WEEK 5: We Built an AI Proposal Workflow and a Company Dashboard in Under 30 Minutes. Here's How.
๐ŸŽ‰ WEEKLY COMMUNITY WINS ๐ŸŽ‰
๐Ÿ’ช Curtis: Currently building an app through Anthropic's courses. He also used Perplexity to cross-check a basement renovation estimate and it matched his pricing almost exactly, pulling region-specific square footage and linear footage rates.
๐Ÿ’ช Gina: Built custom GPTs on ChatGPT that her office staff uses daily for warranty document interpretation (500+ pages of Tarion rules), marketing, financials, and sales team training. She's also doing image generation for marketing and exploring a website feature where clients could swap colours on standard home models (red door, different siding, etc.).
๐Ÿ’ช Josh: Using a double-screen workflow where he talks to ChatGPT in plain language about what he wants, has it generate a detailed prompt, then copies that prompt into Claude to build the actual app. Using one AI to write prompts for the other.
๐Ÿ™‡โ€โ™‚๏ธ THE WORK ๐Ÿ™‡โ€โ™‚๏ธ
Tonight we built two things from scratch inside Claude:
  1. A branded proposal that reuses your existing template, applies your logo and colours, and sends itself through email, all from one chat.
  2. A company health dashboard that pulls your data from QuickBooks, Google Sheets, or your CRM and turns it into a visual command centre in about 10 minutes.
Prompts and Skills to copy and paste are attached in a zip file. They are .txt files that you can upload to Claude or Chat GPT one at a time.
๐Ÿ”ฅ See you next Tuesday and don't forget to vote for our in person meeting date in two weeks. ๐Ÿ”ฅ
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Averey Meloche
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WEEK 5: We Built an AI Proposal Workflow and a Company Dashboard in Under 30 Minutes. Here's How.
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