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Sample Workflows

Implement these proven workflows to maximize the value of Schatzi AI in your daily operations.

Daily Workflows​

Build AI into your daily routine with these quick, high-impact workflows.

Morning News & Market Digest​

Time Required: 5-10 minutes
Model: Web Search (BASIC plan)
Frequency: Daily

Start your day informed without spending an hour reading news sources.

Prompt Template:

You are a Swiss financial analyst.

Provide a brief morning digest covering:

1. Overnight Market Movements:
   - Asia-Pacific indices (Nikkei, Hang Seng, ASX)
   - Key overnight US movements (if relevant)
   - CHF exchange rates vs. major currencies
   
2. European Market Opening:
   - DAX, CAC, FTSE early trends
   - SMI and Swiss stocks
   - Bond yields and commodities
   
3. Key News for Swiss Businesses:
   - Regulatory announcements (FINMA, SNB, etc.)
   - Major corporate news
   - Economic data releases

Format: Maximum 300 words, bullet points
Highlight urgent items with [ALERT]
Focus on actionable information

Email Drafting​

Time Required: 2-3 minutes per email
Model: Standard (for routine emails) or Thinking Mini (for complex topics)
Frequency: Throughout the day

Transform email writing from a time sink into a quick, consistent process.

Routine Email Prompt:

Draft a professional email in [German/French/Italian/English].

Sender: [Your role]
Recipient: [Their role and relationship]
Purpose: [What you want to achieve]

Key points to communicate:
- [Point 1]
- [Point 2]
- [Point 3]

Tone: [Professional / Friendly / Formal / Apologetic / etc.]
Length: [Brief (under 100 words) / Standard (100-200) / Detailed (200-300)]

Context: [Any relevant background]

Meeting Summarization​

Time Required: 5-7 minutes
Model: Standard or Thinking Mini
Frequency: After each meeting

Turn scattered meeting notes into actionable summaries.

Prompt Template:

Transform these meeting notes into a professional summary.

Meeting: [Title/Topic]
Date: [Date]
Attendees: [List key participants]
Duration: [Time]

Raw Notes:
[Paste your notes here]

Create summary with these sections:
1. Meeting Purpose (1 sentence)
2. Key Decisions Made
3. Action Items (format: [Action] - [Owner] - [Deadline])
4. Topics for Follow-Up
5. Next Steps

Format: Professional, concise, scannable
Length: Maximum 1 page

Quick Data Analysis​

Time Required: 5-10 minutes
Model: Data Analysis
Frequency: As needed throughout the day

Get instant insights from spreadsheets and data files.

Prompt Template:

Analyze this data and provide quick insights.

[Attach CSV/Excel file]

Questions to answer:
1. [Specific question 1]
2. [Specific question 2]
3. [Specific question 3]

Format: 
- Executive summary (2-3 sentences)
- Bullet points for each question
- Flag any anomalies or surprises

Weekly Workflows​

Team Status Summary​

Time Required: 20-30 minutes
Model: Thinking Mini or Document Analysis
Frequency: Weekly

Synthesize information from multiple sources into a comprehensive team update.

Multi-Step Workflow:

Step 1 - Document Review:

I'm preparing a weekly team summary. I'll upload [X] documents.

Review each document and extract:
- 3 most important takeaways
- Any urgent issues
- Key metrics

[Upload documents]

Step 2 - Synthesis:

Synthesize findings into a one-page team summary.

Structure:
1. Executive Summary (3 sentences)
2. Week Highlights (top 3 accomplishments)
3. Key Metrics Overview
4. Issues & Blockers
5. Next Week's Priorities

Target audience: Management team
Tone: Professional, data-driven, actionable

Monthly Workflows​

Management Report Generation​

Time Required: 60-90 minutes
Model: Data Analysis + Thinking – Large
Frequency: Monthly

Transform raw data into polished management reports.

Phase 1 - Financial Analysis:

Analyze monthly financial data.

Focus:
1. Revenue vs. budget
2. Expense variances (>10%)
3. Profitability trends
4. Key financial metrics

[Attach financial exports]

Phase 2 - Report Creation:

Create comprehensive management report.

Sections:
1. Executive Summary (1 page)
2. Financial Performance (2 pages)
3. Operational Performance (1-2 pages)
4. Strategic Initiatives (1 page)
5. Forward Look (1 page)

Format: Professional business report
Include specific numbers and insights

Ad-hoc Workflows​

Contract & Policy Review​

Time Required: 45-90 minutes
Model: Document Analysis + Thinking – Large
Frequency: As needed

Critical Reminder

Always follow AI review with internal legal validation.

Step 1 - Initial Review:

You are a Swiss legal specialist familiar with FADP and GDPR.

Review this [contract type].

[Upload document]

Check:
1. Document structure completeness
2. Essential elements present
3. Obvious issues or contradictions

Step 2 - Compliance Check:

Deep dive into Swiss legal compliance.

Focus on:
- FADP requirements
- Swiss contract law principles
- Industry-specific regulations

For each area, assess: Compliant / Needs Review / Non-Compliant

Workflow Optimization Tips​

1. Create a Personal Prompt Library​

  • Save prompts that work well
  • Organize by task type
  • Share successful prompts with team

2. Batch Similar Tasks​

  • Process all emails at set times
  • Analyze multiple files together
  • Maintain consistent quality

3. Know When to Switch Models​

  • Standard: Quick, routine tasks
  • Thinking Mini: Regular analysis
  • Thinking – Large: Complex, high-stakes work
  • Data Analysis: Spreadsheets and CSV files

4. Measure Your ROI​

Track:

  • Time before AI vs. with AI
  • Quality improvements
  • Business impact
Success Pattern

Most successful users develop their workflow library over 4-8 weeks, then share best practices across their team.