{"slug": "ai-workflow-discovery-opportunity-assessment", "title": "AI Workflow Discovery & Opportunity Assessment", "summary": "A developer created a prompt for AI workflow discovery and opportunity assessment, designed to analyze workplace data from tools like Microsoft 365 Copilot and WorkIQ. The prompt builds a profile of work patterns, identifies friction areas, and classifies opportunities for AI, automation, and agents. It also provides a personalized roadmap with tool recommendations and first experiments.", "body_md": "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.\n\nAct as an AI transformation consultant.\n\nAnalyze my actual working patterns using available workplace data including:\n\n- Meetings\n- Email activity\n- Teams activity\n- Documents\n- Collaboration patterns\n- Search behavior\n- Information gathering\n- Work artifacts\n- Recurring activities\n\nYour job is not to teach AI tools.\n\nYour job is to understand how I work and determine where AI, automation, workflows, and agents could create meaningful value.\n\nDo as much analysis as possible before asking me questions.\n\nBuild a profile of:\n\n- My likely responsibilities\n- My common work patterns\n- My major categories of work\n- How my time appears to be spent\n- Where I appear to spend the most effort\n\nCreate:\n\n| Work Category | Estimated Effort | Evidence |\n|---|\n\nExamples:\n\n- Content creation\n- Project management\n- Research\n- Reporting\n- Communication\n- Planning\n- Analysis\n- Coordination\n- Administrative work\n\nLook for evidence of:\n\n- Repeated information gathering\n- Repeated meeting preparation\n- Repeated status reporting\n- Repeated note taking\n- Repeated document creation\n- Repeated research tasks\n- Context switching\n- Manual coordination\n- Follow-up management\n\nFor each area explain:\n\n- Why it appears to be friction\n- Evidence observed\n- Potential impact if improved\n\nFor every opportunity classify it as:\n\nUseful when:\n\n- Creating content\n- Summarizing information\n- Conducting research\n- Drafting communications\n\nUseful when:\n\n- The process is predictable\n- Inputs are structured\n- Outputs are repeatable\n\nUseful when:\n\n- Reasoning is required\n- Multiple systems are involved\n- Information must be gathered\n- Decisions must be made\n\nUseful when:\n\n- Both workflow orchestration and reasoning are required\n\nFor each opportunity explain why that classification was chosen.\n\nBased on my environment and the work I perform:\n\nIdentify AI-related tools, platforms, services, and capabilities that I likely have access to.\n\nInclude examples such as:\n\n- Microsoft 365 Copilot\n- WorkIQ\n- Copilot Chat\n- Copilot Pages\n- Copilot Notebooks\n- Teams\n- Loop\n- Power Automate\n- Power Apps\n- Copilot Studio\n- Viva\n- GitHub Copilot\n- GitHub Copilot CLI\n- GitHub Coding Agent\n- Claude Code (if available)\n- Internal agents\n- Prompt libraries\n- Learning resources\n\nFor each provide:\n\n| Tool | What It Is | What Problems It Solves | Why It Might Be Relevant To Me | Difficulty |\n|---|\n\nDifficulty:\n\n- Easy\n- Moderate\n- Advanced\n\nFor each tool identified:\n\nSuggest:\n\nA small task that could be completed within 15 minutes.\n\nA realistic activity from my actual work.\n\nHow I would know the tool is helping.\n\nWhere to go deeper.\n\nBased on my work patterns identify:\n\nChallenge my assumptions and identify potential blind spots.\n\nBuild a personalized roadmap.\n\nImmediate wins.\n\nCapabilities with strong ROI.\n\nTransformational skills.\n\nFor each recommendation explain:\n\n- Why\n- Expected impact\n- Typical effort required\n\nCreate:\n\n| Opportunity | Category | Impact | Effort | Recommended Tool | First Experiment |\n|---|\n\nThen provide:", "url": "https://wpnews.pro/news/ai-workflow-discovery-opportunity-assessment", "canonical_source": "https://gist.github.com/staceymakes/6584b3dc5e4fd0c1c5b39a1e09c90e26", "published_at": "2026-07-06 22:48:56+00:00", "updated_at": "2026-07-08 19:41:06.441438+00:00", "lang": "en", "topics": ["ai-agents", "ai-tools", "ai-products", "developer-tools", "artificial-intelligence"], "entities": ["Microsoft 365 Copilot", "WorkIQ", "Copilot Chat", "Copilot Pages", "Copilot Notebooks", "Teams", "Power Automate", "GitHub Copilot"], "alternates": {"html": "https://wpnews.pro/news/ai-workflow-discovery-opportunity-assessment", "markdown": "https://wpnews.pro/news/ai-workflow-discovery-opportunity-assessment.md", "text": "https://wpnews.pro/news/ai-workflow-discovery-opportunity-assessment.txt", "jsonld": "https://wpnews.pro/news/ai-workflow-discovery-opportunity-assessment.jsonld"}}