RISE · Carlos Hub

Service Administrator · Rise Costa Rica
Welcome back. One stop for everything I use day to day.
▶

Live Dashboard

Calendar, urgent inbox, Drive files, and one-click Monday Brief generator. Live data, runs under your account.

Open Apps Script Dashboard
Daily tools
Gmail

Inbox

Email, drafts, and follow-ups.

Open → Calendar

Schedule

This week's meetings and holds.

Open → Drive

Files

RISE-LOT folders, plans, contracts.

Open → Notion

Workspace

Tasks, notes, knowledge base.

Open → Company

Rise Costa Rica

Public site — content, listings, brand updates.

Open → Time

Clockify

Track hours by project and task.

Open → Design

Canva

Brand assets, social posts, client one-pagers.

Open → Meetings

Zoom

Video calls — feeds the meeting minutes workflow.

Open Zoom →
Rise AI Program
Notion

Rise Prompt Library

Reusable prompts for Service Admin — email, minutes, invoicing, code, research.

Open library → This page

Personal AI Roadmap

Vision, 30/60/90 milestones, workflow inventory. Editable, saves locally.

Open Roadmap tab → Apps Script

Dashboard project

Edit the code, redeploy, change priority senders.

Open editor → Claude

Cowork

The Rise dashboard artifact + Monday Brief scheduled task.

Open Claude → OpenAI

ChatGPT

Second-opinion AI for cross-checking.

Open ChatGPT → Google

Gemini

Native Google Workspace AI — handy in Docs, Sheets, Gmail.

Open Gemini → Research

Perplexity

Research with cited sources — vendors, regulations, market data.

Open Perplexity → Google

NotebookLM

Upload lot files, contracts, plans → ask questions across them.

Open NotebookLM → Meetings

Otter.ai

Meeting transcription → feeds the Rise Meeting Minutes workflow.

Open Otter →
Project tools
Finance

Xero

Invoices, payments, accounting.

Open → Project mgmt

Smartsheet

Project schedules and trackers.

Open → Project mgmt

Asana

Tasks and project boards.

Open → Project mgmt

monday.com

Workflows and operations.

Open → Storage

Dropbox

Shared files with external partners.

Open → Infra

Cloudflare

Pages deploys and DNS.

Open → Geo

Google Earth

Site views, terrain, lot context.

Open →
Loading…

Personal AI Roadmap — Carlos Zuniga

From confident daily user to internal champion — a 90-day plan to make AI part of how Rise actually works.

Last reviewed: never.

1. Vision

Year-end goal

Internal champion / superuser — the person on the Rise team who makes AI useful for everyone else, not just for myself.

In practice this means

  • I have working AI workflows for every recurring task in my Service Administrator role.
  • Teammates come to me when they get stuck — and I have a starter kit ready to share.
  • Every document I produce with AI is one I can defend and explain in front of a client.
  • Rise has a small, growing prompt library and a cleaner way of working because of what I built.

2. Where I am today

Tools I use daily

  • Claude (chat, Cowork, Code) — multiple times per day.
  • Google Workspace (Gmail, Calendar, Drive, Docs) — every day.
  • Notion, Slack — every day.
  • ChatGPT, Gemini — occasional comparison and second opinion.

Wins so far

  • Document creation in Google Workspace — spreadsheets, meeting minutes, internal memos.
  • Code-assisted HTML deployments to Cloudflare.
  • Email drafting and editing.

My biggest friction

Token limits and context resets during long sessions. Reducing it by maintaining a Know Me Profile so Claude starts each session with the right context.

Critical-thinking guardrails I keep

  • Read every output before I send it — assume nothing is correct until I confirm.
  • Refine prompts when results miss the mark instead of patching the output.
  • Treat AI as a faster version of me, not a replacement for me.

3. 30 / 60 / 90

Click a box to mark it complete. Progress saves automatically.

30 Days · by Jun 4

0/5
  • Personal AI Roadmap doc finalized and shared with Jesse.
  • Monday Morning Brief running every week.
  • Rise Prompt Library in Notion seeded with 15+ prompts.
  • Lot 51 Invoicing Engine (formula-driven) tested internally.
  • Notion Task Hub set up — single place for all to-dos.

60 Days · by Jul 4

0/5
  • Portfolio Lots Tracker — one view across every active lot.
  • Xero export reconciliation script — no more double bookkeeping.
  • Drive auto-organizer for new invoices and drawing plans.
  • Meeting Minutes generator from Zoom transcript using the Rise template.
  • First teammate I have actively helped get unstuck on AI.

90 Days · by Aug 4

0/5
  • Rise AI Starter Kit doc — what I would hand to a new teammate.
  • Live invoicing dashboard — formula-driven, visible to leadership.
  • Quarterly demo to the team at a stand-up — pick 3 wins and show them.
  • At least one workflow saving 2+ hours a week, measured.
  • Roadmap reviewed with Jesse and updated to v2.

4. Workflow inventory

Click any status pill to cycle through: Backlog → Setting up → In use → v2 built → Mastered.

WorkflowFrequencyAI FitStatus

5. Tools & connectors

Connected — use more deeply

  • Gmail · Google Calendar · Google Drive — daily, well used.
  • Notion — building the Task Hub and Prompt Library.
  • Slack — push digests, automate channel summaries.
  • Asana, monday.com, Linear, Atlassian — consolidate task views.
  • Canva, Figma — design generation when needed.
  • HubSpot — link client comms to deals.

Not yet connected — request or work around

  • Xero — top priority. For now: CSV export reconciliation script.
  • Smartsheet — share files in chat or export to Excel.
  • Dropbox — share files in chat or migrate working files to Drive.
  • Cloudflare — API integration for deployment automation.

AI platforms — my stance

Claude is my daily driver. ChatGPT and Gemini are useful for second-opinion checks and for specialized tasks. I will use the right tool for the job, not pledge loyalty to one.

6. Prompting discipline

Every prompt has five pieces

  • Context — who I am, what project, what already exists.
  • Role — what perspective I want Claude to take.
  • Task — the actual ask, in one clear sentence.
  • Format — how I want the output (doc, table, email, code).
  • Constraints — brand, tone, length, what to avoid, deadlines.

Every output passes three checks

  • Did I read every line, not skim?
  • Can I defend each claim or number to a client or partner?
  • Would I have produced this myself, given enough time? If not, why?

When AI gets it wrong

  • Refine the prompt — don't patch the output.
  • Save the working version of the prompt to the Rise Prompt Library.
  • Note the failure mode so I don't repeat it.

7. Champion plan

How I become the person teammates come to.

  • Help one Rise teammate per month: HR (Miriam), Site Architect, Project Manager, then outward.
  • Maintain the Rise Prompt Library — keep adding what works, prune what doesn't.
  • Post a monthly 'AI tip' in Slack — short, specific, reusable.
  • Bring one demo to a team meeting per quarter — show, don't tell.
  • Keep my own Know Me Profile current so I'm always demonstrating best practice.

8. Review cadence

  • Weekly: Monday Morning Brief lands at 7am — read it, take action, log it.
  • Monthly: 30 minutes — open this Roadmap, mark progress, adjust.
  • Quarterly: 1-on-1 with Jesse — celebrate wins, surface blockers, update v2.
  • Year-end: full review against year-end goal.

9. 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.

0 notes