Live Dashboard
Calendar, urgent inbox, Drive files, and one-click Monday Brief generator. Live data, runs under your account.
RISE · Carlos Hub
Service Administrator · Rise Costa Rica
Welcome back. One stop for everything I use day to day.
Daily tools
Gmail
Inbox
Email, drafts, and follow-ups.
Open → CalendarSchedule
This week's meetings and holds.
Open → DriveFiles
RISE-LOT folders, plans, contracts.
Open → NotionWorkspace
Tasks, notes, knowledge base.
Open → CompanyRise Costa Rica
Public site — content, listings, brand updates.
Open → TimeClockify
Track hours by project and task.
Open → DesignCanva
Brand assets, social posts, client one-pagers.
Open → MeetingsZoom
Video calls — feeds the meeting minutes workflow.
Open Zoom →Featured prompts
More in the full library →
Meetings
Meeting minutes from transcript
Generate Rise-formatted minutes from a Zoom transcript or raw notes.
Email
Client invoice email — milestone reached
Notify a client a new invoice has been issued for a milestone.
Invoicing
Invoice follow-up reminder
Polite follow-up to a client whose invoice is past due.
Client comms
Client phase update — short note
Quick check-in to a client about their project's current phase.
Documents
Spreadsheet cleanup from messy data
Turn raw or messy tabular data into a clean Excel workbook.
Rise AI Program
Notion
Rise Prompt Library
Reusable prompts for Service Admin — email, minutes, invoicing, code, research.
Open library → This pagePersonal AI Roadmap
Vision, 30/60/90 milestones, workflow inventory. Editable, saves locally.
Open Roadmap tab → Apps ScriptDashboard project
Edit the code, redeploy, change priority senders.
Open editor → ClaudeCowork
The Rise dashboard artifact + Monday Brief scheduled task.
Open Claude → OpenAIChatGPT
Second-opinion AI for cross-checking.
Open ChatGPT → GoogleGemini
Native Google Workspace AI — handy in Docs, Sheets, Gmail.
Open Gemini → ResearchPerplexity
Research with cited sources — vendors, regulations, market data.
Open Perplexity → GoogleNotebookLM
Upload lot files, contracts, plans → ask questions across them.
Open NotebookLM → MeetingsOtter.ai
Meeting transcription → feeds the Rise Meeting Minutes workflow.
Open Otter → NotionNotion AI
AI inside your Notion pages — summarize, draft, translate.
Open Notion AI →Project tools
Finance
Xero
Invoices, payments, accounting.
Open → Project mgmtSmartsheet
Project schedules and trackers.
Open → Project mgmtAsana
Tasks and project boards.
Open → Project mgmtmonday.com
Workflows and operations.
Open → StorageDropbox
Shared files with external partners.
Open → InfraCloudflare
Pages deploys and DNS.
Open → GeoGoogle Earth
Site views, terrain, lot context.
Open →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.
| Workflow | Frequency | AI Fit | Status |
|---|
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.