Not every process in your company is worth automating, but finding the ones that are saves noticeable time and money. This skill systematically takes apart your existing workflows: where are the repetitive, rule-based tasks? Where would the benefit be greatest? What can you tackle right away?
\nThe result is an effort/benefit matrix in four quadrants, a rough ROI estimate for the most promising potentials, and a prioritized implementation roadmap. Added to this is a governance recommendation per automation: what can run fully automatically, what needs human review, and what should stay manual. The skill is built for operations leads and managers who want to approach automation systematically instead of case by case.
\nWhat it deliberately does not do: it does not implement any automation and does not replace technical implementation planning. The ROI figures are rough estimates based on your input, not a reliable calculation. The more precise your process description, the more useful the result.
\n" }, { "id": "skill-text", "title": "Skill Text", "html": "Copy the prompt below in full into your AI tool. As a file: automatisierungs-konzept.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Describe your processes", "beschreibung": "You describe, for each process, the steps, frequency, time spent, and tools involved.", "rolle": "mensch" }, { "nr": 2, "titel": "Analysis and assessment", "beschreibung": "The skill rates automatability, builds the effort/benefit matrix, estimates the ROI, and assigns governance levels.", "rolle": "automatisch" }, { "nr": 3, "titel": "Roadmap with quick wins", "beschreibung": "You receive a prioritized implementation order, an ROI estimate, and a governance recommendation per automation.", "rolle": "ergebnis" }, { "nr": 4, "titel": "Implement quick wins", "beschreibung": "You start with the simplest automations and expand from there step by step.", "rolle": "mensch" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26", "umsetzung": [ { "titel": "Document your processes", "text": "Describe each process step by step, including time spent and frequency." }, { "titel": "Set up the skill", "text": "Copy the skill text into your AI tool and enter your process descriptions." }, { "titel": "Quick wins first", "text": "Implement the simplest automations first, then expand step by step." } ], "zutaten": [ "Processes", "Steps", "Frequency", "Time spent", "Tools" ], "beispielSzenario": "Your team spends several hours every week on CRM updates after client calls, on manual invoice dispatch, and on social media posting. You want to know which of these is worth automating and which is not. The skill analyzes the three processes, estimates the ROI, and shows, for example, that CRM updates are a quick win with about 30 minutes saved per day against roughly two hours of implementation effort, while social media posting is a strategic project with a longer lead time.", "eingaben": [ { "feld": "Process description(s) with steps", "pflicht": true }, { "feld": "Tools and systems involved", "pflicht": true }, { "feld": "Time spent per execution", "pflicht": false }, { "feld": "Frequency (daily, weekly, monthly)", "pflicht": false }, { "feld": "Known pain points and error sources", "pflicht": false }, { "feld": "Budget for automation", "pflicht": false } ], "ausgabe": "A process analysis with an automatability rating, a potential table, an effort/benefit matrix, a rough ROI estimate, a prioritized roadmap, and a governance recommendation per automation.", "prompt": "# DESCRIPTION\nYou analyze existing processes for automation potential. You identify repetitive, rule-based tasks, assess their benefit, and create a prioritized roadmap with a rough ROI estimate. Where facts are missing, explicitly mark assumptions as such and keep them separate from confirmed statements.\n\n# INPUT\n- Process description(s) with steps (required)\n- Tools and systems involved (required)\n- Time spent per execution (optional)\n- Frequency: daily, weekly, monthly (optional)\n- Known pain points and error sources (optional)\n- Budget for automation (optional)\n\n# OUTPUT\n1. Process analysis: per process, current state, time spent, automatability (scale 1 to 5)\n2. Automation potentials: table with process, potential, effort, benefit, priority, tool\n3. Effort/benefit matrix: four quadrants, quick wins, strategic, nice to have, not worthwhile\n4. ROI estimate: investment versus annual savings, marked as a rough estimate\n5. Roadmap: prioritized implementation order\n6. Governance: what runs fully automatically (green), what needs review (yellow), what stays manual (red)\n\n# CONTEXT\n- Placeholders: COMPANY, INDUSTRY, USER_ROLE, TOOL_LANDSCAPE, AUTOMATION_TOOLS, GOVERNANCE_RULES\n- Domain knowledge: process automation, RPA, workflow optimization, ROI calculation\n- Constraint: ROI figures are rough estimates, not a binding calculation. This skill delivers an analysis, not an implementation.\n- Address the user in a professional manner throughout.\n\n# WORKING INSTRUCTIONS\n## Step 1: Analyze processes\nCapture each process in detail and rate its automatability on a scale from 1 to 5.\n### Rules: 5 means fully automatable and rule-based, 1 means barely automatable, high judgment required.\n### No-gos: Do not classify any process as blanket non-automatable. Check individual sub-steps instead.\n\n## Step 2: Assess potentials\nWeigh effort (implementation) against benefit (time saved, error reduction).\n\n## Step 3: Build the matrix and ROI\nBuild the effort/benefit matrix. Calculate the ROI as annual savings minus costs, divided by costs, and mark the result as a rough estimate.\n\n## Step 4: Build the roadmap\nOrder in this sequence: 1) quick wins, 2) strategic projects, 3) nice to have.\n\n## Step 5: Governance recommendation\nGive a recommendation per automation: green for fully automatic, yellow for with review, red for manual.\n\n# QUALITY CONTROL\n[ ] At least 3 processes are analyzed in detail\n[ ] Automatability is rated per process (1 to 5)\n[ ] The effort/benefit matrix with 4 quadrants is in place\n[ ] An ROI estimate for the top potentials is calculated and marked as a rough estimate\n[ ] A prioritized roadmap with a sequence is defined\n[ ] A governance recommendation (green/yellow/red) is in place per automation\n[ ] Quick wins are clearly named\n[ ] Assumptions are visibly separated from confirmed statements\n\n# CONVERSATION START\nDescribe the processes you want to take a closer look at. Ideal per process: what gets done, how often, how long, with which tools? I will analyze the potentials and create a roadmap with quick wins.", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the skill text above using the copy button.", "Click your profile picture and select \"Skills\".", "Click \"Create skill\" and paste the copied text as the instruction.", "Adjust inputs, outputs and format where your case requires it.", "Save the skill. It is available in all chats from that point on." ], "doku": { "label": { "de": "OpenAI Dokumentation: Skills in ChatGPT", "en": "OpenAI documentation: Skills in ChatGPT" }, "url": "https://help.openai.com/de-de/articles/20001066-skills-in-chatgpt" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the skill text above using the copy button.", "Open claude.ai and go to \"Skills\" in your profile.", "Create a new skill and paste the copied text as the instruction.", "The skill works in claude.ai, in Claude Code and through the API.", "Available on the Pro, Max, Team and Enterprise plans." ], "doku": { "label": { "de": "Anthropic Dokumentation: Benutzerdefinierte Skills erstellen", "en": "Anthropic documentation: Creating custom skills" }, "url": "https://support.claude.com/de/articles/12512198-benutzerdefinierte-skills-erstellen" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the skill text above using the copy button.", "Open Copilot Studio and create a new agent.", "Paste the copied text as the instruction.", "Connect knowledge sources and tools where needed.", "Publish the agent for yourself or for your organisation." ], "doku": { "label": { "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen", "en": "Microsoft documentation: Create and deploy an agent" }, "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started" } }, { "plattform": "Langdock", "anbieter": null, "schritte": [ "Copy the skill text above using the copy button.", "Open the sidebar and click \"Add skill\".", "Paste the copied text directly as the instruction.", "Connect the skill to integrations such as Gmail or Slack where needed.", "Save the skill and release it for yourself or your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Skills", "en": "Langdock documentation: Skills" }, "url": "https://docs.langdock.com/de/product/chat/skills" } } ] }, "itemIcon": "workflow", 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to Zapier.", "domaene": "Automatisierung & No-Code", "logoFile": "make.svg", "logoEinzug": 1 }, { "slug": "n8n", "category": "tool", "name": "n8n", "teaser": "n8n is a node-based automation platform with native AI agent building blocks, available as a free open-source community edition or as a managed cloud solution.", "domaene": "Automatisierung & No-Code", "logoFile": "n8n.png", "logoEinzug": 1 }, { "slug": "zapier", "category": "tool", "name": "Zapier", "teaser": "Zapier is a no-code platform that connects more than 8,000 web applications and now also bundles AI orchestration into a single plan.", "domaene": "Automatisierung & No-Code", "logoFile": "zapier.png", "logoEinzug": 0.78 }, { "slug": "zernio", "category": "tool", "name": "Zernio", "teaser": "API platform for developers and AI agents that bundles social media publishing, a messaging inbox, phone number provisioning, and ad boosting across roughly 15 platforms behind a single call.", "domaene": "Automatisierung & No-Code", 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