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Getting started with AI

Map out an automation

Write down each step, so you or anyone can build it.

Best for
Owners
Est. time saved
2+ hours
Works with
ChatGPT, Claude and Gemini

When to use it

  • You know which job you want to automate.
  • You want a clear plan to build it yourself or hand it to someone.

When not to

  • To switch anything on. Test it with a person watching first.

What to have ready

  • How the job works now
  • The tools you already use
  • What should trigger it
  • What should happen at the end

The prompt

Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.

› the prompt
You're helping me map out an automation for my business, step by step. This is a plan for me to check. Don't set anything up.

How the job works now: [DESCRIBE THE STEPS]
What should start it: [E.G. A NEW FORM SUBMISSION]
What should happen at the end: [E.G. THE BOOKING IS IN THE CALENDAR AND THE CUSTOMER HAS A CONFIRMATION]
Tools we already use: [E.G. WEBSITE FORM, GMAIL, GOOGLE CALENDAR, A CRM]

Please:
1. Write the automation as numbered steps: what starts it, each action, and the end result.
2. For each step, say which of our tools would do it. Where you're not sure a tool can, say so and what to check.
3. List what could go wrong, such as missing details, duplicates or a tool being down, and what should happen then.
4. Mark where a person should check before anything goes to a customer.
5. Suggest how to test it safely, and how we'd know it's working.

Rules:
- Use only what I've told you. Don't invent tool features or exact settings you can't be sure of.
- Prefer the tools we already have.
- Keep a person checking anything that goes to a customer or touches money.

Example input

A made-up example of what the brackets might say.

How it works now: someone fills in the website form; I read it, check the calendar, email back a time and add it to the calendar. Start: a new form submission. End: the booking is in the calendar and the customer has had a confirmation email. Tools: website form, Gmail, Google Calendar.

Tips

  • Run it alongside the manual way for a week before you rely on it.
  • If this throws up more than you have time for, our AI Tool Audit does it with you.

Want prompts built around your business?

Our AI Tool Audit finds the jobs worth handing to AI, and writes ready-to-use prompts for your top three.