🎯 The Core Prompt

Copy this prompt and paste it into Claude:

I need you to analyze a workflow and identify what should be automated vs. what requires human review using the 80/20 rule.

Here's the workflow I want to analyze:
[DESCRIBE YOUR WORKFLOW HERE - be as detailed as possible]

Please analyze this workflow and provide:

1. **THE AUTOMATABLE 80%**
   - List each repetitive task that can be automated
   - For each task, explain:
     β€’ What makes it automatable (predictable, rule-based, high-volume, etc.)
     β€’ Estimated time saved per week/month
     β€’ Tools or platforms that could handle it
     β€’ Implementation difficulty (Easy/Medium/Hard)

2. **THE HUMAN-REQUIRED 20%**
   - List each task that requires human judgment
   - For each task, explain:
     β€’ Why it needs human review (judgment, relationships, edge cases, etc.)
     β€’ What could go wrong if automated
     β€’ Who should handle it

3. **ROI RANKING**
   - Rank the automatable tasks by:
     β€’ Time saved (hours per week)
     β€’ Implementation difficulty (1-10 scale)
     β€’ ROI score (time saved Γ· difficulty)
   - Present as a table with recommended priority order

4. **IMPLEMENTATION ROADMAP**
   - Which automation to build first (and why)
   - Quick wins (high ROI, low difficulty)
   - Long-term plays (high ROI, high difficulty)
   - What to avoid automating (low ROI or too complex)

5. **RED FLAGS**
   - Tasks that people often try to automate but shouldn't
   - Edge cases that will break the automation
   - Where human oversight is non-negotiable

Format the output in a clear, scannable way with headers, bullet points, and specific recommendations.

## πŸ“ How To Use This

### Step 1: Be Specific About Your Workflow

**❌ Bad Description:**
"We do sales outreach and it takes too long"

**βœ… Good Description:**
"SDR finds 50 leads/week on LinkedIn Sales Navigator (2 hours) β†’ Exports to spreadsheet and enriches with company data from ZoomInfo (1 hour) β†’ Writes personalized cold emails in Gmail (3 hours) β†’ Manually logs activities in HubSpot (1 hour) β†’ Sets calendar reminders for follow-ups (30 min). Total: 7.5 hours/week per SDR."

### What To Include:

- [ ]  Each step in the process
- [ ]  Time spent on each step
- [ ]  Volume (how many per day/week)
- [ ]  Current tools being used
- [ ]  Where things get stuck
- [ ]  Who's doing each step

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## πŸ’‘ Quick Start Examples

Use these as templates for common workflows:

### Sales Outreach

Lead generation workflow:

  1. Find 100 prospects/week matching [ICP] on LinkedIn (3 hrs)
  2. Export and enrich with company data (1 hr)
  3. Write personalized outreach emails (4 hrs)
  4. Send emails and track opens (1 hr)
  5. Follow up with non-responders after 3 days (2 hrs)
  6. Log all activities in CRM (1 hr) Total: 12 hrs/week