What you’ll make
One answer from Claude that you’ve checked against an email, calendar event, or file, plus a prompt you can save and use again.
Worked example
Say you want to know what Jamie is waiting for before Friday’s call. Copy the sample prompt into a new chat to try it with the email below.
Read this email and tell me what I still need to reply to. Use only the message below. If I owe a reply, draft one here and leave unknown details in brackets.
Monday · Jamie · Friday agenda
“Could you send me the agenda for Friday before the call?”
Jamie is waiting for the agenda. There’s no specific time in the message. A draft might start with “Hi Jamie, I’ll send the agenda by [time].” Compare it with the email before you save it.
Before you start
Have the title, subject, or date of one record handy. You can practice with the sample email above or paste an excerpt if you aren’t ready to connect an app.
Pick one record you can check
Choose an email thread, calendar event, or file you already know how to find. You can also use Jamie’s sample email.
Connect the app that holds it
In Claude, open Customize → Connectors, select your app, and check the account and access it requests before connecting. In a new chat, use + → Connectors to turn on that app. If you’re using the sample email or pasting an excerpt, go straight to the next step.
Ask one question
Ask Claude one question about the record. Give it the exact title or subject you picked and ask for a link you can open to check the answer. If you’re practicing, use the prompt from the worked example.
Check and save your result
- Open the source Claude used, or reread the sample email.
- Check that the answer matches the record. Look for a later reply before marking an email as unanswered.
- Save the checked answer and the prompt you used so you can try the same job again.
Optional: Try a prompt for your app
After you’ve checked your first answer, pick the app you want to use again. Each group below has a simple question and a fuller prompt you can copy.
Find a prompt for your app
Connect one app
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Find your app
On Claude’s website, open Customize → Connectors and click the + next to Connectors. Find the app that holds your email, file, or other record. Read what it can access before you choose Connect or Install.
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Choose the right account
Sign in to the account that holds the record. If your setup offers tool permissions, leave sending or editing blocked or set to require approval when you only want to look something up.
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Try a question you can check
Start a new chat. Use the + menu in the chat to switch on the connector. Ask Claude to find something you can open yourself, such as an email with an exact subject. Open its result and check the details.
If the app isn’t available to you, try the same question with an excerpt or export. Anthropic’s setup instructions
Find a prompt by task
Try the short question for the app you use, or copy the full prompt if you want more detail in the answer. Replace the brackets with your own details before sending it.
Email, calendar, and files
Gmail
Find emails you still owe a reply to.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Find the email from Jamie called ‘Friday agenda.’ Does it still need a reply? Show me the thread.
What you might get
One open request with a link you can check against your sent replies.
Try this in Gmail
Help me catch the replies I owe. Review Gmail threads from [sender or domain] between [dates and time zone] about [project]. If Gmail is unavailable, use the thread excerpts I paste. For each request, check whether I answered it later in the same thread before calling it open. Give me a table with who asked, what they need, the stated deadline, and a link or subject/date I can verify. Separate genuine follow-ups from FYIs and already answered requests. Draft one reply for the most urgent open item. Leave prices, promises, and dates I haven’t approved in brackets. Keep the draft in this chat.
Google Calendar
See what’s coming up and what needs prep.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Look at my work calendar tomorrow. Which meeting should I prepare for first, and why?
What you might get
A short agenda and one prep task. Open the event to confirm the time and details.
Try this in Google Calendar
Help me get ready for [date] using [calendar name] in [time zone]. If you can’t see it, use [pasted schedule]. Include only [working hours] and keep personal event details out of the brief. Give me a time-ordered agenda with organizer, event link, and one prep action based on the event description. Call out overlaps and meetings without an agenda. Separate prep I can do now from information I need to ask for. End with the one meeting I should prepare for first and why. Keep calendar events and invitations unchanged.
Google Drive
Find the right version of a file.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Find the approved welcome guide in my Course Materials folder. Give me the link and how you chose it.
What you might get
A link to the likely file and a reason you can check, such as its location in the Approved folder.
Try this in Google Drive
Find the version of [document or deliverable] I should work from in [folder or project]. I know these clues: [owner, approximate date, phrase, or prior link]. If you can’t read Drive, ask for a file list or pasted candidate links. Return up to five matches with title, folder, owner if visible, modified date, and source link. Explain which version looks authoritative based on naming, location, or contents. A newer modified date alone doesn’t settle it. If two versions look current, give me the difference I should check before choosing. Keep files and permissions unchanged.
Notes, team chat, and calls
Notion
Find instructions you already wrote down.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Find our lesson upload checklist in Notion. Give me the steps and link to the page.
What you might get
A checklist with a source you can open before following it.
Try this in Notion
Find the current instructions for [process] inside [workspace, database, or page]. Use only the pages you can open. If Notion is unavailable, ask me for the relevant page text or export. Return a short “do this today” checklist with a source link beside each important action. If two pages disagree, show the two instructions, their dates or owners if visible, and the decision I need to make. Flag missing steps separately. Draft one proposed edit in chat if it would clear up the biggest ambiguity. Leave the workspace untouched.
Slack
Find a decision buried in a thread.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
In #project, what did we decide about Friday’s deadline? Link to the message that confirms it.
What you might get
The agreed date and the message it came from. If the thread only proposes a date, leave it open.
Try this in Slack
Help me reconstruct what we decided about [topic]. Read [channel or thread] for [date range]. If you can’t open it, use the thread excerpts I paste. Follow replies so you can see when an early idea was changed or dropped. Give me decisions with links to the messages that settle them, open questions, and next actions with an owner or due date only when someone explicitly named one. Mark implied actions as suggestions. End with a short handoff I could paste to a teammate after checking it myself. Keep Slack unchanged.
Fireflies
Turn one call transcript into next steps.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
From this call transcript, what did I agree to do? Give me a timestamp for each commitment.
What you might get
A list you can check against the call. A due date only appears if someone actually gave one.
Try this in Fireflies
Turn the transcript for [meeting and date] into a handoff for [person or team]. If you can’t access it, ask me for an approved export. Use speaker names as written and flag any uncertain transcription. Give me the decisions, commitments, and unresolved questions. For each commitment, include the owner, due date if explicitly stated, and a timestamp or short source excerpt. Separate “we might” from “I’ll do it.” Then draft a short handoff with the three things the reader needs to know. Keep it in this chat for review.
Tella
Turn a recorded walkthrough into written help.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Use this recording transcript to write a short help article for installing the brushes.
What you might get
A draft with steps and a note where you need to watch the video to confirm a button name.
Try this in Tella
Turn [recording transcript or export] into a help article for [reader] who wants to [task]. If all you have is audio text, mark clicks and UI details that the transcript doesn’t establish. Start with what someone should have open. Write the steps using button or menu names only where the recording confirms them. Add a quick way to tell whether each tricky step worked and a short “if you get stuck” section. Give me a screenshot list with timestamps and captions, where available. Flag any step I need to verify in the video before publishing.
Pages and forms
Lovable
Write a focused request for a page change.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Here’s my app’s welcome screen. Help me write a Lovable prompt that makes the sample project easier to find.
What you might get
A proposed change and a way to check it on a phone before you use it.
Try this in Lovable
Help me turn one change to [page or project brief] into a request I can paste into Lovable. The visitor is [audience] and needs to [goal]. Here’s the current screenshot or copy: [attachment]. If you can’t see the page, work from what I attach and tell me what you couldn’t check. Find the first point where someone may hesitate. Return the current wording or layout, the proposed change, and three checks for phone width, keyboard use, and the main action. Name which sections and behaviors should stay in place. Write the final Lovable prompt in a separate block for me to review.
Jotform
See what people ask for in form responses.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Read these redacted feedback responses. What’s the most common reason people couldn’t finish the lesson?
What you might get
A short list of themes with counts and sample responses you can check.
Try this in Jotform
Read responses for [form name] from [start] to [end] or use [redacted export]. I’m trying to decide [question]. Skip personal contact information and show any excluded or missing rows in the totals. Group repeated requests and give me the count and denominator for each theme. A response may fit more than one theme, so say how you counted. Show one anonymized example per major theme and the question people most often skip. End with one form wording change to test, with old and new copy. Keep the form and responses unchanged.
Sales and follow-ups
Shopify
Check a set of listings before a launch.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Check my icon pack collection. Which listings are active and which are still drafts?
What you might get
A list with statuses and product links so you can confirm which listings need attention.
Try this in Shopify
Check the listings for [items or collection] in [store], or use [product export]. I’m checking whether the collection is ready for [launch or refresh]. Give me a table with product title, listing status, collection, link or ID, and anything that looks inconsistent. Separate duplicate candidates from confirmed duplicates. If a price or variant differs, show both source records so I can decide which is right. End with three checks I can do as a shopper, including whether the right variant is available. Keep products, pricing, discounts, and orders unchanged.
Stripe
Compare payments and refunds in one report.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Using this test export, total the successful payments and refunds separately. Show me the rows you counted.
What you might get
For two $12 payments and one $12 refund, the answer should show $24 paid and $12 refunded.
Try this in Stripe
Help me reconcile this [redacted export or approved payment report] for [date range], in [currency]. Use only the records I provide or authorize. Tell me which date and status fields you used and flag pending or failed items separately. Give me total successful payments, refunds, and net receipts, with the calculation and source rows. Break out fees if they’re present and say whether your net figure includes them. Keep mixed currencies separate. Flag duplicate IDs, unmatched refunds, and gaps without assuming why they happened. Give me two totals I should compare with the original report. Keep this read-only.
Klaviyo
Compare two emails using the same measure.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Using these two campaign reports, compare unique clicks as a share of delivered emails.
What you might get
Two comparable click rates, or a note explaining which missing value prevents the comparison.
Try this in Klaviyo
Compare [campaigns] for [date range] using [report or redacted export]. I want to learn [question]. Tell me whether the same attribution window, audience rules, and metric definitions apply to both campaigns before comparing conversion. Return a table with delivered count, unique clicks, click rate and denominator, and the conversion metric both reports support. Mark fields you couldn’t verify. Suggest one variable to test next and the metric that would tell me whether it helped. Keep campaigns, segments, and flows unchanged.
HighLevel (GoHighLevel)
Find follow-ups that may be overdue.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Using this redacted pipeline export, which open requests have had no reply recorded in seven days?
What you might get
A short list of record IDs and last activity dates you can check before following up.
Try this in HighLevel (GoHighLevel)
Review [pipeline] for records in [stage] that haven’t had a recorded reply or owner activity since [date]. Use a redacted export if you can’t open the pipeline. Exclude closed and opted-out contacts, and explain how you decided a record was stale. Return counts by age and a short table with record ID, last relevant activity, and the reason to follow up or wait. Flag any record whose activity is unclear. Draft two neutral follow-ups I can review, with unverified details in brackets. Keep contacts, messages, pipeline stages, and automations unchanged.
Automation and research
Zapier
Find where an automation passed the wrong value.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Here’s my Zap’s test log. Which step lost the email address?
What you might get
The first mismatch and one change to try in a copy of the automation.
Try this in Zapier
Debug this Zap from [redacted test log], [expected behavior], and [the steps that ran]. Find the first step where the output differs from what the next step needs. If the log doesn’t include its input or output, tell me exactly what to copy from the test history. Give me a compact table with step, observed value, expected value, and a likely cause. Propose one change to test in a safe copy. Include a small example payload and the expected output, plus a second test for a missing value. Keep the live Zap and its runs untouched.
Apify
Check a research dataset before relying on it.
Try asking something simple first
Copy the example below into Claude and swap in your own details.
Review this export of public resource links. How many unique URLs are there, and which rows repeat?
What you might get
A count and example duplicates you can verify in the export.
Try this in Apify
Review [dataset or export] to help answer [research question]. Use the data I supply. Start by checking whether its columns, dates, and coverage are enough for that question. Give me the raw row count, the duplicate rule you used, the count after deduplication, and the fields most often missing. For each pattern, give its count, denominator, and a row or URL I can verify. Separate what the dataset supports from what would need a new sample. End with one practical next question and a simple check I can do on the existing records. Keep collection runs unchanged.
Download your prompts
Save the prompts you want to use again. The optional details below appear in your prompts as context.
When the result looks wrong
The connector doesn’t show up in this chat
Check that it’s connected in Customize and enabled in the conversation’s + menu. On a managed account, ask your workspace owner whether the connector is approved. For an app that isn’t supported in your setup, use its official export or paste a redacted excerpt.
It keeps looking in the wrong account
Compare the account or shop named in Claude with the one you use in the app. Disconnect the incorrect account and sign in with the right one. Repeat your known-item test before trusting the results.
It finds similar items but misses the right one
Use the exact title, a source link, a short date range, or the folder or channel name. Ask for several candidates with dates and links. If the correct record is still missing, check that the connected account can open it directly.
Claude suggests sending or changing something
Ask for a draft or a proposed change in the chat. Review any action request before approving it and check the connector’s tool permissions. If you only need to look things up, keep write tools off where your settings allow it.
The summary sounds right but I can’t verify it
Ask Claude to identify which record supports each decision, count, or quote. Anything that can’t be traced to a source belongs in a separate list of things to check.