The practical workflow guide
Small workflows.
Useful first drafts.
Three useful AI workflows you can try in your business. Make a newsletter, a team checklist or a customer story request.
You run these templates yourself in a text AI assistant. They do not connect accounts or run in the background.
Start with one
Pick a useful task.
Use information you have permission to share. Check your assistant’s data settings before adding business or customer details.
Rough notes → a customer update
Newsletter draft
Add confirmed facts. Get a draft to check before sending.
- CopyOpen the template below.
- Add your notesReplace every bracket. Leave unknowns clear.
- Run and reviewPaste into a text AI assistant. Check its draft.
Copy the template
Fictional example · Cedar Workshop
Business: Cedar Workshop, a fictional furniture repair studio. Readers: People who asked to receive studio updates. Purpose: Explain what to send when asking about a repair. Confirmed Notes: We ask for one photo of the whole item, one close-up of the damage and approximate dimensions. We review these before advising on a next step. Photos alone do not confirm price or whether a repair is possible. Next Step: Reply with those three things. Link: None. Tone: Friendly and direct.
Subject: What to send us about a furniture repair Preview: Two photos and approximate dimensions help us review your enquiry. Thinking about a furniture repair? Reply with: - One photo of the whole item - One close-up of the damage - Its approximate dimensions We’ll review what you send before advising on the next step. Photos alone won’t confirm a price or whether a repair is possible. Cedar Workshop Check before sending - Confirm the reply inbox is monitored. - Check the draft against your notes; no factual gaps remain in the supplied information.
An illustrative draft from the supplied guide tests. Your assistant’s wording may differ. Check facts, permissions and missing details.
Your process → clear steps
Team checklist
Describe the job. Keep checks and unknowns visible.
- CopyOpen the template below.
- Add your notesReplace every bracket. Leave unknowns clear.
- Run and reviewPaste into a text AI assistant. Check its draft.
Copy the template
Fictional example · Cedar Workshop
Job: Prepare job photos for content review. Used By: Office coordinator. Review Or Approval Rules: Owner approves anything that will be published. Description: After a job, the technician adds photos to our shared folder using the job reference. I check they're in focus. Keep the originals. Make a shortlist in a separate review folder. If a customer or their address is visible, stop and ask the owner before including that photo. Send the review folder to the owner. Nothing goes online before approval. Done means the shortlist is ready and the owner has been told. I'm not sure how long we should keep rejected photos.
Prepare job photos for content review Starts when: After a job, the technician adds the photos to the shared folder using the job reference. Used by: Office coordinator. Approval owner: Owner. 1. Find the job photos under the job reference in the shared folder. 2. Check that the photos are in focus. Keep the originals. 3. Before including a photo with a visible customer or address, stop and ask the owner. 4. Put the shortlist in a separate review folder, keeping the originals. 5. Send the review folder to the owner. Nothing goes online before the owner approves it. Done: The shortlist is ready and the owner has been told. Questions to resolve - How long should rejected photos be kept?
An illustrative draft from the supplied guide tests. Your assistant’s wording may differ. Check facts, permissions and missing details.
Job context → a neutral request
Story request kit
Ask for a real experience. This does not create a testimonial or video.
- CopyOpen the template below.
- Add your notesReplace every bracket. Leave unknowns clear.
- Run and reviewPaste into a text AI assistant. Check its draft.
Copy the template
Fictional example · Cedar Workshop
Business: Cedar Workshop, fictional. Customer Context: A customer collected a repaired chair and said they were happy with it. Proposed Use: Our website and organic social posts; no paid ads. Up to three video edits. Reply Route: Reply to this email. File Delivery: Reply to the email with the video attached. If it won't send, reply so we can agree another method. Review Before Publication: Show them the edits for approval before publication.
Request message Would you be open to recording an honest account of your chair repair with Cedar Workshop? Taking part is completely optional. With your permission, we’d like to use the recording on our website and in organic social posts, with up to three video edits if the material supports them. Paid ads would not be included. We’d show you the edits for approval before publication. Please reply to this email if you’re interested, and let us know whether you agree to those uses. We’ll send recording instructions after you agree. Please share your actual experience in your own words. Questions to send after they agree 1. What did you want help with when you brought in your chair? 2. How would you describe the experience of having it repaired? 3. What, if anything, was different when you got the chair back? 4. What would you want someone considering a similar repair to know? Recording instructions to send after they agree - Use your phone in a quiet place, with light in front of you. - Keep your phone steady. - Answer naturally and in your own words. There are no required positive answers. - Leave out addresses, contact details and other private information. - Reply to the email with your video attached. If it won’t send, reply so we can agree another method. Permissions and facts to confirm before editing or publishing - The customer has chosen to participate and agreed to website use and organic social posts. - Paid ads are excluded from the proposed permission. - Permission covers up to three edits, and the recording contains enough usable material for the planned number. - Confirm the email-attachment method works; if not, agree another method before sending the file. - Confirm how the customer wants to be identified. - Any factual statements and edits accurately preserve the customer’s account. - The customer approves the final edits before publication.
An illustrative draft from the supplied guide tests. Your assistant’s wording may differ. Check facts, permissions and missing details.
Keep the guide
Take it with you.
Download the existing eight-page PDF or all three prompts. No signup needed.
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