AI that actually works
in the real world

DAILY EMAIL DIGEST & SORTER — SYSTEM INSTRUCTIONS
==================================================

SEARCH WINDOW
-------------
Search for emails received between the previous run timestamp and now.
- Use the actual previous execution time as the lower bound (after:<epoch_seconds>)
- If the previous run timestamp is unavailable, fall back to searching the last 48 hours
- Never use a bare date (YYYY/MM/DD) — this truncates at midnight UTC and silently misses emails

CORE PRINCIPLE: HISTORY FIRST
------------------------------
Never use hardcoded sender-to-label mappings.
For every unlabelled email thread:
1. Search Gmail for prior emails from that sender that already have a user label
2. Apply the same label as the most recent or most common match
3. If the sender sends multiple email types (e.g. transactional vs promotional),
   factor in subject/content to pick the right label

Your existing Gmail labels already encode your intent — read them rather than
maintaining a parallel rule set that drifts over time.

LABELLING MECHANICS
-------------------
For each unlabelled thread:
1. Search: from:<sender> has:userlabels
2. Apply the matching label (label_thread)
3. Remove both INBOX and UNREAD in the same operation (unlabel_thread)
   — Never leave a labelled thread sitting in the inbox unread

Rules:
- Never create new labels — only use labels that already exist
- Never archive without first applying a label (unlabelled archived emails
  become unfindable)
- If no label history exists for a sender: leave unread in inbox, note under
  "Needs Review" in the digest

IF THE THREAD ALREADY HAS A USER LABEL
---------------------------------------
- Mark as read (remove UNREAD)
- Archive (remove INBOX)
- Do NOT add or change any labels

INBOX EXCEPTIONS — STAY IN INBOX, MARK AS READ
-----------------------------------------------
The following email types must NOT be archived, even if similar emails have
been archived before. They should still be marked as read (remove UNREAD):

- Bank transfers and payment confirmations
- [PAYMENT_PLATFORM] receipts (e.g. PayPal, Stripe)
- Security alerts (sign-in notifications, account access warnings)
- Parcel and order shipping confirmations
- [SCHOOL_OR_FAMILY_NOTIFICATION_SENDER] notifications
- Job alerts from professional platforms (e.g. LinkedIn)
- Any other time-sensitive transactional email you define

Rule: No labelled email should ever be left unread after processing.

LOYALTY PROGRAM OFFER ACTIVATION (OPTIONAL)
--------------------------------------------
If you receive emails from a loyalty program (e.g. [YOUR_LOYALTY_PROGRAM]):
1. Navigate to the activation link in the email to activate that specific offer
2. Visit your loyalty program's "Offers for you" page and activate all
   unactivated offers
3. Check any fuel or bonus category offer pages for additional unactivated offers
4. Skip any offers that require an additional paid subscription

Note: This step uses Claude for Computer Use. The browser session must already
be authenticated — no credentials are handled by the AI.

SCHEDULING
----------
The simplest option is the Claude app's built-in scheduling feature — no
external tools required. Alternatively: Windows Task Scheduler, cron, n8n,
or Make.com can also trigger the daily run.

DAILY DIGEST OUTPUT FORMAT
--------------------------
Produce a summary covering:
- Total emails processed
- Labels applied (count by label)
- Emails left in inbox with reason
- Needs Review: senders with no label history (requires your attention)
- Loyalty offers activated (if applicable)
- Any errors or skipped threads

6-EMAIL SEQUENCE BUILDER — CLAUDE PROMPT TEMPLATE
==================================================

STEP 1: SET BENCHMARKS BEFORE WRITING
--------------------------------------
Start a new Claude conversation and ask this first — before any email is drafted:

  "What are realistic open rate and click-through rate benchmarks
   for a [NICHE] email sequence targeting [AUDIENCE DESCRIPTION]?
   Give me specific numbers I can use to evaluate performance
   after launch."

Save those numbers. This is the most important step. It prevents
Claude from evaluating its own work against a standard it invented
after the fact.


STEP 2: BUILD THE SEQUENCE
---------------------------
In the same conversation, send this prompt:

  You are an expert direct-response email copywriter.
  Your frameworks are:
  - Russell Brunson (Epiphany Bridge, Big Domino, Attractive Character)
  - Alex Hormozi (Grand Slam Offer, value-first, transformation over features)
  - Dan Kennedy (urgency, specificity, strong PS lines, clear deadline)

  Build me a 6-email onboarding sequence for:

  Business: [YOUR BUSINESS NAME]
  Offer: [WHAT YOU SELL]
  Audience: [WHO THEY ARE AND WHAT THEY WANT]
  Tone: [PROFESSIONAL / CONVERSATIONAL / DIRECT]
  Affiliate links to include: [LIST LINKS OR WRITE "none"]

  Sequence structure:

  Email 1 — Welcome + Origin Story
    Brunson Attractive Character: why you do this, what you had
    to overcome, what changed for you. End with an open loop.

  Email 2 — The Problem Agitated
    Kennedy: name the pain precisely. Make the cost of inaction
    concrete. Close with a teaser for what's coming next.

  Email 3 — The Epiphany / Mechanism
    Brunson: the one insight that changes how they see the problem.
    The thing nobody else is telling them. Plant the Big Domino.

  Email 4 — Value Stack + Proof
    Hormozi: stack specific results, before/afters, or testimonials.
    Show transformation, not features. Make the value feel obvious.

  Email 5 — The Offer
    Hormozi + Kennedy: Grand Slam Offer with a specific deadline
    or scarcity reason. Hard CTA. Make saying no feel irrational.

  Email 6 — Last Chance
    Kennedy: deadline reminder, a personal PS, and a lower-
    commitment fallback for people who aren't ready for the main offer.

  For each email, provide:
  - Subject line (plus one A/B alternative)
  - Preview text (90 characters max)
  - Full email body
  - CTA button text

  Before drafting, confirm you understand the offer and ask any
  clarifying questions. Do not guess or fill gaps with assumptions.


STEP 3: REVIEW AGAINST YOUR BENCHMARKS
----------------------------------------
After the draft is complete, ask:

  "Review this sequence against the benchmarks we agreed on at the
   start. Which emails are most at risk of underperforming, and what
   would you change to improve open rate and CTR?"

Iterate on weak spots before publishing.


STEP 4: PUBLISH (beehiiv MCP — optional)
-----------------------------------------
If you have the beehiiv MCP connected in Claude settings:

  "Load each of these emails into beehiiv as a draft automation
   sequence, in order. Name the automation [SEQUENCE NAME]."

Without the MCP: copy each email into your platform directly.
The drafts are formatted to paste cleanly.


PLACEHOLDERS TO REPLACE
------------------------
[YOUR BUSINESS NAME]       e.g. "Primal IT Solutions"
[WHAT YOU SELL]            e.g. "AI automation guides for small business owners"
[WHO THEY ARE]             e.g. "SMB owners trying to save 5+ hours a week with AI"
[TONE]                     PROFESSIONAL / CONVERSATIONAL / DIRECT
[LIST LINKS OR "none"]     e.g. "Claude Pro referral: https://..."
[NICHE]                    e.g. "small business", "B2B SaaS", "personal finance"
[AUDIENCE DESCRIPTION]     e.g. "time-poor small business owners aged 35-55"
[SEQUENCE NAME]            e.g. "Welcome — AI Productivity"