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Personal AIMake AI proactiveOverview

Make AI proactive

Make AI proactive by copying my best work and personal AI workflows.

You’ve already built and scheduled two workflows: your daily chief of staff brief and your monthly advisor check-in. Now I’ll walk you through the rest of the workflows I use to make AI proactively get work done for me.

Here’s everything I have scheduled:

My scheduled workflows: a daily chief of staff brief; a weekly business review, weekend plan, workspace cleanup, and health check; and a monthly advisor check-in and financial and tax review

Most of these arrive as emails in my inbox. They’re honestly some of the most useful emails that I get.

Using Claude? Create each job as a cloud Routine and set its schedule in the Routine form in your local time. The one exception is workspace cleanup: it works on folders on your computer, so make it a local scheduled task instead. Each run starts a new session instead of posting in the thread where you tested it, so read the report in the routine’s runs or by email.

Review your businessGet a weekly business review that explains what changed and why.Get customer feedbackTurn feedback across your tools into clear customer insights.Review your healthTurn your workout log and health data into a useful weekly adjustment.Plan your weekendGet timely activities and entertainment that fit your household.Clean your workspaceHave AI tidy one folder every week.Review your financesReview spending, investments, and tax follow-ups in one monthly report.Review your scheduleKeep useful scheduled jobs and catch failures, noise, and overlap.

Join for $200/year to unlock the full course, plus:

  • 25+ lessons of my personal AI course
  • $600+ in AI tool discounts to Grok Bot, Replit, Lovable, Granola, and more
  • 18 AI skills for work and personal use cases
  • Invite to my private Slack with monthly live workshops and direct access to me
  • Full access to my paid newsletter with 100+ tutorials and posts