief all the way to a quote and a client email. Copy them, swap in your own details, and adjust as you go.
🕰️ Est. Time: 10 minutes
🎯 Goal: Use four prompts to turn a brief into a job, add scope, move dates and build a quote
🔑 Requirements: Streamtime connected to your AI assistant through the MCP, and permission to create and edit jobs
Prefer to watch? The full webinar replay is here.
Each prompt below has a timestamp, so you can skip straight to it.
✨ Still haven't connected to the MCP?: you can find the steps to do so here.
Setting the Scene: your Job Brief
We created a job brief for a new company, Cardamom & Milk; a bodycare brand launching its first serum range, The Pantry Collection, with three SKUs. We’ve had a scoping call and written a creative brief.
Things to note:
It works with your permissions. The MCP can only do what you can already do in Streamtime.
Swap anything in [square brackets] for your own details: job names, people, dates.
Give everyone a role in Streamtime. Most of these prompts match people to work by role.
Workflow Prompts
Prompt one: turn a brief into a job
⏱️ Timestamp: 3:30
Hand over your scoping call notes and creative brief, and let your assistant build the job: phases with dates, deliverables as items with roles and hours, and milestones for the big moments. It pulls the structure out of a messy document so you don't have to.
Prompt:
Here are the scoping call notes and creative brief for [client name]'s [project name]. Create a job in Streamtime with the phases and their dates, each deliverable as a task with the roles and hours from the brief, and milestones for the client presentation and final sign-off.
🔧 Set up:
Attach or paste your notes and brief into the chat with the prompt. The clearer the phases, dates, roles and hours in the brief, the closer the first draft of the job will be.
Make sure the roles in your brief exist in Streamtime. If the brief mentions a role you don't have set up, your assistant will stop to ask.
Check the job against the brief afterwards. Total the hours and compare. Item order isn't always controllable when items are created, so reorder them in the app if the sequence matters.
Got third-party costs in the brief? Ask for them as expense lines too. You'll want them when you quote.
🔑 Permissions:
Edit Jobs: to create the job and add its phases, items, milestones and expenses. This includes View Jobs and View Financials.
Contacts: only needed if your assistant has to create the client company.
Prompt two: add new scope from a follow-up call
⏱️ Timestamp: 10:30
Brief signed off, then a second call happens and the scope grows. This prompt adds the new work as its own phase, and asks your assistant to flag anything that doesn't add up before it changes the job.
Prompt:
The client's added scope on this follow-up call. Add it to the [job name] job as a new phase, with the deliverables, roles and hours from the notes. Flag anything in the notes that doesn't add up before you make the change.
🔧 Set up:
Attach or paste the follow-up call notes with the prompt.
Use the job's exact name so your assistant finds the right one.
Keep "flag anything that doesn't add up" in the prompt. It's what helps your assistant checking dates and hours before it builds on them.
Ask for dependencies if work relies on earlier items, for example "ad resizing can't start until the artwork is locked". The MCP can set an item to follow another.
🔑 Permissions:
Edit Jobs: to add the new phase, its items and any dependencies. This includes View Jobs and View Financials.
Prompt three: push the job back and check the impact
⏱️ Timestamp: 13:37
The client needs more time, so the whole job moves. This prompt shifts the dates and asks what that does to your holiday period (if applicable) and the final deadline. You see the overload coming before anyone works through holiday periods, and the client conversation changes from "we'll try" to "here's what the dates really look like".
Prompt:
Push the whole [job name] job back [two weeks]. What lands over [holiday period], and does this still work for a [deadline] deadline?
🔧 Set up:
Your job needs dates on its items, phases and milestones. If they're missing, your assistant has nothing to move.
Watch out for any company-wide closures. A short slip just before a holiday break can push a whole phase past it, so swap "[holiday period]" for exact dates, for example "our closure, 21 December to 1 January", so it checks against the right days.
Already scheduled To Dos? Ask for them to move too, or they'll stay on the old dates.
🔑 Permissions:
Edit Jobs: to move the job's items, phases and milestones. This includes View Jobs and View Financials.
View Team To Do and Edit Team To Do: only needed if you're moving scheduled To Dos too.
Prompt four: build the quote and draft the client email
⏱️ Timestamp: 17:17
Once the plan is right, turn it into a quote and a summary email for the client in one go. The quote is created as a draft in Streamtime, and the email is drafted but never sent. You still review both and hit send yourself.
Prompt:
Create a quote from the job plan then draft an email to the client's [contact's job title] summarising the new timeline and the quote.
🔧 Set up:
Check your rates. The quote uses the rates on the job, so make sure the right rate card is set.
To draft the email in your inbox, connect your email (for example Gmail) to your AI assistant as well. Without it, your assistant writes the email in the chat for you to copy.
Expect a clarifying question. For quotes, your assistant checks the job's options before it creates the draft.
🔑 Permissions:
Edit Jobs and View Financials: both are needed to create the quote. View Financials switches on automatically with Edit Jobs.
Master Settings: only needed if a rate card needs creating or changing.
The email draft doesn't need any Streamtime permissions. It's handled by your email connection.
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