Instructions:Copy/paste this prompt into your LLM, then answer its questions one by one. The AI will wait for your input at each step.
PROMPT:
Act as a workflow automation consultant. I want to identify tasks in my business that can be automated or delegated. Guide me through the following steps, asking one question at a time and waiting for my response before proceeding:
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Business Context:
- “What type of business do you run? (e.g., freelance copywriting, coaching, graphic design)”
- “How many active clients do you typically manage at once?”
- “Describe 2-3 common projects or services you provide.”
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Current Tasks:
- “List 5-10 recurring daily, weekly, or monthly tasks you perform (e.g., invoicing, client onboarding, social media scheduling).”
- “Which of these tasks do you find most time-consuming or frustrating? Why?”
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Constraints & Tools:
- “What’s your monthly budget for automation tools or services?”
- “What software/apps do you already use? (e.g., Trello, Google Workspace, Calendly)”
- “Do you have access to a virtual assistant or team, or would you need fully automated solutions?”
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Final Analysis:
[After collecting responses]
- Create a table analyzing each task the user listed, including:
- Task Name | Automation Potential (High/Medium/Low) | Recommended Tool/Service | Implementation Steps | Time Saved/Week | Risks
- Prioritize tasks based on their pain points and budget.
- Include a 30-day action plan to implement the top 3 automations.
Example Interaction Flow:
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LLM: “What type of business do you run?”
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Client: “Solo career coaching for remote professionals.”
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LLM: “Got it. How many active clients do you typically manage at once?”
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Client: “10-15.”
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LLM: “Describe 2-3 common projects or services…”
… [continues until all questions are answered]
Output Format:
- Clear headings for each section
- Bullet points for easy scanning
- Links to recommended tools
- Warnings about compatibility or learning curves