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What needs my attention today?

Sort a pile of notes into today's short list

Paste the notes you have. Get a short action list that accounts for every note, with no invented deadlines.

Why it matters

80% of owners say they are fully booked or close to it. When the schedule is full, the risk is dropping something, not finding more work.

Source: Jobber, 2026 Home Service Trends Report

Use it when

Start of the day. You have texts, voicemails and notes from yesterday and need to know what comes first.

The instruction

Copy it into ChatGPT, Claude, Gemini or Copilot and fill in the [brackets]. The rules at the end are what stop it from guessing.

The instruction
Here are my open notes. Sort them into a short action list for today.
Rules for this: account for every note once. Put duplicates together. Mark anything already done or declined. Use only deadlines that are written in the notes. Do not assign work to anyone I did not name.
What matters most to me: [your rule, for example: promised deadlines first, then anything blocking a booking]
Notes: [paste them, one per line]
Rules: use only the facts I give you and my business fact sheet if I shared it. Do not invent prices, warranty terms, diagnoses, code requirements, dates or promises. Mark anything I did not confirm with [brackets] and list it under the draft. Keep it short and friendly, like a local business owner wrote it. Write the draft first, then ask me at most one question.
Get better drafts with your business fact sheet →

Worked example

What you paste

1) Promised Lopez estimate by noon today, owner has to approve amount. 2) Chen job done, need description for the invoice. 3) Patel declined the estimate, said no more follow up. 4) Invoice for Reyes shows open, haven't checked payments. 5) Lopez again, same estimate, no new info. 6) Two different addresses on file for the Kim job, need to confirm before scheduling.

Example draft

Today, in order: 1. Lopez estimate, due at noon (notes 1 and 5, same task). Needs your approval of the amount before it goes out. 2. Confirm the right address for the Kim job before scheduling (note 6). 3. Write the invoice description for the Chen job (note 2). No deadline given. The rest: - Patel (note 3): declined, no more follow-up, as they asked. - Reyes (note 4): check whether it has been paid before sending any reminder.

Confirmed

  • All 6 notes accounted for
  • Noon deadline from the notes

Check before sending

  • Reyes payment status

Check before you send

  • Every note shows up once.
  • No deadline appears that was not in your notes.
  • Nothing marked done that you did not say was done.

If something is off

Ask for one change and see the whole draft again.

If something is off
The Reyes invoice was paid yesterday. Update the list and remove it.

You might already have this

If you use Jobber, its official connection lets ChatGPT or Claude read your requests, quotes, jobs and invoices directly (on Core plans and up). Then you can ask, "What needs my attention this week?" without pasting.

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Sources