Scheduled Prompts

Set up once. AI runs it every day

Prompts built for recurring execution in ChatGPT Tasks, Copilot Tasks, and Claude Cowork. Configure once and they run automatically without re-prompting.

ChatGPT TasksCopilot TasksClaude Cowork

Recurring Templates

Daily — 8:00 AMChatGPT Tasks

Morning Pipeline Digest

Runs every morning producing a prioritized summary of your top 5 deals: health status, next action, days since last activity, and the single most important thing to do today for each one.

You get

5-deal priority stack with health flags, next actions, and a forecast narrative ready for your pipeline call.

ChatGPTCopilot

Pro

Weekly — Monday 7 AMCopilot Tasks

Stale Deal Re-Engagement Alert

Queries deals with no activity in 14+ days and generates a targeted re-engagement recommendation for each — best angle, hook, and channel to restart the conversation right now.

You get

Stale deal list with re-engagement approach, hook angle, and channel recommendation per deal.

CopilotChatGPT

Pro

Daily — 5:00 PMClaude Cowork

End-of-Day CRM Sync Summary

Reviews emails and calendar from the last 8 hours. Generates structured CRM updates, open action items, and a 3-line summary of what happened in pipeline today.

You get

Ready-to-paste CRM entries for each deal touched plus a tomorrow priority list sorted by urgency.

ClaudeCopilot

Pro

Weekly — Friday 3 PMChatGPT Tasks

Weekly Forecast Narrative

Pulls current pipeline data and writes a 90-second spoken forecast narrative by deal — ready for Monday’s call with commit rationale, risk flags, and concrete leadership asks.

You get

First-person forecast narrative, commit confidence per deal, top risk with mitigation, and two actionable asks.

ChatGPTCopilot

Pro

6 more scheduled templates with Pro

Monthly renewal risk scanner, ICP scoring on new leads, competitive mention tracking — all included with Pro.

Get Pro — $4.99/mo →