Use-cases & example prompts

Use these prompt patterns to turn whiteboard content into structured actions, workshop layouts, diagrams, summaries, and organized boards.

ℹ️

Below are patterns, not guarantees: the assistant composes multiple tool calls and natural-language answers. Summaries come from the model reading board content via list_whiteboard_items (and related calls)—there is no separate "summarize" tool.

1. Unstructured → structured

Goal: Turn board chaos into ordered actions or tasks, then export the results to email, Excel, Jira, or another destination. Export is outside MCP unless you add another integration.

Example prompts

• "Open my board titled {title}. List every sticky that looks like an action or decision. Give me a numbered list: owner (if mentioned), short title, due date if any. Flag duplicates."
• "From board {boardId}, extract next steps. Group them by theme. Output Markdown I can paste into an email to the team."
• "Scan all the sticky notes items on this board {boardUrl}. Produce a CSV-ready table: column A = summary, B = priority guess (H/M/L)"

2. Workshop preparation

Goal: From text, an uploaded file in the chat, or another MCP's output, scaffold frames, titles, context and starter stickies on a new or existing board.

Example prompts

• "Create a whiteboard titled {title} for a 90-minute PI Planning session. Add section frames (shapes) and headers: Context, Dependencies, Risks, Parking lot. Add all the user stories from the spreadsheet attached."
• "Using the summary you got from [other tool / pasted notes], add stickies on board {title} in three columns: Problem / Proposal / Next steps."

3. Diagramming

Goal: From instructions, spreadsheets, a URL (content must be available to the model), or Mermaid pasted by the user, build shapes and connectors on the board.

Example prompts

• "Create a new whiteboard and create a diagram following this mermaid syntax: [paste Mermaid]"
• "Here is a table of steps and owners [paste]. Build a swimlane-style layout: one lane per owner"

4. Summaries & situational awareness

Goal: Create one narrative for a topic across one or many boards without opening them manually.

Example prompts

• "I have boards {titles or access codes}. After reading their items, give me a one-page brief: decisions, open questions and risks"
• "For board {title}, summarize only stickies tagged or colored like 'risk' (infer from color labels if present). End with 5 bullet recommendations."
• "Analyze the board {title} and compare its content as of now vs the goal stated in the top-left text block"

5. Visually organize items

Goal: After brainstorming, re-cluster items by topic, status, priority, or assignee using moves, color, and optional new structure such as shapes.

Example prompts

• "On board {access code}, cluster stickies into four groups: Must / Should / Could / Won't (MoSCoW). Move them spatially, add light containers, don't change wording unless I ask."
• "Infer priority from content. Move high-priority stickies to the top-right zone; add a legend explaining the rule you used."

Optional: footer notes

• Safety: Be careful before bulk deletes or large moves on a shared board. Most MCP clients ask users to approve tool calls before they run.
• Performance: For big boards, filter list_whiteboard_items by type or page instead of pulling everything in one go when the client allows.