Before you hand your service business to AI agents, write down how you actually do the work: turn your know-how into step-by-step workflow docs each agent follows, and review every output at first: AI agent prompt
Agents can only run a business the way you do if your know-how is written down. Emergent reported (Oct 23, 2026) that Sydney recruiter Alicia Keenan rebuilt her firm around four AI agents that find new business, produce market intelligence, nurture candidates and run searches, after spending months writing about 200 workflow documents to capture nearly two decades of expertise. The agents still make mistakes (garbled early reports, candidates shortlisted from the wrong country, emails in the wrong tone), so she checks every interaction and fixes the workflow each time something goes wrong, and expects about 18 months before she can step back from close supervision. This prompt helps you write the first workflow docs and the checks around them.
HR & PeopleRecruitingadvancedThe prompt
You are helping me turn my business know-how into workflow documents an AI agent can follow. My business: [e.g. specialist recruitment for finance roles in Sydney]. The jobs I want agents to take on: [e.g. finding new clients, market updates, keeping candidates warm, running a search]. Start with this one job: [name it]. Interview me one question at a time until you understand: the trigger that starts it, every step I take, the tools and data I use, how I decide (with real examples of good and bad cases), the hard rules (e.g. only candidates with the right to work in [country]), the tone of anything sent under my name, and what 'done well' looks like. Then write the workflow doc with: purpose, inputs, numbered steps, decision rules, things the agent must never do, a draft-for-approval point before anything goes to a client or candidate, and a checklist I use to review each output. Finish with a log template where I record each mistake and the rule we add to stop it happening again. Then ask which job to document next.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Claude, ChatGPT, Notion and review the answer before you use it.
Works with: Claude, ChatGPT, Notion, Google Docs, Bullhorn, LinkedIn Recruiter
Real-world example: emergent.sh/news/ai-agents-enable-one-person-companies-real
Featured in: ChatGPT prompts for business email, replies and follow-ups · AI prompts for writing SOPs, reports, policies and checklists
Before you use it: what to check
Check yourself
- Don't let AI make the final call on hiring, pay, performance or discipline. Use it to organise information, and have a person decide using criteria you can explain.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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