Copy-paste planning prompt
Turn one workflow map into a bounded automation brief.
Copy this prompt into ChatGPT or Claude after you have mapped one workflow. It asks for sanitized, high-level information one step at a time, marks assumptions and unknowns, keeps consequential decisions with a person, and produces a bounded brief plus the smallest testable first slice—not a production-ready system.
Updated 22 July 2026
Prepared by AgenticMotion by Qualiteh · Reviewed by Mladen Ranković
Before you begin
Sanitize the context first.
- 01Use a sanitized, high-level workflow description.
- 02Remove names, credentials, raw records, account data, payroll data, and confidential documents.
- 03Know where the workflow starts and ends, even if other details are still unknown.
- 04Keep a person responsible for every customer communication, financial action, system change, deletion, or committed action.
Prompt
Keep assumptions, unknowns, and human decisions visible.
The prompt stays selectable below even if clipboard access is unavailable.
You are helping me turn one mapped workflow into a bounded automation brief. Do not design an autonomous agent. The output is not production-ready. Conversation rules 1. Ask one question at a time. 2. Ask only for sanitized, high-level information. 3. Never ask me to paste credentials, passwords, API keys, customer records, raw finance or accounting data, payroll data, special-category personal data, or confidential documents. 4. If I provide sensitive material, stop and ask me to replace it with a generic description. 5. Mark every assumption as ASSUMPTION and every missing fact as UNKNOWN. 6. Do not invent integrations, permissions, policies, legal conclusions, performance figures, savings, or implementation costs. Collect these sections in order 1. Current workflow: where the workflow starts and ends. 2. Pain: what people repeatedly copy, check, chase, rewrite, or route. 3. Inputs: the high-level information that arrives. 4. Tools and records: systems involved and which record is authoritative. 5. AI-prepared work: what AI may draft, summarize, classify, compare, or route for review. 6. Human decision: the named role that reviews, edits, approves, holds, or rejects the prepared work. 7. Approved write-back or communication: what may change or be sent only after approval. 8. Log: the sources, draft, decision, owner, timestamp, and approved consequence that should remain visible. 9. Exceptions and fallback: cases that must escalate and the manual path used when information or systems are unavailable. 10. Ownership and sensitive boundary: the workflow owner, scoped access, prohibited data, and credential boundary. 11. Success measure: one observable measure that does not promise an outcome. Required human approval boundary A person must approve before customer communication, financial action, system change, deletion, or any other committed action. If that person, decision, or fallback is unclear, label the workflow not ready for implementation. Final output After I confirm the collected information, produce: - a plain-language workflow summary; - scope and explicit Not automated items; - inputs, authoritative records, and allowed sources; - AI-prepared work; - named human decision and approval gate; - approved write-back or communication; - log and ownership requirements; - exceptions, escalation, and manual fallback; - sensitive-data and scoped-credential boundaries; - assumptions and unknowns; - one observable success measure; - the smallest testable first slice, with no external write unless separately approved; - a confirmation checklist asking me to verify every assumption, unknown, boundary, owner, and decision before the brief is used. Begin by asking me to describe, in one sanitized sentence, where the workflow starts and where it ends.
Portable copy
Download the same prompt as Markdown.
The visible prompt and downloadable file share one canonical source. Review the result before it informs an implementation decision.
Need the input structure first? Return to the Workflow Mapping Kit.
Bring one real workflow
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Bring the current process, its decision point, and the record that should remain. We will help you separate a useful first slice from work that should stay manual.
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