Speaking Engagements AI Automation Guide

Speaking Engagements handles its own reminders and bookkeeping. This guide covers what runs by itself, what the Ask Box can answer, and ready-to-use prompts for the writing that goes with every talk: the abstract, the bio, the pitch, the thank-you and the recap. You review and approve everything; nothing goes to a host that you did not send.

What runs by itself Asking the Ask Box Prompts for the writing A talk abstract A speaker bio A pitch to a conference A thank-you to a host Blog and social posts A run of show The same safe pattern

What runs by itself

Automation	When it runs	What you control
New request email	The moment someone sends a request from your public page	The address in Send new requests to, and whether the page is on
Follow-up date	When you mark a talk delivered and it has no follow-up date	Change the date on the engagement any time
Calendar feed	Whenever a calendar app checks your private feed	Who you give the address to
Invoicing	When you click Invoice the fee or Invoice and send	Whether the invoice is sent now or waits as a draft
Bookkeeping	When an invoiced fee is paid	The income category in Settings

Asking the Ask Box

The Ask Box on any page of the platform knows what Speaking Engagements does and where things are. Ask it in plain words:

"How do I turn on my Request a speaker page?"
"How do I put my talks in Google Calendar?"
"How do I invoice a speaking fee?"
"What does Donated back mean?"

It answers from this guide and the user guide and points you to the right screen. It does not read your engagements or your contacts.

Prompts for the writing

Copy a prompt into the platform's AI drafting tools or the AI assistant you already use, fill in the parts in brackets, and paste the result where it belongs. Read every draft before it goes out; check names, dates and numbers yourself.

A talk abstract

Write a talk abstract of about 90 words for a [length]-minute talk called "[title]" by [speaker name], [speaker title] of [organization]. The audience is [who: service club members, conference attendees, small business owners]. Say what problem the talk speaks to, one story or number it uses, and the two or three things listeners will take away. Warm, plain language, no jargon. Then give me three alternative titles.

Paste the result into the topic's abstract on Topics & Speakers, so it appears on your Request a speaker page.

A speaker bio

Write a speaker bio for [name], [title] at [organization]. Facts: [years in the role, background, one or two achievements, where they live, one personal detail]. Give me three versions: 50 words for a program, 100 words for a website, and a 30-second introduction a host can read aloud, written in the third person.

Keep the 100-word version in the speaker's bio, and send the short ones to hosts who ask.

A pitch email to a conference

Write a short email pitching [speaker name] to speak at [conference name] on [date]. The contact is [name, role]. Offer the talk "[title]": [abstract]. Mention why it fits their audience of [audience], one past talk ([host, date, result]), and that the speaker can do a keynote, a breakout or a panel. Under 180 words, friendly and specific, ending with one clear question. No flattery.

Add the conference as a new engagement at the Inquiry stage before you send, and mark it Proposed when you do.

A thank-you and follow-up to a host

Write a thank-you email from [speaker name] to [contact name] at [host organization] after the talk "[title]" on [date]. Mention [one moment from the talk or a question from the audience]. Offer the slides at [link], and invite anyone who wants to [volunteer, give, book a call] to [how]. Ask if they would recommend us to another group. Under 150 words.

Send it on the follow-up date, then click Mark followed up and record the leads and results under After.

Turning a talk into a blog post or social posts

Here are my notes and slides from a talk called "[title]" given to [audience] at [host] on [date]: [paste notes]. Turn them into (1) a 500-word blog post with a headline and three subheadings, (2) three LinkedIn posts of under 120 words each, and (3) three short posts for Facebook or Instagram. Thank [host] by name. End each with one call to action: [learn more, volunteer, give, book a call]. Do not invent statistics.

Check every fact against your notes before posting, and ask the host before tagging them.

A run of show for hosting a guest speaker

Build a minute-by-minute run of show for an event where we host a guest speaker. Event: [name], [date], [venue], doors at [time], program from [start] to [end]. Guest: [name, title], speaking for [minutes] on "[title]", then [minutes] of questions. Include arrival and sound check, the welcome, the introduction (write a 45-second intro from this bio: [bio]), the talk, questions, the thank-you and gift, and the close with one ask. Add who does each part: [names]. Then list the AV needs and a day-before checklist.

Paste the run of show into the engagement's notes, the AV list into AV needs, and share the rest with your team.

The same safe pattern

You decide what goes out. A request from your public page only creates an inquiry and an email to you; nothing is sent to the requester until you reply. An invoice only goes to a host when you click Invoice and send. AI drafts are only drafts: they are never sent or saved on an engagement without you, and you check every name, date and number first.

This guide is general information about the software, not tax, legal or accounting advice.

Looking for help beyond the platform?

See our Helpful Resources page for vetted external resources on legal and tax filing, funder research, governance training, insurance, technology discounts, and more.