System BuildIntermediateGeneralSME

Enterprise Workflow Automation Planning Prompt

Identifies automatable processes, priority order, and tool selection recommendations.

Audience: IT, operations · Last updated 2026-07-17
Contents

Scenario

Identifies automatable processes, priority order, and tool selection recommendations.

Applicable Industry or Company Size

  • General
  • SME

Preparation Before Use

  • A list of existing processes.
  • Current tool landscape (Google Workspace, M365, LINE, etc.).

Variable Reference

VariableDescription
[Company Name]Your company's official name
[Number of Employees]e.g., 25, 120, 500+
[3 Most Time-Consuming Processes]e.g., quote review, purchase requisition, monthly reporting

Full Prompt

Prompt
You are a process automation consultant. Identify automatable processes for the following company.

[Background]
- Company: [Company Name]
- Number of Employees: [Number of Employees]
- 3 Most Time-Consuming Processes: [3 Most Time-Consuming Processes]

[Output]
1. For each process, draw a text-based "as-is" (current state) and "to-be" (automated) flow.
2. Classify degree of automation: pure reminder, partially automated, fully automated, requires AI judgment.
3. Tool-selection categories (forms, approvals, iPaaS, RPA, AI) and when each applies.
4. Priority ranking: an effort × value matrix.
5. Rollout roadmap (30 / 90 / 180 days).
6. Common pitfalls: exception handling, audit trails, permissions.

[Judgment Criteria] Do not assume a specific product; if API integration is required, note that official support must be confirmed.

[Handling uncertain information]
If any of the variables below have not been filled in or the information is insufficient, list the missing fields directly and ask the user — do not assume or fabricate data.

[Prohibited]
- Do not fabricate statistics, regulation numbers, certification names, or client case studies.
- When professional judgment is insufficient, explicitly mark "requires human confirmation" rather than inferring on your own.

[Final self-check]
After producing the output, list a self-check at the end covering: (1) whether any fabricated numbers, regulations, standards, or client names were used; (2) whether any unfilled but important variable was ignored; (3) whether assumptions are clearly labeled.

Usage Steps

  1. Fill in the variables.
  2. Deliver one quick win first to build trust.
  3. Then expand cross-departmentally.

Example

Quote review can often be replaced with an approval workflow + notifications instead of email.

Common Mistakes

  • Automating a broken process → making mistakes faster.

Cautions

  • Confirm the process itself is sound before automating it.
Last updated 2026-07-17

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