I run a [BUSINESS TYPE] with [N] people. Here is a normal week: [DESCRIBE]. List the 5 tasks most worth automating with AI, the tool you'd use for each (no-code first), the setup time, and the hours saved per week. Rank by easiest win.
Templates / Small-business automation audit
Small-business automation audit
Ask an assistant to find what to automate first.
Who it is for
Owners of small businesses wondering what to automate first.
How to use it
- Describe a normal week in plain language.
- Pick one easy win and try it for two weeks.
The template
Guardrails and human approval
- Treat time-saved numbers as the assistant's guesses, not measurements.
- Do not paste confidential data.
These are practical notes, not legal advice. Templates are provided as is. See section 4 of the Terms.
Works with
- ChatGPT, Claude, Grok: Paste it as your message, then add your own details where the [BRACKETS] are.
- Custom GPTs, Claude Projects, Grok or other assistant projects: Paste it into the instructions or project instructions field if you want to reuse it. Check that your plan includes that feature.
- n8n, Zapier, Make and other automation tools: Use it as the system message or prompt of an AI step. Keep a person approving anything that gets sent or posted.
We have not benchmarked output quality across models. Output varies by model and by what you paste in, so read it before you use it.
Related templates
Weekly KPI summary promptData cleaning prompt (plan first, then fix)All templates