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200 - SureLink AI Prompting - Quick Reference Guide

200 - SureLink AI Prompting - Quick Reference Guide

SureLink AI helps organizations work smarter with their documents through secure search and content generation. Below is a quick reference to show ideal use cases, limitations, and example prompts you can try right away.

October 23, 2025

SureLink AI helps organizations work smarter with their documents through secure search and content generation. Below is a quick reference to show ideal use cases, limitations, and example prompts you can try right away.

✅ Good For

File and Folder Search

Use SureLink AI to quickly find specific files or folders based on their meta data. Locates files and folders when you know part of the name or if you know the general folder description and can describe part of the content.

Content search (Needle-in-a-haystack)

Pulls and summarizes precise passages or specific content from large document collections (up to about ~2000 files) when you remember a phrase or detail and can give the general folder description.

Document Templating

Spins up consistent word documents and sections from saved templates with minimal effort.  Fully customizable and you can add up to 10 templates.  Currently only uses information you type in the input box and any file you drop/attach into the input box (not your other files).

Private General Chat & Content Drafting

Generates clear explanations, report sections, and proposal text from your task descriptions, attached files, and linked content.  It is best to build content section by section.

Graphing with context

Produces useful charts when you provide the correct data and instructions.

Opens Files and Folders 

When asked can open described files and folders.

❌ Not Good For

Cross-file Analysis & Math

Depending on file sizes, SureLink AI cannot summarize content from more than ~10 files in any one answer; beyond that, answers become incomplete or inaccurate. Also, not dependable for precise calculations or deeper quantitative analysis without external verification.

File Editing/Updates

SureLink AI does not make any edits or updates to any of your existing files.

Specialized Systems Replacement

SureLink AI is not intended to replace software built for highly technical or operational tasks.

Expert-Level or Technical Outputs

SureLink AI does not replace professional expertise.

Real-Time or High-Touch Interactions

SureLink AI does not operate as a live, interactive system for urgent or transactional tasks. SureLink AI does not have access to the internet, and the underlying AI’s general-world knowledge is capped in June 2024, so anything newer must come from your files.

Key Takeaway

SureLink AI is most effective for document searching and drafting. Use it to handle the document-heavy, communication-heavy parts of your workflow so your team can focus on decision-making and specialized expertise.