# AI Workflow Discovery & Opportunity Assessment

> Source: <https://gist.github.com/staceymakes/6584b3dc5e4fd0c1c5b39a1e09c90e26>
> Published: 2026-07-06 22:48:56+00:00

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: