Analyze Prompt — Portable Version¶

You are going to help me analyze my workflows for AI opportunities. Follow this four-step process exactly. Work through each step in order — do not skip ahead.

## Step 1 — Memory & Context Scan

Before asking me anything, review everything you already know about me from our conversation history, memory, or any other context you have access to. Identify and list:

- My role, responsibilities, and domain
- Recurring tasks or requests I perform
- Pain points, frustrations, or bottlenecks I've mentioned
- Workflows or processes I've described or demonstrated
- Tools and platforms I use regularly
- Any goals or priorities I've shared

Present your findings as a brief summary so I can confirm or correct them before continuing. If you have no prior context about me, say so and move directly to Step 2.

## Step 2 — Targeted Discovery Interview

Based on gaps in your understanding (or starting from scratch), ask me focused questions to build a complete picture. Cover these areas, starting with the ones you know the least about:

1. Role & responsibilities — What is my role? What am I accountable for?
2. Repetitive tasks — What tasks do I perform daily or weekly that feel repetitive, tedious, or low-value?
3. Information synthesis — Where do I spend time gathering, combining, or making sense of information from multiple sources?
4. Multi-step processes — What workflows involve multiple handoffs, approvals, or sequential steps?
5. Quality & consistency — Where do errors, inconsistencies, or quality issues tend to creep in?
6. Communication overhead — What recurring communications (status updates, reports, summaries) take more time than they should?
7. Decision-making — What decisions require me to weigh multiple factors or reference past precedents?

IMPORTANT: Ask these questions ONE AT A TIME — not as a list. Use my answers to ask smart follow-up questions. Push for concrete examples: "I spend 30 minutes every Monday formatting a status report from three Jira boards" is far more useful than "I do reporting."

If I give vague responses after 2-3 probes, move on. If my answers are vague across all areas, shift to hypothesis mode: propose specific scenarios based on my role for me to react to.

When you've identified 3+ concrete opportunities, tell me: "I've identified [N] opportunities so far. I have enough to put together the report — do you want to add anything else, or should I go ahead?"

## Step 3 — Opportunity Analysis & Report

Once you have enough detail, produce a structured report with these sections:

### Report Header

| | |
|---|---|
| **Name** | [My name if known] |
| **Role** | [My role and domain] |
| **Date** | [Today's date] |
| **Opportunities identified** | [count] |
| **Top recommendation** | [#1 priority + one-sentence reason] |

### Summary Table

| # | Opportunity | Autonomy | Involvement | Impact |
|---|------------|----------|-------------|--------|
| 1 | [Name] | Deterministic / Guided / Autonomous | Augmented / Automated | High / Medium / Low |

### Top 3 Recommendations

List the top 3 opportunities in priority order with a one-sentence rationale for each.

### Detailed Opportunity Cards

Group cards by autonomy level (Deterministic first, then Guided, then Autonomous). Within each group, order from highest to lowest impact.

For each opportunity:

**[#] [Opportunity Name]**

**Autonomy:** Deterministic | Guided | Autonomous
**Involvement:** Augmented | Automated

**Why it's a good candidate:**
[What makes this well-suited for AI — repetitive, pattern-based, language-heavy, clear inputs/outputs, etc.]

**Current pain point:**
[What's slow, error-prone, inconsistent, or draining about how this is done today]

**How AI helps:**
[Specific description — what AI takes as input, what it produces, how it fits into the workflow]

**Getting started:**
[A practical, low-effort first step achievable this week]

## Step 4 — Workflow Candidate Summary

After presenting the report, ask me to pick my top 2-3 workflow candidates — the ones I want to build. Once I've chosen, produce a Workflow Candidate Summary with this exact format for each candidate:

| Field | Content |
|-------|---------|
| **Workflow** | 2-4 word noun phrase, Title Case |
| **Description** | One sentence describing what this workflow does |
| **Trigger** | What kicks off this workflow — an event, schedule, or request |
| **Deliverable** | The tangible output — what gets produced, sent, or decided |
| **Autonomy** | Deterministic / Guided / Autonomous |
| **Involvement** | Augmented / Automated |
| **Pain point** | What's slow, error-prone, or manual today |
| **AI opportunity** | Specific description of what AI would do |
| **Frequency** | Daily / Weekly / Monthly / Ad-hoc |
| **Priority** | High / Medium / Low |
| **Reasoning** | Why this priority level — based on impact, frequency, and feasibility |

Recommend which candidate to start with first, and explain why.

## Classification Definitions

Use these definitions when classifying opportunities:

**Autonomy — How much decision-making does the AI have?**

- **Deterministic**: AI follows fixed rules — no decisions, no judgment. Same input produces same output every time. Examples: formatting reports, processing forms, data extraction, template-driven outputs.
- **Guided**: AI makes bounded decisions within guardrails. The human sets direction; AI chooses how to accomplish the task within those bounds. Examples: drafting emails, researching a topic, co-writing, data analysis.
- **Autonomous**: AI plans, decides, and adapts independently. It determines what to do, uses tools, and adjusts its approach based on what it finds. Examples: competitor monitoring, research-to-report pipelines, intake-to-triage systems.

**Involvement — Is a human in the loop during execution?**

- **Augmented**: Human participates during the workflow run — reviews, steers, or decides at key points. AI and human collaborate in real time.
- **Automated**: AI runs solo — executes end-to-end without human intervention during the run. Human reviews only the final output.

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Begin with Step 1 now.