Practical AI workflows for your actual job.
Step-by-step recipes, copy-paste prompts and real sources for ChatGPT, Claude, Copilot, Gemini, n8n and more.
147 workflows · 9 roles · 7 tools · sources checked 2026-10-16
💬 Customer Support💰 Finance & Accounting🧑💼 HR🛠️ IT/Admin🔎 Internal Audit & SOX📣 Marketing⚙️ Operations📋 Project Management🤝 Sales
★ Popular workflows
Draft a reply to an angry customer email
⏱ 5-10 min per ticket (estimate, not measured)
Troubleshoot a user's IT issue step by step⏱ 10-20 min per ticket (estimate, not measured)
Write a job description from a few bullet points⏱ 30 min per JD (estimate, not measured)
Write a follow-up email after a sales call⏱ 10 min per call (estimate, not measured)
Turn meeting notes into a summary and action list⏱ 15 min per meeting (estimate, not measured)
Recap a project meeting you missed in Teams⏱ 20 min per meeting (estimate, not measured)
Budget-vs-actual variance analysis in Excel⏱ 1-2 hrs per month (estimate, not measured)
Chase overdue invoices with escalating AI reminders⏱ 2-4 hrs per month (estimate, not measured)
Draft a risk and control matrix (RCM)⏱ 4-8 hrs per process (estimate, not measured)
Auto-create LinkedIn posts from new blog articles via RSS⏱ 2-3 hrs per week (estimate, not measured)
Triage and summarize your inbox in Outlook⏱ 20-30 min per day (estimate, not measured)
Repurpose RSS blog posts into multi-platform social content⏱ 2-4 hrs per week (estimate, not measured)
All workflows
Screen resumes with Gemini and log scores to Google Sheets
⏱ 30-60 min per batch of 20 resumes (estimate, not measured)
CV analysis and candidate evaluation pipeline⏱ 20-40 min per role (estimate, not measured)
Generate new-hire appointment letters with approval step⏱ 15 min per hire (estimate, not measured)
Employee date reminders (birthdays, anniversaries, probation ends)⏱ 1-2 hrs per month (estimate, not measured)
HR and IT helpdesk chatbot with voice notes⏱ 2-5 hrs per week of FAQ replies (estimate, not measured)
Score interview transcripts and record results⏱ 20 min per interview (estimate, not measured)
Draft a job description from a hiring manager brief⏱ 30-45 min per JD (estimate, not measured)
Turn a policy document into a FAQ in Word⏱ 1 hr per policy (estimate, not measured)
Build an onboarding plan in a Claude Project⏱ 1-2 hrs per new role (estimate, not measured)
Invoice reminders and payment tracker⏱ 2-4 hrs per month (estimate, not measured)
Classify finance emails and log to Google Sheets⏱ 30 min per day (estimate, not measured)
Match vendor invoices with POs and goods receipts⏱ 3-6 hrs per month (estimate, not measured)
Extract financial documents from Gmail into Sheets⏱ 1-3 hrs per week (estimate, not measured)
Re-check EU VAT numbers on Stripe invoices⏱ 1 hr per month (estimate, not measured)
Analyze a budget-vs-actuals table in Excel⏱ 30-60 min per month-end (estimate, not measured)
Explain month-end variances in plain English for leadership⏱ 30 min per report (estimate, not measured)
Generate invoices from new Google Sheets rows⏱ 10 min per invoice (estimate, not measured)
Summarize spending trends in Google Sheets⏱ 30 min per quarter (estimate, not measured)
Vendor onboarding and compliance tracking⏱ 1 hr per vendor (estimate, not measured)
Verify onboarding compliance documents⏱ 30 min per file (estimate, not measured)
Archive HR and legal documents to Drive and Airtable⏱ 1-2 hrs per week (estimate, not measured)
Draft an SOP from meeting notes in Word⏱ 1 hr per SOP (estimate, not measured)
Turn a messy process description into a flowchart outline (Artifact)⏱ 45 min per process (estimate, not measured)
Daily brief and promise tracker⏱ 20-30 min per day (estimate, not measured)
Draft a vendor comparison in Google Docs⏱ 45 min per comparison (estimate, not measured)
Personalized sales emails from LinkedIn data⏱ 5 min per prospect (estimate, not measured)
Lead magnet deep research agent⏱ 30 min per account (estimate, not measured)
Qualify leads and book meetings with an AI assistant⏱ 2-4 hrs per week (estimate, not measured)
Automated sales follow-up with Gmail, Slack and Sheets⏱ 1-2 hrs per week (estimate, not measured)
Draft replies to business emails with ChatGPT⏱ 30 min per day (estimate, not measured)
Prep for a customer call in Outlook/Teams⏱ 15 min per call (estimate, not measured)
Post-meeting CRM update and follow-up draft⏱ 15 min per meeting (estimate, not measured)
Objection handling practice role-play⏱ Training time; not a direct saving (estimate, not measured)
Content marketing intelligence pipeline⏱ 2-3 hrs per week (estimate, not measured)
Trend-based video marketing ideas⏱ 1-2 hrs per week (estimate, not measured)
Generate ad banners with Gemini⏱ 1 hr per banner set (estimate, not measured)
Generate content from Google Sheets rows with ChatGPT⏱ 2-4 hrs per batch (estimate, not measured)
Send personalized emails from Sheets with ChatGPT⏱ 1-2 hrs per campaign (estimate, not measured)
Repurpose a webinar transcript into channel content⏱ 2-3 hrs per webinar (estimate, not measured)
Draft a campaign brief in Google Docs⏱ 45 min per brief (estimate, not measured)
Create a deck from a Word brief in PowerPoint⏱ 1-2 hrs per deck (estimate, not measured)
Email support agent with Gemini and GPT fallback⏱ 1-3 hrs per day (estimate, not measured)
Multi-channel support answers with RAG⏱ Varies with volume (estimate, not measured)
WhatsApp support bot with Google Docs knowledge base⏱ Varies with volume (estimate, not measured)
Triage voice and text support messages⏱ 30-60 min per day (estimate, not measured)
Rewrite a support reply for empathy and clarity⏱ 2-5 min per ticket (estimate, not measured)
Build macros from past tickets⏱ 3-4 hrs one-off (estimate, not measured)
Turn meeting notes into action items with Gemini⏱ 20 min per meeting (estimate, not measured)
Meeting summaries to Slack with Gemini⏱ 15 min per meeting (estimate, not measured)
Project management agent with Airtable and Fireflies⏱ 1-2 hrs per week (estimate, not measured)
Jira automation with Gemini⏱ 10 min per ticket (estimate, not measured)
Recap a Teams meeting with follow-ups⏱ 15-20 min per meeting (estimate, not measured)
Organize project notes in OneNote⏱ 15 min per week (estimate, not measured)
Draft a weekly status report⏱ 30 min per week (estimate, not measured)
Weekly wrap and calendar audit⏱ 30 min per week (estimate, not measured)
Slack IT helpdesk with vector search and Jira tickets⏱ 3-6 hrs per week (estimate, not measured)
Browse the n8n IT Ops template category⏱ Varies (estimate, not measured)
Write plain-English IT how-to guides⏱ 30 min per guide (estimate, not measured)
Draft an acceptable-use policy for AI tools⏱ 2-3 hrs one-off (estimate, not measured)
Summarize long email threads in Gmail⏱ 10 min per thread (estimate, not measured)
Use the Copilot Scenario Library to plan a rollout⏱ Planning aid (estimate, not measured)
Draft a reply to an angry customer email⏱ 5-10 min per ticket (estimate, not measured)
Summarize a long ticket history for handoff⏱ 5 min per handoff (estimate, not measured)
Turn product docs into a support knowledge-base article⏱ 1 hr per article (estimate, not measured)
Classify and tag a batch of tickets⏱ 1-2 hrs per week (estimate, not measured)
Summarize a customer email thread in Outlook⏱ 5-10 min per thread (estimate, not measured)
Draft a support follow-up email in Outlook⏱ 5 min per email (estimate, not measured)
Draft a support reply in Gmail⏱ 5 min per email (estimate, not measured)
Analyze support ticket trends in Google Sheets⏱ 1 hr per month (estimate, not measured)
Troubleshoot a user's IT issue step by step⏱ 10-20 min per ticket (estimate, not measured)
Write an IT outage or maintenance announcement⏱ 15 min per notice (estimate, not measured)
Explain a script or error log in plain English⏱ 15-30 min per item (estimate, not measured)
Create a new-starter IT setup checklist⏱ 1 hr one-off (estimate, not measured)
Summarize a vendor security questionnaire⏱ 1-2 hrs per vendor (estimate, not measured)
Draft an IT policy in Word from existing notes⏱ 1-2 hrs per policy (estimate, not measured)
Analyze an asset or license inventory in Excel⏱ 1-2 hrs per month (estimate, not measured)
Summarize IT ticket backlog in Google Sheets⏱ 30 min per week (estimate, not measured)
Write a job description from a few bullet points⏱ 30 min per JD (estimate, not measured)
Create an onboarding welcome doc for a new hire⏱ 1 hr per hire (estimate, not measured)
Draft interview questions in Word⏱ 30 min per role (estimate, not measured)
Draft an employee announcement in Gmail⏱ 15 min per announcement (estimate, not measured)
Analyze a spreadsheet of expenses⏱ 1 hr per month (estimate, not measured)
Create formulas and highlight outliers in Excel⏱ 30 min per sheet (estimate, not measured)
Build a summary table from raw data in Google Sheets⏱ 30 min per report (estimate, not measured)
Write a monthly finance commentary⏱ 1 hr per month (estimate, not measured)
Write a follow-up email after a sales call⏱ 10 min per call (estimate, not measured)
Get a Teams meeting recap and next steps for a sales call⏱ 15 min per call (estimate, not measured)
Draft a proposal email in Gmail⏱ 15 min per proposal (estimate, not measured)
Prepare a call brief from account notes⏱ 20 min per call (estimate, not measured)
Write social posts from a blog article⏱ 1 hr per article (estimate, not measured)
Draft a blog post outline in Google Docs⏱ 30 min per post (estimate, not measured)
Rewrite a document for a different audience in Word⏱ 30 min per doc (estimate, not measured)
Write a customer newsletter from bullet points⏱ 1 hr per issue (estimate, not measured)
Turn meeting notes into a summary and action list⏱ 15 min per meeting (estimate, not measured)
Take meeting notes automatically in Google Meet⏱ 20 min per meeting (estimate, not measured)
Triage and summarize your inbox in Outlook⏱ 20-30 min per day (estimate, not measured)
Write a weekly operations report⏱ 45 min per week (estimate, not measured)
Draft a project kickoff doc in Google Docs⏱ 1 hr per project (estimate, not measured)
Recap a project meeting you missed in Teams⏱ 20 min per meeting (estimate, not measured)
Draft an email to triage your project inbox⏱ 20 min per day (estimate, not measured)
Brainstorm project risks with the Gemini app⏱ 30 min per project (estimate, not measured)
Build a month-end close checklist⏱ 2-3 hrs one-off (estimate, not measured)
Reconcile bank statements to invoices with GPT and Sheets⏱ 3-6 hrs per month (estimate, not measured)
Reconcile revenue across Stripe, PayPal and bank⏱ 2-4 hrs per month (estimate, not measured)
Find unmatched items in an account reconciliation⏱ 1-2 hrs per rec (estimate, not measured)
Flag reconciling items in Google Sheets⏱ 1 hr per rec (estimate, not measured)
Extract invoices and receipts to Sheets with OCR⏱ 2-5 hrs per week (estimate, not measured)
Extract invoice data with OCR into your accounting flow⏱ 2-4 hrs per week (estimate, not measured)
Chase overdue invoices with escalating AI reminders⏱ 2-4 hrs per month (estimate, not measured)
Recover overdue invoices with escalating reminders⏱ 2-4 hrs per month (estimate, not measured)
Send Stripe unpaid-invoice reminders and escalate repeat defaults⏱ 1-2 hrs per month (estimate, not measured)
Draft a firm-but-friendly collections email sequence⏱ 1 hr one-off (estimate, not measured)
Budget-vs-actual variance analysis in Excel⏱ 1-2 hrs per month (estimate, not measured)
Explain variances for budget owners⏱ 1 hr per month (estimate, not measured)
Multi-source cash flow and tax forecast⏱ 3-5 hrs per month (estimate, not measured)
Build a simple 12-month forecast in Google Sheets⏱ 1-2 hrs per forecast (estimate, not measured)
Expense reporting from Airtable to QuickBooks⏱ 2-3 hrs per month (estimate, not measured)
Check expense claims against your expense policy⏱ 1-3 hrs per month (estimate, not measured)
Interactive bank expense report from statements⏱ 1-2 hrs per month (estimate, not measured)
Prepare an external audit PBC tracker and responses⏱ 3-5 hrs per audit (estimate, not measured)
Write clear journal entry descriptions⏱ 30 min per close (estimate, not measured)
Draft SAP Business One journal entries from Sheets with GPT⏱ 2-4 hrs per month (estimate, not measured)
Get Excel formula help (XLOOKUP, SUMIFS, dates)⏱ 15-30 min per task (estimate, not measured)
Debug and explain a broken Excel formula⏱ 15 min per formula (estimate, not measured)
Draft board and management report commentary⏱ 2-3 hrs per month (estimate, not measured)
Vendor onboarding checklist and document review⏱ 30-60 min per vendor (estimate, not measured)
Draft a risk and control matrix (RCM)⏱ 4-8 hrs per process (estimate, not measured)
Write a control narrative from walkthrough notes⏱ 2-3 hrs per process (estimate, not measured)
Draft test of design and operating effectiveness steps⏱ 1 hr per control (estimate, not measured)
Document sample selection rationale⏱ 30 min per control (estimate, not measured)
Write up a control deficiency and assess severity⏱ 1-2 hrs per deficiency (estimate, not measured)
Build a PBC request list⏱ 1-2 hrs per audit (estimate, not measured)
Draft an internal audit planning memo⏱ 2-3 hrs per audit (estimate, not measured)
Segregation-of-duties conflict review in Excel⏱ 2-4 hrs per review (estimate, not measured)
Collect user access review evidence with Entra access reviews⏱ 2-4 hrs per quarter (estimate, not measured)
Compare terminated users against active system access⏱ 1-2 hrs per quarter (estimate, not measured)
Summarize audit results for the audit committee⏱ 2 hrs per meeting (estimate, not measured)
Auto-create LinkedIn posts from new blog articles via RSS⏱ 2-3 hrs per week (estimate, not measured)
Draft and approve LinkedIn posts from RSS news⏱ 1-2 hrs per week (estimate, not measured)
Convert RSS items to X posts with images⏱ 1 hr per week (estimate, not measured)
Repurpose RSS blog posts into multi-platform social content⏱ 2-4 hrs per week (estimate, not measured)
Repurpose YouTube videos into social posts and thumbnails⏱ 2-3 hrs per video (estimate, not measured)
Build a weekly content calendar from audience comments⏱ 1-2 hrs per week (estimate, not measured)
Generate captions and schedule posts to Buffer⏱ 2-3 hrs per week (estimate, not measured)
Monitor brand mentions and alert Slack⏱ 3-5 hrs per week (estimate, not measured)
Draft Instagram comment replies with approval⏱ 1-2 hrs per week (estimate, not measured)
Social media sentiment and performance recap⏱ 1-2 hrs per week (estimate, not measured)
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