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Do not put client or internal confidential and personal information into ANY public AI tool. Make sure you read and follow your company policies 🙏
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Use this prompt to: Test your understanding and create an explanation you can use with colleagues.
I'm a {{job title}} at a {{company type}}.
I need to explain what an automated workflow is to a colleague who has never heard the term before.
They're not technical. They're busy. They need to understand the concept in under two minutes.
Please explain:
1. What an automated workflow is (simple definition)
2. How it's different from just doing tasks manually
3. What are the benefits
4. One relatable example from an {{company type}} environment
Keep it conversational. No jargon. No buzzwords. Like you're explaining it over a coffee.
Use this prompt to: Surface opportunities you might be overlooking. The conversation format helps you think it through properly.
I'm a {{job title}} at a {{company type}}.
I want to identify tasks that are eating up my time without adding much value.
Help me think through this by asking me 5 questions about my typical week. After I answer, suggest which tasks might be good candidates for automation based on how repetitive, predictable, and time-consuming they are.
Ask the questions one at a time.
Use this prompt to: Practice breaking down a real task into automation-ready components.
I'm a {{Job Title}} learning about automated workflows. I want to practise breaking down a process into its components.
Here's a task I do regularly:
[DESCRIBE YOUR TASK HERE - e.g. "Every Monday I pull data from three sources, compile it into a report, and email it to the client"]
Please help me break this down into:
1. The trigger (what kicks it off - is it time-based, event-based, or manual?)
2. The steps (each individual action, in order)
3. The output (what gets produced at the end)
4. Any conditions (if/then rules that might apply)
Then tell me which steps would be easiest to automate and which might need a human.
Use this prompt to: Analyse a workflow and understand which parts need AI and which don't.
I'm a {{Job Title}} learning about AI-powered workflows. I want to understand when to use AI vs traditional automation.
Here's a workflow I'm thinking about:
[DESCRIBE YOUR WORKFLOW HERE - e.g. "When a client sends a complaint email, I read it, categorise the issue, draft a response, log it in our tracker, and assign a follow-up task"]
For each step in this workflow, please tell me:
1. Is this an AI step or a traditional automation step?
2. Why? What makes it one or the other?
3. If it's an AI step, what specific AI capability is needed? (summarising, categorising, drafting, extracting, deciding)
4. If it's automation, what tool or integration would typically handle it?
Then give me an overall assessment: is this workflow a good candidate for AI-powered automation, or would simple automation be enough?