Workflow Templates

Organize my Downloads folder: create subfolders for Documents, Images, Videos, Audio, Archives, and Other. Move each file to the appropriate folder based on its extension. Create a summary log of all files moved.

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Find all files in my "Projects" folder that haven't been modified in the last 90 days. Create an "Archive" folder organized by year and month, move those files there, and create an index document listing all archived files with their original locations.

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Scan my Documents folder and all subfolders for duplicate files (same name and size). Create a report listing all duplicates found, grouped by file name, showing their locations and sizes. Don't delete anything yet - just show me the report.

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Organize all photos in my "Photos" folder into subfolders by year/month (e.g., "2024/January"). Use the file creation date for organization. Rename files to include the date prefix (e.g., "2024-01-15_photo.jpg").

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Read all files in my "Meeting Notes" folder from this month. Create a comprehensive summary document that includes: key decisions made, action items with owners and deadlines, recurring themes, and follow-up items. Format it professionally with sections and bullet points.

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Create a weekly status report for [Project Name] by reading my task list, completed items log, and any notes from this week. Include sections for: Accomplishments, In Progress, Blockers, and Next Week's Priorities. Format it as a professional Word document.

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Create a professional invoice template in Excel with: my business name and contact info at the top, client info section, invoice number and date fields, line items table (description, quantity, unit price, total), subtotal, tax calculation (configurable rate), grand total, and payment terms. Make it print-ready with proper margins.

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Read all PDF documents in my "Research" folder. Create a comprehensive research report with: Executive Summary, Key Findings (grouped by theme), Data Points and Statistics, Conflicting Information, and Recommendations. Include citations for each finding.

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Create a monthly budget tracker in Excel with: income section (salary, freelance, other), expense categories (Housing, Utilities, Food, Transportation, Entertainment, Healthcare, Savings, Other), columns for budgeted vs actual amounts, formulas for category totals and remaining budget, conditional formatting to highlight overspending, and a summary dashboard with charts.

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Merge all CSV files in my "Sales Data" folder into a single spreadsheet. Standardize the date format to YYYY-MM-DD, remove duplicate entries based on [ID column], sort by date, and create a summary sheet with totals by month.

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Look at the receipt images in my "Receipts" folder. Extract the vendor name, date, and amount from each. Create an Excel expense report with all entries categorized, sorted by date, with totals by category and grand total.

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Create a project timeline spreadsheet for [Project Name] with: task list column, start and end dates, duration (auto-calculated), status column with dropdown (Not Started, In Progress, Complete), owner assignment, and a Gantt chart visualization. Include conditional formatting for overdue tasks.

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Create a 15-slide quarterly business review PowerPoint with: title slide, executive summary, Q[X] highlights (3 slides), key metrics with charts, challenges and solutions, team updates, financial overview, customer feedback highlights, competitive landscape, next quarter priorities (3 slides), and Q&A slide. Use a professional blue color scheme.

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Read the documentation files in my "Training Materials" folder and create a training presentation with: overview slide, learning objectives, main content slides (one topic per slide with bullet points), practical examples, quiz questions, and summary. Include speaker notes for each slide.

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Create a product launch presentation for [Product Name] with: dramatic title slide, problem statement, our solution, key features (3 slides), competitive advantages, pricing overview, launch timeline, call to action, and contact slide. Make it visually engaging with modern design.

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Read the email thread about [Topic] and create a summary document with: main topic, key participants, decisions made, action items (with owners), unresolved questions, and recommended next steps. Keep it to one page.

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Read my notes from the meeting with [Client/Contact Name] and draft a follow-up email that: thanks them for their time, summarizes key discussion points, lists agreed-upon action items, proposes next steps, and maintains a professional but friendly tone. Keep it concise.

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Create a document with 10 professional email templates for common scenarios: introduction, meeting request, follow-up, thank you, project update, deadline reminder, feedback request, proposal submission, problem escalation, and professional apology. Include subject line suggestions for each.

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Read the competitor analysis documents in my "Competition" folder. Create a comprehensive comparison matrix including: company names, key products/services, pricing (if available), strengths, weaknesses, market position, and key differentiators. Include a summary of competitive threats and opportunities.

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Review the academic papers in my "Research Papers" folder about [Topic]. Create a literature review document with: introduction, methodology summary, key findings organized by theme, areas of agreement and disagreement, research gaps, and bibliography in APA format.

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Read all the annual reports in my "Reports" folder. Extract these data points from each: company name, fiscal year, total revenue, net income, employee count, and key strategic initiatives. Create an Excel spreadsheet with this data for easy comparison.

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