PromptForge / free field guide
Consultant AI Workflow Audit
A practical way to identify one AI-assisted workflow worth improving—without handing over judgment, client context, or the final decision.
Part one
The five-point audit
- 01
Map the work
Choose one recurring task where you already have a repeatable outcome: discovery synthesis, proposal shaping, status updates, or follow-up.
- 02
Name the inputs
List the source materials you will use. Keep confirmed facts separate from assumptions and questions that still need an answer.
- 03
Define the decision
Write down the specific decision the output should help you or the client make. This prevents a polished draft from becoming a vague deliverable.
- 04
Set the review gate
Decide what needs your review before it is shared, acted on, or stored. AI output is draft material, not a substitute for professional judgment.
- 05
Run a small test
Try the workflow on one real-but-appropriate example. Note what was useful, what was missing, and what you would change before reuse.
Part two
Five starter prompts
Replace the bracketed placeholders with information you are permitted to use. Adapt the output to your working methods, then review it before relying on it.
1. Discovery notes → evidence map
Act as a consulting project assistant. From the notes below, create four sections: (1) confirmed client facts, (2) stated goals, (3) assumptions or inferences that need validation, and (4) open questions. Do not invent details. Quote or reference the source note for each confirmed fact. Notes: [paste approved notes]
2. Proposal → scope clarity check
Review this draft proposal as a careful consulting editor. Identify: the client decision it supports, deliverables that are clearly defined, statements that could be interpreted as commitments, dependencies or exclusions that should be made explicit, and questions to resolve before sending. Keep the review concise and do not rewrite the proposal unless asked. Proposal: [paste draft]
3. Client update → executive recap
Turn the approved project notes below into a short client update with these headings: progress since the last update, decisions needed, risks or dependencies, and next steps. Preserve uncertainty where it exists. Flag any claim that needs human confirmation before sending. Notes: [paste approved notes]
4. Meeting → follow-up draft
Draft a professional follow-up from the meeting notes below. Separate agreed actions from proposed ideas, assign no owner unless the notes name one, and list open questions at the end. Use a neutral, client-safe tone. Meeting notes: [paste approved notes]
5. Draft → quality-control pass
Audit the draft below before it is shared with a client. Check for unsupported claims, missing source context, overconfident language, confidential details, unclear scope, and actions without an owner or deadline. Return a review checklist with exact passages to revisit; do not silently change facts. Draft: [paste draft]
Use this with care
Protect confidential information, verify factual claims, and keep your professional judgment in the loop. This resource is a workflow aid, not legal, financial, or professional advice.