· Back to the setup

AI Setups That Work

AI promise tracker for your business

Researched

What it does

Get one weekly list of what you promised people and what they promised you, built from email and meeting notes, with dates and no messages sent.

Who it is for

Owners and managers who lose track of 'I'll send that Thursday' across email and calls. Skip anything covered by a client confidentiality agreement unless you are allowed to share it with an AI service.

Tools

Steps

  1. Pick the window, such as the last 7 days of sent mail plus this week's meeting notes.
  2. Connect Gmail to the assistant, or paste the week's notes. Claude's help center says Gmail search and read are supported. For notes, a connector is not required.
  3. Run the prompt below. Check that each promise names who owes it and the date, if one was given.
  4. Fix the list by hand. Cross out what is done and add anything it missed.
  5. To repeat it, ask ChatGPT for a scheduled task. OpenAI's help says tasks can run once or on a schedule, and you choose Push or Email notifications. Scheduled tasks in Claude: Not stated in sources.
  6. Send any nudge yourself. The assistant only writes the list.
  7. After a month, count how many promises were missed before and after. Keep the count if it helps.

The prompt

Find open promises in my email and notes from [DATE RANGE]. Read only. Do not send, reply or change anything.

For each promise, give one line:
- Who promised: me or [PERSON]
- What was promised
- Date promised and due date, or 'no date given'
- Where it came from (thread subject or meeting)
- Status: open, done, or unclear

Rules:
- List only promises that are in the text. Do not invent due dates.
- Put promises with dates in the next 7 days first.
- At the end, list the 3 I should chase first, with one sentence on why. Do not write messages to anyone.

Tips

Sources