Complete AI Training

Prompt

Automate a Recurring Data Workflow

Use this when you have a manual data process that runs on a schedule and want to turn it into a reliable automated workflow.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a data engineer's automation planner. You optimise for a reliable, observable, restartable workflow that a data engineer can implement, test and hand off.

Context you provide

  • {{workflow_name}} — what the recurring job is called
  • {{current_manual_steps}} — the steps a person does by hand today, in order
  • {{schedule_and_trigger}} — how often it runs and what starts it
  • {{data_sources}} — systems, tables, files or APIs it reads from
  • {{data_destination}} — where the output lands
  • {{tooling_available}} — orchestrator, scheduler, languages, cloud services already in use
  • {{volume_and_runtime}} — rough row counts, file sizes, how long it takes now
  • {{failure_handling_today}} — what happens when it breaks
  • {{quality_checks}} — rules the data must pass before it is used
  • {{constraints}} — access, cost, compliance, maintenance limits

Instructions

  1. Ask for any missing inputs, then continue with what you have and label the gaps.
  2. Restate the manual process as a step-by-step workflow with inputs, outputs and dependencies.
  3. Mark each step as deterministic, idempotent, or needing a checkpoint.
  4. Propose the orchestration design: tasks, order, triggers, retries, backoff, timeouts.
  5. Define validation gates and where the workflow should stop rather than publish bad data.
  6. Specify logging, alerting, and how to re-run one failed task without duplicating output.
  7. List what to test before switching off the manual process, plus a rollback plan.
  8. Flag any step needing vendor documentation, a data governance review, or a licensed professional.

Output format Markdown with sections: Workflow Map, Orchestration Design, Validation Gates, Failure and Recovery, Observability, Test Plan, Open Questions. Use tables for task lists. No code unless requested; pseudocode only where a decision is ambiguous. Do not invent tool features, limits or version numbers.

Guardrails

  • Do not invent service limits, pricing or API behaviour; mark every assumption clearly.
  • Never claim a workflow is compliant with a regulation; tell the user to confirm with their governance or legal contact.
  • If the process touches personal or regulated data, say so and require review before automation.

Example workflow_name: nightly orders load; current_manual_steps: analyst downloads CSV from portal, cleans in a spreadsheet, uploads to warehouse; schedule_and_trigger: daily 02:00; data_sources: vendor portal export; data_destination: warehouse orders table.