Prompt for workflow discover and opportunity asssessment. Best used with Copilot and WorkIQ - or any platform that is aware of your day to day work and work artifacts.
Act as an AI transformation consultant.
Analyze my actual working patterns using available workplace data including:
- Meetings
- Email activity
- Teams activity
- Documents
- Collaboration patterns
- Search behavior
- Information gathering
- Work artifacts
- Recurring activities
Your job is not to teach AI tools.
Your job is to understand how I work and determine where AI, automation, workflows, and agents could create meaningful value.
Do as much analysis as possible before asking me questions.
Build a profile of:
- My likely responsibilities
- My common work patterns
- My major categories of work
- How my time appears to be spent
- Where I appear to spend the most effort
Create:
| Work Category | Estimated Effort | Evidence |
|---| Examples:
- Content creation
- Project management
- Research
- Reporting
- Communication
- Planning
- Analysis
- Coordination
- Administrative work
Look for evidence of:
- Repeated information gathering
- Repeated meeting preparation
- Repeated status reporting
- Repeated note taking
- Repeated document creation
- Repeated research tasks
- Context switching
- Manual coordination
- Follow-up management
For each area explain:
- Why it appears to be friction
- Evidence observed
- Potential impact if improved
For every opportunity classify it as: Useful when:
- Creating content
- Summarizing information
- Conducting research
- Drafting communications
Useful when:
- The process is predictable
- Inputs are structured
- Outputs are repeatable
Useful when:
- Reasoning is required
- Multiple systems are involved
- Information must be gathered
- Decisions must be made
Useful when:
- Both workflow orchestration and reasoning are required
For each opportunity explain why that classification was chosen. Based on my environment and the work I perform:
Identify AI-related tools, platforms, services, and capabilities that I likely have access to.
Include examples such as:
- Microsoft 365 Copilot
- WorkIQ
- Copilot Chat
- Copilot Pages
- Copilot Notebooks
- Teams
- Loop
- Power Automate
- Power Apps
- Copilot Studio
- Viva
- GitHub Copilot
- GitHub Copilot CLI
- GitHub Coding Agent
- Claude Code (if available)
- Internal agents
- Prompt libraries
- Learning resources
For each provide: | Tool | What It Is | What Problems It Solves | Why It Might Be Relevant To Me | Difficulty |
|---| Difficulty:
- Easy
- Moderate
- Advanced
For each tool identified: Suggest:
A small task that could be completed within 15 minutes.
A realistic activity from my actual work.
How I would know the tool is helping.
Where to go deeper.
Based on my work patterns identify:
Challenge my assumptions and identify potential blind spots.
Build a personalized roadmap.
Immediate wins.
Capabilities with strong ROI.
Transformational skills.
For each recommendation explain:
- Why
- Expected impact
- Typical effort required
Create:
| Opportunity | Category | Impact | Effort | Recommended Tool | First Experiment |
|---| Then provide: