Guides / The Workday Guide
For individual contributorsGet your Monday morning back.
Six personal AI workflows, set up step by step.
- Know what actually needs you by 8:15, not 10:30.
- Send the follow-up and CRM note before the next call starts.
- Turn the Friday update into a ten-minute read-through.
Six workflows, in the order your day actually happens.
Each one comes fully built: example, copy-ready instructions, review checkpoints and troubleshooting. All in the download.
Your personal context file
The reason every draft sounds like you instead of like a press release.
Inbox triage
Know what actually needs you before your coffee’s cold.
The one-page prep brief
Walk into every meeting knowing exactly what you need from it.
Recap, follow-up and CRM note
Messy notes in. Recap, follow-up and CRM note out, before your next call starts.
The next-step tracker
Nothing you promised slips through the cracks quietly.
The weekly status update
The update you dread becomes a ten-minute read-through.
Troubleshooting
When a draft goes sideways, the fix is already written down.
The difference is the context file.
Without A cold prompt
“I hope this email finds you well! I wanted to circle back regarding our recent conversation and touch base on next steps moving forward.”
Nobody you know talks like this.
With Your context file
“Jamie, thanks for the time today. Proposal’s attached. The two-location pilot is in section 2. Does Thursday at 10 still work to walk Priya through the numbers?”
Short, specific, and it sounds like you.
Built so you can’t get lost.
Never set up an AI project before? Start with the step-by-step guide. It walks through every click in plain language, with a check-yourself box at the end of each step.
Start Here: step by step
A branded, plain-language walkthrough of every click. No jargon, no skipped steps.
Personal context file
A fill-in template with good and bad examples, so the very first draft already sounds like you.
Five workflow files
Copy-ready instructions for every part of the day.
Review checklist
A one-page printable of the judgment calls to check before anything goes out.
Role packs: realtors and sales reps
Extra workflows built for agents and for reps who want the top of the board.
Your first week plan and troubleshooting
One workflow a day for five days, plus fixes for the most common ways drafts go wrong.
A great fit if you…
- Do the same handful of writing tasks every week
- Have access to an AI tool your employer approves
- Want to stay in control of what goes out under your name
- Sell, manage accounts, coordinate projects or run client work
Not the right fit if you…
- Need AI writing directly into a shared CRM. That’s a Setup.
- Are setting the standard for a whole team. See the Business Operating System.
- Want someone to build it with you live. Book a working session.
A handful of personal workflows, running by Friday.
Download instantly after purchase, then follow the Start Here guide.
Works with ordinary user access. Anything that needs an administrator is flagged before you start.
- Step-by-step Start Here guide
- Personal context file
- Six workday workflows
- Review checklist
- Realtor and sales role packs
- First week plan and troubleshooting
Digital download · 14 files: PDF guides, editable templates and a spreadsheet · All sales final.
Not sure yet? Take the free assessment.
About the Workday Guide
Do I need a paid AI account?
You’ll need an AI tool your employer approves. The guide covers the rest.
Is it safe to paste work email into AI?
Only into tools your employer approves. The guide covers exactly what to leave out.
How long does setup take?
About 30 minutes to your first win. The Start Here guide walks you through all of it.
What format are the files?
A branded PDF guide plus ready-to-use templates and checklists you can open in any editor or print.