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Automate#19

Goal. A long online form filled from my details, so I only check and submit.

Open. Cowork with the browser (paid plan); be logged in to the site yourself if it needs an account.

Open [site address] in the browser and go to [the form]. Fill it with these details: [name, address, dates, answers].
If a field is unclear, ask me before guessing. Do not enter payment details or passwords; stop and tell me when you reach them.
Do not press Submit. When everything is filled, take a screenshot and show me, then wait for me to say "submit" or submit it myself.
What you get · Watch out

What you get. A permission card for the site, then the filled form shown to you before anything is sent.

Watch out. Claude will not type passwords or card numbers, and should not; keep those steps yours. Review the screenshot line by line. If stuck: Chapters 2.3, 2.10.

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Automate#11

Weekly news summary delivered by itself

Goal. Every Monday morning, five things that happened in my field, with links, without me searching.

Open. Scheduled tasks (sidebar), paid plan.

Search the web for news from the past 7 days about [my industry / topic / competitor names].
Pick the 5 items most relevant to [who I am and what I do]. For each: one plain-words sentence on what happened, one on why it matters to me, and the link.
Skip press releases and opinion pieces unless important. If a week is quiet, say so rather than padding.
Put it in a document titled "Week of [date]: [topic] news".
What you get · Watch out

What you get. A document waiting each Monday with five dated, linked items.

Watch out. The task runs without you; write it as a complete brief. Check the first two runs and tighten the wording. If stuck: Chapters 1.12, 4.2.

Automate#18

Read my inbox and list what needs a reply

Goal. A morning list of the emails that actually need me, with a draft for each.

Open. Chat or Cowork with the Gmail or Microsoft 365 connector (paid plan for Cowork); Manual mode.

Read my unread emails from the last [24 hours]. Ignore newsletters and notifications.
Give me a table: from, subject, what they want, urgency (today / this week / no action).
For every "today" item, draft a reply in my style (short, polite, direct). Show the drafts; do not send anything.
End with: the one email I should answer first and why.
What you get · Watch out

What you get. A triage table and drafts to approve.

Watch out. Keep "do not send"; you press send. Give it a time window or it reads everything. If stuck: Chapters 1.9, 2.10.

Automate#33

Track a project with a task list

Goal. A living list of what has to happen, who does it and when, that I can update by talking.

Open. Chat with / and the Tasks type (or a Doc), any plan; put it in a Project.

Create a task list for [project] with a deadline of [date]. Team: [names and roles].
Break it into phases, then tasks under each: what, owner, due date, status (Not started / In progress / Done / Blocked). Add the 3 tasks everyone forgets in a project like this.
Keep it to one screen: no task smaller than half a day.
After that, whenever I tell you what happened, update the list and tell me what is now at risk.
What you get · Watch out

What you get. A task list you can tick and edit, which Claude updates when you report progress.

Watch out. Keep it in a Project so every chat sees the same list. Date every task; "soon" is not a date. If stuck: Chapters 1.5, 1.8.

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