Routines
Recipes published in Routines.
31 new today, Thu, Oct 15
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Clients waiting on a reply
Each evening it lists the clients still waiting for your reply.
Every day at 17:00 tell me which clients are still waiting for a reply from me. Do not write to them. Here is what I have: [paste the waiting messages]
Contracts expiring this month
Every Monday it flags contracts that expire soon, without signing anything.
Every Monday at 9:30 tell me which contracts expire in the next 30 days. Do not sign or change them. Here they are: [paste the contracts]
Customer messages to answer
Each morning it separates the customer messages that still need an answer.
Every morning at 8:45 separate the customer messages that still need an answer. Do not answer them yourself. Here they are: [paste the messages]
Daily calendar summary
Each morning it leaves the day's appointments in a few lines.
Every day at 7:00 send me a summary of my schedule. If my calendar is already connected, use it. If not, I will paste the day. Do not invent appointments. Here it is, if needed: [paste the schedule here]
Deals that need a message
Each morning it says which deals need a message, without sending it.
Every day at 9:00 tell me which deals need a message today. Do not send it. Here is the status: [paste the deal status]
Expenses waiting for a yes
Every Thursday it lists the expenses waiting for a yes, without approving them.
Every Thursday at 15:00 list the expenses waiting for my approval. Do not approve or pay them. Here they are: [paste the expenses]
Meetings to prepare today
Each morning it says what to bring to each meeting that day.
Every day at 7:30 tell me which meetings I have and what I should bring. If you do not have the calendar, I will paste it. Do not invent a meeting. Here it is: [paste today's schedule]
Payments due this month
On the 1st it leaves the month's payments, without paying any.
On the 1st of each month, at 8:00, make the list of payments that are due. Do not pay anything. If you do not have the details, I will paste them. Here they are: [paste this month's payments]
This month's tax papers
On the 5th it reminds you which tax papers are missing, without filing anything.
On the 5th of each month, at 9:00, remind me to gather the tax papers. Do not file anything or calculate a tax. Here is what I already have: [paste the papers]
This week's priorities
Every Monday it leaves five priorities, using only the tasks you passed.
Every Monday at 8:30 pick with me the 5 priorities for the week from what I give you. Do not invent tasks. Here is the list: [paste the tasks here]
Thursday collection draft
Every Thursday it leaves the collection note, ready for you to send.
Every Thursday at 10:00 draft the note to collect what is overdue. Do not send it. Use only the invoices I give you. Here they are: [paste the invoices here]