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Contact Details

Maintain a single worksheet named Project Contacts with columns: Role, Full name, Company, Phone, Mobile, Email, Prima…

2heights
2tasks
1roles do it
See the prompt↓More forecast workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Maintain a single worksheet named Project Contacts with columns: Role, Full name, Company,…+
Maintain a single worksheet named Project Contacts with columns: Role, Full name, Company, Phone, Mobile, Email, Primary on-site contact (Y/N) — keep it as a formatted table, freeze the header row, and validate Role with a dropdown; update entries when subcontractors ask for a contact.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I hand this to the site team, make the contacts sheet easy to scan and use on the phone…+
Before I hand this to the site team, make the contacts sheet easy to scan and use on the phone — show Role and Company first, surface the on-site primary with a coloured cell, add a Last‑confirmed date column and a quick filter for Trade so I can find who to call under pressure.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Keep a single, up-to-date list of project contact details and roles so I can call the right person when a subcontractor asks a question.

Who does this

1 roles
Architect

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Excel — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.