Mapping repetitive processes for automation with Zapier/Make
Identifies and prioritizes manual repetitive tasks that can be automated with no-code tools.
Conduct an audit of daily activities to identify the biggest time wasters and create automation workflows with Zapier or Make (Integromat).
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Prompt objective
Conduct an audit of daily activities to identify the biggest time wasters and create automation workflows with Zapier or Make (Integromat).
Real use case
Lucas Ferreira, an administrative analyst at a construction company in Goiânia, spends 3 hours per day on manual tasks: copying data from forms to spreadsheets, sending follow-up emails, generating weekly reports, and updating status on Trello.
Prompt
Audit my repetitive tasks and propose automations using Zapier or Make.\\\\\\\\n\\\\\\\\n**My daily/weekly activities:**\\\\\\\\n[DESCRIBE YOUR REPETITIVE TASKS IN DETAIL — e.g.:\\\\\\\\n- Every Monday: copy data from Google Forms to control spreadsheet\\\\\\\\n- Every day: send welcome email to new leads from the website\\\\\\\\n- Every Friday: generate report consolidating data from 3 spreadsheets\\\\\\\\n- Whenever a client pays: manually update status in CRM]\\\\\\\\n\\\\\\\\n**Tools I use:** [LIST — e.g.: Gmail, Google Sheets, Google Forms, Trello, Slack, WhatsApp Business, Notion, HubSpot]\\\\\\\\n\\\\\\\\n**For each task, analyze:**\\\\\\\\n\\\\\\\\n1) **Diagnosis**:\\\\\\\\n- Time spent per occurrence\\\\\\\\n- Frequency (daily, weekly, per event)\\\\\\\\n- Total monthly time wasted\\\\\\\\n- Risk of human error (high/medium/low)\\\\\\\\n- Automation priority (P1-P3)\\\\\\\\n\\\\\\\\n2) **Automation Solution**:\\\\\\\\n- Recommended tool (Zapier or Make) and why\\\\\\\\n- Trigger: what initiates the automation\\\\\\\\n- Actions: step-by-step of the automated flow\\\\\\\\n- Required plan (free or paid — indicate cost)\\\\\\\\n- Estimated implementation time\\\\\\\\n\\\\\\\\n3) **Priority Flows (Top 5)**:\\\\\\\\n- Complete description of the Zap/Scenario\\\\\\\\n- Connected apps\\\\\\\\n- Specific configurations (filters, formatters, delays)\\\\\\\\n- Suggested testing before activation\\\\\\\\n\\\\\\\\n4) **Automation ROI**:\\\\\\\\n- Hours saved per month (total)\\\\\\\\n- Tool cost vs. value of time saved\\\\\\\\n- Estimated error reduction\\\\\\\\n\\\\\\\\nOrganize by impact: highest time savings first.
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