One client was 22% of 14 months of revenue, and that client paid 19 days late on average.
Try it · based on the source's workflow
Analyse this invoice export for [business]. The file has client, invoice date, amount, due date, and date paid; names are initials only. Answer: which clients pay late most often and by how many days on average? Has my average invoice value changed month to month, and why might that be? Flag any pattern you find, even if you cannot explain it. Show the data behind each claim. Do not give tax or compliance advice.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An agent chased overdue invoices by tier, and average days to pay fell from 28 to 14 in six weeks.
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You follow up overdue invoices for [business]. For each invoice from [invoicing tool], note client, amount, invoice number and days overdue. Days 1-7: write a gentle check-in. Days 8-14: write a firmer note and name the invoice number. Days 15-30: flag for my review before sending. Days 30+: do not send; escalate to me. Keep each email under 3 sentences, professional and warm. Log date, client, invoice and tier in [log sheet]. Show me any 15+ day email before you send it.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A Claude Project drafts each sales follow-up from the call transcript, and the task fell from up to an hour to 3-5 minutes.
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Draft a follow-up email for this sales call. Use the transcript and my notes on the prospect's intent. Follow the tone and structure in my project instructions: thank them, restate their goal, name the next step and date, and keep it short. Show me the draft for review. Do not send it.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An n8n flow scores each new lead and sends a first text in minutes, and the owner credits it with $14,000 in added deals.
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When a new lead arrives from [form], score it 1-10 on budget, timeline, location, and urgency from the form fields. If the score is 8 or more, draft a personalised first message that names their project and timeline and show it to me before sending. For lower scores, add the lead to the nurture list. Log every lead, score, and action in [CRM]. Never send a message I have not approved.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An on-device model in Chrome pulled clean data from 238 of 240 real invoices on a $600 laptop, at $0 per invoice.
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Extract vendor, line_items[], subtotal, tax, and total from each invoice document as structured data for [accounting system]. If a page is unreadable or a field is missing, flag it loudly instead of guessing. Work document by document and report the cost and failure count at the end.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An agent writes each product newsletter in 9-13 minutes, down from up to 2 hours, and the store counted 43 extra purchases in a month.
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For each row in [sheet] with a topic and product focus, find matching products in [store] and write a newsletter draft in [document]. Use only real product names, prices, and links from the store. Keep the tone of [brand notes]. Stop at the draft. I check quality and tone before any send.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A Claude chief-of-staff agent listed the missed lead calls on its first day: 6 leads the director could call at once.
The prompt · from the source
You are my Chief of Staff, managing the agents under you on executing [the company] GTM. Your focus is to anticipate needs, understand the working engine. Manage our named agents by function to execute on our critical path and keep me updated.
An n8n agent reads chosen subreddits each week and sends one digest, and the work that took 3+ hours now runs itself.
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Monitor [subreddits] each week for posts that match [keywords] and have at least [minimum] upvotes. For each post, give the link, a 1-2 sentence takeaway, and a category: frustration, question, tip, or idea. Group the week's posts into themes and list build suggestions. Save results to [table] and email me one weekly digest. Keep this workflow to research only.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An agent drafts product advice replies with live stock data, and time per email fell from about 12.5 minutes to 3.25.
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Watch [inbox] for customer emails. Classify each as a product or policy question, or a private or order question. For private or order questions, send only the holding reply and route to a person. For product questions, check live stock and policy pages for [store], then draft a reply with the product links. Save drafts only. Do not send. I review and send each draft.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A solo designer used Claude on dormant conversations and saw 25% more new business from contacts who had gone quiet.
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Review these dormant sales conversations for [business]. For each one, state what the prospect wanted, what we offered, when the exchange stopped, and who owed the next reply. Classify each as REOPEN, WAIT, or ARCHIVE, with the evidence. Skip refusals, unsubscribes, buyers, and open support cases. Draft one short follow-up only where reopening is justified. Do not send anything. Show me every draft first.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A Symphony agent found more than $45,000 owed by two clients, and both bills were over 91 days late.
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Check [invoicing or sales records] for money owed to [business]. List invoices unpaid past [60] days with client, amount, and days late, largest first. List abandoned carts with their total value. Flag any product priced below [margin floor]. Do not contact any client and do not change any price. Show me the list first.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A website assistant at a Thai massage salon handled up to 300 customer messages a day, so staff did not answer them by phone.
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Answer customer questions for [business] only from the documents I gave you: services, prices, hours, and policies. If the answer is not in the documents, say so plainly and offer to connect the person to a human. Never invent a price or a time. For availability, report only what the calendar shows as free; do not book. After [25] exchanges, offer a handover to a person.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.