Tell Claude what you want to see. It builds a page of numbers and charts from the apps you already use, like Gmail, your CRM, or QuickBooks, and pulls fresh numbers every time you open it.
Open Settings, then Capabilities. Make sure Artifacts and Run code in the cloud are both switched on (blue).
🔗 Open Capabilities claude.aiOpen →Click Customize in the left sidebar, then Connectors. Click Gmail, then Connect, and sign in with the email you want on your dashboard.
🔗 Open Connectors claude.aiOpen →Click Yours, then Gmail. Under Tool permissions, set Read-only tools to Always allow.
Click Artifacts in the left sidebar. Under Make something new, click Dashboard.
🔗 Open Artifacts claude.aiOpen →Copy this, paste it in the Reply box, and press Enter.
Build me a live dashboard called "Inbox Command Center" using my connected Gmail. Across the top, show four numbers: emails waiting on my reply, threads I've answered this week, my average reply time, and how many days the oldest unanswered email has been waiting. Below that: - Every email waiting on me, oldest first, with the sender, subject, and how long it's been sitting. Highlight anything older than 2 days. - A day-by-day chart of emails received vs. emails I replied to for the last 14 days. - My top 10 senders this month. Skip newsletters, receipts, and automated notifications. Rules: real data only, never sample or made-up numbers. It's read-only: never send, edit, or delete anything. Add a refresh button and show when the data was last refreshed. If an app fails to load, say which one instead of showing a zero.
Check one number against your real inbox. Then tell Claude what to change, one note at a time. Paste any of these:
Only count emails from real people that ask me something or need an answer.
Add a button that blurs every number so I can share my screen.
Put anything older than 2 days in red at the very top.
Use my brand colors: [#hex] for the background and [#hex] for the highlights.
Click Refresh for the latest numbers. Click Share at the top right to send it to someone. To open it later, click Artifacts in the left sidebar.
Your sales, laid out the way you want to see them, not the way Stripe does.
Build me a live dashboard called "Revenue Pulse" using my connected Stripe account. Across the top, show four numbers, each with the percent change vs. last month: monthly recurring revenue (MRR), revenue this month so far, new customers this month, and customers who canceled this month. Below that: - MRR by month for the last 12 months, as a line chart. - New customers vs. canceled customers by month, side by side. - Revenue by product, biggest first. - My 10 most recent payments, plus every failed payment I need to chase. Rules: real data only, never sample or made-up numbers. It's read-only: never send, edit, or delete anything. Add a refresh button and show when the data was last refreshed. If an app fails to load, say which one instead of showing a zero.
Same Stripe data, different question: are customers staying?
Build me a live dashboard called "Churn vs. Retention" using my connected Stripe account. Across the top, show: active customers, churn rate this month, average customer lifetime in months, and average revenue per customer. Below that: - Active customers over the last 12 months, showing customers gained and lost each month. - A retention table by signup month: what percent of each month's new customers are still paying. - Customers who canceled in the last 30 days, with what they were paying. - Customers with a failed payment right now, so I can reach out before they're gone. If a number could be read two ways, add a one-line note under it. Rules: real data only, never sample or made-up numbers. It's read-only: never send, edit, or delete anything. Add a refresh button and show when the data was last refreshed. If an app fails to load, say which one instead of showing a zero.
One page that answers: am I making money, and how long does my cash last?
Build me a live dashboard called "Profit and Cash" using my connected QuickBooks. Across the top, show: cash in the bank today, net profit this month, net profit year to date, and cash runway in months (cash divided by my average monthly spending over the last 3 full months). Below that: - Revenue vs. expenses by month for the last 12 months, with a profit line. - My top 10 expense categories this year, biggest first. - Unpaid invoices that are overdue: who owes what and how many days late. - Any expense category up more than 20% vs. last month, flagged in red. Show the formula behind any calculated number in a small note. Rules: real data only, never sample or made-up numbers. It's read-only: never send, edit, or delete anything. Add a refresh button and show when the data was last refreshed. If an app fails to load, say which one instead of showing a zero.
See where your week really goes, and win back time to focus.
Build me a live dashboard called "Calendar Time Audit" using my connected Google Calendar. My work hours are 9 AM to 5 PM, Monday to Friday. Across the top, show for this week: hours in meetings, hours of focus time (open blocks of 90 minutes or more during work hours), open hours left, and number of meetings. Below that: - Meeting hours vs. focus hours by week for the last 8 weeks. - My busiest and lightest day of the week. - The people and recurring meetings taking the most of my time this month. - Three ideas for getting time back, based on what you actually see in my calendar. Count all-day events and personal blocks separately so they don't count as meetings. Rules: real data only, never sample or made-up numbers. It's read-only: never send, edit, or delete anything. Add a refresh button and show when the data was last refreshed. If an app fails to load, say which one instead of showing a zero.
Every lead, every stage, and who’s slipping through the cracks. We use Follow Up Boss here, but it works with any CRM you can connect to Claude.
Build me a live dashboard called "Pipeline Pulse" using my connected Follow Up Boss. Across the top, show: new leads this week, new leads nobody has called, texted, or emailed yet, appointments set this month, and deals under contract right now. Below that: - New leads by source for the last 90 days, biggest source first. - My leads by stage, as a funnel from new lead to closed. - Leads with no call, text, or email in the last 7 days, newest lead first. - Closings expected in the next 60 days, with the address, price, and closing date. If Follow Up Boss doesn't track something, say so on the dashboard instead of guessing. Rules: real data only, never sample or made-up numbers. It's read-only: never send, edit, or delete anything. Add a refresh button and show when the data was last refreshed. If an app fails to load, say which one instead of showing a zero.
When someone asks AI for the best agent in your town, are you named? Claude searches the web for 5 of those questions and keeps score weekly.
Swap every [bracket] for your details before you paste.
Build me a dashboard called "AI Visibility Scorecard" that checks whether AI recommends me. About me: [Your name], [your brokerage], real estate agent in [City, State]. My website is [yourwebsite.com]. Run the first check now, here in our chat, using live web search. Ask these 5 questions the way a home buyer or seller would ask an AI assistant: 1. Who is the best real estate agent in [City]? 2. Who should I hire to sell my house in [City]? 3. Which [City] agent is best for first-time buyers? 4. Who are the top-rated real estate agents near [City]? 5. Which [City] agent knows [your neighborhood or specialty] best? For each question, show: whether my name or website appears (yes or no), which agents get named instead, and the sources the answer used. Across the top, show my score (how many of the 5 name me), the agent named most often, and the date of the last check. Save every check in the dashboard so I can see my score over time as a line chart. Add a "Run check" button that copies the message I send you here to run the next check. Real results only, never made up.
The one screen you open with your coffee. It pulls from every app you’ve connected.
Build me a live dashboard called "Morning Cockpit" that pulls from all my connected apps: Gmail, Google Calendar, Follow Up Boss, Stripe, and QuickBooks. Put the one thing that needs me most today at the very top, in one sentence. Then, in this order: 1. Today: every meeting and appointment on my calendar, with the time and who it's with. 2. Waiting on me: emails I haven't answered and new leads nobody has contacted. 3. Money: revenue yesterday and this month, and cash in the bank. 4. Heads up: anything that needs action today, like a failed payment, an overdue invoice, or a closing this week. If one of these apps isn't connected, show a small "not connected" card for it instead of a blank or a zero. Keep it to one screen I can scan in 60 seconds. It's read-only: never send, edit, or delete anything. Add a refresh button and show when the data was last refreshed.
One link with a menu down the side, so you can jump between every dashboard you built.
Build me a "Command Center": one page with a menu down the left side that switches between all the live dashboards I've built. Open Morning Cockpit first. Keep one design across every tab so it feels like one app. My dashboards: Inbox Command Center, Revenue Pulse, Churn vs. Retention, Profit and Cash, Calendar Time Audit, Pipeline Pulse, AI Visibility Scorecard, Morning Cockpit.
Open them with your coffee. They pull fresh numbers every time.
I teach this stuff step by step. All my trainings are waiting for you.
Watch my free trainings →More step-by-steps at stringersteps.com