# Get a fresh client status sheet waiting every Friday

> It flags the client you haven't emailed in three weeks before they start to feel forgotten.

Schedule Claude to read the week's emails and calendar and build a spreadsheet of every active client: last contact, what happened, status and next step. Anyone you've gone quiet on gets flagged.

- Page: https://thesolocreators.com/prompts/friday-client-status-sheet/
- Category: Put your business on autopilot
- Made for: Coaches, Consultants, Small business owners
- Works in: Claude
- Time: About 10 minutes to set up, then weekly
- Effort: Advanced
- Note: Scheduled tasks run in Cowork and need a paid Claude plan.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
Build a client status spreadsheet from my Gmail and Google Calendar for the past [LOOKBACK PERIOD, e.g. 7 days]. My active clients are: [CLIENT LIST, e.g. names or email domains].

One row per client with: last contact date, what happened this week in one line, status (on track, waiting on me, waiting on them, at risk), next step, and the date of our next meeting, if one's booked. Add a column linking the email or event each update came from.

Flag anyone I haven't contacted in [QUIET DAYS, e.g. 14 days] and anyone who's been waiting on me for more than 2 days. Sort flagged clients to the top. Give me the sheet as an Excel file, plus a 3-line summary of who needs me most next week. Don't send or draft any emails.
```

## Step by step

1. Connect Gmail and Google Calendar in Claude from the Customize page, under Connectors.
2. Open Cowork in the Claude app, paste the prompt and run it once to check the sheet.
3. Type /schedule and set it to run every Friday at 2pm.
4. Open the new sheet each week and act on the flagged clients first.

## What you'll get

A weekly client status spreadsheet with sources, quiet clients flagged at the top, and a short note on who needs you most.

## Good to know

**Which AI tools does this work in?** It works in Claude. On this page, Claude opens with your prompt already typed in. Scheduled tasks run in Cowork and need a paid Claude plan.

**How long does it take?** About 10 minutes to set up, then weekly. It's rated "Advanced". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 3 blanks: lookback period, client list and quiet days. You can skip any, and your AI will ask for them.

**What will I get back?** A weekly client status spreadsheet with sources, quiet clients flagged at the top, and a short note on who needs you most.

Idea spotted on X, shared by @claudeai: https://x.com/claudeai/status/2026720870631354429. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Second Brain (Give your AI a memory it reads across every project, so it finally knows your business); Watch It For Me (Drop any video link and get the step-by-step playbook, the full timestamped transcript, and the best quotes. Without watching it).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.