Build with AI · Practical guide

Build a workflow you will actually use

Beginner · Published 2026-11-02 · Reviewed 2026-10-05

Tools
Multi-tool
Audience
People getting started with AI
Topic
Build with AI
Sticky notes arranged across a whiteboard workflow
Sticky notes arranged across a whiteboard workflow

You’ll finish with: a small workflow another person can run and review.

A repeatable workflow is a short route from input to checked output. It does not need twelve tools and a diagram that looks like public transport. Start with one weekly job.

Set up

Allow 25 minutes. Use chat and a document you can save. No scheduling or account connection is needed until the manual route works.

Download this guide’s practice sheet ↓

Try this example

FICTIONAL PRACTICE MATERIAL
Weekly handover input: job A complete; job B waiting for supplier quote; job C overdue, owner Lee. Output needed: a five-line handover and an open-actions table. Jo reviews before sharing.

Do the task

  1. Write down the input, draft step, check and person who shares the result.
  2. Run the sample through that sequence and note where you had to explain something twice.
  3. Update the procedure and run a second sample with one missing owner.

Your reusable prompt

Write a four-step procedure for this weekly handover. Include required inputs, the AI task, factual checks and Jo’s review. Produce the example output without sharing it.

PRACTICE INPUT
Weekly handover input: job A complete; job B waiting for supplier quote; job C overdue, owner Lee. Output needed: a five-line handover and an open-actions table. Jo reviews before sharing.

Refine your result

Add a branch for missing information. The procedure should pause that row for review rather than invent an owner.

Check the result

A remains complete; B is waiting; C is overdue with Lee. The second run should expose its missing owner. Publishing must remain a separate action.

Save and reuse

Save handover-procedure.md and both checked test results. Turn it into a skill only after you can repeat it.