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315 resources

Workflow · Beginner · 20 min
Weekly metrics narrative workflow
Write the narrative for a weekly metrics email from computed numbers, never from raw ones.
- When: Monday morning.
- 1. Compute in the sheet
- 2. Narrate from the table
Steps 4Tools Spreadsheet, Any assistantChatGPTClaude
Checklist · Beginner · 10 min
Assistant-written SEO content before publishing checklist
The checks that keep generated pages from being thin, wrong or duplicated.
- Generated pages are easy to make and easy to make badly. This list is the difference.
- ☐ The page answers the searcher's questions in order
- ☐ It contains something the top results do not
Items 10ChatGPTClaude
AI tool guide · Beginner · 20 min
Google Search Console for AI SEO
Use Search Console as the source of truth for what actually ranks and gets clicks.
- Search Console shows the queries your pages appear for, impressions, clicks and positions, plus indexing and page-experience issues; every SEO decision should start from its data rather than from a third-party estimate.
- Workflow: Find near-misses
- Workflow: Indexing check
ChatGPTClaude
Checklist · Beginner · 10 min
Publishing assistant-assisted content checklist
The gate between a generated draft and a published piece.
- Assistants write plausible content. Publishing plausible content damages a publication faster than publishing nothing.
- ☐ Every factual claim traces to a source you opened
- ☐ Quotes are verbatim and attributed
Items 10ChatGPTClaude
Code recipe · Beginner · 15 min
Reading level and length report for a draft
Compute a plain reading-level estimate and length stats for any draft before publishing.
- Editors want a quick, consistent read on sentence length and reading level without pasting into a web tool.
Language JavaScriptChatGPTClaude
AI tool guide · Beginner · 20 min
Descript for AI content creation
Edit audio and video by editing the transcript, and use its AI features for the tedious parts.
- Descript transcribes a recording and lets you cut, rearrange and clean the media by editing the text; its AI features remove filler words, level audio and generate short clips, which turns hours of editing into minutes for talking-head content.
- Workflow: Podcast episode
- Workflow: Clips for social
ChatGPTClaude
Workflow · Beginner · 1h
Editorial calendar with an assistant workflow
Plan a quarter of content from themes, capacity and what worked, with every slot tied to a goal.
- When: Start of each quarter.
- 1. Read the evidence
- 2. Fill the calendar within capacity
Steps 4Tools Any assistant, Analytics, CalendarChatGPTClaude
Workflow · Beginner · 40 min
Repurposing pipeline workflow
Turn each long piece into short pieces for other channels on a fixed schedule, one idea per piece.
- When: Every time a long piece is published.
- 1. Extract ideas
- 2. One idea per piece
Steps 4Tools Any assistant, SchedulerChatGPTClaude
Checklist · Beginner · 10 min
Assistant in the support queue checklist
What must be in place before an assistant drafts customer replies.
- Support is where a wrong sentence costs money and trust. Set these before the first draft.
- ☐ Policies exist as exact sentences the assistant can be given
- ☐ Personal data is redacted before any model call
Items 9ChatGPTClaude
Automation recipe · Beginner · 45 min
CSAT low-score follow-up: automation recipe
Build cSAT low-score follow-up as a Zapier automation: when a survey comes back low, summarise the thread and create a follow-up task for the lead the same hour.
- Trigger: New survey response with a score of 2 or below.
- 1. Survey tool
- 2. Help desk
Platform ZapierActions 4ChatGPTClaude
Workflow · Beginner · 45 min
Triage, draft, approve workflow
Run support with an assistant sorting and drafting while a person approves every reply, so speed goes up and mistakes do not.
- When: Start of every support shift and whenever the queue exceeds twenty.
- 1. Sort the queue
- 2. Draft the answer-now set
Steps 5Tools Any assistant, Help desk, Policies documentChatGPTClaude
Checklist · Beginner · 10 min
Generated product listing before publishing checklist
The checks that keep a generated listing accurate.
- Generated listings read well and lie casually. Facts first.
- ☐ Every specification traces to the spec sheet
- ☐ Dimensions, materials and compatibility are exact
Items 9ChatGPTClaude
Code recipe · Beginner · 15 min
Reorder point calculator
Compute reorder points and quantities for a SKU list from demand and lead time.
- Reorder points guessed by feel cause stockouts and dead stock; a formula from daily demand, lead time and safety stock is simple and defensible.
Language JavaScriptChatGPTClaude
AI tool guide · Beginner · 20 min
Shopify Magic for AI ecommerce
Use Shopify's built-in AI for descriptions, emails and support replies inside the admin.
- Shopify Magic generates product descriptions from a few keywords, drafts store emails and suggests replies in Inbox, all from within the admin, so it suits stores that want speed without another tool.
- Workflow: Description draft
- Workflow: Inbox replies
ChatGPTClaude
Automation recipe · Beginner · 45 min
Order confirmation enrichment: automation recipe
Build order confirmation enrichment as a Zapier automation: add a short, accurate 'what happens next' to order confirmations based on the items bought.
- Trigger: New paid order from the store.
- 1. Store
- 2. Lookup table
Platform ZapierActions 4ChatGPTClaude
Workflow · Beginner · 10 min
Support reply drafting for order issues workflow
Draft replies for common order issues within policy so agents approve rather than compose.
- When: Each support shift.
- 1. Attach the facts
- 2. Attach the policy
Steps 4Tools Any assistant, Policies, Order lookupChatGPTClaude
Workflow · Beginner · 45 min
Product listings from a spec sheet workflow
Write consistent listings for a batch of products from their specification sheet, with facts before benefits.
- When: A new batch of products is ready to list.
- 1. Fix the template
- 2. Generate from the sheet, one row at a time
Steps 4Tools Any assistant, The spec sheetChatGPTClaude
Checklist · Beginner · 10 min
Assistant-drafted sales email before sending checklist
What to check on a generated outreach or follow-up.
- Generated sales emails are fluent and generic. This list keeps the one thing that gets replies: a true, specific observation.
- ☐ The observation is true and linked to a source
- ☐ The prospect's name and company are spelled correctly
Items 9ChatGPTClaude
Code recipe · Beginner · 15 min
Score a lead against written criteria
Turn qualification criteria into a deterministic scoring function you can test.
- Lead scoring in a spreadsheet drifts; a small typed function with tests makes the rules explicit and changeable.
Language TypeScriptChatGPTClaude
Automation recipe · Beginner · 45 min
Stalled deal nudge: automation recipe
Build stalled deal nudge as a Make automation: every morning, list deals with no activity for fourteen days and draft a next action for each.
- Trigger: Schedule: weekdays 08:00.
- 1. CRM
- 2. OpenAI or Anthropic
Platform MakeActions 4ChatGPTClaude
Workflow · Beginner · 15 min
Call notes to CRM and next step workflow
Turn call notes into a CRM update with the next step scheduled before you forget the call.
- When: Within fifteen minutes of ending a sales call.
- 1. Extract the facts
- 2. Set the stage honestly
Steps 4Tools Any assistant, CRMChatGPTClaude
Workflow · Beginner · 15 min
Prospect research to first email workflow
Research a prospect from public sources and write a first email built on one true observation.
- When: A new prospect enters the list.
- 1. Collect observations
- 2. Pick the one that connects
Steps 4Tools Any assistant, Search, CRMChatGPTClaude
Tool · Beginner · 3 min
Meta description checker
Check a title and description against search result limits.
- Measures your title and meta description and points out weak openings before you publish.
ChatGPTClaude
Tool · Beginner · 3 min
UTM link builder
Build a correctly formatted campaign link every time.
- Enter the destination and the campaign parameters; get a normalised link and notes on anything that would break tracking.
ChatGPTClaude

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