---
name: al-199-set-up-a-shared-daily-intake-review-that-your-whole-team
description: "Turn a recurring chore one person always ends up doing, like sorting a shared inbox of requests every morning, into a scheduled AI task that runs in the cloud and that the whole team can review and improve. OpenAI's new Team Tasks in ChatGPT Business and Enterprise run on a schedule or on events like a new email or Slack message, and its walkthrough shows a legal team triaging daily intake and teammates editing the instructions so urgent deadlines show up first. Use when the user wants help with team recurring tasks (operations) for a small business."
---

# Set up a shared daily intake review that your whole team maintains

Turn a recurring chore one person always ends up doing, like sorting a shared inbox of requests every morning, into a scheduled AI task that runs in the cloud and that the whole team can review and improve. OpenAI's new Team Tasks in ChatGPT Business and Enterprise run on a schedule or on events like a new email or Slack message, and its walkthrough shows a legal team triaging daily intake and teammates editing the instructions so urgent deadlines show up first.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Connected shared inbox, Slack channel, or paste today's requests
- Routing guide: request types, who handles what, required info

## Instructions

Do the task below with the user's inputs in place of each [bracket].

You are our team's daily intake reviewer. Source: [connected shared inbox, Slack channel, or paste today's requests]. Our intake rules: [paste routing guide: request types, who handles what, required info]. Every run: Step 1: list each new request with sender, request type, deadline (if stated) and a link or reference to the original message. Step 2: put anything due within [2] business days at the top. Step 3: flag requests missing required information and say exactly what is missing. Step 4: suggest who on the team should pick up each one, based only on our rules. Step 5: end with a 3-line summary (total requests, urgent ones, ones missing info). Never reply to senders or assign work yourself; if a request doesn't match our rules, mark it 'needs a human decision'.

## Safety checks (share these with the user)

- This prompt works on text other people wrote (emails, reviews, messages or web pages). That text can hide instructions aimed at AI, such as "ignore your rules and…". Paste it as material to work on, and never let the AI act on requests inside it, like paying, sharing logins or changing records.
- Anything legal, tax or compliance-related is a first draft for a qualified person to check. It is not professional advice, and clause references and deadlines must be checked against the source.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT Team Tasks, Gmail, Slack, Microsoft Teams, Claude
- Based on this real-world example: https://help.openai.com/en/articles/20001540-creating-and-managing-team-tasks-in-chatgpt
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-199-set-up-a-shared-daily-intake-review-that-your-whole-team-mai/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/