My daily AI workflow, tool by tool.
Morning (Research + Planning)
Perplexity Pro ($20/month)
- Check client industries for overnight news
- Research new prospects before calls
- Verify data points for proposals
Claude Pro ($20/month)
- Review and respond to overnight emails (triage system)
- Generate meeting agendas from yesterday's notes
- Draft follow-up emails from action items
Midday (Client Work)
Claude Code (included in Claude Pro)
- Build automations for client projects
- Debug and optimize existing systems
- Generate documentation
Whisper (free)
- Transcribe all client calls
- Feed transcripts to Claude for summaries
Afternoon (Content + Marketing)
Claude Pro (same $20/month)
- Write articles from one core insight
- Generate social media posts
- Create newsletter content
Canva (free tier)
- Quick graphics for social posts
- Proposal formatting
The Total
$40/month. 30+ hours/week saved. That is the entire stack.
535 prompts that make this stack work: wedgemethod.gumroad.com/l/500-ai-business-prompts
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