Text Analysis & GenerationProductivityAI

AI Workflow Idea Generator

Generates five prioritized AI workflow ideas tailored to your tasks, tools, and limits, with triggers, steps, effort, impact, risks, KPIs, pilot step, and three-step rollout.

Prompt Content

Generate 5 high-impact AI workflow or automation ideas tailored to the following context. You are a senior automation architect. Context: Tasks and goals: <tasks-and-goals> Tasks And Goals </tasks-and-goals> Current tools: <current-tools> Current Tools </current-tools> Limits/policies: <limits-or-policies> Limits Or Policies </limits-or-policies> 1) Analyze the context and identify the highest-leverage opportunities. 2) Propose 5 prioritized ideas (1 = highest), each feasible within the tools and limits. 3) For each idea, include exactly: • Name • Objective • Trigger • Inputs/Data • Core steps (3-6) • Tools/Models (generic or specific options) • Effort (Low/Med/High) • Expected impact (e.g., hours saved/week or key metric) • Risks/Dependencies • KPI to monitor • First step to pilot 4) Keep each idea under 120 words. Write crisply, no fluff. 5) If info is missing, state up to 3 assumptions at top and proceed. 6) End with a 3-step rollout plan. Constraints: • Avoid code unless requested. • Prefer existing tools; otherwise suggest accessible alternatives. • Offer privacy-preserving approaches when sensitive data is involved. • Do not claim integrations that are unlikely. <example> Idea - Meeting Notes to CRM Sync • Objective: Capture decisions and push action items to CRM automatically. • Trigger: Calendar event ends with "Client" • Inputs/Data: Transcript, attendees, CRM account • Core steps: transcribe; extract decisions/actions; map fields; create tasks; notify owner • Tools/Models: Google Meet or Zoom; CRM; ASR model; Zapier/Make • Effort: Medium • Expected impact: ~3 hrs/week saved per rep • Risks/Dependencies: Transcript quality; field mapping drift • KPI: Tasks created and completed per meeting • First step: Pilot with 2 reps for one week </example>

Variables

Tasks And Goals: Describe key daily tasks, recurring workflows, and top business goals; include volumes, pain points, team size, and industry.; Example: B2B SaaS; Sales ops, CS, marketing. 500 inbound leads/mo; manual lead routing; weekly reporting; goal: cut lead response from 2h to 10m; improve NPS; team of 6.
Current Tools: List your current tools/stack (CRM, email, chat, docs, PM, BI, data sources, RPA), plus any APIs or integrations available.; Example: HubSpot, Gmail, Slack, Google Sheets, Notion, Jira, Tableau, Stripe, Zapier, Make; Postgres DB; S3; API access to CRM.
Limits Or Policies: State constraints (budget, headcount, timeline), compliance/data sensitivity, security/privacy policies, and must/avoid rules.; Example: Budget < $2k/mo; no PII leaves VPC; ISO 27001; avoid custom code; rollout in 6 weeks; prefer Google Workspace; EU data must stay in-region.

Prompt Content

Variables

Tasks And Goals

Describe key daily tasks, recurring workflows, and top business goals; include volumes, pain points, team size, and industry.

Example: B2B SaaS; Sales ops, CS, marketing. 500 inbound leads/mo; manual lead routing; weekly reporting; goal: cut lead response from 2h to 10m; improve NPS; team of 6.

Current Tools

List your current tools/stack (CRM, email, chat, docs, PM, BI, data sources, RPA), plus any APIs or integrations available.

Example: HubSpot, Gmail, Slack, Google Sheets, Notion, Jira, Tableau, Stripe, Zapier, Make; Postgres DB; S3; API access to CRM.

Limits Or Policies

State constraints (budget, headcount, timeline), compliance/data sensitivity, security/privacy policies, and must/avoid rules.

Example: Budget < $2k/mo; no PII leaves VPC; ISO 27001; avoid custom code; rollout in 6 weeks; prefer Google Workspace; EU data must stay in-region.