Tutorial · Operations

Summarize the week’scustomer requests.

Monday morning, one page: what is urgent, what keeps coming back, what is still waiting for a reply. Here is how to have AI prepare it.

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Key points5 min
  1. Gather requests in one place.
  2. A fixed prompt gives a comparable summary every week.
  3. Remove names if the tool is not approved.
  4. The summary is for deciding, not archiving.

The problem

Requests come in by email, the website form, Facebook and phone. Nobody has the full picture. One request has been waiting four days without anyone noticing, and nobody sees that the same question comes up ten times a week.

The solution

First, gather everything in a shared folder or list. Then, every Monday, a fixed prompt:

Weekly summary

Here are the customer requests received this week. Prepare a one-page summary with: 1) urgent items to handle today, 2) requests waiting for a reply for more than 48 hours, 3) the three most common topics, 4) one sales opportunity, if there is one. Short bullets. Requests: [paste]

Once the prompt works, an automation can run it every Monday at 7 a.m. and send the summary to Teams or by email.

How Northworks AI helps

We automate your Monday morning.

One of the first projects we set up, because the team sees it right away.

No forgotten requests, and a real view of what customers want.

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Your project · Operations4 steps
  1. GatherAll requests in one place.
  2. The promptTuned to your business and priorities.
  3. The automationThe summary arrives on its own, every Monday at 7 a.m.
  4. Follow-upWaiting requests are flagged continuously.

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