30 Claude Prompts That Build Workflows
Describe a process and Claude returns a real, ready-to-use workflow: numbered steps, owners, triggers, decision points, and SLAs as a structured doc, table, or Mermaid diagram. Prompts for SOPs, approval flows, onboarding, incident response, content pipelines, and sales/CRM. Not "give me some tips."
In short: This page contains 30 copy-paste ready prompts, organized into 6 categories with a description and pro tip for each. The first 15 prompts are free instantly โ no signup needed. Hand-curated and tested by the AI Academy team.
SOP-as-Workflow
5 promptsRecurring Ops SOP Workflow
1/30You are an operations manager who turns messy processes into airtight standard operating procedures. <context> I need a recurring operational task documented as a self-contained SOP workflow my team can follow without asking me questions. The output is a ready-to-use document, not advice. </context> <inputs> - Process name and goal: [WHAT IT ACCOMPLISHES] - Trigger (what starts it): [E.G. EVERY MONDAY, ON NEW ORDER] - Who is involved and their roles: [OWNERS] - Tools or systems used: [E.G. NOTION, STRIPE, GMAIL] - Known failure points or edge cases: [WHAT GOES WRONG] - Definition of done: [WHAT SUCCESS LOOKS LIKE] </inputs> <task> Build a complete SOP workflow: a header block (purpose, trigger, owner, frequency, expected duration), a numbered step list where each step states the action, the responsible role, the tool used, and the output it produces, a decision points section with if/then branches, an escalation path for failures, and a done checklist. End with a RACI-style one-line role summary. </task> <constraints> - Every step must be concrete and testable, not vague ("review carefully" is banned; say exactly what to check). - Name the owner and tool on each step; include time estimates. - No filler; a new hire should complete it unaided. </constraints> <format> Return the SOP as a structured document with tables where useful, then add a one-paragraph note on how to adapt the triggers and owners. </format>
Turns a recurring task into a step-by-step SOP with owners, triggers, tools, and a done checklist, ready to use.
Pro tip: List your three most common ways this process breaks so Claude bakes them into the decision points and escalation path.
Employee Offboarding SOP
2/30You are an HR operations lead who designs compliant, no-gap offboarding processes. <context> I need an employee offboarding workflow that leaves nothing to memory, covering access, assets, knowledge, and legal steps. The output is a self-contained runbook. </context> <inputs> - Company type and size: [E.G. 40-PERSON SAAS] - Systems that need deprovisioning: [E.G. GOOGLE WORKSPACE, GITHUB, SLACK, VPN] - Physical assets to recover: [LAPTOP, BADGE, ETC] - Roles involved: [MANAGER, IT, HR, FINANCE] - Compliance requirements: [E.G. FINAL PAY DEADLINE, NDA REMINDER] - Voluntary vs involuntary: [WHICH VARIANT TO EMPHASIZE] </inputs> <task> Build an offboarding workflow organized by phase (pre-last-day, last day, post-departure), each phase a numbered checklist with the action, owner, deadline relative to the exit date, and system involved. Include a knowledge-transfer step, an access-revocation matrix, an asset-return log, and a final sign-off block confirming completion. </task> <constraints> - Every access-revocation item must name the specific system and the responsible owner. - Include deadlines expressed as offsets from the exit date (e.g. exit day minus 2). - Flag any legally sensitive step so it is not skipped. </constraints> <format> Return the workflow as phased checklists plus an access-revocation table, then note which steps must be automated versus done manually. </format>
Produces a phased employee offboarding runbook with access matrix, asset log, and sign-off, ready to use.
Pro tip: Paste your actual list of internal systems so the access-revocation matrix is complete instead of generic.
Monthly Financial Close Workflow
3/30You are a controller who designs reliable month-end close processes. <context> I need a repeatable monthly financial close workflow so the books close on time every month with clear ownership and no missed reconciliations. The output is a ready-to-run process doc. </context> <inputs> - Accounting system: [E.G. QUICKBOOKS, XERO, NETSUITE] - Accounts to reconcile: [BANK, CREDIT CARD, PAYROLL, ETC] - Team roles: [BOOKKEEPER, CONTROLLER, CFO] - Target close deadline: [E.G. BUSINESS DAY 5] - Recurring accruals or adjustments: [LIST] - Reports to produce: [P&L, BALANCE SHEET, CASH FLOW] </inputs> <task> Build a close workflow sequenced by business day, each task showing the action, owner, dependency (what must finish first), and target completion day. Include reconciliation steps, accrual and adjustment entries, a review-and-approve gate before reports are issued, and a final distribution step. Add a variance-check step that flags anomalies before sign-off. </task> <constraints> - Order tasks by dependency so nothing starts before its prerequisite finishes. - Assign a single accountable owner per task; include the target business day. - No vague steps; each reconciliation names the account. </constraints> <format> Return the workflow as a day-by-day table plus a dependency note, then list the two tasks most likely to delay the close and how to buffer them. </format>
Builds a day-by-day month-end close workflow with reconciliations, review gate, and owners, ready to use.
Pro tip: Tell Claude your actual close deadline (e.g. BD5) so it compresses the sequence to hit that date.
Customer Refund Handling SOP
4/30You are a customer operations lead who writes decision-driven support SOPs. <context> I need a refund-handling workflow so any support agent processes refunds consistently, applies policy correctly, and escalates the right cases. The output is a self-contained SOP. </context> <inputs> - Product or service: [WHAT WE SELL] - Refund policy rules: [E.G. 30-DAY, PARTIAL AFTER 14 DAYS, NON-REFUNDABLE ITEMS] - Tools used: [E.G. STRIPE, ZENDESK, SHOPIFY] - Approval thresholds: [E.G. UNDER 100 AUTO, OVER 500 MANAGER] - Fraud or abuse signals to watch: [LIST] - Roles: [AGENT, TEAM LEAD, FINANCE] </inputs> <task> Build a refund workflow: an intake step, a policy-eligibility decision tree with clear if/then branches, an approval gate based on amount thresholds, the exact system actions to issue the refund, a customer-communication step with a short message template, and a logging step. Include an escalation branch for disputes and suspected abuse. </task> <constraints> - The decision tree must resolve every case to a clear action (approve, partial, deny, escalate). - Name the exact tool action for issuing the refund; include the approval thresholds. - Provide the customer message as a fill-in template with placeholders. </constraints> <format> Return the SOP with a decision tree (as an indented text tree or Mermaid), the action steps, and the message template, then note where to add automation. </format>
Creates a refund-handling SOP with an eligibility decision tree, approval gates, and message template, ready to use.
Pro tip: Give Claude your exact policy edge cases so the decision tree never dead-ends on an ambiguous request.
Data Backup & Recovery Runbook
5/30You are a systems reliability engineer who writes clear operational runbooks. <context> I need a backup and recovery workflow so backups run on schedule, get verified, and can be restored fast under pressure. The output is a ready-to-follow runbook, including the recovery drill. </context> <inputs> - Systems and data to protect: [E.G. POSTGRES DB, USER UPLOADS, CONFIG] - Backup destination and tooling: [E.G. S3, CRON, RESTIC] - Required RPO and RTO: [HOW MUCH DATA LOSS / HOW FAST TO RECOVER] - Backup schedule: [FREQUENCY, RETENTION] - Who owns backups vs restores: [ROLES] - Compliance or encryption needs: [LIST] </inputs> <task> Build two linked workflows: (1) a backup workflow with scheduled steps, verification checks, retention rotation, and an alert step on failure; and (2) a recovery workflow triggered by an incident, with the exact restore sequence, a validation step confirming data integrity, and a communication step. Add a quarterly restore-drill checklist to prove backups actually work. </task> <constraints> - State the RPO and RTO up top and make the recovery steps meet them. - Every step names the command or tool action and the owner; recovery steps must be numbered and unambiguous under stress. - Include a verification step; a backup that is not verified does not count. </constraints> <format> Return both workflows plus the restore-drill checklist as structured docs, then note the single most common recovery mistake and how the runbook prevents it. </format>
Produces linked backup and recovery runbooks with verification, RPO/RTO targets, and a restore drill, ready to use.
Pro tip: State your real RPO/RTO so Claude picks a backup frequency and restore path that actually meet them.
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Approval Flows
5 promptsPurchase & Expense Approval Flow
6/30You are a finance operations designer who builds clean approval workflows. <context> I need a purchase and expense approval workflow so spend gets routed to the right approver by amount and category, with no bottlenecks. The output is a self-contained flow doc. </context> <inputs> - Approval thresholds by amount: [E.G. UNDER 250 MANAGER, 250-2000 DIRECTOR, OVER 2000 CFO] - Categories with special rules: [E.G. SOFTWARE, TRAVEL, CONTRACTORS] - Roles and backups: [WHO APPROVES, WHO COVERS WHEN OUT] - Tools used: [E.G. RAMP, EXPENSIFY, SLACK] - SLA for approvals: [E.G. 2 BUSINESS DAYS] - What triggers a request: [PURCHASE, REIMBURSEMENT] </inputs> <task> Build an approval workflow: a submission step with required fields, a routing decision tree that sends each request to the correct approver based on amount and category, an SLA and auto-escalation branch when an approver is slow or absent, an approve/reject/request-changes gate with required reason on rejection, and a final booking step. Include a delegation rule for when approvers are out. </task> <constraints> - The routing logic must cover every amount band and category with no gap. - Include the SLA and the exact escalation trigger; name backup approvers. - Rejections require a captured reason; specify the required submission fields. </constraints> <format> Return the flow as a routing table plus a Mermaid decision diagram, then note how to enforce the SLA with a reminder automation. </format>
Builds a purchase/expense approval flow with amount-based routing, SLAs, and escalation, ready to use.
Pro tip: Give Claude your exact approval thresholds and it will draw a routing table with zero coverage gaps.
Content Publishing Approval Flow
7/30You are a content operations lead who designs review-and-approve workflows for marketing teams. <context> I need a content approval workflow so every piece moves through draft, review, and legal/brand sign-off before publishing, with clear owners and no surprise blockers. The output is a ready-to-use flow. </context> <inputs> - Content types: [E.G. BLOG, SOCIAL, EMAIL, LANDING PAGE] - Review stages needed: [E.G. EDITORIAL, SEO, BRAND, LEGAL] - Who owns each stage: [ROLES] - Tools used: [E.G. NOTION, GOOGLE DOCS, ASANA] - SLA per stage: [E.G. 1 DAY EDITORIAL, 2 DAYS LEGAL] - What requires legal review vs not: [RULES] </inputs> <task> Build a publishing approval workflow with named stages, each showing entry criteria, the reviewer, what they check, the SLA, and the exit gate to advance. Include a conditional branch so only content that meets the legal-review rule goes through legal. Add a rejection loop back to the author with required feedback, and a final publish-and-archive step. </task> <constraints> - Each stage must have explicit entry and exit criteria, not just a name. - Include SLAs per stage and the legal-review conditional; specify what each reviewer checks. - Feedback on rejection is mandatory and captured. </constraints> <format> Return the workflow as a stage table plus a Mermaid flow showing the conditional legal branch, then note where to add status automations. </format>
Creates a content publishing approval flow with staged reviews, SLAs, and a conditional legal gate, ready to use.
Pro tip: Define exactly which content needs legal review so Claude routes only those pieces and keeps the rest fast.
Contract & Legal Review Approval
8/30You are a legal operations specialist who designs contract-review intake and approval workflows. <context> I need a contract review workflow so incoming agreements are triaged by risk, routed to the right reviewer, and approved or redlined on a predictable timeline. The output is a self-contained process doc. </context> <inputs> - Contract types handled: [E.G. NDA, MSA, VENDOR, EMPLOYMENT] - Risk tiers and rules: [E.G. STANDARD TEMPLATE = LOW, CUSTOM TERMS = HIGH] - Reviewers and thresholds: [WHO REVIEWS WHAT, WHEN OUTSIDE COUNSEL] - Tools used: [E.G. DOCUSIGN, IRONCLAD, GMAIL] - SLA targets by tier: [E.G. 2 DAYS LOW, 5 DAYS HIGH] - Standard fallback positions: [PRE-APPROVED CLAUSES] </inputs> <task> Build a contract approval workflow: an intake step capturing type, counterparty, and value, a risk-tiering decision tree, routing to the correct reviewer (self-serve template, in-house, or outside counsel) by tier, a redline/negotiate loop with fallback clauses, an approval and signature gate, and a storage step. Include an escalation branch for non-standard terms. </task> <constraints> - The risk-tiering logic must classify every contract into a tier with a clear rule. - Route by tier to a named reviewer; include the SLA per tier. - Reference which fallback clauses are pre-approved so low-risk contracts self-serve. </constraints> <format> Return the workflow as a risk-tiering decision tree plus a routing table, then note how to make low-risk NDAs fully self-serve. </format>
Builds a contract review approval flow with risk tiering, reviewer routing, and a redline loop, ready to use.
Pro tip: List your pre-approved fallback clauses so Claude can carve out a self-serve path for low-risk agreements.
Budget & PO Approval Matrix
9/30You are a procurement process designer who builds delegation-of-authority approval matrices. <context> I need a budget and purchase-order approval workflow with a clear authority matrix so requests route correctly by department, amount, and budget status. The output is a ready-to-use matrix plus flow. </context> <inputs> - Departments and their budget owners: [LIST] - Amount tiers and required approvers per tier: [DEFINE] - Over-budget rule: [WHO APPROVES OVERAGES] - Tools used: [E.G. NETSUITE, COUPA, SLACK] - Required PO fields: [VENDOR, AMOUNT, GL CODE, ETC] - SLA and escalation: [TIMELINE] </inputs> <task> Build a delegation-of-authority approval matrix (rows = amount tiers, columns = required approvers) and a matching PO approval workflow: a request-intake step with required fields, a budget-check decision (within budget vs overage), routing per the matrix, sequential vs parallel approval logic, and a final PO-issued step. Include an escalation path for over-budget and stalled approvals. </task> <constraints> - The authority matrix must have no gaps or overlaps across amount tiers. - Specify whether approvals are sequential or parallel at each tier; include the over-budget branch. - List the required PO fields captured at intake. </constraints> <format> Return the authority matrix as a table plus the approval workflow, then note how to encode the matrix as rules in your procurement tool. </format>
Produces a delegation-of-authority matrix and matching PO approval workflow with budget checks, ready to use.
Pro tip: Hand Claude your real department budget owners so the matrix routes to actual people, not placeholder titles.
Time-Off / PTO Approval Flow
10/30You are an HR systems designer who builds fair, coverage-aware leave approval workflows. <context> I need a PTO approval workflow that checks coverage, applies policy, and gets a fast decision so employees are not left waiting. The output is a self-contained flow. </context> <inputs> - Leave types: [VACATION, SICK, UNPAID, PARENTAL] - Accrual and balance rules: [HOW BALANCE IS CHECKED] - Blackout periods or coverage minimums: [E.G. NO MORE THAN 2 OUT PER TEAM] - Notice requirements: [E.G. 2 WEEKS FOR VACATION] - Roles: [EMPLOYEE, MANAGER, HR] - Tools used: [E.G. BAMBOOHR, SLACK, GOOGLE CALENDAR] </inputs> <task> Build a PTO workflow: a request step capturing type and dates, an automatic checks step (balance available, notice met, coverage OK against the team minimum), a manager approval gate with a suggested-decision hint, a conditional HR review for special leave types, a calendar and payroll update step, and a notification back to the employee. Include a branch for denied requests with a required reason and suggested alternate dates. </task> <constraints> - The automatic checks must resolve to a clear pass/flag before it reaches the manager. - Include the coverage-minimum rule and notice requirement; specify which leave types trigger HR review. - Denials require a reason and alternate-date suggestion. </constraints> <format> Return the flow as a Mermaid diagram plus a step table, then note which checks can be fully automated to speed approvals. </format>
Builds a PTO approval flow with balance and coverage checks, manager gate, and calendar update, ready to use.
Pro tip: Set your coverage minimum (e.g. max 2 out per team) so Claude auto-flags conflicting requests before the manager sees them.
Onboarding Flows
5 promptsNew Employee 30-Day Onboarding Flow
11/30You are a people operations lead who designs structured 30-day onboarding journeys. <context> I need a new-hire onboarding workflow that gets someone productive and connected within 30 days, with clear owners for each step. The output is a ready-to-run plan. </context> <inputs> - Role being onboarded: [TITLE AND TEAM] - Company setup: [REMOTE / HYBRID / OFFICE] - Systems and access needed: [LIST] - Key people to meet: [MANAGER, BUDDY, STAKEHOLDERS] - 30-day success definition: [WHAT GOOD LOOKS LIKE] - Tools used: [E.G. SLACK, NOTION, HRIS] </inputs> <task> Build an onboarding workflow across four phases (pre-start, week 1, weeks 2-3, week 4), each with dated tasks showing the action, owner (IT, HR, manager, buddy, or hire), and the outcome. Include an access-provisioning checklist, a first-week meeting schedule, ramp milestones with a check-in at day 15 and day 30, and a feedback-collection step. End with a 30-day success scorecard. </task> <constraints> - Every task names an owner and a target day; pre-start tasks must complete before day 1. - Include measurable ramp milestones, not vague "get familiar with the product". - Add explicit check-in points at day 15 and day 30. </constraints> <format> Return the workflow as phased task tables plus the 30-day scorecard, then note how to templatize it for other roles. </format>
Produces a phased 30-day employee onboarding flow with owners, milestones, and a success scorecard, ready to use.
Pro tip: Define what 'productive by day 30' means for this role so Claude sets concrete milestones instead of filler tasks.
SaaS Customer Onboarding Workflow
12/30You are a customer success lead who designs activation-focused onboarding journeys. <context> I need a customer onboarding workflow that drives new signups to their first value fast and reduces early churn, with clear triggers and owners. The output is a self-contained lifecycle flow. </context> <inputs> - Product and core value: [WHAT USERS ACHIEVE] - The activation / aha moment: [THE KEY ACTION] - Plan type: [SELF-SERVE / SALES-ASSISTED] - Touchpoints available: [IN-APP, EMAIL, CALL] - Common drop-off points: [WHERE USERS STALL] - Tools used: [E.G. INTERCOM, HUBSPOT, PRODUCT ANALYTICS] </inputs> <task> Build an onboarding workflow mapped to the customer lifecycle: signup trigger, a guided setup sequence toward the activation moment, milestone-based email and in-app nudges tied to behavior (did / did not complete step), a human touch trigger for stalled high-value accounts, an activation-confirmed step, and a handoff to ongoing success. For each step give the trigger, the channel, the owner, and the success metric. </task> <constraints> - Steps must be triggered by user behavior (event-based), not just time delays. - Define the activation moment explicitly and orient the whole flow toward it. - Include a stalled-user branch with a human intervention; name the metric per step. </constraints> <format> Return the flow as a lifecycle table plus a Mermaid diagram of the behavioral branches, then note the single metric that proves onboarding is working. </format>
Builds a behavior-triggered SaaS customer onboarding flow oriented to the activation moment, ready to use.
Pro tip: Name your exact activation event so Claude designs every nudge to push users toward it, not generic tips.
New Client Onboarding (Agency)
13/30You are an agency operations lead who designs polished client onboarding processes. <context> I need a new-client onboarding workflow that collects everything needed, sets expectations, and gets the engagement moving in the first two weeks. The output is a ready-to-use process. </context> <inputs> - Service delivered: [WHAT THE AGENCY DOES] - What we need from the client: [ASSETS, ACCESS, BRAND GUIDES] - Internal team roles: [ACCOUNT MANAGER, PROJECT LEAD, SPECIALISTS] - Kickoff format: [CALL / DOC / BOTH] - Tools used: [E.G. SLACK, ASANA, GOOGLE DRIVE] - First deliverable and its deadline: [DEFINE] </inputs> <task> Build a client onboarding workflow across the first two weeks: a welcome and contract-confirmation step, an intake step with a client-facing information and access checklist, an internal account-setup step (folders, channels, project board), a kickoff-meeting step with an agenda, an expectations-and-communication-cadence step, and the first-deliverable kickoff. For each step give the owner, the client vs internal action, and the deadline. </task> <constraints> - Separate client-facing actions from internal ones clearly at each step. - Include the exact intake checklist of assets and access needed; add deadlines. - Set a communication cadence (who, how often, which channel). </constraints> <format> Return the workflow as a two-week timeline table plus the client intake checklist, then note how to turn the intake list into a shareable form. </format>
Creates a two-week agency client onboarding flow with intake checklist, kickoff, and cadence, ready to use.
Pro tip: List every asset and login you always end up chasing so Claude puts them in the intake checklist upfront.
Vendor / Supplier Onboarding Flow
14/30You are a procurement operations designer who builds compliant vendor onboarding workflows. <context> I need a vendor onboarding workflow that vets, approves, and sets up new suppliers with the right documents and controls before any payment. The output is a self-contained process doc. </context> <inputs> - Vendor types: [E.G. SOFTWARE, CONTRACTORS, GOODS] - Required documents: [W-9/TAX, INSURANCE, BANK DETAILS, CONTRACT] - Risk or compliance checks: [E.G. SANCTIONS, SECURITY REVIEW OVER THRESHOLD] - Roles: [REQUESTER, PROCUREMENT, FINANCE, SECURITY] - Tools used: [E.G. NETSUITE, DOCUSIGN, EMAIL] - Payment setup steps: [BANK VERIFICATION, TERMS] </inputs> <task> Build a vendor onboarding workflow: a request-and-justification step, a document-collection checklist step, a risk-and-compliance review with a conditional security review above a threshold, an approval gate, a system setup step (vendor record, payment terms, bank verification), and an activation confirmation. Include an escalation branch when documents are missing or a vendor fails a check. </task> <constraints> - No vendor reaches setup until all required documents and checks pass; enforce that gate. - Specify the threshold that triggers a security review; name owners per step. - Include a bank-detail verification step to prevent payment fraud. </constraints> <format> Return the workflow as a step table plus a document checklist, then note the two controls that most reduce vendor payment fraud. </format>
Builds a compliant vendor onboarding flow with document collection, risk checks, and payment setup, ready to use.
Pro tip: Set the dollar threshold that triggers a security review so low-risk vendors onboard fast and risky ones get vetted.
New Contractor / Freelancer Onboarding
15/30You are an operations lead who onboards contractors quickly while staying compliant. <context> I need a contractor onboarding workflow that handles paperwork, access, and expectations fast so a freelancer can start work within days without misclassification risk. The output is a ready-to-use flow. </context> <inputs> - Type of contractor work: [E.G. DESIGN, DEV, WRITING] - Engagement length and rate model: [HOURLY / PROJECT] - Documents needed: [CONTRACT, TAX FORM, NDA] - Access and tools they need: [LIST] - Payment method and cadence: [E.G. WISE, MONTHLY] - Roles: [HIRING MANAGER, OPS, FINANCE] </inputs> <task> Build a contractor onboarding workflow: a contract-and-scope confirmation step, a document-collection step (agreement, tax form, NDA), a scoped-access provisioning step (least-privilege), a tools-and-expectations briefing with the deliverable, cadence, and definition of done, a payment-setup step, and a first-check-in step. Include a compliance note to avoid employee misclassification and an offboarding trigger at engagement end. </task> <constraints> - Access must be least-privilege and scoped to the engagement; specify what and for how long. - Include the misclassification-avoidance note and the end-of-engagement offboarding trigger. - Name owners and target days; the contractor should start within days. </constraints> <format> Return the workflow as a step table plus a documents-and-access checklist, then note how to link the end date to an automatic access-revocation reminder. </format>
Produces a fast contractor onboarding flow with scoped access, documents, and an end-of-engagement trigger, ready to use.
Pro tip: Tie the engagement end date to the offboarding trigger so contractor access never lingers after the work is done.
Incident & Response
5 promptsIT Incident Response Runbook
16/30You are a site reliability engineer who writes incident-response runbooks used under pressure. <context> I need an incident response workflow so when a production issue hits, the team detects, triages, communicates, and resolves it without confusion. The output is a self-contained runbook. </context> <inputs> - System and typical failure modes: [WHAT BREAKS] - Severity levels and definitions: [E.G. SEV1 = FULL OUTAGE] - On-call roles: [INCIDENT COMMANDER, RESPONDER, COMMS] - Alerting and comms tools: [E.G. PAGERDUTY, SLACK, STATUSPAGE] - Stakeholders to notify per severity: [WHO] - Post-incident requirements: [POSTMORTEM POLICY] </inputs> <task> Build an incident response workflow: a detection-and-declaration step with severity classification, role assignment (who becomes incident commander), an investigation-and-mitigation loop, a communication cadence tied to severity (internal and status-page updates), a resolution-and-recovery step, and a post-incident review trigger with a blameless postmortem template outline. Include an escalation ladder by time-elapsed. </task> <constraints> - Severity classification must map to concrete criteria and dictate the comms cadence. - Assign explicit roles at declaration; include the time-based escalation ladder. - The runbook must be numbered and unambiguous for use during a live incident. </constraints> <format> Return the runbook as a numbered workflow plus a severity-to-response table and a postmortem outline, then note the one step teams most often skip in the heat of an incident. </format>
Builds an IT incident response runbook with severity classification, roles, comms cadence, and postmortem, ready to use.
Pro tip: Define your severity levels precisely so the runbook auto-scales notifications and escalation to the real impact.
Security Breach Response Playbook
17/30You are a security incident responder who writes breach-response playbooks that hold up under regulatory scrutiny. <context> I need a security breach response workflow covering containment, investigation, notification, and recovery, with clear ownership and evidence handling. The output is a self-contained playbook. </context> <inputs> - Systems and data types at risk: [E.G. CUSTOMER PII, PAYMENT DATA] - Breach types to cover: [E.G. CREDENTIAL LEAK, RANSOMWARE, DATA EXFIL] - Response team roles: [SECURITY LEAD, LEGAL, COMMS, EXEC] - Regulatory obligations: [E.G. GDPR 72-HOUR, STATE LAWS] - Tools and logs available: [SIEM, EDR, AUDIT LOGS] - External parties: [FORENSICS, INSURANCE, COUNSEL] </inputs> <task> Build a breach response workflow: a detection-and-triage step confirming scope and severity, an immediate containment step, an evidence-preservation step with chain-of-custody notes, an investigation step to determine impact and affected records, a legal-and-regulatory notification decision (with deadline clocks), a customer and stakeholder communication step, and an eradication-and-recovery step. Include a post-incident hardening review. </task> <constraints> - Containment and evidence preservation must come before eradication; do not destroy evidence. - Include the regulatory notification deadline clock and who decides; name owners per step. - The notification decision must resolve clearly (notify / not required) with the criterion. </constraints> <format> Return the playbook as a numbered workflow plus a notification-decision tree with deadline clocks, then note the most time-sensitive first hour actions. </format>
Produces a security breach playbook with containment, evidence handling, and a regulatory-notification decision tree, ready to use.
Pro tip: State your regulatory obligations (e.g. GDPR 72h) so Claude builds the notification deadline clock into the flow.
Customer-Facing Outage Comms Workflow
18/30You are a communications lead who designs outage-communication workflows that protect trust. <context> I need an outage communication workflow so customers get timely, honest updates during a service disruption across the right channels, without the team improvising messaging. The output is a ready-to-use flow with templates. </context> <inputs> - Product and typical outage impact: [WHAT USERS LOSE] - Channels available: [STATUS PAGE, EMAIL, IN-APP, SOCIAL, SUPPORT] - Severity tiers: [PARTIAL / MAJOR / FULL] - Who approves external messages: [ROLES] - Update cadence expectations: [E.G. EVERY 30 MIN FOR MAJOR] - Tools used: [E.G. STATUSPAGE, INTERCOM] </inputs> <task> Build an outage comms workflow: a trigger tied to incident severity, a first-response step (acknowledge within X minutes) with an approval gate, an update-cadence loop per severity across the chosen channels, a resolution message step, and a post-incident follow-up step. Provide short fill-in-the-blank message templates for acknowledgment, ongoing update, and resolution, each with placeholders. </task> <constraints> - Time-to-first-response and update cadence must scale with severity; specify both. - Include an approval gate for external messages; name the owner and channels per tier. - Templates must be honest and specific with placeholders, no vague reassurance. </constraints> <format> Return the workflow plus the three message templates, then note the biggest trust mistake companies make during outages and how the flow avoids it. </format>
Builds an outage communication flow with severity-based cadence, approval gate, and message templates, ready to use.
Pro tip: Set your first-response target per severity so the flow forces a quick acknowledgment before full details are known.
Bug Triage & Escalation Flow
19/30You are an engineering manager who designs bug triage workflows that keep the backlog sane. <context> I need a bug triage and escalation workflow so incoming bugs get consistently prioritized, assigned, and escalated when they are urgent, without everything becoming a fire. The output is a self-contained flow. </context> <inputs> - Where bugs come in: [SUPPORT, USERS, MONITORING, QA] - Priority levels and criteria: [E.G. P0 = DATA LOSS, P1 = CORE BROKEN] - Teams and owners: [WHO TRIAGES, WHO FIXES] - SLAs per priority: [E.G. P0 SAME DAY, P3 BACKLOG] - Tools used: [E.G. LINEAR, JIRA, SENTRY] - Reproduction requirements: [WHAT A VALID BUG NEEDS] </inputs> <task> Build a bug triage workflow: an intake-and-validation step (required repro info), a prioritization decision tree assigning P0-P3 by concrete criteria, routing to the owning team, an SLA clock per priority, an escalation branch when a P0/P1 stalls or impact grows, a fix-and-verify step, and a close-with-communication step back to the reporter. Include a duplicate-and-cannot-reproduce handling branch. </task> <constraints> - Prioritization must use concrete criteria that classify every bug into P0-P3. - Include SLAs per priority and the escalation trigger; require valid repro info at intake. - Handle duplicates and non-reproducible reports explicitly. </constraints> <format> Return the workflow as a prioritization decision tree plus an SLA table, then note how to auto-route P0s to on-call. </format>
Creates a bug triage flow with P0-P3 prioritization, SLAs, escalation, and reporter comms, ready to use.
Pro tip: Write your P0/P1 definitions precisely so the triage tree escalates true emergencies without crying wolf.
PR & Crisis Communication Workflow
20/30You are a crisis communications strategist who builds response workflows for reputation-threatening events. <context> I need a crisis communication workflow so when a PR issue breaks (bad press, viral complaint, exec misstep), the team assesses, aligns, and responds fast and consistently. The output is a ready-to-use playbook. </context> <inputs> - Business and likely crisis types: [E.G. PRODUCT SAFETY, DATA, EXEC CONDUCT] - Spokespeople and approvers: [WHO SPEAKS, WHO SIGNS OFF] - Channels: [PRESS, SOCIAL, INTERNAL, CUSTOMERS] - Severity tiers and triggers: [WHAT COUNTS AS A CRISIS] - Legal involvement rules: [WHEN LEGAL MUST REVIEW] - Monitoring tools: [E.G. SOCIAL LISTENING] </inputs> <task> Build a crisis comms workflow: a detection-and-assessment step scoring severity, an activation step convening the response team with roles, a holding-statement step (approved, fast), a fact-gathering and legal-review loop, a coordinated response step across channels with a single approved narrative, a monitoring-and-adjust loop, and a stand-down and debrief step. Provide a holding-statement template with placeholders. </task> <constraints> - Severity assessment must gate the level of response; specify the criteria. - Include the legal-review rule and a single-source-of-truth narrative to prevent mixed messaging. - The holding statement must be fast and approvable; name approvers per channel. </constraints> <format> Return the workflow plus the holding-statement template, then note the first three moves in the first hour of a crisis. </format>
Builds a crisis communication playbook with severity scoring, an approval gate, and a holding-statement template, ready to use.
Pro tip: Predefine who is authorized to speak so the flow never stalls waiting to decide the spokesperson mid-crisis.
Content Pipeline
5 promptsBlog Content Production Pipeline
21/30You are a content operations manager who designs end-to-end editorial pipelines. <context> I need a blog production workflow that moves an idea from brief to published post on a repeatable schedule, with clear owners and no bottlenecks. The output is a self-contained pipeline doc. </context> <inputs> - Publishing cadence: [E.G. 2 POSTS/WEEK] - Team and roles: [STRATEGIST, WRITER, EDITOR, SEO, DESIGNER] - Stages I want: [E.G. IDEATION, BRIEF, DRAFT, EDIT, SEO, PUBLISH] - Tools used: [E.G. NOTION, GOOGLE DOCS, WORDPRESS] - Quality bar per stage: [WHAT MUST BE TRUE TO ADVANCE] - Distribution channels after publish: [LIST] </inputs> <task> Build a content pipeline with named stages, each showing the owner, the input, the work done, the exit criteria to advance, and a target duration. Include an ideation-and-prioritization step, a brief-approval gate, a draft-and-edit loop, an SEO-and-metadata step, a design/asset step, a publish step, and a distribution step. Add a lead-time estimate from idea to live and a WIP limit per stage. </task> <constraints> - Each stage needs explicit exit criteria, not just a name; include durations and a WIP limit. - Order stages so nothing advances before its input is ready; name one owner per stage. - Include the post-publish distribution step; no vague "promote it". </constraints> <format> Return the pipeline as a stage table plus a Mermaid flow, then note the stage most likely to bottleneck and how the WIP limit protects throughput. </format>
Builds a blog production pipeline with staged owners, exit criteria, WIP limits, and distribution, ready to use.
Pro tip: Give Claude your real cadence and team size so it sets WIP limits that match your actual throughput.
Social Media Content Workflow
22/30You are a social media operations lead who designs multi-platform content workflows. <context> I need a social content workflow that takes ideas through creation, approval, scheduling, and reporting across platforms on a weekly rhythm. The output is a ready-to-use process. </context> <inputs> - Platforms: [E.G. LINKEDIN, X, INSTAGRAM, TIKTOK] - Posting frequency per platform: [DEFINE] - Roles: [CREATOR, DESIGNER, APPROVER, ANALYST] - Content types: [E.G. THREADS, REELS, CAROUSELS] - Tools used: [E.G. BUFFER, CANVA, NOTION] - Brand and approval rules: [WHAT NEEDS SIGN-OFF] </inputs> <task> Build a social content workflow on a weekly cycle: a planning step tied to a content calendar, a creation step per content type, an asset/design step, an approval gate with brand rules, a scheduling step per platform with best-time notes, a publishing step, and a weekly reporting-and-learn step feeding next week's plan. For each step give the owner, the tool, and the deadline within the week. </task> <constraints> - Map the workflow to a weekly cycle with specific days for each step. - Include the approval gate and platform-specific scheduling; name owners and tools. - The reporting step must feed back into planning; specify the metrics reviewed. </constraints> <format> Return the workflow as a weekly-cycle table plus a content-calendar template outline, then note how to batch-create to cut weekly overhead. </format>
Creates a weekly multi-platform social content workflow with approval, scheduling, and reporting loop, ready to use.
Pro tip: Tell Claude which platforms you actually post to so scheduling and content types match each one's format.
Video Production Pipeline
23/30You are a video production manager who designs pipelines from concept to published video. <context> I need a video production workflow covering pre-production, shooting, editing, and publishing so videos ship on schedule with clear handoffs. The output is a self-contained pipeline. </context> <inputs> - Video types and length: [E.G. YOUTUBE 10-MIN, SHORTS, ADS] - Team and roles: [PRODUCER, EDITOR, SCRIPTWRITER, THUMBNAIL DESIGNER] - Output cadence: [E.G. 1 LONG-FORM/WEEK] - Tools used: [E.G. PREMIERE, FRAME.IO, YOUTUBE] - Review and approval points: [WHERE SIGN-OFF HAPPENS] - Distribution and repurposing plan: [WHERE IT GOES AFTER] </inputs> <task> Build a video pipeline across phases: pre-production (concept, script, shot list, approval gate), production (record with a checklist), post-production (rough cut, review loop, final cut, thumbnail and title), and publish (upload, metadata, schedule) plus repurposing into shorts and clips. Each step shows owner, input, output, review point, and target duration. Include a review-loop cap so edits do not spiral. </task> <constraints> - Each phase has explicit exit criteria and a review point; cap the number of edit review rounds. - Include the repurposing step; name owners and durations per step. - The script must be approved before shooting; enforce that gate. </constraints> <format> Return the pipeline as a phased table plus a Mermaid flow, then note where projects usually slip and how the review-round cap prevents it. </format>
Produces a video production pipeline across pre-pro, shoot, post, and publish with review caps, ready to use.
Pro tip: Set a max number of edit review rounds so Claude builds a cap that stops endless revision cycles.
Newsletter Production Workflow
24/30You are a newsletter operations lead who designs reliable send-day workflows. <context> I need a newsletter production workflow that takes each issue from planning to send with QA, so nothing goes out with broken links or the wrong subject. The output is a ready-to-run process. </context> <inputs> - Cadence and send day/time: [E.G. THURSDAY 9AM] - Sections in each issue: [E.G. INTRO, MAIN, LINKS, CTA] - Roles: [WRITER, EDITOR, APPROVER] - Tools used: [E.G. BEEHIIV, MAILERLITE, NOTION] - QA checks required: [LINKS, RENDERING, SUBJECT, SEGMENTS] - Success metrics tracked: [OPEN, CLICK, UNSUBS] </inputs> <task> Build a newsletter workflow counted down to send day: a planning step, a drafting step per section, an editing pass, an approval gate, a build-in-tool step, a pre-send QA checklist (links, test send, rendering, subject line, segment selection), the scheduled send, and a post-send review step tracking the key metrics. For each step give the owner and the deadline relative to send day. </task> <constraints> - Deadlines are offsets from send day (e.g. send day minus 1); include the explicit pre-send QA checklist. - No issue sends without passing QA and approval; enforce both gates. - The post-send step must record metrics that inform the next issue. </constraints> <format> Return the workflow as a countdown-to-send table plus the pre-send QA checklist, then note the single check that catches the most embarrassing errors. </format>
Builds a newsletter production workflow with a countdown schedule, pre-send QA checklist, and metrics review, ready to use.
Pro tip: Insist on a test-send-to-self step in QA so Claude places it right before scheduling to catch rendering issues.
Editorial Calendar & Review Flow
25/30You are a managing editor who designs editorial planning and review workflows. <context> I need an editorial calendar workflow that plans content ahead, assigns it, and moves each piece through a consistent review before publishing across content types. The output is a self-contained flow plus a calendar structure. </context> <inputs> - Content types managed: [E.G. BLOG, VIDEO, SOCIAL, EMAIL] - Planning horizon: [E.G. QUARTERLY THEMES, MONTHLY SLOTS] - Team and roles: [EDITOR, WRITERS, REVIEWERS] - Review stages: [E.G. STRUCTURAL, LINE, FACT-CHECK, FINAL] - Tools used: [E.G. NOTION, AIRTABLE, GOOGLE CALENDAR] - Status labels you use: [IDEA, ASSIGNED, IN REVIEW, SCHEDULED, PUBLISHED] </inputs> <task> Build two linked artifacts: (1) an editorial calendar structure (fields, statuses, and how items flow across the planning horizon) and (2) a review workflow where each piece passes named review stages, each with a reviewer, what they check, and the exit gate. Include an assignment step tying content to owners and dates, a status-transition map, and a re-work loop with mandatory feedback. </task> <constraints> - Define the calendar fields and every status with a clear transition rule between them. - Each review stage names the reviewer and their specific checklist; feedback on rework is mandatory. - No status jumps allowed; the transition map must be complete. </constraints> <format> Return the calendar structure as a field/status table and the review workflow as a stage table plus a Mermaid status-transition diagram, then note how to set up the calendar in your tool of choice. </format>
Creates an editorial calendar structure plus a staged review workflow with a status-transition map, ready to use.
Pro tip: List your actual status labels so Claude maps transitions to the exact stages your team already uses.
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Sales & CRM Workflow
5 promptsInbound Lead Routing & Qualification Flow
26/30You are a revenue operations designer who builds lead routing and qualification workflows. <context> I need an inbound lead workflow that qualifies, scores, and routes every new lead to the right rep fast so nothing sits untouched. The output is a self-contained flow with routing rules. </context> <inputs> - Lead sources: [E.G. DEMO FORM, CONTENT, CHAT] - Qualification criteria: [E.G. ICP FIT, COMPANY SIZE, INTENT] - Scoring model or tiers: [HOW LEADS ARE RANKED] - Sales team structure: [SEGMENTS, TERRITORIES, ROUND-ROBIN] - SLA to first touch: [E.G. 5 MINUTES FOR HOT] - Tools used: [E.G. HUBSPOT, SALESFORCE, SLACK] </inputs> <task> Build an inbound lead workflow: a capture-and-enrichment step, a qualification decision tree separating MQL from unqualified with clear criteria, a scoring-and-tiering step, a routing step assigning leads to reps by segment/territory/round-robin, an SLA clock to first touch with an auto-reassign branch if missed, and a follow-up-cadence handoff. Include a disqualified branch with a nurture route. </task> <constraints> - Qualification criteria must classify every lead into a clear tier or disqualified. - Include the first-touch SLA and the auto-reassign branch when it is missed; name routing rules. - Disqualified leads go to nurture, not the trash; specify that route. </constraints> <format> Return the flow as a qualification decision tree plus a routing table, then note how to enforce the first-touch SLA with an alert automation. </format>
Builds an inbound lead qualification and routing flow with scoring, SLAs, and auto-reassign, ready to use.
Pro tip: Define your ICP criteria sharply so the qualification tree filters out low-fit leads before they hit reps.
Sales Pipeline Stage Workflow
27/30You are a sales operations lead who designs pipeline stage definitions and exit criteria. <context> I need a sales pipeline workflow with well-defined stages, entry/exit criteria, and required actions so forecasting is accurate and deals do not stall in limbo. The output is a self-contained stage playbook. </context> <inputs> - Sales motion: [E.G. SELF-SERVE, SMB, ENTERPRISE] - Stages I use or want: [E.G. QUALIFY, DEMO, PROPOSAL, NEGOTIATE, CLOSE] - Average deal size and cycle: [CONTEXT] - What must be true to advance each stage: [EXIT CRITERIA] - Tools used: [E.G. SALESFORCE, HUBSPOT] - Stall rules: [WHEN A DEAL IS AT RISK] </inputs> <task> Build a pipeline workflow defining each stage with: entry criteria, the rep's required actions, the exit criteria to advance, the expected duration, and the forecast probability. Include a definition of a qualified deal, required fields per stage for clean data, a stalled-deal rule with a re-engage or close-lost branch, and a won/lost step with a reason-code capture. </task> <constraints> - Every stage needs objective, verifiable exit criteria, not gut feel; specify required fields. - Include the stalled-deal rule and mandatory win/loss reason codes. - Probabilities and durations must be attached to each stage. </constraints> <format> Return the workflow as a stage-definition table plus a Mermaid pipeline flow with the stalled-deal branch, then note the exit criterion most often faked and how to enforce it. </format>
Produces a sales pipeline workflow with stage exit criteria, required fields, and stalled-deal handling, ready to use.
Pro tip: Force objective exit criteria (e.g. 'budget confirmed in writing') so Claude kills the vague 'looks promising' stages.
Deal Handoff (Sales-to-CS) Workflow
28/30You are a revenue operations lead who designs clean sales-to-customer-success handoffs. <context> I need a deal handoff workflow so when a deal closes, customer success gets everything they need to onboard the account without the customer repeating themselves. The output is a self-contained flow with a handoff template. </context> <inputs> - What CS needs to know: [GOALS, STAKEHOLDERS, PROMISES MADE, TECH SETUP] - Roles: [AE, CSM, ONBOARDING, SALES ENGINEER] - Trigger: [DEAL MARKED CLOSED-WON] - Handoff format: [DOC, MEETING, BOTH] - Tools used: [E.G. SALESFORCE, GAINSIGHT, SLACK] - SLA to first CS contact: [E.G. WITHIN 24 HOURS] </inputs> <task> Build a handoff workflow triggered by closed-won: an AE handoff-doc completion step (with a required-fields template), a handoff-meeting step between AE and CSM, a CS account-setup step, a customer kickoff-scheduling step within the SLA, and an internal confirmation step that the handoff is complete. Include a branch for incomplete handoffs that blocks CS from starting blind, and capture any commitments the AE made during the sale. </task> <constraints> - The handoff doc must capture goals, stakeholders, promises made, and technical setup; make those fields required. - Include the SLA to first customer contact and the incomplete-handoff block. - Explicitly record sales commitments so CS honors them. </constraints> <format> Return the workflow plus the handoff-doc template (fields and sections), then note the single item most often lost in handoffs and how to guarantee it transfers. </format>
Builds a sales-to-CS handoff flow with a required-fields handoff template and kickoff SLA, ready to use.
Pro tip: Make 'promises the AE made' a required field so CS never gets blindsided by a commitment they did not know about.
Outbound Prospecting Cadence Workflow
29/30You are an outbound sales strategist who designs multi-touch prospecting cadences. <context> I need an outbound prospecting workflow with a structured multi-channel cadence so reps work leads consistently instead of ad hoc, with clear steps and timing. The output is a ready-to-run cadence. </context> <inputs> - Target persona and segment: [WHO WE PROSPECT] - Channels available: [EMAIL, LINKEDIN, CALL, VIDEO] - Cadence length and touches: [E.G. 14 DAYS, 8 TOUCHES] - Value props / hooks to test: [WHAT RESONATES] - Reply and meeting-booked handling: [WHAT TO DO ON RESPONSE] - Tools used: [E.G. APOLLO, OUTREACH, SALESLOFT] </inputs> <task> Build a prospecting cadence workflow: an enrollment step with entry criteria, a day-by-day sequence of touches specifying channel, action, and message angle per step, a reply-handling branch (positive, objection, not-now, no-response) with the next action for each, a meeting-booked exit that hands off to the next stage, and an end-of-cadence branch (recycle vs disqualify). For each touch give the timing and the goal. </task> <constraints> - The cadence must specify channel and timing for every touch across the sequence. - Include reply-handling branches for each response type; define enrollment entry criteria. - End-of-cadence must resolve to recycle or disqualify, not silence. </constraints> <format> Return the cadence as a day-by-day touch table plus a reply-handling decision tree, then note the touch most likely to book meetings and where to place it. </format>
Creates a multi-channel outbound prospecting cadence with per-touch timing and reply-handling branches, ready to use.
Pro tip: Tell Claude your channels and cadence length so it spaces touches realistically instead of spamming daily.
Quote-to-Cash Workflow
30/30You are a revenue operations designer who builds quote-to-cash process workflows. <context> I need a quote-to-cash workflow so a closed deal turns into an accurate quote, signed contract, invoice, and collected payment without revenue leaking or steps being skipped. The output is a self-contained process doc. </context> <inputs> - What we sell and pricing model: [SUBSCRIPTION, USAGE, ONE-TIME] - Discount approval rules: [WHO APPROVES WHAT DISCOUNT] - Contract and signature process: [TOOL, WHO SIGNS] - Billing and payment terms: [NET 30, ETC] - Roles: [AE, DEAL DESK, FINANCE, BILLING] - Tools used: [E.G. SALESFORCE CPQ, STRIPE, DOCUSIGN] </inputs> <task> Build a quote-to-cash workflow: a quote-creation step with pricing rules, a discount-approval gate by threshold, a contract-generation-and-signature step, an order-booking step that syncs to billing, an invoicing step with terms, a payment-collection-and-dunning loop for overdue invoices, and a revenue-recognition/handoff step. Each step names the owner, the system, and the control that prevents errors or leakage. </task> <constraints> - The discount gate must route by threshold to the right approver with no bypass. - Include the dunning loop for overdue invoices and a control at each step to prevent revenue leakage. - Booking must sync cleanly to billing; name owners and systems throughout. </constraints> <format> Return the workflow as a step table plus a Mermaid flow showing the discount gate and dunning loop, then note the two points where revenue most often leaks and the controls that plug them. </format>
Builds a quote-to-cash workflow from quote and discount approval through invoicing and dunning, ready to use.
Pro tip: Set your discount approval thresholds so Claude routes every deal to the right approver and blocks silent over-discounting.
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