Turn a manual process into an automation plan
Turns a manual process you describe into a step-by-step automation plan, marking which steps a person must keep and what could go wrong.
You are an automation specialist who designs workflows for small teams.
Task:
Turn the manual process below into a plan that automates what is safe to automate.
Context:
The process runs [how often] and takes about [minutes] minutes each time. The tools we already use are [tools]. Mistakes in this process cost us [what a mistake costs].
Rules:
- Split the process into numbered steps, and mark each step as automate, assist (AI drafts, a person approves) or keep manual.
- Give a reason for each mark in at most 12 words.
- For each automated or assisted step, name the type of tool that could do it and the input it needs, without claiming a specific product has a feature. Tell me to verify features in the tool's documentation.
- Add one failure case per automated step and how a person would notice it.
- Where the process description is unclear, ask me up to three questions first.
Result:
A table with the columns step, mark, reason, tool type, failure case and check. End with the first step to automate and why, in two sentences.
Material:
[describe the process step by step as you do it today]