AI prompt library

Ready-to-use prompts for working with Zuora AI across the quote-to-cash lifecycle. Copy a prompt, drop in your own details in the brackets, and run it.

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Monetization Catalog

Optimize the catalog

Surfaces SKU sprawl and what a simpler target-state catalog looks like.

Give me an optimized view of my catalog. Identify SKU sprawl, rationalization opportunities, and what a simpler target-state catalog could look like. Treat this as an assistive recommendation, not a final migration plan.

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Scan duplicate pricing

Finds near-identical pricing structures and consolidation opportunities.

Show me products with duplicate or highly similar pricing structures and explain the rationalization opportunities.

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Model dynamic pricing

Proposes attribute-based pricing rules before anything changes.

Create a dynamic pricing model for [product] using [attribute, such as region, customer segment, or partner type]. Show the proposed rules and expected outcomes before making changes.

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Check launch readiness

Validates catalog changes and downstream billing or revenue impact.

Check whether this catalog is ready for launch. Review pricing, product data, dependencies, downstream impacts, and Sales and RevOps

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Build a new product

Creates a product and charge structure after you confirm the setup.

Create a new product called [name] with a [recurring, usage, or one-time] charge priced at [amount, per unit, tiered, or flat fee]. Do not create anything until I confirm the full configuration.

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Deal Desk & CPQ

Review a quote

Surfaces SKU sprawl and what a simpler target-state catalog looks like.

Look up quote [Quote Number] and summarize the account, opportunity, subscription, quote status, draft order, key dates, products, totals, and any missing information needed before approval.

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Compare quote to order

Compares quote, signed order form, and draft order, flagging mismatches.

Compare quote [Quote Number] against the signed order form, bundle breakdown, billing account, and draft order. Check products, quantities, dates, totals, contacts, currency, payment terms, and billing frequency. Flag mismatches in a table.

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Preview order pricing

Re-reviews draft order pricing using subscription preview.

Re-review product pricing for draft order [Order Number] using subscription preview. Compare the preview against the signed order form and bundle breakdown, including product, rate plan charge, quantity, billing period, service period, and total.

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Validate charge pricing

Confirms rate plan charge pricing, discounts, and service periods.

Confirm the rate plan charge pricing on draft order [Order Number]. Include product, charge name, quantity, list price, discount, net price, billing period, service period, total amount, and anything that does not match

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Triage a sync error

Explains a CPQ-to-Billing sync error and fields to verify.

Explain this CPQ-to-Billing sync error and list the fields, configuration, or data mappings I should verify. Quote: [Quote Number]. Draft order: [Order Number]. Error message: [Paste Error Message].

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Billing

Investigate an invoice

Summarizes an invoice with line items, tax, credits, and follow-ups.

Summarize invoice [Invoice Number] for account [Account Name or Number]. Return a table with line items, service periods, tax, payments, credits applied, current balance, and anything that may require follow-up.

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Triage open invoices

Lists open invoices with aging buckets and collection priority.

For account [Account Name or Number], summarize all open invoices as of [Date]. Include invoice number, invoice date, due date, amount, balance, aging bucket, payments applied, credits applied, and recommended collection priority.

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Export a subscription roster

Exports active subscriptions with terms, renewal dates, and MRR.

Create an Excel-ready report of active subscriptions as of [Date]. Include one row per subscription with account number, account name, subscription number, product, status, term start, term end, renewal date, and MRR.

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Preview a proration credit

Explains the proration credit before a subscription is cancelled.

Explain how the proration credit would be calculated if subscription [Subscription Number] is canceled effective [Date]. Show the service period, charge amount, unused portion, credit calculation, and assumptions.

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Review a bill run

Reviews a bill run for anomalies and reconciles charges to MRR.

Review bill run [Bill Run Number] for anomalies, and reconcile the recurring charges on this bill run against [Month] MRR.

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Accounts Receivable

Build an AR aging report

Builds aging by account and highlights accounts needing review.

Create an AR aging report as of [Date], grouped by account. Include open invoices, credit memos, debit memos, unapplied payments, aging buckets, total balance, and accounts needing review.

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Generate a statement of account

Generates a statement formatted to your reconciliation template.

Generate a comprehensive Statement of Account for [Account Number] and output the data using the exact column structure of the attached file named Recon Template.xlsx.

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Query AR document balances

Builds a query across invoices, memos, and payments with days overdue.

Build a data query that shows account number, account name, product group, business unit, document number, document date, document balance, tax balance, days overdue, and currency for all invoices, credit memos, debit memos, and payments.

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Find past-due outliers

Finds late invoices for accounts that normally pay on time.

Give me a list of invoices that are past due by more than [Number] days, which are for accounts that are normally paid within [Number] days of the due date.

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Write off unpaid balances

Cancels long-overdue subscriptions and writes off unpaid balances.

Query all subscriptions that are [Number] days overdue, and for each subscription, cancel the subscription and write off the unpaid invoice balance.

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Payments

Review payment history

Summarizes payments, refunds, failures, and unapplied balances.

For account [Account Name or Number], summarize all payments from [Start Date] to [End Date]. Include payment date, amount, status, invoice applied, refunds, unapplied balance, and any failed or reversed payments.

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Check payment method health

Checks default method, AutoPay status, expiration, and failures.

Show the default payment method for account [Account Number]. Include payment method type, AutoPay status, expiration or validation status, recent payment failures, and whether the account appears ready for collections.

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Verify a payment run

Explains whether an AutoPay invoice will be picked up by a run.

For payment run [Payment Run Name or Number], explain whether an AutoPay account with an invoice due on [Due Date] would be picked up. Check due date filters, account eligibility, payment method readiness, and invoice status.

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Analyze gateway failures

Breaks down failed payments by reason code, account, and retry.

How many failed payments did we have for gateway [Gateway Name] from [Start Date] to [End Date]? Break them down by reason code, account, payment method type, retry status, and total failed amount.

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Check before voiding a payment

Summarizes accounting impact and risks before voiding a payment.

I am considering voiding payment [Payment Number]. Before I proceed, summarize the payment status, invoices it was applied to, refunds or reversals, accounting impact, and any risks.

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Revenue

Break down a revenue contract

Lists every sales order line making up a revenue contract.

List all sales orders and sales order lines that make up revenue contract [Revenue Contract Number]. Include customer, sales order number, line ID, product, charge amount, revenue start date, revenue end date, and contract line status.

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Review performance obligations

Shows POB allocation, recognition method, trigger, and revenue status.

For revenue contract [Revenue Contract Number], show the performance obligation details for the maintenance and professional services lines. Include POB name, allocation, recognition method, trigger, start date, end date, and revenue status.

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Run a flux analysis

Compares recognized revenue across periods and names top drivers.

Run a flux analysis comparing recognized revenue for [Period 1] and [Period 2]. Break out the biggest drivers by customer, product, revenue contract, and line, and highlight anything that needs review.

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Summarize the revenue waterfall

Summarizes recognized, deferred, and future revenue movement.

Run the Waterfall Report for period [Period] and summarize changes in recognized revenue, deferred revenue, and future revenue. Highlight the largest increases, decreases, and unusual movements.

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Simulate a price change

Models revenue impact of a price change without posting it.

Simulate the revenue impact of changing line [Line ID] on revenue contract [Revenue Contract Number] from [Current Price] to [New Price]. Show impact to allocation, recognized revenue, deferred revenue, and future revenue without posting changes.

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FUTURE OF AI

This is just the beginning

As Zuora AI continues to evolve, we’ll continue to build new agents to help finance teams automate more work, make faster decisions, and manage growing quote-to-cash complexity without adding operational overhead.

Meet the Agent Library

Prompts are great for one-off tasks. For repeatable, multi-step work, check out the Agent Library — a growing collection of AI agents built for Zuora teams.