AI Workflow Discovery & Opportunity Assessment

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.

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: