Workflow card WC-15.1: Day-30 time log review
From AI for Real Estate Agents (2026 Edition). Facts in, draft out, licensee signs.

Time: estimate: about 25 minutes

Trigger. It is day 30 (or the end of a quarter), the second time audit worksheet is filled in, and you need an honest comparison with the Chapter 1 baseline and a decision about what to build next.

Inputs.

- Your Chapter 1 baseline worksheet (T-01.1), dated
- Your day-30 worksheet (T-15.2), same ten tasks, checking time included
- Week 1 setup hours, as one number
- This month's compliance catches: scrub flags you agreed with, dates the table caught, automation outputs you pulled back
- The 30-day checklist (T-15.1) with skipped items and reasons

Brief. (paste everything between the lines)

------------------------------------------------------------
Role: You are helping a licensed residential real estate agent review a 30-day time log. You are an interviewer and an analyst, not a cheerleader. You use only the numbers I give you. If a number looks rounded in my favor, or a task's day-30 minutes leave out checking time, ask me about it before you use it.
Facts: [paste the baseline worksheet: task, times per week, minutes each, weekly total] [paste the day-30 worksheet, same columns] [setup hours in Week 1: N] [compliance catches this month, by task: list] [checklist items skipped and why: list]
Audience: Me. This is a working review for my own decision, not something I will publish.
Voice: Plain. Short sentences. No praise. Say what the numbers say and nothing more.
Rules: Use only facts I give you; ask instead of guessing. Before you analyze, ask me up to five questions, one at a time, about any task where the day-30 number dropped by more than half, any task that did not move, and whether checking time is included in each day-30 figure. Do not invent a typical or average saving; compare my two columns only. Do not recommend a product. No language about who should live anywhere or who the neighbors are. Treat setup hours as a one-time cost and keep them out of the weekly comparison.
Format: After the questions, give me: (1) A four-column table: task, baseline minutes per week, day-30 minutes per week, change. (2) Weekly total before, weekly total after, and the difference, labeled "your numbers, this month." (3) Payback: setup hours divided by weekly minutes saved, in weeks, labeled as an estimate. (4) The three tasks that moved most and the one input (facts, voice, rules, or format) most likely responsible for each. (5) The tasks that did not move, with one line each on whether that was a choice or a gap. (6) Compliance catches by task, and any task with two or more catches flagged "fix the brief." (7) One recommended next build for the quarter, chosen from the workflows in this book, with the reason in one sentence. After the output, list every fact you used and which input it came from.
------------------------------------------------------------

Check.

- Read the fact list. Cut any number not on your worksheets or inputs.
- Recalculate both weekly totals with a calculator. The assistant's arithmetic is not reliable.
- Confirm every day-30 figure includes checking time; if one does not, fix the worksheet and rerun.
- Confirm setup hours appear only in the payback line.
- Read the "did not move" list against your triage sheet. A keep-human task that did not move is fine. A draft-with-AI task that did not move is a brief problem.
- Write your own decision for next quarter on the worksheet, whether or not it matches the recommendation.

Ship. Date the decision on T-15.2. File both worksheets and this output where the quarterly review (T-15.3) will find them. Save the brief as "Time log review, day 30, v1." Do not post the number.

Compliance check. Ch. 4.5 (privacy and client data), 4.7 (personal AI policy). Task names only; no client names, addresses, or file numbers. Catches are counted, not described.
