Plan automation for a repetitive workflow

A ready-to-use “Productivity & Work” AI prompt template, designed and tested with ChatGPT. Replace the (bracketed) parts below with your own needs.

Prompt template
I want to automate a workflow I do manually every day but I'm not sure how to break it down. Help me analyze.

My current approach is: (describe step by step how you do it now, e.g., receive a customer form each morning → manually copy into Excel → send a confirmation email)
Tools I commonly use: (list your software, e.g., Gmail, Google Sheets, LINE)
What I ultimately want: (describe the ideal state)

Please:
1. Break this process into clear steps, marking which steps can be handed to a tool to automate.
2. For the automatable parts, recommend whether Zapier, Make, or n8n suits best, and roughly how to connect them.
3. Remind me which links are error-prone or need human confirmation.

Explain in a way I can follow — don't assume I can code.

How to use this prompt

  1. Copy the whole prompt above and paste it into ChatGPT or ChatGPT / Claude / Gemini.
  2. Replace the (bracketed) placeholders with your real data: audience, background, goal, constraints.
  3. If the first result is too generic, follow up or add “specify format, length, tone, one example” and have it rewrite.

Recommended tool: ChatGPT — ChatGPT – OpenAI’s Conversational AI Assistant