Playbooks & Recipes (Personas)

A practical guide to who uses Fresh Focus AI, why, and exactly how to get value—fast.
Each persona includes a top recipe with models, tools to enable, copy-paste prompts, and optional automation.

Tip: Throughout, see Model Matrix, AI Tab, History, Insights, Files, Integrations, and Tasks for deeper how-tos.

How to use this page

Pick your persona (or the closest match).
Flip to the recipe and enable the listed tools in the AI tab’s Tools menu.
Copy the prompt block, run it, then optionally save or schedule outputs.

One-page recipe template

Copy this into your own notes to design custom playbooks.

## <Persona or Project>
### Goal
One sentence outcome.

### Best models
<model IDs> — see models.md.

### Tools to enable
<Search>, <News>, <Reddit>, <Google Drive>, <Email>, <Evernote>, <Finance>, <MCP: Google Calendar>, etc.

### Steps
1) ...
2) ...

### Copy-paste prompt

### Export & schedule (optional)
- Save as: Markdown to Files; HTML to Drive; Evernote note.
- Schedule: “Run <assignment name> every weekday at 07:00 ET.”
- Notify: Email full report; SMS 2-line summary.

1) Founder / Executive

Goal

Get a morning executive brief that blends market moves, competition, and internal highlights.

Best models

gpt-5-mini (default), add gpt-o3 for deeper analysis.

Tools to enable

News/Search, Finance, Reddit, YouTube, Email, SMS, Google Drive, Evernote.

Steps

In AI Tab, select the tools above.
Run the prompt below once; review side-by-side with a second model if desired.
Click Save → HTML to Drive and Email.
In Tasks, create a periodic task to automate daily at 7:00 ET.

Copy-paste prompt

Summarize today’s biggest developments that could impact our company:
- Market indices (Dow, S&P, Nasdaq): % move and one-line driver
- Top 5 competitor headlines (with links) + quick implications
- Customer chatter (Reddit/X/YouTube comments): emerging themes
- Action list: 3 decisions I should consider today, with rationale
Return: 200-300 words + bullet “Watchlist” + 3 KPIs to check.

Export & schedule (optional)

Save HTML to Google Drive (/Briefings/Exec-Daily.html), Markdown to Files, Evernote note to “Leadership”.
Schedule: “Run Executive Morning Brief every weekday at 07:00 ET.”
Notify: Email full brief; SMS 2-line summary.

2) Product Manager

Goal

Ship faster with comparative analysis → PRD draft → launch checklist.

Best models

gpt-5 or gpt-o3 for deep reasoning; compare with Claude 4 Opus for writing polish.

Tools to enable

News/Search, Google Drive, GitHub (optional), Evernote, Email.

Steps

Files: drop customer interviews / notes / screenshots.
AI Tab: enable tools; run Competitive Scan prompt.
Ask “Create PRD draft” using findings; iterate.
Save PRD to Drive and Evernote; email stakeholders.
In History, pin the best answers; compare models side-by-side.

Competitive Scan (prompt)

Create a concise competitive scan for <problem area>. Include:
- Top 5 products, table with: positioning, pricing, killer feature, gaps
- Jobs-to-be-done: core + adjacencies
- Risks & moats
- 5 opportunity hypotheses we could test in 2 weeks

PRD Draft (prompt)

Draft a PRD for <feature>. Include: overview, goals, non-goals, user stories,
acceptance criteria, metrics, risks, launch checklist, and open questions.
Ground in the competitive scan and our interview notes in Files.

3) Software Engineer

Goal

Turn vague tickets into implementation plans, test scaffolds, and RFCs.

Best models

gpt-5 for code reasoning; gpt-o3-mini for step-by-step plans.

Tools to enable

Search/StackOverflow, GitHub (Read/Write), Email.

Steps

Paste the issue/ticket; attach relevant logs or interfaces via Files.
Ask for design options with tradeoffs.
Generate a minimal RFC + test plan; commit to a branch via GitHub.
Email the RFC to reviewers.

Prompts

Given the ticket below and the API spec in Files, draft:
1) Architecture sketch with 2 alternatives (pros/cons),
2) Stepwise implementation plan (with timeboxed milestones),
3) Test plan with fixtures & edge cases,
4) A short RFC.md suitable for a PR.

4) Research / Financial Analyst

Goal

Automate a Daily Market Index Briefing with news + sentiment + recommendations.

Best models

gpt-5-mini for speed; gpt-o3 for deeper conviction/rationale.

Tools to enable

Finance, News, Reddit, Email, SMS, Google Drive, Evernote.

Steps

In Tasks, create “Daily Market Index Briefing” as a 10-step assignment (prices → news → Reddit → formats → email/SMS).
Run once to validate the format; adjust sections and conviction scale.
Schedule for 07:00 ET; deliver to Drive/Evernote; SMS summary.

Prompt

Produce a daily briefing for Dow, S&P 500, Nasdaq:
- Price moves and drivers
- 5 key headlines with links
- Reddit sentiment snapshot (bull/bear themes)
- Recommendations: lean-in/lean-out with conviction (1-5) and rationale
Return both: a newsletter-ready HTML and a Markdown version.

5) Content Marketer / SEO

Goal

Create topic clusters → outlines → draft posts → distribution plan.

Best models

gpt-5-mini (default), compare with Claude 4 Opus for tone.

Tools to enable

Search/News/YouTube, Google Drive, Evernote, Email, MCP: Notion (optional).

Steps

Ask for topic cluster with search intent mapping.
Generate a 10-minute read outline + sources.
Create variants for blog, LinkedIn, email.
Save to Drive/Evernote; email the content calendar.

Prompts

Build a topic cluster around "<core topic>".
Return a table with pillar pages, supporting posts, search intent, primary keywords,
and target formats (blog, video, carousel).

Draft a 1,500-word blog outline with section word counts, key facts, and 5 source links.
Add a distribution plan: email subject lines, 3 LinkedIn posts, 5 tweets.

6) Sales / RevOps

Goal

Generate account research packs and tailored outreach.

Best models

gpt-5-mini; for creative copy variants, compare with gpt-4o-mini.

Tools to enable

Search/News/YouTube, Email, Google Drive, Evernote, MCP: CRM tools if available.

Steps

Provide ICP and 3 target accounts (paste URLs).
Create a one-page account brief + 3 outreach angles.
Save to Drive; email the outreach set to yourself or your SDR.

Prompt

For these accounts: <list>, create an Account Research Brief per company:
- What they sell, buyers, recent initiatives, hiring signals
- Pain hypotheses aligned to our product value
- 3 tailored outreach emails (short/medium/value-case)
- Objection handling bullets
Return: a consolidated Markdown brief with per-account sections.

7) Customer Support Lead / Success Manager

Goal

Turn weekly tickets + NPS comments into trends and a playbook update.

Best models

gpt-5-mini; add gpt-o3-mini for root-cause trees.

Tools to enable

Files (ticket export CSV), Search, Evernote, Email, MCP: Zendesk/Jira (optional).

Steps

Upload weekly ticket export CSV + NPS verbatims to Files.
Ask for trend analysis + “Top 5 fixes” by impact/effort.
Generate updated playbook sections; save to Evernote.
Email summary to product & support leaders.

Prompt

Analyze the uploaded ticket export and NPS comments.
Return:
- Top 5 themes (count, % of total, trend vs last week)
- Root cause hypotheses and quick wins (impact/effort matrix)
- Updated support playbook sections: macros, KB articles to add/update

8) Educator / Instructional Designer

Goal

Design a module plan with assessments and rubrics from a source text.

Best models

gpt-5-mini or Claude 4 Sonnet (speed) / Claude 4 Opus (depth).

Tools to enable

Files (syllabus/PDF), Evernote, Google Drive, Email.

Steps

Upload syllabus or source reading to Files.
Generate module outline, learning objectives (Bloom’s), and quiz items.
Export to Drive as HTML and to Evernote as notes; email to TAs.

Prompt

Using the course PDF in Files, draft a 90-minute module:
- Learning objectives (Bloom’s levels)
- Outline with time boxes and activities
- 8 quiz questions (4 MCQ, 4 short-answer) with answer key
- Project assignment prompt + grading rubric

9) Church Communications / Worship Planner

Goal

Automate Sunday hymn planning and resources (inspired by Insights demo).

Best models

gpt-5-mini (default); Claude 4 Sonnet for lyrical nuance.

Tools to enable

Insights, Search, Evernote, Google Drive, Email.

Steps

In Insights, click Create Insight Now and ask for hymn planning utility.
In AI Tab, request hymn set for date/theme/readings; ask for translations if needed.
Save order of service to Evernote; email musicians and readers.

Prompt

Plan Sunday worship for <date> on theme "<theme>" with readings <refs>.
Return: hymn suggestions (traditional/contemporary), reasons, prayer points,
order of service, reader assignments, and a rehearsal notes section.

10) Individual / Health-conscious User (non-medical advice)

Goal

Understand a lab report and prepare questions for your doctor.

Best models

gpt-5-mini (default).

Tools to enable

Files, Insights (optional).

Steps

Upload your lab report to Files.
Ask the AI to explain terms and flag items to discuss with your clinician.
Generate a question list to bring to your appointment.

Prompt (non-medical, educational)

Using my uploaded lab report, explain:
- What each flagged value means in plain English
- Questions to ask my clinician
- Lifestyle questions I can discuss (no diagnosis)
Add a short glossary of terms from the report.

Note: Fresh Focus AI is not a medical device and does not diagnose. Always consult a licensed professional.

11) Compliance / Risk Analyst

Goal

Build a regulatory change digest with watchlist and action queue.

Best models

gpt-5-mini; add gpt-o3 for cross-jurisdiction synthesis.

Tools to enable

Search/News, Files (PDFs), Evernote, Google Drive, Email, SMS.

Steps

Upload key PDFs to Files.
Prompt for a delta summary vs prior policy.
Save digest to Drive/Evernote; email counsel; SMS critical alerts.
Schedule weekly digest in Tasks.

Prompt

From these uploaded regulations and today’s coverage, produce a change digest:
- What changed vs last version, by section
- Impact matrix by function (Legal, Ops, Product, Data)
- Required actions with owners and due dates
- Open questions for counsel

12) HR / Recruiter

Goal

Create candidate briefs and a structured interview kit per role.

Best models

gpt-5-mini; Claude 4 Sonnet for quick variants.

Tools to enable

Search, Files (resumes/portfolios), Google Drive, Evernote, Email.

Steps

Upload resumes/portfolios to Files.
Generate a side-by-side candidate brief; create interview questions by competency.
Save kits to Drive; email interview panel.

Prompts

Create a candidate brief comparing: <names> for role <role>.
Include: strengths, risks, evidence quotes, culture notes, and role fit score (1–5).

Draft a structured interview kit for <role> covering: problem solving, ownership,
communication, technical depth, and values. Include behavioral and scenario questions
with scoring rubrics.

Bonus: Build your own “Assignment”

Want to chain any recipe into a reusable pipeline? Use Tasks → Assignments.

Pattern 1) Collect data → 2) Analyze → 3) Format (MD/HTML/Evernote) → 4) Deliver (Email/SMS/Drive) → 5) Schedule.

Starter prompt

Create an assignment called "<Name>" that:
1) runs web/news/finance searches for <topics>,
2) synthesizes results into a 10-minute read,
3) saves Markdown locally and HTML to Google Drive,
4) creates an Evernote note,
5) emails me the full brief and SMS a 2-line summary.
Explain the steps and create fields for dates and topics.

Persona index (at a glance)

Founder / Executive — Executive Morning Brief
Product Manager — Competitive Scan → PRD
Software Engineer — RFC/Test Plan from ticket
Research / Financial Analyst — Daily Market Briefing
Content Marketer / SEO — Topic Cluster → Drafts
Sales / RevOps — Account Research & Outreach
Customer Support Lead — Ticket Trends → Playbook
Educator / ID — Module + Assessments
Church/Worship Planner — Sunday Hymn Plan
Individual (Health) — Understand Lab Report
Compliance / Risk — Regulatory Change Digest
HR / Recruiter — Candidate Brief + Interview Kit ~~~~ :contentReference[oaicite:0]{index=0}