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Operational records are useful when the owner can distinguish completed work, open actions and constraints. This function pack brings together scheduling proposals, job summaries, supplier comparisons and reports from supplied figures. It also provides document, recruitment and communication drafts around those records.
Start with the Job Record Summariser. The supplied workflow takes the following inputs and prepares the listed draft outputs for your review.
Illustrative prompt only: this is a suggested way to brief the assistant, not a customer case study or a tested result.
Turn these shift handover notes into a record of completed tasks, outstanding work, named owners and supplied deadlines. Highlight conflicting information and questions that block the next decision.
Manually written fictional example. This is not an executed pack result or a customer case study.
Fictional notes: The afternoon handover records that six parcels were packed. Two labels remain to be printed. The packing lead owns that task. The notes disagree about whether the courier has arrived, and no label deadline is supplied.
DRAFT SHIFT HANDOVER
Completed: six parcels packed. Outstanding: print two labels. Owner: packing lead. Deadline: not recorded.
Conflict to resolve: courier arrival is recorded inconsistently. Confirm the actual status before describing collection as complete. The handover does not mark the remaining labels as printed or invent a dispatch time.
Each assistant has a defined task. Open a name to see the information it uses and the outputs described in the pack.
Prepares a sensible project schedule, drafts booking confirmations and reminders, and flags clashes. Proposes only — it cannot see or change a real calendar.
Inputs: List of projects with locations, durations, priorities; Working hours and constraints; Existing commitments.
Outputs: Proposed run sheet; Clash and travel warnings; Confirmation and reminder message drafts.
Turns rough site notes, photos descriptions, voice-note transcripts and timesheets into a clean project record, customer-facing summary and handover note.
Inputs: Raw notes, transcripts, timesheet entries, parts used; your business profile.
Outputs: Structured project record; Plain-English customer summary; Follow-up actions; Invoice-ready line list.
Produces a weekly or monthly operating summary from the numbers the business supplies — projects done, quotes won and lost, revenue, outstanding work — with observations and questions.
Inputs: Period figures supplied by the business; Prior period for comparison; Notable events.
Outputs: Operating summary; Trend observations with stated confidence; Questions the numbers raise; Suggested actions.
Produces clean, consistent business documents — letters, service agreements in plain language, checklists, handover notes, SOPs and forms — from the business's own content.
Inputs: The content or rough draft; Document type and audience; Business details from your business profile.
Outputs: Formatted document in markdown; Consistent structure and headings; List of placeholders still to fill.
Compares supplier and subcontractor quotes on a like-for-like basis, exposing the differences in scope, exclusions and terms that make headline prices misleading.
Inputs: Two or more supplier quotes; What is actually needed; Constraints such as lead time or delivery.
Outputs: Like-for-like comparison table; Normalised totals with adjustments shown; Questions to put to each supplier; Recommendation with reasoning.
Turns meeting notes, call notes and transcripts into a summary with decisions, actions, owners and dates, plus a follow-up email draft.
Inputs: Notes or transcript; Who attended; Context.
Outputs: Structured summary; Decisions list; Action table with owners and dates; Follow-up email draft; Ambiguities.
Turns a raw customer enquiry — phone note, email, web form or SMS — into a structured, triaged record with the missing questions listed. Use when a new enquiry arrives or a pile of enquiries needs sorting.
Inputs: Raw enquiry text (pasted call note, email, web form, SMS); your business profile for service area and services.
Outputs: Structured enquiry record; Triage rating with reasons; List of missing details to ask; Draft reply requesting those details.
Writes job advertisements, screening question sets and interview guides, and produces a structured comparison of applicants against stated criteria.
Inputs: The role, duties and requirements; Award or pay range if known; Applications to compare.
Outputs: Job advertisement draft; Screening questions; Structured interview guide; Criteria-based comparison.
Drafts a staged series of overdue-invoice reminders that stay polite and professional while escalating, and summarises what is outstanding.
Inputs: Outstanding invoice list with amounts, dates, days overdue; Payment terms; Contact history.
Outputs: Staged reminder drafts; Aged summary; Suggested escalation path; Payment plan wording.
Writes follow-up messages for quotes that have gone quiet, completed projects, review requests and reactivation of past customers.
Inputs: Who is being followed up and why; What was previously quoted or done; How long since last contact.
Outputs: Follow-up message drafts per channel; Suggested timing; Optional short follow-up sequence.
The pack does not update business systems, assign staff automatically or make operational commitments.
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