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

You paste your inbox subjects + senders + 1-line previews into the prompt below. Claude returns three buckets with reasoning. You 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 checklist (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 (TextExpander, Raycast snippets, or Alfred). Trigger it with "triagemy".
3. Each morning, copy the top 30 emails as plain text: sender, subject, first line. Paste below the prompt. Send.
4. Use the output as your morning to-do list. Work the RESPOND_NOW bucket 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 checklist (90 min)

1. Create a Claude Project called "Proposals."
2. Upload 3 past proposals to the project knowledge (PDFs or markdown).
3. Add a doc with your pricing matrix and standard terms.
4. Add your StoryBrand BrandScript + one-liner as a doc.
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 discovery notes, get draft, edit, send.

How to know it's working

Time from discovery call to draft proposal should drop from 4+ hours to under 30 minutes. The first draft should be 80% sendable — you edit, you do not rewrite.

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.

What this does

You dump your raw notes from the week (Slack threads, ticket updates, meeting notes). It produces a clean, brand-voiced status email with progress, blockers, next-week priorities, and one ask.

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 this section)
  4. ONE ASK (a single specific action they need to do — e.g., review a doc, approve a design, schedule a call)

Voice: warm, confident, clear. Treat the client like a partner, not a customer. No "circle back" or "touch base." End with a personal sign-off.

Raw notes:
[PASTE NOTES HERE]

Setup checklist (45 min)

1. Block 30 minutes every Friday at 2:30pm in your calendar: "Client status emails."
2. Save the prompt as a snippet. One snippet per client (you can pre-fill the client name).
3. Friday at 2:30: open Claude, paste the prompt, dump your notes, send.
4. Review and edit the draft. Should take 2-3 min per client. Send by 3pm.

How to know it's working

Friday status emails should take 10 min total for 5 clients (was 90 min). Clients should start mentioning that they "love the weekly emails" within 4-6 weeks.

Lead enrichment + outreach draft

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

What this does

Two-step workflow. Perplexity researches the lead (recent news, role context, company moves). Claude turns that research into a 3-sentence outreach that does not sound like a templated cold email.

The prompts

Step 1 — Perplexity (or any web-grounded model):

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 (LinkedIn, blog, podcast)
  5. A possible pain point we could address (be specific, not generic)

Return as a structured profile. No fluff.

Lead: [NAME, LINKEDIN URL, COMPANY URL]

Step 2 — Claude (paste the research as context):

You are writing a cold outreach email from me to the lead above. 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. Not "as a fellow founder." Just talk like an actual person who read about them.

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

Research from Step 1:
[PASTE STEP 1 OUTPUT]

Setup checklist (2 hours)

1. Get Perplexity Pro ($20/mo) for the research step. Worth it.
2. Write your 1-sentence bio + what you sell. Save it. You will paste it into every Step 2 prompt.
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 — do 20 leads in 90 minutes once a week.

How to know it's working

Reply rate should be at least 15% on a clean ICP list. If you are under 8%, you are not personalizing enough — the Step 1 research is too thin.

Content repurposing engine

One podcast or blog post becomes 15 pieces of content — LinkedIn posts, tweets, email, newsletter, IG captions, YouTube shorts script.

What this does

You feed in one piece of "anchor" content (a podcast episode transcript, a long blog post, a keynote transcript). The workflow produces a content calendar across 4-5 channels for the next 2 weeks.

The prompt

You are my content repurposing engine. I will paste a long-form anchor piece (podcast transcript, blog post, keynote transcript). The Claude Project loaded contains my voice samples (last 20 LinkedIn posts, last 5 newsletters, last 3 tweet 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, hook + body + CTA)
    Fri: Newsletter (600-800 words)

  WEEK 2
    Same shape. Different angles from the anchor.

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

Voice: match the voice samples in the project. Direct, short sentences, no jargon, no emojis, one clear takeaway per post. Use the StoryBrand framework (problem → guide → plan → success) where it fits naturally.

Anchor piece:
[PASTE TRANSCRIPT OR BLOG HERE]

Setup checklist (3 hours)

1. Create a Claude Project called "Content Calendar."
2. Upload your 20 best LinkedIn posts (or wherever you have your voice).
3. Upload 5 newsletters + 3 X threads.
4. Add your StoryBrand BrandScript + one-liner.
5. Test the prompt with one podcast transcript. Edit the output. Note what needs to change.
6. Refine the prompt 2-3 times. Lock in.
7. Every 2 weeks: run on one anchor piece. Schedule via Buffer or Omnisocials.

How to know it's working

You should be able to produce 10-15 polished pieces in under 90 minutes from one anchor. If you are spending more than 10 minutes editing per piece, your voice samples are not strong enough — add more.