Get sharper output from Claude and other agents with these dealership tested techniques. Steal what works, ignore what does not.
Write better prompts and you will get better output.
Summarize last month's variance.
Create a one page variance recap as a .docx with: Executive Summary (1 paragraph), Top 5 Misses by Department (bulleted with dollar impact), and Recommended Actions (numbered list). Save as variance_recap_YYYY_MM.docx.
Fix my CRM export.
I exported leads from VinSolutions for the last 30 days. Column A is lead source, columns B through F are funnel stages, row 1 is headers. Reformat as a pivot showing conversion rate by source, currency for the dollar columns, and bold headers.
Clean up the service files.
Please do the following in order: 1) Create subfolders named Open, Closed, and Warranty. 2) Move ROs from the last 30 days into Open. 3) Move ROs older than 90 days into Closed. 4) Move all warranty PDFs into Warranty. 5) Create an index.txt listing every file with its new location.
Organize the inventory photos.
Organize the inventory photos by stock number into folders. Do NOT delete any files. Do NOT rename the originals. Do NOT touch any videos, only .jpg and .png images.
Work faster by batching, templating, and chaining.
Rename ro_1234.pdf. Now rename ro_1235.pdf. Now rename ro_1236.pdf...
Rename every .pdf in /ROs/Open using this pattern: RO_[stock]_[customer last name]_[YYYYMMDD].pdf. Read the customer name and date off the first page of each file.
Write a follow up to the customer who came in yesterday.
Create a sales follow up email template with placeholders for [CUSTOMER], [VEHICLE], [TEST DRIVE DATE], [OBJECTION RAISED], [NEXT STEP]. Save as follow_up_template.txt so I can reuse it.
Delete all dead leads.
Find every lead with no activity in 90 days in my CRM export. List them with name, source, and last touch date. Do NOT mark them dead yet. I want to review the list first.
Download the file... wait... now process it... wait... now report.
Pull the F&I PRU report from the shared drive for last month, clean any blank rows, calculate PRU by F&I manager, then build a one page chart sorted high to low and save as fi_pru_YYYY_MM.png.
Keep store files structured and findable.
Save the recap.
Save using YYYY-MM-DD_Store_DocumentType.ext. Example: 2026-06-01_Westside_VarianceRecap.docx. Use this convention for every file you create going forward.
Sort the deal jackets.
Organize the deal jackets into folders by month and stock number, and create an index.md listing every file with its new path, original path, and a one line description.
Archive old work.
Create this structure: /Archive/[Year]/[Department]/[DocumentType]. Move everything not modified in the last 12 months into the right folder. Do not move anything modified this year.
Protect customer data, deal jackets, and your sanity.
Rename all the customer photos.
First, copy /CustomerPhotos to /CustomerPhotos_backup_2026-06-04. Then rename the photos in the original folder. Confirm the backup completed before starting the rename.
Process all 1,200 ROs from last quarter.
Process just the first 10 ROs and show me the output. If it looks right, I will tell you to continue with the rest.
Delete duplicate customer records.
Find potential duplicates and list them in groups, with name, phone, email, and the date each record was created. Do NOT delete anything until I review the list and tell you which to keep.
Send the lead list to the agent.
Strip Social Security numbers, dates of birth, and credit scores before processing. Replace each value with [REDACTED] in the working copy and log every redaction. Never send raw PII to a third party tool.
Clean up Downloads.
Clean up only /Users/sara/Downloads. Do not touch any other Downloads folder. Only process files directly in this folder, not subfolders.
Power moves for repeatable dealership workflows.
Pull the DMS export.
Pull the DMS deal log for last month, pull the CRM activity log for the same period, join on deal ID, and produce a one page report showing close rate by source with the top three sources highlighted. Save as monthly_close_rate.xlsx.
Process the deal files.
For every deal file: if total gross is below zero, flag it. If F&I product count is zero, flag it. If the deal has more than three CRM touches before close, tag it Long Cycle. Log every flag in a single review_log.csv.
Move old leads to archive.
Move leads with no activity in 180 days to /Archive. When done, return: total moved, total kept, any leads that could not be moved and why, and confirmation that the originals are intact.
Set up monthly composite prep.
Build my monthly 20 Group composite prep and write a docs/composite_workflow.md explaining: what folders it reads, what files it creates, what formulas it applies, and exactly how to re run it next month with new data.
A simple structure that works for nearly any task.
# Context [Describe the situation. What store, what data, what time period.] # Task [What you want done in one sentence.] # Requirements - Specific requirement 1 - Specific requirement 2 - Specific requirement 3 # Output [How you want it delivered. Format, filename, where to save.]
