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AI Productivity Handbook 5: Automation and Your Personal Work System

Reuse the AI methods that work, with less repeated manual handling and less rework

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All chapters
13
Locale
English
Course type

Learn to save the AI prompts and methods that work, connect repeated steps into a workflow, and run it automatically when needed. You also learn to check results, trace errors, and update methods, so similar work can reuse what you built the next time.

Best for

  • You already use AI for everyday tasks and want to turn one-off successes into methods you can rely on
  • You organize documents, spreadsheets, or recurring summaries and want fewer manual handoffs

Problems solved

  • Each time a task comes back, you re-explain the same instructions and dig through old chats
  • AI writes the text, but you still spend your time copying, formatting, and saving files
  • A workflow breaks or requirements change, and you don't know how to find the cause or update it

Outcomes
  • Save effective prompts and methods as templates or AI skills you can reuse with new material
  • Connect repeated steps into a workflow you can call on demand or start on a schedule
  • Check results, find the failing step, and resume from the right point without repeating finished work
  • Build an index of your methods to find and update them, and compare their long-term payoff

Highlights

  • Everyday cases such as meeting notes and expense spreadsheets, with short tasks for practicing judgment and revision
  • Examples use Claude Code, Mac Shortcuts, and Power Automate; hands-on steps need those tools and accounts

All chapters

13 chapters

Lesson 1: Choose Repetitive Work Worth Improving

Review work records to select a repetitive part worth improving first, specify the initial scope, choose a small improvement to retain, and explain how to check its effect.

Lesson 2: Save Methods and Replace Task-Specific Information

Organize tested methods into a template and short workflow usable with new material. Give a new conversation the current task, sequence, checks, and points requiring human handling.

Lesson 3: Check Reliability with Checklists and Samples

Turn a deliverable requirement into an evidence-based check. After changing a method, use the same normal and error samples to check whether the old error is fixed and previously correct results still work.

Lesson 4: Turn a Common Method into an AI Skill

Decide whether a method is suitable for an AI skill and clarify the skill and supporting material instructions. Check whether AI found the skill, read the materials, and produced a correct result.

Lesson 5: Connect Tools and Confirm Permitted Actions

Distinguish tool capabilities, account permissions, and what this task permits. Use reading and restriction test records to determine which operations are verified and which still need checking.

Lesson 6: Connect Repeated Steps into a Callable Workflow

Repair a disconnected part of a workflow, then use records to judge whether a script or shortcut received current input, processed it by the rules, and left a checkable result.

Lesson 7: Check Impact Before Bulk Changes and Sending

Identify what an action will affect and choose the necessary preview, recovery, or approval. Check objects, current state, and the approved version before deciding whether to execute.

Lesson 8: Check Run Status and Arrange a Handoff

Compare run records and actual results to distinguish completed, failed, and unconfirmed work. Explain the failure and next action so someone can take over.

Lesson 9: Check Completed Steps Before Retrying

Compare run records and actual results to decide where to continue and which actions can be retried. Specify attempt limits, intervals, duplicate prevention, and when to stop for human handoff.

Lesson 10: Start Automatically and Filter Before Processing

Choose a startup method for a verified workflow and specify the material for this run. Adjust filters so eligible work continues, irrelevant work stops, missing information is requested, and uncertainty awaits confirmation.

Lesson 11: Understand Key Rules and Check a New Version

Trace input to output, identify key rules, and try a local change. Compare samples and actual invocation records before deciding whether to replace the current version.

Lesson 12: Find Recurring Error Causes and Save Fixes

Compare material and records to find causes of recurring errors, propose a specific correction and its conditions of use, and decide where to save it after verification.

Lesson 13: Connect Methods into a Personal Work System

Improve navigation around a recurring task so you know where to start, check results, and update methods. Calculate preparation, checking, rework, and maintenance time and costs, then decide whether to retain, simplify, improve, or retire the arrangement.