The document is a standard‑operating‑procedure guide that teaches users how to link Claude (the AI assistant) to the productivity tools they already use—email, calendar, file storage, advertising platforms, social media, and a CRM (GoHighLevel). It emphasizes that the quality of AI output depends on a repeatable five‑part prompt formula: role, outcome, context, files, and the user’s own thinking. The guide explains that Claude always asks before taking any action that could modify or send data, keeping the user in control. For each connected app it provides concrete example prompts that follow the formula, showing how to (1) sort and draft email replies, (2) analyze calendar time and protect focus blocks, (3) audit and reorganise a messy folder, (4) review Meta/Google ad performance and identify the biggest opportunity, (5) evaluate recent social posts and generate content ideas, and (6) surface un‑followed‑up leads in the CRM. It also introduces “routines” – scheduled prompts that run automatically (weekly business summary, daily ad report). The final homework encourages the user to connect one app (email) and run a prompt using the full formula, demonstrating the impact of structured prompting.
Topics
Five‑Part Prompt Formula for High‑Quality AI Output
Introduces the repeatable structure (role, outcome, context, files, thinking) that underpins every example prompt in the SOP.
User‑Centred Control & Safety Mechanisms
Explains that Claude always asks before sending, posting, deleting, or changing anything, allowing users to safely grant the AI access to inboxes and other tools.
Email Management Workflow
Provides example prompts for sorting recent emails into categories, counting items per category, and drafting short replies in the user’s voice.
Calendar Analysis & Focus‑Time Protection
Shows how to ask Claude to review a week’s calendar, quantify time spent in meetings vs. focused work, and suggest cuts or blocks to protect focus hours.
File‑Drive Organization Blueprint
Guides the AI to audit a messy folder, propose a clean top‑level hierarchy (6‑7 folders), and rename files with a consistent date‑description pattern.
Meta & Google Ads Performance Review
Two prompts: one to summarize last‑week ad metrics and flag under‑performing campaigns, another to pinpoint the single biggest opportunity to lower cost‑per‑lead.
Social Media Content Insight
Instructs Claude to examine the last ten posts, identify common traits of top‑performing content, and generate five new content ideas in that style.
CRM Lead Follow‑Up Audit (GoHighLevel)
Asks the AI to pull new leads from the CRM, highlight those not yet followed up, and suggest personalized follow‑up messages.