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Prompt library

Prompts that already know the client.

129 copy-paste prompts for the work you do every week. Pick one, swap in your client's name, and paste it into Claude with Armbrain connected.

129 prompts

  • MeetingsApps: Granola, Zoom, Gmail.

    Change these first:

    CLIENTCOMPANY = Northstar Studio Armbrain, prepare me for my next meeting with CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. Check whether my most recent CLIENTCOMPANY meeting has been brought in. If it has not, tell me before you go on. 3. Build a brief for the meeting with: decisions from the last two meetings, open commitments on both sides and who owns each one, who is likely to attend and what each person cares about, and three questions I should ask. 4. Point out anything that changed since the last meeting, such as a new date, budget or person. Show the source and date for every point. Mark anything that looks out of date, and list what is missing so I can fill the gaps before the call.

    From: Meeting prep

  • MeetingsApps: Granola, Zoom, ClickUp.+1

    Change these first:

    CLIENTCOMPANY = Brightpath Learning Armbrain, I just finished a call with CLIENTCOMPANY. Help me close it out. 1. Find my most recent CLIENTCOMPANY meeting in my connected note-taker and bring in the transcript. If you cannot find it, tell me and stop. 2. List the decisions made, the commitments made (who promised what, and by when), and any new people who joined. 3. For each commitment I own, suggest a task with a due date. Show me the list before you create anything. 4. Write a short recap I can share: decisions, owners and next steps. 5. If we agreed on a next meeting, propose a time and show me the exact invite list. Do not book anything until I confirm. Quote the part of the transcript each decision and commitment came from. Flag anything that was unclear on the call.

    From: Turn a meeting into decisions and tasks

  • MeetingsApps: Gmail, Granola.

    Change these first:

    PROSPECTCOMPANY = Lumen Health Clinic PROSPECTCONTACT = Dana Armbrain, prep me for Thursday's discovery call with PROSPECTCONTACT at PROSPECTCOMPANY. What do we already know, what did I promise, and what should I ask?

    From: Armbrain for new business: from prospect to kickoff

  • MeetingsApps: Granola, Fireflies.

    Change these first:

    PROSPECTCOMPANY = Fieldstone Software PROSPECTCONTACT = Maya Armbrain, from my two calls with PROSPECTCONTACT at PROSPECTCOMPANY, list what they said they need, in their own words, so I can build the proposal.

    From: Armbrain for new business: from prospect to kickoff

  • Meetings

    Change these first:

    CLIENTCOMPANY = Northstar Studio Armbrain, prep me for my next CLIENTCOMPANY meeting. What did we decide last time, and what is still open?

    From: Armbrain in Claude

  • Meetings

    Change these first:

    CLIENTCOMPANY = Ridgeline Outfitters Armbrain, remember for CLIENTCOMPANY: we decided to lead the fall campaign with the trail-running line.

    From: Armbrain in Cursor

  • MeetingsApps: Granola.

    Change these first:

    CLIENTCOMPANY = Northstar Studio CLIENTCONTACT = Maya Armbrain, prep me for tomorrow's CLIENTCOMPANY call. What did we decide in the last two Granola meetings, and what did I promise CLIENTCONTACT?

    From: Granola + Armbrain

  • MeetingsApps: Granola.

    Change these first:

    CLIENTCOMPANY = Harbor Dental Group Armbrain, go through this morning's CLIENTCOMPANY meeting and list the decisions and the commitments, with who owns each one.

    From: Granola + Armbrain

  • MeetingsApps: Fireflies.

    Change these first:

    CLIENTCOMPANY = Fieldstone Software CLIENTCONTACT = Dana Armbrain, sum up yesterday's CLIENTCOMPANY call: decisions, open questions, and what I owe CLIENTCONTACT.

    From: Fireflies + Armbrain

  • MeetingsApps: Fathom.

    Change these first:

    CLIENTCOMPANY = Lumen Health Clinic Armbrain, before my CLIENTCOMPANY call, pull the highlights from our last Fathom meeting and anything still open.

    From: Fathom + Armbrain

  • MeetingsApps: Plaud.

    Change these first:

    CLIENTCOMPANY = Ridgeline Outfitters Armbrain, I recorded the CLIENTCOMPANY store walk on Plaud. Pull out the decisions and the open questions.

    From: Plaud + Armbrain

  • MeetingsApps: Zoom.

    Change these first:

    CLIENTCOMPANY = Harbor Dental Group CLIENTCONTACT = Jordan Armbrain, what did CLIENTCONTACT say about the budget in our last two Zoom calls with CLIENTCOMPANY?

    From: Zoom + Armbrain

  • MeetingsApps: Microsoft Teams.

    Change these first:

    CLIENTCOMPANY = Lumen Health Clinic Armbrain, what did the CLIENTCOMPANY team decide in Thursday's Teams meeting, and who owns each next step?

    From: Microsoft Teams + Armbrain

  • MeetingsApps: Coda.

    Change these first:

    CLIENTCOMPANY = Fieldstone Software Armbrain, using the CLIENTCOMPANY Coda doc, what changed in the launch plan this week?

    From: Coda + Armbrain

  • MeetingsApps: Notion.

    Change these first:

    CLIENTCOMPANY = Northstar Studio Armbrain, write the recap of today's CLIENTCOMPANY meeting to their trusted Notion page.

    From: Notion + Armbrain

  • MeetingsApps: Notion.

    Change these first:

    CLIENTCOMPANY = Harbor Dental Group Armbrain, post a prep comment on the CLIENTCOMPANY Notion page for Thursday's meeting, with open commitments and recent decisions.

    From: Notion + Armbrain

  • MeetingsApps: Readwise.

    Change these first:

    CLIENTCOMPANY = Fieldstone Software Armbrain, search my personal mind for Readwise highlights about pricing, and suggest two ideas for the CLIENTCOMPANY strategy call.

    From: Readwise + Armbrain

  • MeetingsApps: Linear.

    Change these first:

    CLIENTCOMPANY = Fieldstone Software Armbrain, before the CLIENTCOMPANY sprint review, list the Linear issues with the most discussion this week.

    From: Linear + Armbrain

  • MeetingsApps: Website.

    Change these first:

    CLIENTCOMPANY = Tidewater Logistics Armbrain, what changed on the CLIENTCOMPANY website in the last month?

    From: Website + Armbrain

  • Daily rhythmApps: Granola, Gmail, Slack.

    Armbrain, give me my morning briefing. 1. Run my morning briefing across all my clients. 2. For each meeting on my calendar today, tell me who is coming, what we last decided with that client, and one thing I should raise. 3. List the commitments that are overdue or due in the next three days, with the client and the owner for each one. 4. Tell me which client needs my attention first today, and why. Show the source and date for every item. If a client has nothing recent saved, say so instead of guessing, and list any meeting you could not find notes for.

    From: Start the day with a briefing

  • Daily rhythmApps: Outlook / O365.

    Armbrain, give me my morning briefing using today's Outlook calendar. Which meetings need prep?

    From: Outlook + Armbrain

  • Daily rhythmApps: Slack.

    Armbrain, give me my morning briefing: today's meetings, commitments due this week, and anything new from clients.

    From: Slack + Armbrain

  • ReportingApps: Google Analytics 4 (GA4), Mailchimp, Klaviyo.+1

    Change these first:

    CLIENTCOMPANY = Copperleaf Bakery Co. Armbrain, draft this week's update for CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. Find the most recent weekly traffic summary from Google Analytics 4 and compare it with the week before. 3. List the email campaigns sent this week and their results. 4. List the decisions made, the work finished, and the commitments still open this week, with owners. 5. Draft a short update in the client's brand voice: three headline numbers, what they mean, what we did, and what happens next week. Put the source and date next to every number. If a number is missing or a week has no data yet, say so instead of estimating. This is a draft for my review. Do not send it.

    From: Weekly client report

  • ReportingApps: Stripe, Klaviyo, Google Analytics 4 (GA4).+1

    Change these first:

    CLIENTCOMPANY = Lumen Health Clinic Armbrain, draft last month's report for CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. Generate the monthly report for last month: wins, month-over-month numbers, and the plan for next month. 3. Include the month's revenue summary if one is saved, the email campaigns sent and their results, and the weekly website traffic summaries. 4. Write it in the client's brand voice, for the client's leadership, not for marketers. 5. After the report, list every number with where it came from, and list anything you expected to find but could not. Do not invent or estimate numbers. If a section has no data, leave it out and tell me. This is a draft for my review. Do not send or share it.

    From: Monthly results recap

  • ReportingApps: Stripe, Google Analytics 4 (GA4), Klaviyo.

    Change these first:

    CLIENTCOMPANY = Copperleaf Bakery Co. CLIENTCONTACT = Jordan Armbrain, draft last month's CLIENTCOMPANY report for CLIENTCONTACT from Stripe revenue, the GA4 weekly snapshots and every Klaviyo send. Tell me what drove the month.

    From: Client reporting with Armbrain: numbers plus the story

  • ReportingApps: HubSpot.

    Change these first:

    CLIENTCOMPANY = Fieldstone Software Armbrain, give me a HubSpot report for CLIENTCOMPANY: new deals this month, what closed, and the top reasons deals were lost.

    From: HubSpot + Armbrain

  • ReportingApps: Pipedrive.

    Change these first:

    CLIENTCOMPANY = Tidewater Logistics Armbrain, using Pipedrive, which CLIENTCOMPANY deals moved stage this week, and what is stuck?

    From: Pipedrive + Armbrain

  • ReportingApps: ActiveCampaign.

    Change these first:

    CLIENTCOMPANY = Brightpath Learning Armbrain, how did CLIENTCOMPANY's ActiveCampaign emails do this month? Show opens, clicks and unsubscribes by campaign.

    From: ActiveCampaign + Armbrain

  • ReportingApps: WordPress.

    Change these first:

    CLIENTCOMPANY = Lumen Health Clinic Armbrain, what did CLIENTCOMPANY publish on their site this month?

    From: WordPress + Armbrain

  • ReportingApps: ClickUp.

    Change these first:

    CLIENTCOMPANY = Brightpath Learning Armbrain, which CLIENTCOMPANY ClickUp tasks are overdue, and who owns them?

    From: ClickUp + Armbrain

  • ReportingApps: Asana.

    Change these first:

    CLIENTCOMPANY = Harbor Dental Group Armbrain, what did the CLIENTCOMPANY Asana project finish this week, and what is still open?

    From: Asana + Armbrain

  • ReportingApps: Monday.com.

    Change these first:

    CLIENTCOMPANY = Ridgeline Outfitters Armbrain, what changed on the CLIENTCOMPANY Monday.com board this week?

    From: Monday.com + Armbrain

  • ReportingApps: Trello.

    Change these first:

    CLIENTCOMPANY = Copperleaf Bakery Co. Armbrain, which CLIENTCOMPANY Trello cards still have unfinished checklist items?

    From: Trello + Armbrain

  • ReportingApps: Linear.

    Change these first:

    CLIENTCOMPANY = Fieldstone Software Armbrain, what did CLIENTCOMPANY's product team close in Linear this week, and what got canceled?

    From: Linear + Armbrain

  • ReportingApps: Google Analytics 4 (GA4).

    Change these first:

    CLIENTCOMPANY = Ridgeline Outfitters Armbrain, how did CLIENTCOMPANY's website traffic do last week compared with the week before? Which channel moved most?

    From: Google Analytics 4 + Armbrain

  • ReportingApps: Google Analytics 4 (GA4).

    Change these first:

    CLIENTCOMPANY = Lumen Health Clinic Armbrain, build a monthly results recap for CLIENTCOMPANY from the GA4 weekly snapshots, with the top pages.

    From: Google Analytics 4 + Armbrain

  • ReportingApps: Stripe.

    Change these first:

    CLIENTCOMPANY = Copperleaf Bakery Co. Armbrain, how did CLIENTCOMPANY's revenue change last month, and how much went back in refunds?

    From: Stripe + Armbrain

  • ReportingApps: Mailchimp.

    Change these first:

    CLIENTCOMPANY = Brightpath Learning Armbrain, which CLIENTCOMPANY Mailchimp campaign had the best click rate this quarter, and what was its subject line?

    From: Mailchimp + Armbrain

  • ReportingApps: Klaviyo.

    Change these first:

    CLIENTCOMPANY = Ridgeline Outfitters Armbrain, which CLIENTCOMPANY Klaviyo campaigns brought in the most revenue last month?

    From: Klaviyo + Armbrain

  • Follow-throughApps: Granola, Fathom, ClickUp.

    Change these first:

    CLIENTCOMPANY = Tidewater Logistics Armbrain, help me check my promises to CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. List every open commitment on both sides: what was promised, who owns it, who it was promised to, and the due date if there is one. 3. Tell me which commitments are at risk and why: late, close to due, or no clear owner. 4. For each at-risk item I own, suggest a next step and a task with a due date. Show me the list before you create any tasks. 5. Tell me anything the client is likely to ask about that I have not answered yet. Show where each commitment came from, with the meeting or note and its date. If a commitment has no due date or owner, flag it instead of guessing.

    From: Keep every promise you made

  • Follow-throughApps: Granola, Zoom, Gmail.

    Change these first:

    CLIENTCOMPANY = Fieldstone Software CLIENTCONTACT = Dana Armbrain, draft the follow-up for today's call with CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. Find today's meeting. If the transcript has not come in yet, tell me and stop. 3. Draft a follow-up email to CLIENTCONTACT in my voice: thank them, list the decisions we made, the next steps with owners and dates, and the one open question we still need them to answer. 4. Keep it under 150 words, and use the names and terms the client uses. Show me the full draft with the To line and subject. Tell me which part of the meeting each next step came from, and flag anything I should confirm. Do not send it. Wait for my OK.

    From: Follow-up email in your voice

  • Follow-through

    Change these first:

    CLIENTCOMPANY = Northstar Studio CLIENTCONTACT = Maya Armbrain, create a mind for CLIENTCOMPANY. Remember that CLIENTCONTACT is their marketing lead, and that I promised CLIENTCONTACT the spring launch plan by Friday.

    From: Armbrain in Claude

  • Follow-through

    Change these first:

    CLIENTCOMPANY = Harbor Dental Group Armbrain, what commitments do we still owe CLIENTCOMPANY, and which ones are at risk?

    From: Armbrain in Cursor

  • Follow-throughApps: Plaud.

    Change these first:

    CLIENTCOMPANY = Copperleaf Bakery Co. Armbrain, from this week's Plaud recordings for CLIENTCOMPANY, list every commitment and who made it.

    From: Plaud + Armbrain

  • Follow-throughApps: Gmail.

    Change these first:

    CLIENTCOMPANY = Northstar Studio CLIENTCONTACT = Maya Armbrain, draft a reply to CLIENTCONTACT's last email about the CLIENTCOMPANY launch date, in my voice. Show me the draft first.

    From: Gmail + Armbrain

  • Follow-throughApps: Missive.

    Change these first:

    CLIENTCONTACT = Dana Armbrain, draft a follow-up to CLIENTCONTACT's last Missive message about the launch, in my voice. Show me the draft first.

    From: Missive + Armbrain

  • Follow-throughApps: OneDrive.

    Change these first:

    CLIENTCOMPANY = Tidewater Logistics Armbrain, summarize the CLIENTCOMPANY proposal and contract in their OneDrive folder. What did we promise?

    From: OneDrive + Armbrain

  • Follow-throughApps: Asana.

    Change these first:

    CLIENTCOMPANY = Harbor Dental Group Armbrain, compare what we promised CLIENTCOMPANY in meetings with what is in their Asana project. What is missing?

    From: Asana + Armbrain

  • Follow-throughApps: Trello.

    Change these first:

    CLIENTCOMPANY = Brightpath Learning CLIENTCONTACT = Maya Armbrain, use the CLIENTCOMPANY Trello board to draft a short status email for CLIENTCONTACT. Show me the draft first.

    From: Trello + Armbrain

  • InboxApps: Gmail, Missive.

    Armbrain, help me catch up on client email. 1. List the apps connected to Armbrain, and tell me if Gmail is not connected. 2. For each of my active clients, switch to that client's mind and find what arrived by email in the last 7 days. 3. For each client, give me: approvals or decisions, changed dates or budgets, new people who wrote in, and questions still waiting on me. 4. Tell me if any email is waiting for my review because it did not match a client. For each one you can see, suggest which client it belongs to. Wait for me to confirm before you file anything. 5. If a reply is needed, draft it in my voice and show me the draft. Do not send anything. Show the email each point came from, with its date. Mark anything you are unsure of.

    From: Sort your inbox by client

  • InboxApps: Gmail.

    Change these first:

    CLIENTCOMPANY = Ridgeline Outfitters Armbrain, what came in by email from CLIENTCOMPANY this week? Show approvals, changed dates, and anything waiting on me.

    From: Gmail + Armbrain

  • InboxApps: Outlook / O365.

    Change these first:

    CLIENTCOMPANY = Tidewater Logistics Armbrain, sort this week's Outlook email by client and tell me what CLIENTCOMPANY is waiting on.

    From: Outlook + Armbrain

  • InboxApps: Missive.

    Change these first:

    CLIENTCOMPANY = Brightpath Learning Armbrain, what has CLIENTCOMPANY asked for in the Missive inbox this week that we have not answered?

    From: Missive + Armbrain

  • ContentApps: Google Drive, WordPress, Mailchimp.

    Change these first:

    CLIENTCOMPANY = Copperleaf Bakery Co. Armbrain, write a draft for CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. Load the saved brand voice and any rules for this client. List the rules back to me, one short line each, before you write. 3. Ask me what the draft is about. Then search the mind for recent decisions, past campaigns, and anything the client has said about that topic. 4. Write a 150-word newsletter email on that topic, in the client's voice. Use only facts you found in the mind, and mark any claim you could not find a source for. 5. After the draft, list any words or phrases you avoided because of the client's rules. This is a draft for my review. Do not publish or send anything. If I correct a line, save the correction as a rule for this client.

    From: Write in each client's voice

  • Content

    Change these first:

    CLIENTCOMPANY = Fieldstone Software Armbrain, switch to CLIENTCOMPANY, pull up their brand voice, and draft three subject lines for the launch email in that voice.

    From: Armbrain in Claude Code

  • Content

    Change these first:

    CLIENTCOMPANY = Ridgeline Outfitters Armbrain, switch to CLIENTCOMPANY and show me their brand voice rules before I edit the product page copy.

    From: Armbrain in Cursor

  • ContentApps: Google Drive.

    Change these first:

    CLIENTCOMPANY = Northstar Studio Armbrain, read the brand guidelines in the CLIENTCOMPANY Drive folder and sum up the voice rules in five lines.

    From: Google Drive + Armbrain

  • ContentApps: Dropbox.

    Change these first:

    CLIENTCOMPANY = Copperleaf Bakery Co. Armbrain, using the CLIENTCOMPANY Dropbox files, what are the brand's words to use and words to avoid?

    From: Dropbox + Armbrain

  • ContentApps: Readwise.

    Change these first:

    CLIENTCOMPANY = Copperleaf Bakery Co. Armbrain, which of my Readwise highlights about brand voice apply to CLIENTCOMPANY?

    From: Readwise + Armbrain

  • ContentApps: WordPress.

    Change these first:

    CLIENTCOMPANY = Northstar Studio Armbrain, based on CLIENTCOMPANY's published blog posts, describe their voice in five rules and draft an intro for the next post.

    From: WordPress + Armbrain

  • ContentApps: Mailchimp.

    Change these first:

    CLIENTCOMPANY = Harbor Dental Group Armbrain, using CLIENTCOMPANY's last five Mailchimp emails, write the next newsletter intro in the same voice.

    From: Mailchimp + Armbrain

  • ClientsApps: Granola, Google Drive, HubSpot.

    Change these first:

    CLIENTCOMPANY = Ridgeline Outfitters TEAMMATE = Priya Armbrain, help me draft a handoff for CLIENTCOMPANY. TEAMMATE is taking over the account. 1. Switch to the CLIENTCOMPANY mind. 2. List the open commitments on both sides, who owns each one, and which are at risk. 3. Draft the handoff with: the client's goals, key decisions and the reason behind each, campaign results with dates, the people at the client and what each one cares about, working preferences, and open items. 4. Mark anything that needs confirmation instead of guessing, and list what is missing from the mind. Show the source for every decision and result. This is a draft for my review. Do not send it, share it, or give anyone access.

    From: Client handoffs

  • ClientsApps: Google Drive, Granola, Gmail.

    Change these first:

    CLIENTCOMPANY = Harbor Dental Group Armbrain, I have calls with three clients today and need to get my head straight. 1. Give me a short summary across all my clients: open commitments, recent activity, and today's meetings. 2. Switch to CLIENTCOMPANY and catch me up: current priorities, decisions from the last 30 days, open commitments, and the people I will likely talk to. 3. Tell me what changed since my last CLIENTCOMPANY meeting. Show the date and source for every point, and say which client each point came from. Flag anything that looks out of date or is missing so I can check it before the call.

    From: Managing multiple clients

  • ClientsApps: Granola, Gmail, Mailchimp.

    Armbrain, give me a view across my whole roster. 1. Give me a cross-client summary of every active client: open promises, what was added recently, meetings today, and when each client was last touched. 2. For each client, list any promise that is late or at risk, with the owner. 3. Look across all clients for anything that shows up in more than one place, such as the same objection, the same delay or the same question from leadership. For each pattern, name the clients and the source behind each mention. 4. Suggest one action per pattern, and tell me which client to start with. 5. Keep each client's details separate in your answer. Do not copy one client's private information into advice for another. Mark anything you are unsure of. Do not save or send anything without asking me.

    From: Spot patterns across clients

  • ClientsApps: Granola, Zoom, Gmail.+1

    Change these first:

    CLIENTCOMPANY = Northstar Studio Armbrain, give me a who-is-who for CLIENTCOMPANY before my next meeting. 1. Switch to the CLIENTCOMPANY mind. 2. List every person we have worked with there: name, title, what they own or decide, and how they like to work. 3. For each person, add what they asked for in our last two meetings and anything we promised them that is still open. 4. Flag anyone who appears in only one source, and anyone whose role may have changed, so I can check. 5. If you can find my next CLIENTCOMPANY meeting, tell me who is attending and suggest one thing to say or ask each of them. Show the meeting, email or note each detail came from. If I correct someone's role, save the correction.

    From: Know who is who at every client

  • Clients

    Change these first:

    CLIENTCOMPANY = Fieldstone Software Armbrain, switch to CLIENTCOMPANY and catch me up: current priorities, recent decisions, and open commitments.

    From: Armbrain in Claude Code

  • ClientsApps: Fireflies.

    Change these first:

    CLIENTCOMPANY = Tidewater Logistics Armbrain, who from CLIENTCOMPANY has been on our calls this month, and what does each person care about?

    From: Fireflies + Armbrain

  • ClientsApps: Slack.

    Armbrain, give me a cross-client summary for this week. What is at risk, and which client needs me first?

    From: Slack + Armbrain

  • ClientsApps: Microsoft Teams.

    Change these first:

    CLIENTCOMPANY = Fieldstone Software CLIENTCONTACT = Dana Armbrain, catch me up on the CLIENTCOMPANY Teams channel this week. What does CLIENTCONTACT need from us?

    From: Microsoft Teams + Armbrain

  • ClientsApps: HubSpot.

    Change these first:

    CLIENTCOMPANY = Tidewater Logistics Armbrain, who are the key contacts on the CLIENTCOMPANY account in HubSpot, and who owns each deal?

    From: HubSpot + Armbrain

  • ClientsApps: GoHighLevel.

    Change these first:

    CLIENTCOMPANY = Copperleaf Bakery Co. Armbrain, which new contacts came into CLIENTCOMPANY's GoHighLevel this month?

    From: GoHighLevel + Armbrain

  • ClientsApps: OneDrive.

    Change these first:

    CLIENTCOMPANY = Lumen Health Clinic TEAMMATE = Priya Armbrain, using the files in the CLIENTCOMPANY OneDrive folder, draft a handoff summary for TEAMMATE.

    From: OneDrive + Armbrain

  • Business OSApps: Granola, Zoom, Microsoft Teams.

    Change these first:

    CLIENTCOMPANY = Tidewater Logistics Armbrain, prep this week's leadership meeting for CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. List this quarter's rocks with owner and status (on track, off track or done), and show what the current sprint was meant to finish. 3. Check every commitment and to-do from last week's leadership meeting. Mark each one done, late or at risk, with the owner. 4. Show the scorecard and flag any number that is off its goal. Ask me for any number that is missing. Do not change the scorecard until I confirm. 5. List the open issues and suggest the three that most need discussion this week, with one line on why. 6. Build the agenda for the meeting from all of the above. Show where each item came from. Ask me before you save or change anything in Business OS.

    From: Prep the weekly leadership meeting

  • Business OSApps: Granola, Google Drive, Google Analytics 4 (GA4).

    Change these first:

    CLIENTCOMPANY = Fieldstone Software Armbrain, help me close this quarter and plan the next one for CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. List this quarter's rocks with owner, final status and one line on what happened. Suggest done, dropped or carry forward for each, and ask me to confirm before you change any rock. 3. Summarize the decisions made this quarter and the results of the campaigns we ran, with dates. 4. List the issues that were raised but not solved. 5. Build a planning pack for the quarterly session: what worked, what did not, the open issues, and five candidate rocks for next quarter, each with a one-line reason tied to something you found. 6. When I choose the final rocks, save them for next quarter with the owners I give you, after I confirm. Show a source for every result and decision. Mark anything you could not find.

    From: Plan the quarter's priorities

  • Business OSApps: Coda.

    Change these first:

    CLIENTCOMPANY = Brightpath Learning Armbrain, pull last quarter's goals from the CLIENTCOMPANY Coda doc and show which ones we hit.

    From: Coda + Armbrain

  • Business OSApps: Stripe.

    Change these first:

    CLIENTCOMPANY = Fieldstone Software Armbrain, show CLIENTCOMPANY's monthly revenue from Stripe for this quarter, for our planning session.

    From: Stripe + Armbrain

  • Business OSApps: Klaviyo.

    Change these first:

    CLIENTCOMPANY = Copperleaf Bakery Co. Armbrain, compare Klaviyo email and text results for CLIENTCOMPANY this quarter. Which one converted better?

    From: Klaviyo + Armbrain

  • New businessApps: Zoom, Granola, Google Drive.+1

    Change these first:

    CLIENTCOMPANY = Brightpath Learning Armbrain, we just signed CLIENTCOMPANY. Set them up and prepare the kickoff. 1. Create a new client mind called CLIENTCOMPANY. Confirm with me before you create it. 2. I will paste or upload the discovery call transcript, the proposal and my sales notes. File each one in the CLIENTCOMPANY mind. 3. From those sources, list the client's goals, the people involved and their roles, what we promised during the sale, and the questions we still need answered. 4. Draft a 45-minute kickoff agenda built on that list. 5. Prepare a kickoff invite for next week with a Zoom link. Show me the guest list and wait for my OK before any invite is sent. 6. Turn each promise from the sale into a task with an owner and a due date, and show me the list before you save it. Mark anything that is a guess, and show which source each point came from.

    From: Kick off a new client

  • New businessApps: HubSpot, Pipedrive, Gmail.+1

    Armbrain, help me follow up with prospects this week. 1. Show my pipeline: every open prospect, their stage, and when we last spoke. 2. Flag any deal where we have not spoken in 14 days or more, or where I promised something and have not delivered it. 3. For each flagged deal, check deal health (buying signals, objections, days at the current stage) and give me the single best next step in one line. 4. For the three most important flagged deals, draft a short follow-up email in my voice. Each one must mention something specific the prospect told us, with its source. 5. Show me every draft. Do not send anything until I approve it. If a prospect is in HubSpot, you may use a HubSpot report for background. Armbrain only reads HubSpot.

    From: Keep prospects warm

  • New businessApps: Google Drive, Gmail.

    Change these first:

    CLIENTCOMPANY = Fieldstone Software CLIENTCONTACT = Maya Armbrain, CLIENTCOMPANY signed. Create their client mind, bring in the brand files from Google Drive, and book the kickoff with CLIENTCONTACT and their team once I confirm the invite list.

    From: Armbrain for new business: from prospect to kickoff

  • New businessApps: Zoom.

    Change these first:

    CLIENTCOMPANY = Fieldstone Software Armbrain, create a Zoom meeting called CLIENTCOMPANY kickoff for Tuesday at 10:00.

    From: Zoom + Armbrain

  • New businessApps: GoHighLevel.

    Change these first:

    CLIENTCOMPANY = Harbor Dental Group Armbrain, prep the CLIENTCOMPANY kickoff. Who are the main contacts in their GoHighLevel, and what do we know about each?

    From: GoHighLevel + Armbrain

  • New businessApps: Pipedrive.

    Change these first:

    CLIENTCOMPANY = Ridgeline Outfitters Armbrain, which deals in the CLIENTCOMPANY pipeline have had no activity in 14 days? Suggest a next step for each.

    From: Pipedrive + Armbrain

  • New businessApps: Google Drive.

    Change these first:

    CLIENTCOMPANY = Harbor Dental Group Armbrain, we just got access to CLIENTCOMPANY's Drive folder. Summarize what is in it and what we still need from them.

    From: Google Drive + Armbrain

  • New businessApps: Dropbox.

    Change these first:

    CLIENTCOMPANY = Ridgeline Outfitters Armbrain, what is in the new CLIENTCOMPANY Dropbox folder? Sum up each file in one line.

    From: Dropbox + Armbrain

  • New businessApps: Website.

    Change these first:

    CLIENTCOMPANY = Lumen Health Clinic Armbrain, read CLIENTCOMPANY's website and sum up their services, their audiences and their tone for our kickoff.

    From: Website + Armbrain

  • TeamApps: Granola, ClickUp.

    Change these first:

    CLIENTCOMPANY = Harbor Dental Group TEAMMATE = Sam Armbrain, help me hand off this week's work for CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. List every open commitment from our meetings in the last two weeks, with who made it and when it is due. 3. Suggest which ones TEAMMATE can handle and which ones need me, with one line on why. 4. For each item for TEAMMATE, write a task with a clear title, a due date, and two or three lines of context from the mind: who the client contact is, what was agreed, and anything about the brand voice TEAMMATE should know. 5. Show me the tasks before you create them. After I confirm, create them and assign them to TEAMMATE. Do not send anything to the client. Show where each piece of context came from.

    From: Hand work to your team or VA

  • TeamApps: Fathom.

    Change these first:

    CLIENTCOMPANY = Brightpath Learning TEAMMATE = Sam Armbrain, take the action items from today's CLIENTCOMPANY Fathom call and turn them into tasks for TEAMMATE. Show me the list before you save it.

    From: Fathom + Armbrain

  • TeamApps: ClickUp.

    Change these first:

    CLIENTCOMPANY = Northstar Studio TEAMMATE = Sam Armbrain, turn the commitments from today's CLIENTCOMPANY meeting into ClickUp tasks for TEAMMATE. Show me the list first.

    From: ClickUp + Armbrain

  • TeamApps: Monday.com.

    Change these first:

    CLIENTCOMPANY = Tidewater Logistics Armbrain, from the CLIENTCOMPANY Monday.com board, which items are stuck, and who should I nudge?

    From: Monday.com + Armbrain

Example prompts use fictional clients and people. Replace them with your own. Armbrain only knows what is in your minds, so check each answer before you use it.

Try one with your own client.

$90 per person/month, or five seats for $400/month. Unlimited minds and businesses. 30 days free, no card to start.