Consilix
AI Toolkit v2
HomeWorkflow recipes
Tools
Claude (Anthropic)
ChatGPT (OpenAI)
Microsoft 365 Copilot
Perplexity
Grok (xAI)
Gemini (Google)
Libraries
PromptsSkills
Reference
About this toolkit
v2 · June 2026
Workflow recipes

Common operator jobs, mapped to the right tool chain.

Each recipe names the tools to reach for in order, what to do in each, and which prompts to pair with. Use as a starting point and refine for your own workflow.

Inbox and email

Draft a client email that needs to land carefully

1
claude· Claude.aidraft

Use the email-reply-drafter prompt with the original email + your answer

prompt: email-reply-drafter

2
claude· Claude.aireview

Ask Claude to redraft if the tone needs tuning

emaildrafting

Get a morning briefing of overnight email before opening the inbox

1
claude· Claude Code or Coworkschedule

Schedule the daily-inbox-briefing skill for 07:00 weekdays

2
claude· Claude.aireview

Read the digest with coffee; reply to anything in 'Needs my response today'

emailscheduleddaily

Pull actions out of a tangled email thread

1
claude· Claude.aitransform

Paste the whole thread into Claude, run extract-actions-from-email

prompt: extract-actions-from-email

emailextraction

Meetings

Summarise a meeting and assign actions

1
claude· Claude Projectstransform

Upload the transcript, run the meeting-summary prompt

prompt: meeting-summary

2
claude· Claude.aipublish

Paste the result into your team space and tag owners

meetingssummary

Get a transcript and follow-up summary from a recorded call

1
other· Plaud / Otter / Firefliestransform

Use your transcription tool of choice; export the transcript

2
claude· Claude.aitransform

Run the meeting-summary prompt on the transcript

prompt: meeting-summary

meetingstranscription

Compliance

Review a contractor compliance submission

1
claude· Claude Projectsreview

Open the project that has your H&S rules in Project knowledge

prompt: compliance-doc-review

2
claude· Claude.aireview

Run the compliance-reviewer skill on the uploaded RAMS / certificate

complianceconstruction

Compare two or more contractor quotes for the same scope

1
claude· Claude Projectsreview

Project with scope of works in knowledge, attach the quote PDFs

prompt: contractor-quote-analyser

2
claude· Claude.aireview

Run the contractor-quote-analyser skill

constructiontendering

Sales and proposals

Generate an interactive sales proposal with live pricing

1
claude· Claude.aidraft

Ask Claude to build an Artifact using the proposal-from-scope prompt

prompt: proposal-from-scope

2
claude· Claude.aireview

Tweak prices and finish levels live in the Artifact

proposalsalesartifact

Research

Run deep research on a topic with citations

1
perplexity· Deep Researchresearch

Drop your research question into Perplexity's deep research mode

2
claude· Claude.aitransform

Paste the Perplexity output into Claude, ask for the deep-research-brief format

prompt: deep-research-brief

researchdeep-research

Stay current on a topic without checking every day

1
claude· Claude Coworkschedule

Create a scheduled Cowork task: weekly digest on topic X using the deep-research-brief prompt

2
claude· Claude.aireview

Read the Friday digest; mark anything worth deeper investigation

researchscheduled

Quick scan of a new market or sector before a sales call

1
perplexity· Perplexity Proresearch

Three minutes in Perplexity Pro on the sector and the company you are calling

2
claude· Claude.aitransform

Paste findings into Claude, ask for a one-page brief on the buyer's likely priorities

researchsales

Image and video

Generate a marketing image without leaving Claude

1
claude· Claude.aidraft

Compose a precise image brief: subject, style, aspect ratio, mood, what to avoid. Use the image-brief prompt structure

2
chatgpt· ChatGPT (DALL-E)image

Paste the brief into ChatGPT and ask for the image. Iterate by adjusting the brief and re-generating

imagemarketingdall-echatgpt

Document review

Summarise a long contract or audit report

1
claude· Claude Projectsreview

Upload the document into a Project, run summarise-long-document

prompt: summarise-long-document

2
claude· Claude.aireview

Quote any commitment or risk verbatim into your notes before sharing

documentsummary

Skill building

Build a reusable Claude skill for a recurring task

1
claude· Claude.aidraft

Use the skill-builder prompt to scope conversationally

prompt: skill-builder

2
claude· Claude Code or Claude.ai Projectpublish

Save the resulting SKILL.md to your skills directory

skillautomation

Build a reusable client report template you can fill in each month

1
claude· Claude.aidraft

Sketch the report structure with Claude

2
claude· Claude.ai (Artifact)draft

Ask for the template as an editable Artifact with input fields per section

3
claude· Claude Projectspublish

Save the Artifact as a reusable template in the client's Project

templatereporting

Take a recurring task from spoken brief to saved master prompt in 15 minutes

1
claude· Claude.aidraft

Open a chat in your Toolkit Project; dictate or type a long brief covering task, audience, output, constraints, inputs

2
claude· Claude.aitransform

Run the prompt-builder skill on the brief

prompt: voice-note-to-master-prompt

3
claude· Claude.aipublish

Save the resulting master prompt to your library or bookmark; if you have run this task 3+ times, convert it into a skill via mode: skill_scaffold

methodologyskill-buildingvoice-to-prompt

Drafting

Rewrite a piece of prose to match your house style

1
claude· Claude.aitransform

Set the master rule-set prompt as your Custom Instructions first

prompt: master-prompt-rules

2
claude· Claude.aitransform

Run rewrite-for-voice with the text

prompt: rewrite-for-voice

editingvoice

Decisions

Decide between three options without ruminating

1
claude· Claude.aitransform

Use the compare-three-options prompt with your criteria

prompt: compare-three-options

decisioncomparison

Finance

Update a cashflow model from new receipts and invoices

1
claude· Claude Coworkdata

Open the folder with the cashflow workbook and the receipts in Cowork

2
claude· Claude Coworktransform

Ask Cowork to extract the totals from receipts, append them to the cashflow with formulas

3
claude· Claude.aireview

Eyeball the diff in Excel before saving

financecoworkdata

Internal comms

Draft a section of a board pack from rough notes

1
claude· Claude.aidraft

Paste notes, ask for the board-pack section in your house voice

2
claude· Claude.aireview

Ask Claude to find the weakest claim and propose a sharper version

internalboard

Live Artifacts

Build a persistent Finance Operations Dashboard that refreshes from Gmail every time you open it

1
claude· Claude Cowork — Live Artifactsdraft

Open Live Artifacts tab, click New

prompt: finance-operations-dashboard

2
claude· Claude Coworkdata

Connect Gmail in Settings → Connectors if not already

3
claude· Claude Cowork — Live Artifactsreview

Edit any field inline to confirm persistence; close and reopen to confirm refresh

live-artifactcoworkfinancedashboard

Build a saveable Live Artifact proposal builder with live pricing recalculation

1
claude· Claude Cowork — Live Artifactsdraft

Open Live Artifacts → New, paste prompt

prompt: tenant-proposal-builder

2
claude· Claude Cowork — Live Artifactstransform

Edit dummy inputs to your real prospect's numbers; the recalc runs live

live-artifactcoworksales