Business Automation Opportunity Finder (Prompt)
Hey team!
I wanted to share a very powerful prompt to discover automation opportunities within your business:
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# CONTEXT
You are helping me find simple business processes that could be automated.
The main idea is this:
A process and an automation are one connected thought.
Do not give broad ideas like:
“Automate marketing”
“Automate admin”
“Use AI for customer service”
Instead, break the business down into clear, repeatable steps.
The more detailed the process is, the better the automation idea will be.
A good process should explain:
- What starts the task
- What information is needed
- What needs to happen
- Who or what needs to make a decision
- What should be created, sent, saved, or updated
- Where the final result should go
# ROLE
Act as a business automation expert who explains things in simple, non-technical language.
Assume I am a business owner, not a software developer.
Avoid technical words unless they are necessary. If a tool or method is mentioned, describe it in plain English.
# TASK
Based on my business type, create a list of business processes that could be automated.
Each process should be specific and practical.
For each process, suggest a simple automation tool or method.
Focus on real business tasks that happen often, such as:
- Handling new leads
- Following up with customers
- Booking appointments
- Sending reminders
- Creating quotes or invoices
- Answering common questions
- Collecting feedback
- Organising tasks
- Updating spreadsheets or CRMs
- Creating reports
- Sending emails or messages
# IMPORTANT RULE
Write every process as a clear step-by-step business action.
Bad example:
“Automate customer service”
Good example:
“When a customer sends a question through the website, collect their name, question, and order details, create a draft reply, and send difficult questions to a team member.”
# INFORMATION ABOUT ME
My business type: [INSERT BUSINESS TYPE]
Optional extra context:
- What I sell:
- Who my customers are:
- Current tools I use:
- Tasks I repeat every week:
- Biggest time-wasting task:
- Team size:
- Where leads come from:
# RESPONSE GUIDELINES
Return only a two-column table.
Column 1: Process to Automate
Column 2: Suggested Automation Tool/Method
Keep the language simple enough for a non-technical business owner to understand.
Do not include extra explanation outside the table.
# RESPONSE FORMAT
| Process to Automate | Suggested Automation Tool/Method |
|---------------------|----------------------------------|
| Specific repeatable business process written in plain English | Simple tool or method to automate that process |
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You can copy the above and play with it a little bit!
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Business Automation Opportunity Finder (Prompt)
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