This category focuses on organising information rather than investment recommendations. A spreadsheet with categories, dates and amounts helps distinguish personal and project records. Use copies stripped of sensitive information when working with an assistant. Always reconcile totals with the original records.

What you will solve

Review the subscriptions you use

Practical workflow

  1. Prepare a real project example and a working copy. Specify the audience, format, limits and person responsible for reviewing the result.
  2. Create an inventory of services, recorded costs, renewal dates, owners and observed usage. Identify duplicate tools and prepare questions to decide which to keep.
  3. Review the draft against the original material. Correct it and save an identifiable version before sharing.

AI working prompt

Work with this material: [example]. Task: [task defined in the workflow]. Separate suggestions from verified facts. Flag missing information and return an editable draft, explaining the changes.

How to check the result

Reconcile costs with invoices and check renewal dates. Confirm dependencies and data export before cancelling a tool. Record preparation time and necessary corrections. Compare with the previous process before rolling it out to the whole team.