5 AI workflows you can run
this week.

Inbox triage assistant

Turn a noisy inbox into a 3-bucket morning brief: respond now, defer, archive. Saves 30-45 min a day.

// what this does

Paste your inbox subjects + senders + 1-line previews into the prompt below. Claude returns three buckets with reasoning. Blow through your inbox in 10 minutes instead of an hour.

// the prompt

You are my inbox triage assistant. I will paste a list of emails with sender, subject, and first sentence. For each email, classify into one of these buckets:

  RESPOND_NOW = needs a reply today; high value or time-sensitive
  DEFER       = can wait 2-7 days; low urgency
  ARCHIVE     = no action needed; FYI / newsletter / promo

For each email, also produce: (1) the bucket, (2) a one-sentence reason, (3) if RESPOND_NOW, a one-line draft reply I can edit.

Be ruthless. If in doubt, ARCHIVE. I would rather lose a low-value email than waste an hour sorting.

Output as a markdown table: | Sender | Subject | Bucket | Reason | Draft (if RESPOND_NOW) |

Here is my inbox:
[PASTE EMAILS HERE]

// setup (30 min)

1. Open Claude (or ChatGPT) in a browser tab. Pin the tab.
2. Save the prompt as a snippet using your text expander. Trigger it with "triagemy".
3. Each morning, copy your top 30 emails as plain text. Paste below the prompt. Send.
4. Use the output as your morning to-do list. Work RESPOND_NOW first.

// how to know it's working

You should finish your inbox by 9:30am. If you are still in it at 10:30, you are not trusting the ARCHIVE bucket. Tighten it.

Proposal generator

From discovery notes to a first-draft proposal in 15 minutes. We use this on every BB engagement.

// what this does

Loads your standard pricing, three past proposals, and your StoryBrand BrandScript as project knowledge. Then ingests your discovery notes and produces a full proposal — exec summary, scope, deliverables, timeline, investment, terms.

// the prompt

You are my proposal writer at [YOUR AGENCY]. The project knowledge contains:

  - Our standard pricing tiers
  - Three past proposals (anonymized) that were accepted
  - Our StoryBrand BrandScript and one-liner
  - Our standard terms

Given the discovery notes below, draft a proposal with:

  1. EXECUTIVE SUMMARY (3 sentences max — use StoryBrand: their problem, our role, their transformation)
  2. SCOPE (numbered list of deliverables — be specific, no jargon)
  3. TIMELINE (4-6 week milestones, named not dated)
  4. INVESTMENT (single number; if range, max 30% spread; tied to our standard pricing)
  5. WHY US (3 bullets, not 10 — only what matters for THIS client)
  6. NEXT STEP (one specific action — book the kickoff)

Voice: confident, no fluff, no superlatives, no "synergies" or "best-in-class." Sound like a senior consultant, not a sales rep.

Discovery notes:
[PASTE NOTES HERE]

// setup (90 min)

1. Create a Claude Project called "Proposals."
2. Upload 3 past proposals to the project knowledge.
3. Add a doc with your pricing matrix and standard terms.
4. Add your StoryBrand BrandScript + one-liner.
5. Pin the prompt above as the project's system instructions.
6. When a new RFQ comes in, start a chat inside the project, paste notes, get draft, edit, send.

// how to know it's working

Time from discovery call to draft should drop from 4+ hours to under 30 minutes. The first draft should be 80% sendable.

Weekly client status email

Turn raw weekly notes into a polished status email every Friday at 3pm. Clients feel cared for. You save 90 min.

// the prompt

You are my client account manager. The client is [CLIENT NAME]. Below are my raw notes from this week's work — Slack threads, ticket comments, meeting notes, in no particular order.

Produce a Friday status email with these sections:

  Subject line: "{Client} weekly update — week of {date}"

  1. THIS WEEK (3-5 bullets, plain English, no jargon, what actually shipped)
  2. NEXT WEEK (3 bullets — top priorities only)
  3. BLOCKERS / DECISIONS NEEDED (only include if something is genuinely blocking; otherwise skip)
  4. ONE ASK (a single specific action they need to do)

Voice: warm, confident, clear. Treat the client like a partner, not a customer. End with a personal sign-off.

Raw notes:
[PASTE NOTES HERE]

// setup (45 min)

1. Block 30 min every Friday at 2:30pm: "Client status emails."
2. Save the prompt as a snippet per client (pre-fill the name).
3. Friday 2:30: paste prompt + notes. Send. Edit. Send.
4. Should take 2-3 min per client. Done by 3pm.

// how to know it's working

10 min total for 5 clients (was 90 min). Clients start saying they "love the weekly emails" within 4-6 weeks.

Lead enrichment + outreach draft

Drop in a LinkedIn profile. Get back a personalized outreach email referencing something real.

// the prompts (two-step)

Step 1 — Perplexity

Research the following lead. I need to know:

  1. Their current role and how long they have been in it
  2. Their company (size, industry, recent news in last 90 days)
  3. One specific recent move — promotion, new initiative, fundraise, product launch
  4. One thing they have written/posted publicly recently
  5. A possible pain point we could address (be specific)

Return as a structured profile.

Lead: [NAME, LINKEDIN URL, COMPANY URL]

Step 2 — Claude (paste research as context)

You are writing a cold outreach email. Constraints:

  - 60 words max
  - 3 sentences max
  - Opening line references the SPECIFIC recent thing from research (not generic "saw your post")
  - Middle line connects what we do to their specific pain point (no "we help companies grow")
  - Closing line is a low-friction ask (a question, not a meeting)

Voice: human, direct, peer-to-peer. Talk like an actual person.

About me: [1-SENTENCE BIO + WHAT YOU SELL]

Research from Step 1:
[PASTE STEP 1 OUTPUT]

// setup (2 hr)

1. Get Perplexity Pro ($20/mo) for the research step.
2. Write your 1-sentence bio + what you sell. Save it.
3. Save both prompts as snippets. Trigger "research-lead" and "draft-outreach".
4. Run on 5 leads. Reply rate should be 3-5× a cold templated email.
5. When it works, batch — 20 leads in 90 minutes once a week.

// how to know it's working

Reply rate should be 15%+ on a clean ICP list. Under 8% means Step 1 research is too thin.

Content repurposing engine

One podcast or blog post becomes 15 pieces of content — LinkedIn, X, email, newsletter, video script.

// the prompt

You are my content repurposing engine. I will paste a long-form anchor piece (podcast transcript, blog, keynote transcript). The Claude Project contains my voice samples (last 20 LinkedIn posts, 5 newsletters, 3 X threads).

Produce a 2-week content calendar:

  WEEK 1
    Mon: 1 LinkedIn post (1,000-1,300 chars, hook in first 2 lines)
    Tue: 1 Twitter/X thread (5-7 tweets)
    Wed: 1 LinkedIn post
    Thu: 1 short-form video script (60-90 sec)
    Fri: Newsletter (600-800 words)

  WEEK 2 — same shape, different angles.

For each piece, produce: (a) platform, (b) the post, (c) the angle from the anchor, (d) one suggested visual.

Voice: match the samples. Direct, short sentences, no jargon, no emojis. Use StoryBrand where it fits naturally.

Anchor piece:
[PASTE TRANSCRIPT OR BLOG HERE]

// setup (3 hr)

1. Create a Claude Project called "Content Calendar."
2. Upload your 20 best LinkedIn posts.
3. Upload 5 newsletters + 3 X threads.
4. Add your StoryBrand BrandScript.
5. Test with one podcast transcript. Edit. Note what to change.
6. Refine the prompt 2-3 times. Lock in.
7. Every 2 weeks: one anchor → 15 pieces.

// how to know it's working

10-15 polished pieces in under 90 minutes. If editing each piece takes >10 min, your voice samples need more depth.