Objective
Log all activities, verify your pipeline is accurate, and set up tomorrow's list. Leave with a clean desk and a clear plan.
Outcome
Zero open loops. Tomorrow's list is ready. Your manager can see exactly what happened today.
When
5:30 PM
Duration
10 min
Steps
4
Prompts
4
Review today's activity
30 secA quantified review of your day. This is what your manager sees in your activity metrics.
Prompt
Give me my activity summary for today. How many emails sent, calls made, meetings held, and deals advanced?
Expected result
Activity summary: emails sent, calls logged, meetings completed, deals updated, tasks completed.
Log any untracked activities
2 minCatch anything that didn't get logged during the day — quick calls, hallway conversations, LinkedIn messages.
Prompt
Log a call with [Person] at [Company]. We discussed [topic]. Next step is [action] by [date].
Expected result
Activity logged with notes and follow-up task created.
Verify pipeline accuracy
2 minEnd-of-day pipeline hygiene. Make sure every deal reflects reality, not last week's optimism.
Prompt
Show me my full pipeline. Flag anything that looks wrong — deals in the wrong stage, missing close dates, or stale opportunities I forgot to update.
Expected result
Pipeline audit with flagged issues: wrong stages, missing data, stale deals.
Set up tomorrow
1 minThe AI analyzes what happened today and what's pending to recommend your top priorities for tomorrow.
Prompt
Based on today's activity and my pipeline, what should my top 3 priorities be tomorrow? Create tasks for them.
Expected result
3 prioritized tasks created for tomorrow with context on why each matters.