Cindy Zhu.
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Productivity & thinking Claude

How to pick your AI tool stack with Claude

Hey, it's Cindy ๐ŸŒฑ You commented STACKS, so here is the whole audit: one Claude session that looks at your actual week, groups your repetitive work into jobs, shortlists three real tools per job.
btw the waitlist for AI System Club is now open! If you're keen on using AI to automate your content, video editing, job search, business or build AI agents, feel free to sign up (only if you want to hehe). Ps. the waitlist gets first dibs:)
๐Ÿ’ก The problem was never the number of tools. Harvard Business Review tracked 137 people across three Fortune 500 companies and found they toggled between apps and windows around 1,200 times a day, which added up to "just under four hours a week" spent reorienting after each switch, roughly 9% of their working time (Harvard Business Review, 2022). Adding a tenth AI tool does not fix that. Deciding once, and writing the decision down, does.
the shape of it

What this audit actually does

Most tool advice starts from the tool and works backwards to you. This starts from your week and works forwards. You describe how your last seven days really went, Claude groups the repetitive parts into a small number of jobs, and then each job gets exactly one primary tool and one backup. Everything else on your list becomes a deliberate no, which is the part that gives you your attention back.

The whole thing takes about twenty minutes in one Claude session. You do not need a paid plan to run it. Claude's free tier handles all four prompts, and Projects (where you will save the finished stack doc) are available to everyone, with free accounts able to create up to five (Claude help centre).


start here

The four-step run

  1. ๐Ÿ‘ฉโ€๐Ÿ’ป Open Claude and start a fresh chat. Go to claude.com or open the Claude app and sign in. A brand new chat matters here, because you want the audit reasoning to be clean rather than tangled into whatever you were working on before.
  2. ๐Ÿง  Dump your real week. Run prompt 1 below. Be unglamorous about it: the client emails, the thumbnail you remade four times, the meeting you re-typed notes from. The audit is only as good as the honesty of the input, and vague inputs produce a vague stack.
  3. ๐Ÿ’ก Get three real tools per job. Run prompt 2. You are asking for a shortlist with reasons and costs, not a list of names, and you are explicitly asking Claude to flag where it is unsure so you can check the pricing page yourself.
  4. ๐ŸŒฑ Write the stack doc and save it. Run prompt 3, then save the output somewhere you will actually see it. Prompt 4 is the one you run in thirty days to keep the stack from quietly growing back.
Before you start, open your last seven days somewhere you can see them: your calendar, your sent folder, your camera roll, your browser history. People consistently under-report their own repetitive work from memory, and those four surfaces will remind you of the things you would otherwise forget to mention.

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Prompt 1: audit my actual week

This is the one people mean when they ask for "the audit prompt". It turns a messy description of your week into a small set of named jobs, ranked by how much of your time they eat.

๐Ÿง  the week audit
You are helping me design a deliberately small AI tool stack. I want to start from my real week, not from a list of tools.

Here is my last seven days, written out honestly: [describe your week in plain language. Include the tasks you repeated, the ones you dreaded, the ones that took longer than they should have, roughly how long each took, and what you currently use for them, including "nothing" and "manually".]

Do this in order. First, group everything I described into no more than six repeating JOBS, where a job is a category of work that recurs (for example: writing, research, images, video, transcription and notes, admin and automation). Name each job in my words, not in tool-marketing language. Second, for each job estimate how many hours a week it costs me and how much of that is genuinely repetitive versus genuinely judgement-based. Third, rank the jobs by how much time I would get back if that job were half as slow. Finally, tell me which one or two jobs are worth solving with a tool right now, and which ones I should deliberately leave alone this month because the time saved would not justify learning another app.

Ask me up to four clarifying questions before you answer if my description is too vague to rank properly.
Why the "no more than six jobs" limit is in there: without a cap, models happily hand you fourteen categories, and fourteen categories quietly become fourteen subscriptions. The cap is what forces the grouping to be useful.

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Prompt 2: shortlist three real tools per job

Run this straight after prompt 1, in the same chat, so Claude still has your jobs in context. The instructions about pricing honesty and knowledge cutoffs matter, because tool pricing changes constantly and a confident wrong price is worse than a gap.

๐Ÿ’ก the shortlist
Now shortlist tools for the top jobs you identified. For each job, give me exactly three real, currently available tools, ordered from the one you would recommend to a beginner down to the specialist option.

For every tool include: what it is genuinely best at in one sentence, what it is bad at or where people get frustrated with it, whether it has a real free tier or only a trial, and the entry paid price if you know it. Where a tool overlaps with something I already pay for, say so directly and tell me which one to keep.

Be honest about your own limits. Pricing and free tiers change often, so mark any price you are not confident about as "check the pricing page" and give me the URL rather than guessing a number. If web search is available to you, use it and cite what you find.

Then give me the one-line rule for choosing between the three: what would have to be true about my situation for me to pick option two or three instead of option one. End with the tools I should NOT add this month, and why.

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Prompt 3: write my stack doc

This is the output you keep. The point is not the list, it is that the decision is made and recorded, so tomorrow morning you open a document instead of opening a comparison article.

๐Ÿ“‹ the stack doc
Write my personal AI stack doc based on everything above. Write it as a document I will re-read in three months, not as a chat answer.

Structure it like this. A one-paragraph summary of how I work and what my stack is optimised for. Then one section per job containing: the job in my words, my primary tool, my backup tool, the specific trigger that tells me to reach for it, and the monthly cost. Then a short "deliberately not using" list naming the popular tools I have decided against and the one-line reason for each, so future me does not re-litigate it. Then a total monthly spend figure. Finally, three things that would make me revisit this stack, written as specific triggers rather than vague conditions.

Keep it plain and specific. No marketing language, no hedging, no "it depends". Then create it as a downloadable document so I can keep it outside this chat.
That last line works because Claude can build real files for you: it creates Word documents, PDFs, spreadsheets and slides, and file creation is available on every plan including Free, up to 30MB per file (Claude help centre). Ask for a PDF if you want to pin it somewhere, or a .docx if you want to keep editing it.

make it stick

Where to keep the stack doc so it survives

  1. ๐Ÿ“ Make a Claude Project for it. In Claude, open Projects, create one called "my stack", and put the stack doc in the project knowledge. Every chat you start inside that project already knows your tools and your constraints, so you stop re-explaining your setup. Projects are available on all plans, with a maximum of five on free accounts.
  2. โœ๏ธ Paste the summary into your Claude settings too. Under Customize, add a short line about how you work and what you use, so even chats outside the project stop suggesting tools you have already ruled out.
  3. ๐Ÿ“Œ Put the total monthly figure somewhere you see it. The single most useful number in the whole document is the spend total. When it moves, you notice, which is the entire mechanism that stops a stack from creeping.

worked example

Six jobs, three tools each

This is the shortlist I would hand a beginner today, with honest pricing. Treat it as a sanity check against whatever Claude gives you, not as the answer. Prices move, so the links go straight to each pricing page.

๐Ÿง  Thinking, writing, research Claude is the one I pay for and the one running this audit. ChatGPT is the closest alternative and worth trying free before you commit to either. Perplexity is the specialist if most of your work is "find me sources".Claude: free plan, Pro $17/mo billed annually or $20 monthly (pricing)
๐ŸŽจ Images Ideogram is the strongest at readable text inside an image, so posters, packaging and thumbnails. Reve is unusually good at following a long, fussy prompt exactly. Recraft is built for brand-consistent sets and vector output.All three have free credits; check current tiers on Ideogram and Recraft
๐ŸŽฌ Video Three generators still have a real free tier: Dreamina (225 free credits a day, exports may carry a watermark depending on settings and model), PixVerse (recurring free credits, check your in-app balance), and Vidu (a monthly free allowance, 720p cap and a visible watermark, strongest at keeping a character consistent). Every one of those free tiers is for personal, non-commercial use, so anything client-facing needs a paid plan. Kling is excellent and is paid only.Dreamina ยท PixVerse ยท Vidu ยท Kling, paid
๐ŸŽ™๏ธ Transcription and notes Otter for live meetings you want captured automatically. Descript when the transcript is the editing surface for a video or podcast. MacWhisper when you want files transcribed locally on your own Mac and nothing leaving your machine.Otter free: 300 minutes a month, 30 per conversation, Pro from $8.33/user/mo annually (pricing). Descript free: 1 hour a month, Hobbyist $16/mo annually (pricing). MacWhisper: one-off purchase
๐Ÿ”— Automation and connecting apps Zapier is the easiest starting point and connects to the most apps. Make is the visual middle ground when your workflow has branches. n8n is the one to grow into if you want to self-host and stop paying per task.Zapier free: 100 tasks a month, Professional from $19.99/mo annually (pricing). n8n has a free self-hosted community edition
๐Ÿ–ผ๏ธ Design, carousels, simple visuals Canva for anything with a template and a deadline. Figma once you want real control over layout and a proper component system. Recraft again if you specifically need on-brand vectors and icons rather than layouts.Both have real free plans: Canva ยท Figma

the deleting part

How to actually close the other tabs

The audit only pays off if something leaves. This is the sequence that makes it painless, and the reason it works is that nothing is permanent: every step is reversible, so you are never risking anything by trying it.

  • ๐ŸŒฑ Cancel, do not delete. Cancelling keeps your account and your files until the end of the period. You lose nothing by cancelling a month early and resubscribing later if you were wrong, and you save a year of quiet renewals if you were right.
  • ๐Ÿ’ก Screenshot the ones you are unsure about. Most of what you are attached to is one or two outputs, not the tool. Export those, then cancel.
  • ๐Ÿ‘ฉโ€๐Ÿ’ป Unsubscribe from the newsletters that sell you tools. Tool directories and roundup newsletters are usually affiliate-monetised, which means their incentive is a longer list, not a shorter one. That is not a conspiracy, it is a business model, and knowing it changes how you read them.
  • ๐Ÿง  Give the winners one real task each this week. A tool you have used once on real work is worth ten you bookmarked. This is also how you find out that your shortlist was wrong, which is useful and cheap to fix now.

thirty days later

Prompt 4: the review that stops the creep

Put a recurring reminder in your calendar for a month from now and run this in the same Claude project. It takes about four minutes and it is the difference between a stack and a collection.

๐Ÿ“‹ the 30-day stack review
Here is my stack doc from last month, and here is what actually happened since then: [paste the stack doc, then describe honestly which tools you opened, which you never touched, what you added, and what frustrated you].

Review it like an operator, not a fan. For every tool, tell me whether the evidence supports keeping it, and be specific: did I use it on real shipped work, or did I only intend to? Name anything I added since the last review and ask whether it duplicates something I already had, because duplication is where the spend hides.

Then update the stack doc: same structure, revised choices, revised monthly total, and a one-line changelog at the top explaining what changed and why. If nothing should change, say so plainly instead of inventing improvements. Finally, name the single biggest remaining time sink in my week and tell me whether it is actually a tool problem or a process problem.
๐ŸŒฑ The honest limit of this whole method. An audit can tell you which tools fit the work you described. It cannot tell you whether the work is worth doing, and it will not save you from a process problem wearing a tool problem's clothes. If the same job keeps coming back no matter which tool you point at it, the answer is usually to change the job, not the app.

good to know

Two things worth knowing before you trust the output

Prices go stale, fast Any AI model has a training cutoff, so a price it states from memory can be months out of date. That is why prompt 2 tells it to flag uncertainty and hand you the URL. Open the pricing page before you subscribe to anything.
It will be biased toward what is popular Models learn from what is written about, and what is written about is what markets hardest. Ask "what is the least-hyped tool that would do this job well" as a follow-up and you often get a better answer than the first one.

Proof

Harvard Business Review, how much time we waste toggling between applications
Claude Projects, plan availability
Create and edit files with Claude, available on all plans
Claude pricing

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