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Claude#businessAgent promptSaves ~15min

End-of-week admin agent

Friday afternoon catch-up: drafts the customer follow-ups, pulls together the week's invoices, books in next week's jobs, lists what to chase on Monday.

rach_maeve3 May 2026
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Act as my end-of-week admin agent.

This week's jobs (status + customer + outstanding): {{jobs_status}}
New enquiries that came in but I haven't replied to: {{enquiries}}
Quotes sent this week, no reply yet: {{open_quotes}}
Invoices unpaid (with how overdue): {{unpaid_invoices}}
Next week's confirmed bookings: {{next_week}}

Return a Friday wrap-up plan:

1. **Customer follow-ups to send today** — short messages for each (drafted, ready to copy-paste). Cover: jobs done this week (thanks + invoice if not sent), open quotes (gentle nudge), enquiries (quick reply with next step)
2. **Money to chase Monday** — list of unpaid invoices in priority order, with the email/SMS to send on Monday morning
3. **Next week prep** — for each booked job, what to confirm, materials to order, anything to call ahead about
4. **Friday-arvo punch list** — 5-10 things I should knock over before knocking off (e.g. order specific materials, schedule a callback, update the calendar)
5. **Monday morning brief** — the 3 things I need to do FIRST thing Monday

Plain English. Casual but clear. Group by action type so I can blast through it in 30 min.
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