Morning Catch Up
Follow up is scattered across your inbox, estimates, invoices, and finished jobs. Nothing tells you what needs you today.
You get
One short morning digest of what needs you now, with a draft ready for each item.
- Who it's for
- Owners and office managers who want to start the day knowing nothing slipped.
- When to use it
- First thing in the day, or any time you want one catch up across the whole business.
- What it needs
- Any sweep source: an inbox paste, estimate list, invoice list, or completed jobs list
- Optional: today's calls and your priority for the day
- What it produces
- One ranked digest: what needs you now with drafts attached, what can wait, and what to escalate, plus what it assumed.
- Files you receive
- Three formats, so it works with whatever you already use:
- Claude — Installable skill package (.zip). In Claude: Settings → Capabilities → Skills → Create skill → Upload a skill. Upload the ZIP without unzipping it, then turn the skill on.
- ChatGPT — Custom GPT instructions (.md). In ChatGPT: create a new Custom GPT, then paste the instructions file into the Instructions field.
- Universal — Copy-and-paste prompt (.md). Open the file, copy the whole thing, and paste it into a new chat with any AI assistant.
- Time to first result
- A daily catch up in a few minutes
The owner says
"Morning catch up. Here is my inbox from overnight and my open estimates list."
It hands back
MORNING BRIEF — from what you pasted (inbox + open estimates) 1. Needs a reply today - Mrs. Alvarez: rescheduling request for Thursday (email, 6:12am) - New lead: deck staining inquiry, wants a quote this week (email, 9:48pm) 2. Money - Estimate #88 ($5,200) quiet 11 days — past your 10-day flag (estimates list) - No overdue invoices in what you gave me 3. Schedule - No conflicts visible in what you pasted 4. Being dropped - The Hendricks thread — unanswered 6 days (email) 5. Suggested first hour 1) Reply to Alvarez (2 min, drafted below) · 2) Follow up #88 (drafted) · 3) Quote request acknowledgment (drafted) No data available to me for: calendar, voicemail. Paste or connect them and they'll appear here.
Illustrative example — not a customer result.
How it works
- 1Runs each sweep you gave it a source for: leads, estimates, invoices, reviews.
- 2Applies your thresholds, or labeled defaults, to decide what gets flagged.
- 3Ranks everything by urgency and money at stake.
- 4Attaches a review ready draft to every flagged item and escalates regulated matters to a professional.
Catches what is slipping
One morning catch up brings leads, estimates, invoices, and reviews into a single list with drafts ready to review.
You show it
One or more piles: your inbox, estimate list, invoice list, or completed jobs list
What gets flagged
- Runs each assistant's own detection rules using your thresholds, with defaults labeled
- Ranks across sources: upset customers first, revenue recovery next, goodwill last
- If nothing is flagged, it says so plainly instead of manufacturing tasks
- On plans that support scheduled tasks, it can run each morning; the digest still comes only to you
You review every draft. Nothing is ever sent to a customer automatically.
What you need to run it
You need an account with an AI assistant — Claude, ChatGPT, or another. Installing skills in Claude and creating Custom GPTs in ChatGPT both need those providers' paid plans; the copy-and-paste version works on any plan. See Anthropic's help center for what your plan includes. (Last verified 2026-08-02.)
Works well with
New Lead Response Assistant
Leads go cold because follow up is slow and inconsistent, and the job goes to whoever answered first.
You get
A ready to send, on brand reply to any new lead, plus the recommended next step.
- Claude
- ChatGPT
- Universal
Example: An HVAC company replying to an after hours web form
See how it worksEstimate Follow Up Assistant
Estimates get sent and never followed up, the single biggest recoverable revenue leak.
You get
A short, tactful follow up sequence that keeps an estimate alive without nagging.
- Claude
- ChatGPT
- Universal
Example: A landscaper following up on a patio estimate sent last week
See how it worksCustomer Review Request Generator
Happy customers would leave a review if asked, but nobody asks, so reviews are left on the table.
You get
A friendly review request message customers actually respond to, with your review link built in.
- Claude
- ChatGPT
- Universal
Example: A car wash asking for a Google review after a full detail
See how it worksInvoice Follow Up Assistant
Unpaid invoices sit too long and slow your cash flow, and chasing them is awkward.
You get
A firm but friendly payment reminder that gets invoices paid without burning the relationship.
- Claude
- ChatGPT
- Universal
Example: An electrician reminding a customer about an overdue panel job invoice
See how it works