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How scheduled tasks work
In Claude, click Scheduled in the left sidebar, then New task, then Create with Claude. Paste one of the prompts below. That is the whole setup. The task runs on Anthropic's servers, so it works even with your laptop closed. You need a paid plan for scheduled tasks.
One thing first: connect your tools. In Claude, go to Customize, then Connectors, and connect Gmail, Google Calendar, Google Drive, Slack, and whatever else you use. Without connectors your automations run on guesses. With them, they run on your real data.
AUTOMATION 01 · EVERY WEEKDAY, 7AM
Morning Email Triage
You wake up, open your inbox, and lose the first hour of your day to other people's priorities. This flips it. At 7am, before you even look at your phone, every email is already sorted, replies are already drafted, and the urgent stuff is flagged at the top.
You read one summary. You approve a few drafts. You move on with your day.
You need: Gmail connector
Copy/paste prompt:
Every weekday at 7:00am, go through my Gmail inbox and triage every email that arrived since 6:00pm yesterday.
Sort each one into four buckets:
1. URGENT - needs me today
2. REPLY - needs an answer, not urgent
3. FYI - no action needed
4. JUNK - promos and noise
For every email in the REPLY bucket, write a draft reply in my voice (short sentences, direct, friendly, no fluff) and save it as a draft in Gmail. Never send anything yourself.
Then send me one summary:
- URGENT emails first, one line each on who it is and what they need
- REPLY emails next, one line each, with a note that the draft is ready
- One-line counts for FYI and JUNK
Keep the whole summary under 300 words.
Pro tip: Run it once manually and read the drafts before you trust the schedule. Fix the voice on day one, not day thirty.
AUTOMATION 02 · EVERY MORNING, 8AM
Daily Revenue Report
Most business owners check their ad account when something feels off. That is backwards. By the time it feels off, you have already burned a week of budget.
This puts your three most important numbers in Slack every single morning. Spend, revenue, cost per lead. You see a bad day on day one, not day seven.
You need: Meta Ads connector, Slack connector (plus Stripe or your payment tool if you have it connected)
Copy/paste prompt:
Every day at 8:00am, pull yesterday's numbers from my Meta Ads account and my payment tool.
Report these five numbers:
1. Total ad spend
2. Total revenue
3. Number of leads
4. Cost per lead
5. Return on ad spend
Compare each number to my trailing 7-day average. Flag anything that moved more than 20% in either direction with an UP or DOWN marker.
Post the report to my #daily-numbers channel in Slack. Format: the five numbers with the change vs average next to each, then one closing line telling me the single most important thing to look at today.
If any data source fails to connect, say exactly which one failed. Never guess or fill in numbers.
Pro tip: No Slack? Have it email you instead. The delivery channel matters less than seeing the numbers daily.
AUTOMATION 03 · EVERY MONDAY, 9AM
Weekly Competitor Report
Your competitors are running experiments for you every week, for free. Most people never collect the results. They scroll past a viral post, think huh, and forget it by lunch.
This does the collecting for you. Every Monday you get a digest of what worked for them and, more importantly, why it worked. Then you steal the pattern, not the post.
You need: Web search (built in). No connectors required.
Copy/paste prompt:
Every Monday at 9:00am, search the web for the best-performing content from the past 7 days from these competitors: [COMPETITOR 1], [COMPETITOR 2], [COMPETITOR 3].
Check their Instagram, YouTube, X, and anything else public.
For each competitor:
- Find their top 1-2 pieces of content from the week
- Give me the hook or title, the format (reel, carousel, long video, thread), and a link
- Explain in 2-3 sentences WHY it likely worked: the hook, the emotion, the format choice
Then end with a section called STEAL THIS: 3 specific content ideas I could make this week based on the patterns you found, written as rough hooks in my niche.
Deliver everything as one message, under 600 words.
Pro tip: Swap in the bracketed names before you save the task. Three competitors is plenty. Ten is noise.
AUTOMATION 04 · EVERY WEEKDAY, 7:30AM
Pre-Meeting Research Brief
Walking into a call knowing nothing about the other person is how you lose deals. Walking in knowing their company, their latest news, and their numbers is how you win them.
This reads your calendar every morning and builds a brief for every external meeting on it. You show up sounding like you did an hour of homework. You did zero minutes.
You need: Google Calendar connector, web search
Copy/paste prompt:
Every weekday at 7:30am, check my Google Calendar for today's meetings with people outside my company. Skip internal meetings and personal events.
For each external meeting, research the attendees:
- Who they are: role, company, background, anything notable they have published or said recently
- The company: what it does, size, any news from the last 90 days
- Numbers: funding, headcount, growth, revenue if public
Give me one brief per meeting:
- 3 bullets on the person
- 3 bullets on the company
- 2 suggested talking points or smart questions based on what you found
Send all briefs in one message, ordered by meeting time, so I can read everything before my first call. If you cannot find solid info on someone, say so instead of padding.
Pro tip: Put a real title and the person's company name in your calendar events. The brief is only as good as the invite.
AUTOMATION 05 · EVERY SUNDAY, 4PM
Weekly Content Repurposer
One good idea should feed you for a week. Most creators use it once and go hunting for the next one. That is why they burn out.
Every Sunday, this takes one idea and turns it into a thread, a carousel outline, quote cards, and reel captions. Your whole week of content, drafted before Monday exists.
You need: None required. Google Drive connector if your ideas live in a doc.
Copy/paste prompt:
Every Sunday at 4:00pm, take the newest content idea from my "Content Ideas" doc in Google Drive (or ask me for one idea if the doc is empty) and turn it into a full week of content:
1. One X thread: 6-8 posts. Post one is the hook. Each post stands alone.
2. One Instagram carousel outline: 8 slides with the exact text for each. Slide 1 is the hook, slides 2-7 deliver, slide 8 is the CTA.
3. Three quote cards: just the text, under 15 words each, punchy enough to screenshot.
4. Three reel captions: 2-3 sentences each, written to pair with a talking-head video on the same idea.
Voice rules: direct, short sentences, sixth-grade reading level, no corporate speak, no hashtags unless I ask.
Deliver it as one organized message with clear headers so I can copy each piece straight into my scheduler.
Pro tip: Keep a running doc of ideas and point the task at it. Feeding it is a 30-second job you do on your phone.
AUTOMATION 06 · 1ST OF EVERY MONTH, 9AM
Monthly Expense Sorter
Nobody starts a business because they love hunting receipts. But every month you do not track expenses is a month you overpay at tax time and miss subscriptions you forgot to cancel.
This digs through your inbox on the 1st, pulls every receipt, categorizes it, and drops it in a spreadsheet. Your bookkeeper gets a clean sheet. You get your Saturday back.
You need: Gmail connector, Google Drive connector (for the spreadsheet)
Copy/paste prompt:
On the 1st of every month at 9:00am, search my Gmail for the previous month's receipts and invoices. Use searches like: receipt, invoice, order confirmation, payment received, subscription renewal.
For each one, extract: date, vendor, amount, and what it was for.
Categorize every expense into: Software, Ads, Contractors, Education, Office, Travel, Other.
Add each expense as a new row in my "Expenses 2026" Google Sheet with columns: Date, Vendor, Category, Amount, Notes. Do not create duplicate rows for expenses that are already there.
Then send me a summary:
- Total spend for the month
- Spend by category
- Any charge that looks like a duplicate
- Any subscription that got more expensive than last month
Flag anything you could not categorize instead of guessing.
Pro tip: Create the sheet with those exact column headers before the first run. Give the task a target, not a treasure hunt.
AUTOMATION 07 · EVERY FRIDAY, 4PM
Weekly File Cleanup
Your Downloads folder is where files go to die. Screenshots from March. Four copies of the same PDF. A desktop so crowded you cannot find anything on it.
This ends the week with a sweep. Files sorted by type, old stuff archived, nothing deleted. You start Monday with a clean workspace instead of digital landfill.
You need: Google Drive connector. For your actual Downloads folder and desktop, run this one in Claude Code on your machine instead.
Copy/paste prompt:
Every Friday at 4:00pm, clean up my "Downloads" folder in Google Drive.
Rules:
1. Sort every loose file into subfolders by type: Images, PDFs, Docs, Spreadsheets, Videos, Other.
2. Any file older than 90 days, move into a folder called Archive (create it if it does not exist).
3. NEVER delete anything. Move only.
4. If two files look like duplicates, keep both but list them for me.
When you are done, send me a short report:
- How many files you sorted, by type
- How many went to Archive
- The duplicate list
- Anything you were not sure about, so I make the call, not you
Pro tip: Cloud tasks cannot touch your laptop's files. For the real Downloads folder, paste this same prompt into Claude Code and ask it to schedule it locally.
Do not set up all 7 tonight
Pick one. The one that stings the most. For most people that is the email triage or the revenue report. Set it up, run it manually once, fix what is off, then let the schedule take over.
Add one more each week. In 7 weeks you have a small staff of robots doing the work you used to dread. That is hours back every single week, forever.
The Next Step
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