Job 5 of 19 · Outline

Turn boiler services into a reminder list that books itself

The problem

Annual boiler services and landlord gas safety checks are predictable repeat work. A simple reminder list keeps your diary full in the quiet months.

What AI does

AI helps you set up a service-reminder spreadsheet with formulas and two message templates, so you can contact customers who agreed to reminders. Customer details stay in your own spreadsheet, never in the AI tool.

Time

Time: 30 minutes once, then 5 minutes a monthTools: Google Sheets, ChatGPT

The steps, in short

  1. Set up a spreadsheet with [your column headings], including consent to reminders.
  2. Have AI suggest formulas and two short message templates.
  3. Each month, filter for services coming up.
  4. Contact only those who said yes to reminders.

A short sample prompt

I'm a heating engineer in [nation]. My spreadsheet has these columns: [your column headings]. Suggest formulas to flag upcoming services, and draft two short reminder messages. No customer data included.

In the full playbook

  • 4 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
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