What you’ll make
One weekly review you can save, with checked sales totals and a first task for next week.
Worked example
A Friday review for a small online shop
The shop owner updates a product photo and fixes two broken shop links. Checkout shows $180 in paid orders and $20 in refunds, giving $160 net before fees. To confirm that the photo shipped, open the listing and look for the updated image.
A second listing is waiting on customer photos. Next week’s first task can be to make three sample images with demo material, so the owner has something to work with on Monday.
Before you start
- Bring calendar, task list, notes, and sales exports for one defined week. Use an export for any source you prefer not to connect.
- Decide which dates, time zone, and sales statuses count. If using a Claude Project, keep stable instructions there and add dated reports to the week’s chat.
Bring one week’s records
Use the same date window for your work notes and checkout totals. Bring one thing that shipped, one thing that got held up, and what checkout shows for paid and refunded orders. Note when you can work next.
Make the review in one chat
Paste the prompt into Claude or ChatGPT. Add your notes or exports if you didn’t fill in the boxes. Ask for the review and compare its numbers with checkout.
I’d send the photo update, two fixed links, and $180 paid with $20 refunded.
I’d expect $160 net before fees and a line I can check by opening the updated listing.
Put this week on one page
Write a one-page review for this week. Use the details I provide in this chat or in my attachments. Include confirmed work, anything held up, paid and refunded amounts, and one first task for next week. Use the date window, time zone, and currency I give you. Show the calculation for any sales total. Keep calendar plans out of completed work unless a record confirms them. Ask me if the week is unclear, and flag any total or claim you can’t check from my notes. Do not assume my calendar is open. End with one realistic next task, the time I gave you or a suggested duration, and something I can see or count when it’s finished.
Save one first task for next week
Keep the checked review in your notes. Copy the first task to your own calendar or task list with an outcome you can see. For the shop, I’d put ‘Monday 9:30. Export three listing images using demo material.’
Check the page before you close it
Compare the page with your records and your calendar.
- Open one file, listing, or link that confirms a completed task.
- Recalculate paid minus refunded and compare the result with checkout.
- Make sure your first task fits the time you have and says what done looks like.
Optional: Save a version for next Friday
Copy the headings and check rules into a blank review. Add a spot for the date range and source links so next week’s totals are as easy to trace.
Write instructions I can reuse every Friday
Use this with your sources and definitions to set up a one-page review you can run from the same brief.
I run [business or project] and I want a Friday review that answers [questions that change next week]. Here are [calendar, task list, business notes, checkout export, or other sources], [week boundaries and time zone], and my definitions of [shipped, gross, refunds, and net]. Write reusable project instructions I can paste into a Claude Project or saved brief. Give me a short input checklist and a one-page report template. Make calendar entries count as plans until a task or deliverable confirms the outcome. Show the formulas and source notes for sales totals, with separate rows for different currencies unless I provide a conversion rule. Include outcomes, numbers, open decisions, and one first move. If a source is missing, mark which section is provisional and show what would settle it. Exclude private buyer details and keep the instructions focused on reading, checking, and drafting.
Draft this week’s review from the records
Use this when you have a week’s notes and exports and want a draft with evidence you can spot-check.
Review [dates and time zone] from [sources] using [saved definitions]. Draft one page with shipped outcomes and their evidence, work that slipped, gross and refund totals with net, and unresolved decisions. Give me the checkout source and calculation for each total. Keep a planned event or unchecked task out of the shipped list unless another record confirms it. For conflicts or missing data, mark the affected line and name the source to check. End with two quick verification steps: reconcile one number and open one deliverable to confirm a claimed win.
Choose what gets done first next week
Use this after checking the review to make a short decision list and one concrete Monday task.
Use this verified review [page] and my constraints [available hours, deadlines, and dependencies]. List the unfinished items that need a decision. For each suggest schedule, hand off, defer, or drop, with a one-line reason and what happens if it waits. Mark any handoff or date I still need to confirm. Pick one first task for Monday and propose a time block that fits my stated availability, plus a finish line I can see. If you have no calendar details, suggest a duration and let me choose the slot. Give me a short plan to copy into my notes.
Troubleshooting
The assistant marked scheduled tasks as complete.
Require proof of completion and keep calendar events in the activity section. Confirm each claimed outcome before sharing.
Sales totals change between runs.
Check report status, time zone, currency, refunds, and fees. Use a saved export to recreate the exact period.