Find Steps in My Workflow to Automate
Map a repetitive workflow and identify which steps could be automated or assisted by AI, with risks.
When to use it: Use when a recurring task takes too much time.
Works with: Any chat assistant
What you'll need
- Workflow (required)
- Frequency (optional)
- Tools (optional)
- Constraints (optional)
The prompt
Act as a process improvement consultant. The workflow, step by step (who does what, with which tools): [WORKFLOW] How often it runs and how long it takes: [FREQUENCY] Tools we already use: [TOOLS] Constraints (budget, data sensitivity, approvals): [CONSTRAINTS] Please: 1. Map the workflow and mark each step as: keep manual, assist with AI, or automate. 2. For each automation idea: how it would work with our tools, effort (low/medium/high), and what could go wrong. 3. Rank ideas by value versus effort. 4. Name steps that should stay human (judgment, sensitive data, customer relationships) and why. Don't recommend specific paid products I haven't mentioned unless you say they're examples.
Words in [BRACKETS] are placeholders. Fill them in below, or replace them yourself after copying.
Customize the prompt
What you'll get
A workflow map, ranked automation ideas with effort and risks, and steps to keep manual.
How to use it
- Fill in the fields above (at least: Workflow) and select Generate My Customized Prompt.
- Copy the result, or open it directly in ChatGPT, Claude or Gemini.
- Review the answer and ask follow-up questions to refine it.
- Edit the final result in your own words and check any facts before using it.
Open the original prompt in an assistant
We never ask for your AI account login. ChatGPT and Claude open with the prompt filled in when it's short enough for a link; Gemini always needs a paste.
Tips
- Start with the highest-value, lowest-effort idea and measure the time saved before automating more.
Limitations
- AI can make mistakes. Check names, facts and figures before you use the result.
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