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模板库

500+ 现成任务 — 无需撰写提示词

AI Hub「新任务」的每个模板都是引导式表单:选行业、选任务、填字段、运行。无需搭建工作流,无需空白对话。

Compliance · 117Finance · 92HR · 56Marketing · 56Operations · 131

500 个提示模板 · 10 个行业 · 5 个职能领域(AI Hub)

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AI Hub New Task — suggested task templates

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Not Only Office 与 WYNI AI Hub 共用同一套新任务模板库 — 结构化表单,而非提示工程。

1

选行业与团队

按行业与部门筛选 — 会计、HR、律所、物流等。

2

选择模板

浏览 500+ 引导式任务 — 简历筛选、月结包、活动简报等。

3

填表并运行

填几个字段、按需上传文件,AI 产出可复核草稿 — 您批准后才送出。

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与 AI Hub 新任务相同的筛选方式

符合 452 个模板 · 显示 50 / 452 — 注册后可在 AI Hub 浏览全部

热门入门模板

AI Hub 已上线的真实任务 — 包括 HR 简历筛选与对比。

入门
HR·General Business

HR: Resume Screening Summary

Summarize candidate fit vs role requirements and propose next-step questions.

引导式表单 — 无需写提示词

4 个字段 · 2 个文件
Role TitleSeniority LevelMust-have Skills/Experience

在 AI Hub 运行 →

入门
HR·General Business

HR: Interview Question Bank

Generate structured interview questions mapped to competencies and signals.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Role TitleInterview StageTimebox (Minutes)

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入门
Finance·General Business

Finance: Budget Planning

Create detailed budget plans and forecasts with allocations and assumptions.

引导式表单 — 无需写提示词

5 个字段 · 3 个文件
Budget PeriodBudget TypeDepartment/Scope

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入门
Marketing·General Business

Marketing: Brand Messaging Framework

Create comprehensive brand messaging and positioning documents.

引导式表单 — 无需写提示词

7 个字段 · 3 个文件
Brand NameIndustryTarget Audience

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入门
Operations·General Business

Operations: Operational Efficiency Review

Review and improve operational efficiency across processes and systems.

引导式表单 — 无需写提示词

4 个字段 · 4 个文件
Review ScopeDepartment/AreaReview Period

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入门
Finance·Law Firm

HK Law: Create Islamic Finance (Sukuk) Documentation

Draft the documentation for a USD 500 million Sukuk issuance by a Hong Kong-listed company under a Sukuk Al-Ijara structure. Prepare: the declaration of trust, purchase agreement, lease agreement, agency agreement, and offering circular.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Legal Matter ContextPartiesKey Facts Or Documents

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Finance·Accounting

HK Accounting: Create Accounts Receivable Aging & Collection Support

Manage accounts receivable through aging analysis, collection strategies, expected credit loss (ECL) assessment under HKFRS 9, and bad debt management.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Company NameReporting DateTotal Ar Balance

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Finance·Accounting

HK Accounting: Create Bank & Credit Card Reconciliation

Comprehensive bank and credit card reconciliation for all company accounts, identifying and resolving discrepancies.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Company NameReconciliation PeriodBank Accounts

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Finance·Accounting

HK Accounting: Create Budget vs Actual Variance Reporting

Prepare detailed budget vs actual variance analysis with management commentary, trend identification, and forecast updates.

引导式表单 — 无需写提示词

4 个字段 · 2 个文件
Company NameReporting PeriodKey Business Drivers

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Finance·Accounting

HK Accounting: Create Cloud Accounting System Setup & Migration

Plan and execute migration from legacy accounting systems to cloud-based solutions (Xero, QuickBooks Online, Zoho Books) with data integrity verification.

引导式表单 — 无需写提示词

8 个字段 · 1 个文件
Company NameCurrent SystemNumber Of Users

在 AI Hub 运行 →

Finance·Accounting

HK Accounting: Create Consolidation for Group Companies

Prepare consolidated financial statements for a Hong Kong group, including elimination entries, NCI calculation, and foreign currency translation per HKFRS 10.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Parent CompanySubsidiariesAssociates Jvs

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Finance·Accounting

HK Accounting: Create Fixed Assets Register & Depreciation

Maintain a comprehensive fixed assets register with accurate depreciation calculations, additions, disposals, and impairment assessments.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Company NameFinancial YearAdditions This Period

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Finance·Accounting

HK Accounting: Create Year-End HKFRS Financial Statements

Prepare complete financial statements in compliance with HKFRS (full or SME-FRS), including all required notes and disclosures.

引导式表单 — 无需写提示词

4 个字段 · 2 个文件
Company NameCompany NumberFinancial Year End

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Finance·Accounting

HK Accounting: Manage Monthly Management Accounts Preparation

Prepare monthly management accounts including P&L, balance sheet, cash flow, and variance analysis for management decision-making.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Company NameReporting MonthAccounting System

在 AI Hub 运行 →

Finance·Accounting

HK Accounting: Review Payroll Processing & MPF/Tax Compliance

End-to-end payroll processing including salary computation, MPF contributions, statutory compliance, and IRD reporting.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Company NamePayroll MonthNumber Of Employees

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Audit Quality Control Review

Internal quality review of audit engagements to ensure compliance with HKSAs, HKICPA standards, and firm quality control policies per HKSQC 1.

引导式表单 — 无需写提示词

7 个字段 · 1 个文件
Engagement NameEngagement PartnerFinancial Year Audited

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Compliance·Accounting

HK Accounting: Create Inventory & Fixed Assets Verification

Audit procedures for physical verification of inventory and fixed assets, including valuation testing and impairment assessment.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Company NameInventory LocationsInventory Value

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Compliance·Accounting

HK Accounting: Draft Management Letter Drafting

Prepare a comprehensive management letter communicating audit findings, control deficiencies, and improvement recommendations to those charged with governance.

引导式表单 — 无需写提示词

4 个字段 · 1 个文件
Client NameAudit PeriodPrior Year Findings

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Review Group Audit Coordination

Coordinate a group audit involving multiple components (subsidiaries, associates, branches) per HKSA 600, including component auditor instructions and consolidation review.

引导式表单 — 无需写提示词

7 个字段 · 1 个文件
Parent CompanyNumber Of ComponentsComponent List

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Review Internal Control System Review

Evaluate the design and operating effectiveness of a client's internal control system, identify control deficiencies, and provide improvement recommendations.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Company NameIndustryNumber Of Employees

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Review Related Party Transaction Audit

Audit procedures to identify, evaluate, and test related party transactions and assess adequacy of disclosures per HKAS 24.

引导式表单 — 无需写提示词

4 个字段 · 1 个文件
Company NameDirectors And KmpKnown Related Parties

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Review Revenue Recognition Audit (HKFRS 15)

Audit procedures specifically designed to test revenue recognition compliance with HKFRS 15 Revenue from Contracts with Customers.

引导式表单 — 无需写提示词

7 个字段 · 1 个文件
Company NameIndustryRevenue Types

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Review Special Audit for Due Diligence

Conduct a focused financial due diligence audit for a potential acquisition, assessing quality of earnings, working capital, debt, and financial risks.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Target CompanyIndustryProposed Transaction

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Review Statutory Audit Planning & Risk Assessment

Comprehensive audit planning including risk assessment, materiality determination, and audit program design per HKSA standards.

引导式表单 — 无需写提示词

9 个字段 · 1 个文件
Company NameIndustryFinancial Year End

在 AI Hub 运行 →

Finance·Accounting

HK Accounting: Analyze Profitability Analysis & Pricing Strategy

Analyze profitability by product, service, customer, and channel to identify optimization opportunities and develop pricing strategies.

引导式表单 — 无需写提示词

5 个字段 · 2 个文件
Company NameIndustryProducts Services

在 AI Hub 运行 →

Finance·Accounting

HK Accounting: Assess Financial Due Diligence for Acquisitions

Comprehensive financial due diligence for acquisition targets, including quality of earnings, net debt, working capital, and deal risk assessment.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Target CompanyIndustryBuyer

在 AI Hub 运行 →

Finance·Accounting

HK Accounting: Create Business Valuation for M&A or Succession

Perform comprehensive business valuation using multiple methodologies for merger & acquisition transactions or succession planning.

引导式表单 — 无需写提示词

7 个字段 · 1 个文件
M&A Transaction Succession PlanningCompany NameIndustry

在 AI Hub 运行 →

Finance·Accounting

HK Accounting: Create Cash Flow Forecasting & Working Capital Improvement

Build detailed cash flow forecasts and develop working capital improvement strategies to optimize liquidity and fund growth.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Company NameIndustryCurrent Cash Balance

在 AI Hub 运行 →

Finance·Accounting

HK Accounting: Create Funding Proposal & Pitch Deck Preparation

Prepare comprehensive funding proposals and pitch decks for bank financing, venture capital, or private equity investment.

引导式表单 — 无需写提示词

8 个字段 · 1 个文件
Bank Financing VC Investment PE InvestmentCompany NameIndustry

在 AI Hub 运行 →

Finance·Accounting

HK Accounting: Create KPI Dashboard Design & Monitoring

Design and implement a comprehensive KPI dashboard for management monitoring, including financial, operational, and strategic metrics.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Company NameIndustryStrategy Priorities

在 AI Hub 运行 →

Finance·Accounting

HK Accounting: Manage Cost Reduction & Efficiency Program

Design and implement a structured cost reduction program identifying savings across all business functions without compromising quality or growth.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Company NameIndustryTotal Operating Costs

在 AI Hub 运行 →

Finance·Accounting

HK Accounting: Prepare Strategic Business Planning Workshop Materials

Prepare comprehensive materials for a strategic business planning workshop, including market analysis, strategic options, financial projections, and action plans.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Company NameIndustryWorkshop Participants

在 AI Hub 运行 →

Finance·Accounting

HK Accounting: Prepare Succession & Family Business Planning

Develop comprehensive succession plans for family businesses, addressing ownership transition, management succession, tax efficiency, and family governance.

引导式表单 — 无需写提示词

7 个字段 · 1 个文件
Business NameIndustryCurrent Generation

在 AI Hub 运行 →

Marketing·Accounting

HK Accounting: Analyze Competitor Analysis & Differentiation Strategy

Conduct comprehensive competitor analysis and develop a differentiation strategy to position the firm uniquely in the Hong Kong accounting market.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Firm NameCurrent PositioningKey Competitors

在 AI Hub 运行 →

Marketing·Accounting

HK Accounting: Create Case Study & Testimonial Creation

Create compelling case studies and collect client testimonials that demonstrate the firm's expertise and results, for use in proposals, website, and marketing.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Firm NameNotable EngagementsClient Consent Status

在 AI Hub 运行 →

Marketing·Accounting

HK Accounting: Create Client Onboarding Welcome Sequence

Design a comprehensive client onboarding experience including welcome communications, information collection, expectation setting, and relationship building.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Firm NameServices Being OnboardedEngagement Partner

在 AI Hub 运行 →

Marketing·Accounting

HK Accounting: Create Comprehensive Service Proposal Generation

Generate professional, tailored service proposals for prospective clients, including scope of work, fee quotation, team credentials, and engagement terms.

引导式表单 — 无需写提示词

7 个字段 · 1 个文件
Company NameIndustryContact Person

在 AI Hub 运行 →

Marketing·Accounting

HK Accounting: Create Seminar Invitation & Follow-up Emails

Create a complete seminar marketing package - invitations, reminders, post-event follow-ups - to maximize attendance and convert attendees into clients.

引导式表单 — 无需写提示词

7 个字段 · 1 个文件
Seminar TopicTarget AudienceFormat

在 AI Hub 运行 →

Marketing·Accounting

HK Accounting: Create Tax Season Personalized Outreach Campaign

Create personalized, multi-channel outreach campaigns for tax season targeting existing clients and prospects with tailored messaging.

引导式表单 — 无需写提示词

8 个字段 · 1 个文件
IndustrySegmentFirm Name

在 AI Hub 运行 →

Marketing·Accounting

HK Accounting: Create Thought Leadership Content for LinkedIn

Create a thought leadership content calendar and articles for LinkedIn, positioning the firm and its partners as trusted advisors on HK accounting, tax, and business topics.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Firm NamePartners ContributingBrand Voice

在 AI Hub 运行 →

Marketing·Accounting

HK Accounting: Create Website Content for Service Pages

Create compelling, SEO-optimized website content for all service pages, including service descriptions, benefits, process, and calls-to-action.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Firm NameServices To FeatureBrand Guidelines

在 AI Hub 运行 →

Marketing·Accounting

HK Accounting: Manage Referral Incentive Program Materials

Design a professional referral incentive program with marketing materials, tracking mechanisms, and reward structures to generate new client introductions.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Firm NameTarget Referral SourcesBudget

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Create AML & Counter-Terrorism Financing Policy

Develop or review Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) policies per AMLO (Cap. 615) and HKICPA guidelines for accounting firms.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Firm NameNumber Of PartnersNumber Of Staff

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Create Annual Return (NAR1) Filing

Prepare and file the Annual Return (Form NAR1) with the Hong Kong Companies Registry, ensuring accuracy and timely submission.

引导式表单 — 无需写提示词

7 个字段 · 1 个文件
Company NameCr NumberAnniversary Date

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Create Company Incorporation Services

End-to-end company incorporation in Hong Kong, including name selection, document preparation, CR filing, and post-incorporation setup.

引导式表单 — 无需写提示词

7 个字段 · 1 个文件
Proposed Company NameBusiness NatureDirectors

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Create Deregistration & Winding Up

Manage the deregistration (striking off) or voluntary winding up of a Hong Kong company, including all statutory requirements and filings.

引导式表单 — 无需写提示词

7 个字段 · 1 个文件
Company NameCr NumberReason For Closure

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Create Director/Shareholder Changes

Process all director and shareholder changes including appointments, resignations, share transfers, and related filings with proper documentation.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Company NameCr NumberChanges Required

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Create Minutes & Corporate Resolutions

Draft professional board meeting minutes, written resolutions, and general meeting minutes in compliance with the Companies Ordinance (Cap. 622).

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Company NameMeeting TypeDate

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Create Statutory Records Maintenance

Maintain all statutory records and registers required under the Companies Ordinance (Cap. 622), ensuring they are current and available for inspection.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Company NameCr NumberRegistered Office

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Review Compliance Health Check Report

Comprehensive compliance health check covering all regulatory obligations of a Hong Kong company - Companies Ordinance, tax, employment, data protection, and industry-specific requirements.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Company NameIndustryNumber Of Employees

在 AI Hub 运行 →

Compliance·Accounting

HK Accounting: Review PDPO Data Protection Compliance Audit

Audit the company's compliance with the Personal Data (Privacy) Ordinance (Cap. 486) and provide recommendations for improvement.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Company NameIndustryNumber Of Employees

在 AI Hub 运行 →

Operations·Accounting

HK Accounting: Create Client File Organization & Archiving

Design and implement a standardized client file organization system with archiving policies, retention schedules, and secure disposal procedures.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Firm NameNumber Of Active ClientsCurrent Filing System

在 AI Hub 运行 →

Operations·Accounting

HK Accounting: Create Job Assignment & Workflow Automation

Design and implement automated job assignment and workflow management to optimize staff utilization, meet deadlines, and ensure quality.

引导式表单 — 无需写提示词

6 个字段 · 1 个文件
Firm NameNumber Of StaffPractice Management System

在 AI Hub 运行 →

Operations·Accounting

HK Accounting: Create Knowledge Base Article Writing

Build a comprehensive internal knowledge base with articles covering technical guidance, firm procedures, FAQs, and best practices for all staff.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Firm NameCurrent Knowledge SharingKb Platform

在 AI Hub 运行 →

Operations·Accounting

HK Accounting: Create Quality Control Checklist for Deliverables

Develop comprehensive quality control checklists for all service deliverables to ensure consistency, accuracy, and professional standards.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Firm NameService LinesCurrent QC Process

在 AI Hub 运行 →

Operations·Accounting

HK Accounting: Create Standard Operating Procedures (SOP) Creation

Create comprehensive Standard Operating Procedures for all key firm processes, ensuring consistency, quality, and efficient onboarding of new staff.

引导式表单 — 无需写提示词

5 个字段 · 1 个文件
Firm NameExisting SopsKey Processes Needing Sops

在 AI Hub 运行 →

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