Founder & operator workflows

AI workshop intake template for teams

You're running an internal AI workshop and don't know what each attendee actually wants to build, so the session ends up generic.

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Audience
Founder & operator workflows
Problem
You're running an internal AI workshop and don't know what each attendee actually wants to build, so the session ends up generic.
Outcome
Each attendee shows up with a specific workflow problem, sample inputs, and a publish-or-not decision before the workshop starts.
Tools used
  • WhatsApp
  • Email
  • Spreadsheet
  • Any LLM with a draft-only review pass
Time required
30 minutes to send · 1 hour to triage 20 responses
Difficulty
Easy

Steps

  1. Define the workshop's single outcome — a published workflow, a working draft, or a reviewed prompt.
  2. Send an intake message asking: role, one workflow they want, sample input they can share safely, what they'd never automate.
  3. Use an LLM in draft-only mode to cluster responses into 3-5 themes. Read every response yourself.
  4. Pre-write a starter workflow for each cluster so no one starts at a blank screen.
  5. Confirm with each attendee 24 hours before the session that the starter fits their problem.

Example output

Cluster: Founder weekly metrics. 4 attendees. Starter: AI meeting-notes-to-action-tracker workflow. Sample input: anonymized weekly review notes.

Human-review point. An organizer must read every intake reply before clustering. LLM may suggest themes but cannot decide who attends or what is exposed.
Privacy notes. Do not paste real customer messages, health, or financial data into the LLM. Use sanitized examples or schemas only.

Fork and remix ideas

  • Use the same intake for community-bot onboarding interviews.
  • Use it as a pre-newsletter survey to seed practical issues.
  • Adapt for academic course intake — replace 'workflow' with 'research question'.
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