All templates
Activities

ORGANIZE & TRACK MODE

Use when: Managing calendar, organizing files, updating systems, or staying on top of tasks

Weekly Planning & Prioritization

Prompt
Help me plan my week of [DATE RANGE].

Current commitments:
- [LIST MEETINGS/APPOINTMENTS]
- [LIST DEADLINES]
- [LIST ONGOING PROJECTS]

My top 3 priorities this week:
1. [PRIORITY]
2. [PRIORITY]
3. [PRIORITY]

Create:
- A prioritized task list organized by day
- Time blocks for deep work on priorities
- Buffer time for unexpected issues
- Suggested tasks to delegate or defer
- End-of-week review checkpoint

Focus on realistic planning - don't overcommit.
Tools used

Google Calendar, Notion, Google Sheets

File & Document Organizer

Prompt
Create a file organization structure for [PROJECT/TEAM/DEPARTMENT].

Current situation: [DESCRIBE CURRENT STATE]
Types of files we work with: [DOCUMENTS/DESIGNS/DATA/ETC.]
Team size: [NUMBER]
Access needs: [WHO NEEDS WHAT ACCESS]

Design:
- Top-level folder structure
- Naming convention template
- Version control approach
- Archive/cleanup schedule
- Permission/access recommendations

Make it simple enough that the team will actually follow it.
Tools used

Google Drive, OneDrive, Notion

CRM Data Hygiene & Updates

Prompt
Help me update and organize my CRM data for [TIME PERIOD].

Recent activities to log:
- [MEETINGS/Calls]
- [EMAILS SENT]
- [PROPOSALS SENT]
- [DEALS WON/LOST]

For each contact/company:
- Update contact information
- Log recent interactions
- Update deal stage and value
- Add notes about next steps
- Tag or segment appropriately

Also identify:
- Contacts needing follow-up
- Incomplete records
- Opportunities to re-engage

Focus on the highest-value contacts first.
Tools used

HubSpot, Salesforce, Pipedrive, Google Sheets

Meeting Scheduler & Coordinator

Prompt
Schedule a meeting for [PURPOSE] with [ATTENDEES].

Meeting details:
- Duration: [LENGTH]
- Preferred dates: [DATE RANGE]
- Time zone considerations: [TIMEZONES]
- Required vs. optional attendees: [LIST]

Find:
- 3-5 time slots that work for all required attendees
- Meeting room or video link requirements
- Any conflicts to be aware of
- Pre-meeting materials to share

Send calendar invites with agenda and any prep needed.
Tools used

Google Calendar, Outlook Calendar, Calendly

Project Status Tracker

Prompt
Create a project status tracker for [PROJECT NAME].

Current status as of [DATE]:
- Overall health: [GREEN/YELLOW/RED]
- Completion: [X]% 

Workstreams:
1. [WORKSTREAM 1] - Status, owner, blockers
2. [WORKSTREAM 2] - Status, owner, blockers
3. [WORKSTREAM 3] - Status, owner, blockers

Key metrics:
- [METRIC 1]: [VALUE]
- [METRIC 2]: [VALUE]

Risks & Issues:
- [LIST WITH SEVERITY AND MITIGATION]

Upcoming milestones (next 30 days):
- [LIST WITH DATES]

Format as a dashboard-style tracker in a spreadsheet or project tool.
Tools used

Google Sheets, Notion, Jira, Linear

Personal Productivity Audit

Prompt
Conduct a productivity audit for [TIME PERIOD].

Review my:
- Calendar (meetings vs. focus time ratio)
- Completed tasks and projects
- Goals progress
- Time spent on different activities
- Energy levels throughout the day

Analyze:
- What's working well
- Time drains and inefficiencies
- Patterns in productive vs. unproductive days
- Opportunities for improvement

Recommend:
- 3 changes to implement next month
- Tools or processes to adopt
- Habits to build or break
- Boundaries to set

Focus on practical, implementable changes.
Tools used

Google Calendar, Google Sheets, Notion