Prompts for the start of the day, the end of the day, and the Friday wrap-up, grouped so you can paste the one you need. Most only read Projul and work with a Read key; the two that log a call or add a note change your data and need a Read-Write key.
Morning
Give me today's schedule from Projul: each person, where they are, what time, and the job address.
What is overdue in Projul? Active tasks whose end time has passed, and estimates past their expiry date.
Any messages logged in Projul since yesterday at [5 pm]? Summarize them by project.
Leads and follow-ups
Which leads in Projul have had no contact logged in the last [7 days]? List them with the client's phone number.
Which leads in Projul are in the Send stage, meaning the estimate is ready to go out?
Which estimates in Projul are waiting for client approval, and which are past their expiry date?
This one needs a Read-Write key.
Log on [Rivera Kitchen Remodel] in Projul that I called [Sam] and left a voicemail.
Money
For every active project in Projul, show the estimate total and whether it is approved yet.
What is the total projected value of the leads in Projul right now, by pipeline stage?
Note: Projul AI Connect does not read or write invoices or payments. Your AI cannot report what has been invoiced or paid.
End of day
What got completed in Projul today? List the tasks marked complete, by project.
What changed in Projul today? Anything created or updated since [8 am], grouped by client, project, estimate and task.
This one needs a Read-Write key.
Add a note to [Thompson Deck Rebuild] in Projul: [end of day, framing 80% done, need two more joist hangers].
Weekly
Write me a Friday summary from Projul: leads added this week, jobs sold, estimates created, tasks completed, and anything overdue going into next week.
Read next week's tasks in Projul and write a crew schedule I can print, one section per person.
Which projects in Projul have had no activity, no tasks, notes or estimate changes, in the last [30 days]?
Saving a prompt you use every day
Keep the prompt in a saved chat or a note so you can paste it each morning. Some AI tools can also run a saved prompt on a schedule. Set it to run daily. Each run appears on the "Scheduled" page, where you review the result.
Note: Scheduled tasks are available on the Pro, Max, Team and Enterprise plans.
Questions? Let's Chat.
support@projul.com
(844) 776-5853