Productivity tools for work

Ready-made prompts for planning and organizing around productivity tools for work.

Build a Gantt schedule for a project

Turns a task list into a Gantt-style schedule table with start weeks, durations, dependencies and the critical path.

Choose the first five tools for a small team

Picks the five jobs a small team needs a tool for first, in order, and says what to use a spreadsheet or inbox for until then.

Define sales pipeline stages

Defines five to seven sales pipeline stages with entry and exit criteria so deals move on evidence, not on hope.

Design a focus block schedule for my workday

Designs a weekly schedule of protected focus blocks around your meetings, with a fallback for the days it breaks down.

Design a kanban board for my team

Designs a kanban board with named columns, a work-in-progress limit per column and rules for when a card moves on.

Design a one-page weekly metrics dashboard

Designs a one-page weekly dashboard from the decisions you make, with at most six metrics, each with its source, owner role and warning level.

Design a request form with an approval flow

Designs a request form and a simple approval flow for one kind of request, with fields, approver roles and time limits, as a draft for policy review.

Draft a project kickoff plan

Drafts a one-page kickoff plan for a work project with goal, scope, roles, milestones and the three biggest risks.

Map a repetitive task to an automation

Breaks a repetitive work task into trigger, steps and checks so you can build it as an automation, with the risks of automating it named.

Plan a 60-minute whiteboard workshop

Plans a 60-minute online whiteboard workshop with timed segments, board layout and ground rules that get a decision at the end.

Plan a cloud storage folder structure

Plans a folder tree for shared cloud storage with a naming convention, an archive rule and a migration order for old files.

Plan a new-hire onboarding checklist

Plans a 30-day onboarding checklist for a role, split by week and owner type, as a draft to adapt to your company policy and local law.

Plan a screen-share demo for my team

Plans a 15-minute screen-share demo with a run order, a prepared screen and a recording decision, so the demo does not stall live.

Plan a shared team calendar

Plans a shared team calendar with which events go in, color or label rules, who edits it and a monthly cleanup.

Plan a team wiki structure

Plans the top-level structure of a team wiki or knowledge base, with sections, page owners, a page template and a review rhythm.

Plan an email triage routine

Plans a daily email routine with fixed check times, a four-way sort rule, folders or labels and a two-minute rule.

Plan CRM fields for my sales process

Plans the fields a CRM needs for your sales process, split into must-have and later, with entry rules so data stays clean.

Plan my week as a manager to free up time

Plans a manager's week that protects time for deep work and one-to-ones, from your recurring commitments and what must move or be dropped.

Prepare a document for e-signature

Builds a pre-send checklist for a document going out for e-signature, covering signers, order and records, as general information, not legal advice.

Prepare a video call checklist

Builds a checklist for an important video call covering tech checks, setup, a backup plan and the first two minutes.

Set file sharing rules for a team

Sets simple file sharing rules for a team covering link access, who may share outside, naming and a yearly access check.

Set up a time tracking routine

Sets up a light time tracking routine with categories, when to log, a weekly review and a way to stop if it becomes a chore.

Set up a weekly task system

Designs a simple weekly task system for your work with three lists, a Monday planning step and a Friday review, in your tool.

Set up shared inbox ownership rules

Sets up rules for a shared team inbox covering who answers, how a message is claimed, tags, response times and handoffs.

Turn team goals into quarterly OKRs

Turns your team goals into up to three objectives with measurable key results for one quarter, and flags the ones you cannot measure.