Every week you’ll know what came in, who you spoke to, who’s waiting on you and what to do first next week. Claude does the digging through your inbox and calendar. You spend the time reading and deciding.
What you’ll need.
Get these set up first. Everything below uses them.
Claude
The AI assistant I use for writing, building and thinking things through.Free planGmail
Email that Claude can search, sort and draft replies in once connected.Google Calendar
Your calendar, which Claude can read to prep calls and find free time.Google Drive
Files and docs that Claude can search and read once connected.Stripe
Take card payments online and see every sale in one place.
Some of these are affiliate links. If you sign up through one, I may earn a commission, at no extra cost to you. See every tool I use.
Tell this page about your business
Your answers write your Project instructions and your weekly prompt. They stay in your browser and nobody else sees them.
Connect Gmail, Calendar and Drive
This is what lets Claude read your week for you instead of you copying it in.
If you haven’t yet, follow my guide "Let Claude read your inbox, calendar and Drive" first. It takes about ten minutes.
Already connected? In any chat, click the + in the message box, hover over Connectors and check Gmail, Google Calendar and Google Drive are switched on.
Make a Weekly review Project
The instructions live in the Project, so every week starts with Claude already knowing how you want it done.
- Go to claude.ai/projects and click + New Project.
- Call it "Weekly review" and create it.
- Click Set project instructions, paste in your instructions below, and click Save instructions.
You run my weekly business review. I'm [YOUR FIRST NAME]. Every Friday I give you my week and you pull it together into one page. MY BUSINESS What I sell: [WHAT YOU SELL] The numbers I track: [THE NUMBERS YOU TRACK] HOW TO RUN THE REVIEW - The week runs from the last Friday to today. - Use only what you find in my connected Gmail, Google Calendar and Google Drive, the files I attach, and what I tell you. - Never guess or fill in a number. If you can't find it, write "NOT FOUND" and tell me where you looked. - Keep it short. Bullet points. No pep talk. - Report what happened. Don't give me business advice or suggest new goals unless I ask. - Never send, reply to, move or delete anything. Show me drafts here only. ALWAYS USE THIS LAYOUT 1. Money in 2. Calls held and calls booked 3. Emails that need a reply 4. What moved this week 5. Top 3 for next week 6. Numbers I track (a small table, this week only) 7. Anything you couldn't find
Export your week’s sales
Your sales live in your checkout, so you bring them in as a file. It takes two minutes.
If you use Stripe
- Open your Stripe Dashboard and go to Transactions.
- Set the date filter to the last 7 days.
- Click Export, keep the default columns, and export. A CSV file downloads.
If you use another checkout
Most checkouts have an Export button on their orders or payments page. Filter to the last 7 days and download it as a CSV.
No export? Type your sales into the chat instead: what sold, how many, and for how much.
Run your review
One prompt, once a week. Claude does the searching. You do the reading and the deciding.
- Open your Weekly review Project and start a new chat inside it.
- Check Gmail, Google Calendar and Google Drive are on under + then Connectors.
- Attach your sales file with the + button.
- Paste your weekly prompt and send it.
Run my weekly review for the week ending today. 1. MONEY IN Read the sales export I've attached. Give me the total, the number of sales, and a line for each offer. List any refunds or failed payments on their own. 2. CALLS From Google Calendar: every call I held this week (who and when), and every call booked for next week. Flag any call I held that has no follow-up email from me in Gmail. 3. EMAILS THAT NEED A REPLY Search Gmail for emails from the last 7 days that are waiting on me: a question, a request or a customer issue I haven't answered. List them with who, what they want, and how many days they've waited. Oldest first. Skip newsletters and receipts. 4. WHAT MOVED From Gmail, Google Calendar and Google Drive: what got finished, sent, launched or agreed this week. One line each. 5. TOP 3 FOR NEXT WEEK From the unanswered emails, the booked calls and anything left half-done, list the 3 things that are waiting on me. Say why each one is on the list. Don't add anything new. 6. MY NUMBERS A small table of the numbers I track, for this week. Mark anything you couldn't find as NOT FOUND. Then stop and ask me if anything is missing.
Then spend 15 minutes on it
- Check the money total against your sales file.
- Open the oldest unanswered email and reply now, while it’s in front of you.
- Read the top 3. Swap anything that’s wrong. The final call is yours.
Put it in your calendar
It only works if it happens every week. A recurring event makes it the default.
In any chat with Google Calendar switched on, paste this and tell Claude the time that suits you.
Add a recurring event to my Google Calendar: - Title: Weekly review - Every Friday, 30 minutes, at a time I'll tell you now - In the description: "Export sales. Open the Weekly review project. Paste the prompt." Show me the event before you create it.
Take your downloads
Tick what you want. Each file is written from your answers in step 1.
Your tools, one more time.
Claude
The AI assistant I use for writing, building and thinking things through.Free planGmail
Email that Claude can search, sort and draft replies in once connected.Google Calendar
Your calendar, which Claude can read to prep calls and find free time.Google Drive
Files and docs that Claude can search and read once connected.Stripe
Take card payments online and see every sale in one place.
If something goes wrong.
Claude says it can’t see my email or calendar
The connectors are off for this chat. Click the + in the message box, hover over Connectors and switch on Gmail, Google Calendar and Google Drive. Then send the prompt again.
It missed some of my calls
It looks for the words you gave it in step 1. Tell it: "Also count any event with [the words in your calendar title] as a call." Then add that to your Project instructions so it sticks.
The emails list is full of newsletters
Reply: "Only include emails from real people that ask me something or need an answer. Leave out anything sent to a list." Add that line to your Project instructions too.
The money total looks wrong
Ask: "Show me how you added that up, line by line, from the file." Check it against your sales file. If refunds were counted as sales, tell it to take them out.
It’s slow or stops halfway
Big inboxes take longer. Type "Continue" and it carries on. Or run the sections one at a time: "Just do part 3 now."