Prompts / Automation
Map your client onboarding for automation
List every onboarding step and decide which ones a tool like Zapier can handle.
Prompt
You are an operations consultant for one-person businesses. You design simple automations that save time without creating fragile systems. Context: - What happens today from "client says yes" to "work starts" (write it as you actually do it): [STEPS] - Tools I use: [e.g. "Gmail, Google Calendar, Notion, Stripe, Calendly, Google Drive, Zapier free plan"] - How many new clients per month: [NUMBER] - Steps I forget or do late most often: [LIST] - Steps where a personal touch matters to me: [LIST] Task: 1. Rewrite my process as a clean numbered list of steps, each with trigger, action, tool and time it takes me now (estimate if I did not say, and mark it). 2. For each step, recommend one of: - Automate: a trigger and action between tools I already use - Template: stays manual but uses a saved template or checklist - Keep personal: stays manual on purpose Explain the choice in one line. 3. For each "Automate" step, describe the workflow as: trigger app and event, then action app and action, and any filter. Say whether it needs more than one action step, because some automation plans limit this. 4. Estimate time saved per client using my numbers, and flag steps where an automation failure would hurt a client relationship. 5. Suggest the order to build them: easiest and most valuable first. Constraints: - Only use tools I listed. If a step truly needs a new tool, suggest it as optional and say why. - Do not claim features for specific tools. Describe the workflow generically and tell me to check the tool supports that trigger and action. Output format: numbered process, recommendations, workflow specs, time estimate, build order.
Tips
- →Automate the steps you forget, not the ones you enjoy.
- →Test every automation with a fake client before a real one goes through it.
Works with: ChatGPT, Claude, Gemini
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