Start with one process worth improving.
Map the work, estimate the effort and define a useful first test. This planning tool runs in your browser. It does not connect to your business systems or use an AI service.
1. Define the workflow
2. Estimate the capacity
Enter your own assumptions. The result includes review and maintenance time.
Planning estimate, not a guarantee. Negative savings means the proposed automation costs more time than it saves under these assumptions.
3. Test before rollout
- Check a normal request and one missing required information.
- Prevent duplicate records and duplicate messages.
- Test service failure and permission errors.
- Confirm a human receives exceptions.
- Keep a working rollback path.
Templates you can use now
Lead qualification prompt
Using only the inquiry below, summarize the business problem, current tools, desired outcome and unanswered questions. Mark missing facts as unknown. Draft a concise reply with no more than three necessary questions. Do not invent prices, guarantees, availability or commitments. Return a draft for human approval. Inquiry: [anonymized text]
Onboarding checklist
Confirm written scope, exclusions, acceptance criteria, accountable owner, approver, dependencies, milestones, access permissions, test environment, support boundaries and handoff materials. Confirm third-party costs before work starts. Never request passwords by email.
Support triage prompt
Classify this anonymized request as security concern, work stopped, incorrect output or general question. Cite evidence from the request. List missing facts. Draft a response without promising an unapproved resolution time. Escalate payment disputes, legal complaints and security incidents to a human. Request: [text]
Acceptance test record
Record test ID, scenario, input, expected output, actual output, pass/fail, accountable owner and evidence. Cover normal, missing, invalid, duplicate, permission-denied, service-unavailable, cancellation and recovery cases.
Inputs stay in this open page until you download them or close it; nothing is saved automatically. Keep confidential data and credentials out of your notes. Downloads are plain-text files stored on your device.