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
| Variable | Description |
|---|---|
| [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
- Fill in the variables.
- Deliver one quick win first to build trust.
- 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
Need further customization to fit your company's process and industry?
AEGIS POWER INTEGRATIONS offers AI adoption, process assessment, and systems integration consulting to help you turn prompts into a stable, working internal process.
