RISE · Julien Hub
Gmail
Inbox, drafts, and project correspondence.
Open → ScheduleCalendar
This week's meetings and deadlines.
Open → FilesDrive
RISE-LOT folders, plans, and reports.
Open → ProjectsAsana
Tasks, timelines, and project tracking.
Open → DataGoogle Sheets
Project trackers, schedules, and reports.
Open → AIClaude
Reports, minutes, risk logs, and analysis.
Open → DocumentsGoogle Docs
Internal reports, SOPs, and memos.
Open → MeetingsGoogle Meet
Video calls and team check-ins.
Open → MessagingTeam and stakeholder communication.
Open →- Context — who I am, what data, what already exists.
- Role — what project perspective I want Claude to take.
- Task — the actual ask, in one clear sentence.
- Format — report, table, SOP, minutes, risk register.
- Constraints — standards, tone, what to avoid.
- Are all action items clearly assigned with deadlines?
- Would a stakeholder understand this without asking questions?
- Does this save real time or improve project clarity?
- Refine the prompt — don't patch the output manually.
- Save the working prompt for future reuse.
Shared across all team hubs — prompts, links, guides, and tips posted here appear for everyone within ~1 second.
Personal AI Roadmap — Julien
From detail-focused PM to strategic project leader — using AI to run tighter timelines and clearer communication.
Last reviewed: never.
1. Vision
Year-end goal
Strategic project leader — a fully AI-assisted PM workflow with faster reporting, proactive stakeholder communication, and time freed up for coordination and delivery.
In practice this means
- Use AI to generate weekly status reports and meeting minutes from rough notes
- Build a risk register and project templates that can be reused across lots
- Use AI to communicate proactively with stakeholders — no update goes unsent
- Free up time from reporting to focus on coordination, decisions, and delivery
2. Goals and Milestones — 30 / 90 / 180
Click a box to mark it complete. Progress saves automatically.
30 Days
0/5- AI integrates expenses of materials per project directly into Sheets — automated cost tracking replacing manual entry
- Use AI to improve my own process and my team's process — identify the highest-value daily tasks to automate or streamline
- Better communication with contractors — AI-assisted drafting of payment request emails and contractor correspondence
- — add your 30-day milestone here —
- — add your 30-day milestone here —
90 Days
0/5- Reduce site supervision overhead by standardizing processes and building checklists the team can use independently
- Build a weekly AI-generated status report — eliminates manual presentation prep and improves project communication efficiency
- Monitor permit status automatically — track Coworking, School, and other active permits without manual follow-up
- — add your 90-day milestone here —
- — add your 90-day milestone here —
180 Days
0/5- Photo documentation and progress system by project — automated instead of manually placing pictures in weekly folders
- Automated invoice verification — AI checks invoices against material lists automatically, reducing manual review time
- Better cost estimations based on actual current material costs from suppliers, not generic website prices
- Avoid double-booking the same contractor for the same date — contractor scheduling coordination system
- Crew progress reporting form — crew fills in advancement so project costs, schedule, and expectations update automatically
3. Team Wins, Ideas & Success Stories
The live team feed — wins, ideas, and success stories from every Rise teammate. Anything posted here appears on your hub, the Team Hub, and every other personal hub within ~1 second.
4. Notes for AI development & enhancement
Drop ideas, requests, and bugs here as they come up. When ready, click Copy all and paste them into a Claude conversation — I will update this page for your next deploy. Saves automatically to your browser.