What to provide
Team, recurring task, current steps, approved tools, and restrictions.
What you will get
Three candidate workflows, one recommended pilot, owner, review points, and success measures.
Example: A service team manually summarizes non-sensitive weekly tickets. Propose a reviewed summary draft, not automatic customer messages.
Copy the full prompt
Customize the bracketed fields.
Use approved business information and have a person review the result before acting.
Help our team choose a practical first AI workflow.
Team: [team and roles]
Recurring tasks: [tasks and frequency]
Current process: [steps and pain points]
Approved tools and licenses: [Copilot, Gemini, Claude, ChatGPT, Codex, or other approved tools]
Data restrictions: [what may and may not be shared]
Ask up to five clarifying questions before recommending changes. Rank three candidate workflows by usefulness, effort, data sensitivity, and reversibility. Recommend one small pilot with an owner, required inputs, expected output, human review points, a baseline metric, and a two-week evaluation plan. Distinguish a drafting assistant from an agent that takes actions. Do not invent tool capabilities, costs, integrations, or company policies. Verify current capabilities in official documentation and mark anything uncertain. Do not connect systems or take external actions.
Response requirements:
- Begin with a short summary of the goal, confirmed facts, assumptions, and missing information.
- Ask focused clarification questions before completing the work when a missing answer would materially change the result.
- Use clear headings, tables, checklists, or numbered steps where they make the output easier to use.
- Keep source facts separate from recommendations. Quote or cite supplied evidence when the task depends on source material.
- Mark unsupported details, decisions, owners, dates, costs, credentials, and commitments as [TO CONFIRM].
- Identify the three most important risks, failure conditions, or quality checks.
- End with a practical next-action checklist that names the responsible role and the evidence needed to confirm completion.
- Include a final self-review: check the answer against this prompt, list any unmet requirement, and correct it before responding.
- Do not claim that you accessed a system, verified an external fact, completed an action, or tested the result unless evidence in this conversation proves it.Version 1.0 · Updated 2026-10-10 · Free starter template. Evaluate the output in your approved environment.