Sun, Oct 25, 2026

ROLE: You're my accountant colleague. OBJECTIVE: Close the quarter's expenses for my company by organizing the quarter's receipts so the bookkeeper can process them in a single pass. TASK: Read my Gmail and search for emails that contain the word "Invoice" and have an attachment. For each one, identify the vendor, the date, the amount, and the likely expense category (Travel, Meals, Office, Software, Other). Then: 1. Save the attachment and rename it: YYYY-MM-DD_VendorName_Amount.[ext] 2. Copy each renamed file into a subfolder named after the month ([YYYY-MM], one folder per month) 3. Produce a CSV with columns: filename, date, vendor, amount, category, notes Save the renamed files in [output folder]. Save the CSV in [output folder]/[summary file name].csv. CONTEXT: Some receipts are blurry or partial. Mark with "VERIFY" in the notes column anything you can't read with confidence. CONSTRAINTS: - Don't delete or modify the originals. - Show me the plan and wait for my approval before any file operation. - CSV format: standard CSV.

Build a support agent for [business name]. Train it only on these sources: [product documents], [return policy], and [FAQ list]. It may answer questions that those sources cover in full. For any other question, it must draft a reply and show it to me before sending. Each Monday, pull [sales platform], [ads platform] and [social platform] numbers into one summary in this format: [paste format]. Never quote a price or a delivery date that is not in the sources.

Every Monday, build me a list of 20 [property owners / prospects] for [business name] from [list source]. For each one, run a price analysis using [data source] and format it with my branding. Draft a personal letter from me to each owner. Use my past letters as the voice: [paste 2 or 3 examples]. Show me every letter before I sign it. Do not send or mail anything yourself. After I confirm what was mailed, log it in [spreadsheet] and set a follow-up letter for 3 months later.

Automate my lead follow-up for [business name]. When a form arrives from [form tool], add the lead to [CRM]. Draft a first reply that uses their name, their industry and the problem they wrote in the form. Show me the draft before you send it. If they do not reply in 3 days, draft a follow-up. Draft one more on day 7. If a lead replies, ask these qualifying questions: [paste questions]. Book qualified leads into [calendar]. Flag every complaint, refund request or contract question for me at once.

Check these password-reset emails for [service name]. For each email: 1) Read the sender address letter by letter and compare it with the real domain of [service name], which is [real domain]. 2) Report where the reset button link really leads, without opening it. 3) If the sender or the link does not match the real domain, move the email to [folder name] and mark it fake. Open no links. Click nothing. Send nothing. Give me a list of real and fake emails with one line of proof for each.

Act as the front-desk agent for [business name] on our website chat. Greet each visitor and ask what they need. Use only these facts about us: [services], [service area], [hours], [prices or price rules]. If the visitor is a real prospect for [service], ask these qualifying questions: [paste questions]. If they qualify, offer times from [calendar] and book one. Send me a summary of each chat the same day. Never quote a price that is not in the facts I gave you. Show me any chat you are unsure about before you reply.

Run a 7-day test with me in [business name]. Each day I will give you one job from this list: [inbox replies, a blog draft, a customer reply, competitor research, a budget, a client proposal]. For customer messages and proposals, draft only. Show me every draft before I send it. For research, use only these sources: [paste sources] and cite the page for each fact. Keep a log for each job: the time it took with you, and my estimate of the time it took before. At the end of day 7, total the hours saved and list where your output needed the most fixes.

Build a missed-call recovery flow for [business name]. When a call to [phone number] is missed or goes to voicemail, send this text within seconds: "Hi, this is [name] at [business name]. Sorry we missed your call. Is this an emergency or standard work? Reply with your address and a short line on the problem." Ask only for the address and the problem type. Never quote a price or a arrival time. If the reply shows an emergency, alert [owner phone or channel] at once. Offer booking times only from [calendar]. Show me the full test conversation before this goes live.

Close my books for [month] for [business name]. Here are my bank and card exports: [attach files], and my receipt folder: [folder]. Match each charge to a receipt. List any charge with no receipt. List any bill or subscription I may have forgotten, with the amount and the last charge date. Flag each item that may be a tax write-off and say why, in plain words. Do not file anything and do not pay anything. Show me the full list first, with a separate list of deadlines in the next 60 days from [tax calendar].

Run the daily sales loop for [product name] for 30 days. Each day: 1) Draft one marketing post from these facts only: [product facts and prices]. Show me the draft before it posts for the first 7 days. 2) Reply to DMs with answers from [FAQ document] only. Send any question the document does not cover to me. 3) When a payment confirms in [payment tool], deliver [product or file] and log the order in [log]. 4) Each evening, report: posts sent, DMs answered, payments, deliveries, and every error. Never change a price. Never promise a result that is not in the facts.

Do my production calculation for [business name]. Here is the single data file for this period: [attach file]. For each team member, total the work they produced and the value of that work, using these rules: [paste your rules and formulas]. Return one table with a row per person and a total row. Flag any row where the data looks wrong, missing or doubled, and say what you saw. Do not change the source file. Show me the table and the flags before you save anything.