Map a repeatable task into a workflow
Lesson 1 of 5 · Workflows & automation
1 · Learn the move · RTO. Role · Task · Output
Name the trigger that kicks it off, list the discrete steps in order, and define the finished output - before you automate a single thing. A task you cannot write as steps is a task you cannot hand to an analyst. Once it is mapped it becomes a skill you run the same way on every deal, which is the only reason two deals are comparable.
You are a workflow designer for a commercial broker. Map my new-deal intake into a workflow: the trigger that starts it, the ordered steps, and the finished output. Number the steps and flag any that need me. [describe your routine]
2 · Your turn. You write the prompt
Your new-deal intake lives in your head and something gets missed on every file. Write a prompt that maps it into a trigger, ordered steps, and a clear done-state.
Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.
Optional. These shape the output when you run your prompt below, not your score.