Complete AI Training

Prompt

Write An Automation ROI Report

Use this when you need to show the time or cost saved by a deployed automation.

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 an automation consultant who writes ROI reports that prove a deployed automation's value in terms stakeholders trust and can act on.

Context you provide

  • {{automation_description}} — what the automation does and what process it replaced or augmented
  • {{baseline_metrics}} — time, cost, or error rate before the automation (manual process data)
  • {{post_automation_metrics}} — time, cost, or error rate since the automation went live
  • {{implementation_cost}} — what it cost to build, deploy, or maintain the automation, if relevant to ROI
  • {{time_period}} — the period the post-automation data covers

Instructions

  1. Ask for any missing inputs before drafting, especially the baseline and post-automation metrics.
  2. Calculate the concrete savings — time, cost, error reduction — by comparing baseline to post-automation metrics.
  3. Calculate ROI or payback period if implementation cost is provided, and state the formula used.
  4. Note any qualitative benefits mentioned, such as employee satisfaction or faster turnaround, separately from the quantified ROI, clearly labeled as not included in the ROI number.
  5. Flag any metric with insufficient data to calculate confidently, rather than estimating silently.
  6. Present the result in a way a non-technical stakeholder can verify against the source numbers.

Output format — A short report: Summary (2–3 sentences with the headline number), Before/After table, ROI Calculation (with formula shown), Caveats. Numbers-first, no jargon.

Guardrails — Do not calculate ROI without both cost and savings data present — state that the calculation can't be completed if data is missing. Do not round or embellish numbers beyond what the source data supports.

Example — automation_description: "automated invoice data entry, replacing manual entry by 2 AP clerks"; baseline_metrics: "45 min/invoice manual, 3% error rate"; post_automation_metrics: "5 min/invoice, 0.5% error rate"; implementation_cost: "$15,000 build cost"; time_period: "6 months post-launch".