Workflows · 82 items

Things to actually build this week.

AI workflows, grouped by role. Every card shows who it's for, what you can copy, and which tools you'll need.

Daily workflows

One tested workflow a day.

Exact prompts, gotchas, and the time saved — written for one role, usable in your next work session.

July 23, 2026✓ Tested

Audit an AI System's Transparency Disclosure Against the EU AI Act Guidelines

Legal90 minutes per disclosure reviewed
July 22, 2026✓ Tested

Draft an EU AI Act Agent-Disclosure Compliance Statement from Your Deployment Notes

Founder3 hours per compliance statement
July 21, 2026✓ Tested

AI Bias Audit Memo: Turn a Job Description + Screening Criteria Into a Structured Liability Risk Assessment

HR2-3 hours per screening tool reviewed
July 20, 2026✓ Tested

Draft a Class-Action Risk Memo for Your AI Hiring Tool Stack

Legal3-4 hours per memo
July 17, 2026✓ Tested

Draft a Protected-Leave Audit Memo: Spot AI-Assisted Layoff Bias Before Legal Does

HR3-4 hours per RIF cohort review
July 16, 2026✓ Tested

Build an AI ROI Scorecard for Your Agentic Deployments Using the OpenAI Framework

Consulting3-4 hours per client scorecard
July 15, 2026✓ Tested

Build a CFO AI J-Curve Briefing: Turn Raw Cost and Productivity Data into a Board-Ready ROI Timeline

Finance4-6 hours per board deck
July 14, 2026✓ Tested

Turn a Whistleblower Complaint Into a Privileged AI Risk Memo: A Prompt Workflow for Legal Teams

Legal2-3 hours per incoming complaint
July 13, 2026✓ Tested

Turn a Raw Incident Slack Export into a Publishable Postmortem in One Prompt Session

Developer60-90 minutes per incident
July 10, 2026✓ Tested

Turn a Raw Webinar Transcript into a 5-Email Nurture Sequence with Distinct Angles

GTM3-4 hours per webinar
July 9, 2026✓ Tested

Turn a Raw Expense Report Batch into an AI-Fraud Risk Memo

HR45 minutes per batch review
July 8, 2026✓ Tested

Run a Citation-Existence Audit on a Thought-Leadership Draft Before It Ships

Consulting2-3 hours per white paper
July 7, 2026✓ Tested

Build a Vendor-Spend Anomaly Screen from an AP Export

Finance2-3 hours per close
July 6, 2026✓ Tested

Build a First-Call Research Brief on a Target Account from Public Sources

GTM45 min per discovery call
✓ Tested

Turn your prompt library into Agent Skills: your first SKILL.md (Day 24 stretch, 30-Day Challenge)

Developerre-pasting your best prompts into every session
✓ Tested

Attack your own agent: the prompt-injection red-team kit (Day 28 of the 30-Day Challenge)

Developerone incident report
✓ Tested

The prompt rewrite: turn three weak prompts into keepers (Day 2 of the 30-Day Challenge)

Founderthe third re-roll of every bad answer
✓ Tested

Build an assistant that knows your work: Custom GPT / Claude Project setup (Day 19 of the 30-Day Challenge)

Founderre-explaining your context in every single chat
✓ Tested

Messy notes in, decisions out: the meeting workflow (Day 10 of the 30-Day Challenge)

Founderthe 20 minutes after every meeting
✓ Tested

Connect your agent to real data with MCP — without over-granting (Day 28 stretch, 30-Day Challenge)

Developerthe copy-paste bridge between your agent and your real tools
✓ Tested

Your first automation: form → AI summary → draft → spreadsheet, step by step (Day 22 of the 30-Day Challenge)

Founderone recurring 15-minute chore, forever
✓ Tested

Evals for humans: the known-answer test sheet for your agent (Day 27 of the 30-Day Challenge)

Developerdiscovering failures in production instead of in a spreadsheet
✓ Tested

Build your Email Prompt Bank: five prompts that handle 80% of your inbox (Day 8 of the 30-Day Challenge)

Founder30–45 minutes of inbox time a day
✓ Tested

Codex as the engineer you brief: spec → diff → tests → review (Day 24 of the 30-Day Challenge)

Developerthe scaffold-and-boilerplate half of a small feature
✓ Tested

Build a real website with Claude Code, start to deployed (Day 25 code lane, 30-Day Challenge)

Developera weekend of scaffolding, styling, and deploy config
✓ Tested

Build a mobile app with Claude Code + Expo, running on your phone (Day 25 code lane, 30-Day Challenge)

Developerthe entire React Native setup gauntlet
✓ Tested

Build the capstone agent: email triage with a human approval gate (Day 26 of the 30-Day Challenge)

Developerthe first inbox pass of the day
July 3, 2026✓ Tested

Spot-Check Every Citation in a Brief Before Filing

Legal45-90 min per brief
July 2, 2026✓ Tested

Draft an Investor-Update Email from a Metrics Snapshot and Last Month's Update

Founder60-90 minutes per month
July 1, 2026✓ Tested

Turn a Payer Policy-Update Bulletin into Revenue-Cycle Action Items

Healthcare40 minutes per bulletin
June 30, 2026✓ Tested

Turn a Bug Report + Fix Diff into a Regression Test Suite

Developer30-45 min per bug fix
June 29, 2026✓ Tested

Anonymize and Theme Exit-Interview Notes into a Quarterly Attrition Brief

HR3-4 hours per quarter
June 26, 2026Untested

Redline a contract against your playbook (Harvey in M365 / Word Copilot)

Legalthe first pass of a vendor-contract review
June 25, 2026✓ Tested

Turn Claude Code into your CFO copilot

Financethe manual half of a monthly close review
June 24, 2026✓ Tested

Build a working app from a plain-English spec (Lovable / Replit Agent / v0)

Foundera developer's first afternoon of setup
June 23, 2026✓ Tested

Turn Raw User-Interview Notes into a Prioritized Problem Statement for the Next Sprint

Founder2-3 hours per sprint cycle
June 23, 2026✓ Tested

Run a pre-close anomaly sweep on your journal entries before your controller signs off

Financea day of manual JE sampling per close
June 22, 2026✓ Tested

Rewrite a Job Description for Skills-Based Hiring and Generate a Structured Interview Rubric From It

HR60-90 minutes per requisition
Untested

Claude Code for legacy refactors: a safe workflow

Developer
Untested

AI month-end close: a step-by-step workflow

Finance
June 19, 2026✓ Tested

Build a self-correcting patient-intake agent (Claude Code + LangGraph)

Developeran afternoon of LangGraph boilerplate
June 18, 2026✓ Tested

Turn a Clinical-Guideline Update into a Staff-Education One-Pager

Healthcare2 hours per guideline update
June 17, 2026✓ Tested

Turn a Monthly Trial-Balance Extract into a Board-Ready Variance-Analysis Narrative

Finance2-3 hours per monthly close
June 16, 2026✓ Tested

Turn a Counterparty's Redlined MSA into a One-Page Risk Memo for the Business Owner

Legal60-90 min per MSA

Finance

Practical AI workflows for FP&A, forecasting, variance analysis, reporting, Excel work, and financial modeling.

Workflow · VideoRecommended first

How to use Claude in Excel for FP&A

Best for FP&A analysts and finance managers

Apply AI inside spreadsheet-heavy workflows such as forecasting, budget analysis, variance review, and scenario planning.

FinanceClaudeExcelFP&ACurated
Workflow · BeginnerVideo

No-Code Invoice Processing Automation

Best for Finance teams

Manual invoice processing costs finance teams hours per week — data entry, validation, approval routing, and reconciliation. This workflow shows how to build…

FinanceOCRAI Document ProcessingAutomation PlatformCurated
Workflow · AdvancedVideo

AI-Powered Earnings Call Analysis

Best for Finance teams

Earnings calls contain critical signals — management tone shifts, guidance changes, competitive positioning — that move markets. This workflow uses Claude AI…

FinanceClaude AIPythonTranscript APIsCurated
Workflow · IntermediateVideo

Automate Variance Analysis with GPT

Best for Finance teams

Variance analysis is one of the most time-consuming tasks in corporate finance — comparing actuals to budget across hundreds of line items, identifying…

FinanceMicrosoft Copilot for FinanceExcelGPT-4Curated
Workflow · Video

The Only Claude Tutorial Finance Professionals Need in 2026

Best for Finance analysts, FP&A teams, controllers, and operators

Use AI to support financial research, analysis, reporting, modeling assistance, and recurring finance workflows.

FinanceClaudefinance analysisreportingCurated
Workflow · Video

How to Use Claude in Excel to Build Financial Models

Best for Startup finance teams, analysts, and model builders

Use AI to help structure, review, explain, and improve financial models and spreadsheet logic.

FinanceClaudeExcelfinancial modelingCurated

Finance disclaimer: Finance-related workflows and videos are for educational purposes only and are not investment, accounting, tax, trading, or financial advice. Nothing on this page is a recommendation to buy, sell, hold, or use any security, financial product, vendor, or strategy. Consult a qualified financial, accounting, tax, or compliance professional before applying these workflows.

Healthcare

Healthcare AI workflow examples for documentation, patient intake, admin support, and clinical operations.

Workflow · VideoRecommended first

DAX Co-Pilot: AI Documentation Revolution at UConn Health

Best for Clinicians, health systems, and clinical documentation teams

See an ambient clinical documentation workflow that supports visit notes and EMR documentation.

HealthcareDAX Copilotambient documentationclinical notesCurated
Workflow · IntermediateVideo

AI Patient Intake and Symptom Triage Chatbot

Best for Healthcare teams

Patient intake is a bottleneck in most healthcare settings. This workflow uses Azure AI Health Bot to build a chatbot that collects patient information,…

HealthcareAzure AI Health BotAzure OpenAICurated
Workflow · AdvancedVideo

Medical Image Analysis Pipeline with AI

Best for Healthcare teams

Integrating AI into clinical imaging workflows requires careful attention to interoperability standards. This workflow covers how hospital IT teams can deploy…

HealthcareFHIR/HL7 IntegrationClinical AI PlatformCurated
Workflow · IntermediateVideo

AI Ambient Clinical Documentation Pipeline

Best for Healthcare teams

Clinical documentation consumes hours of physician time daily. DAX Copilot uses ambient AI to listen during patient encounters and automatically generate…

HealthcareMicrosoft DAX CopilotEHR SystemCurated
Workflow · Video

The AI Workflow Every Healthcare Provider Needs in 2026

Best for Healthcare providers and clinical operations teams

Explore healthcare productivity workflows for documentation, patient communication support, and administrative work.

HealthcareHealthcare AIprovider workflowsadmin automationCurated
Workflow · Video

Build an Azure AI Health Bot from Scratch

Best for Healthcare product teams and technical operators

Build a healthcare chatbot-style workflow for intake, routing, patient support, or symptom-triage style experiences.

HealthcareAzure AI Health Botpatient intakehealthcare chatbotCurated

Healthcare disclaimer: Healthcare-related workflows and videos are for educational purposes only and are not medical advice, diagnosis, treatment, or clinical guidance. Do not use these workflows with patient data or protected health information unless your organization has approved the tools, vendors, security controls, and compliance process. Consult qualified healthcare, privacy, security, and compliance professionals before production use.

HR

Workflow · VideoRecommended first

AI Candidate Shortlisting System using n8n + OpenAI

Best for Recruiters, talent teams, and HR operations

Automate resume screening, candidate scoring, shortlisting, and structured hiring summaries.

HRn8nOpenAIrecruiting automationCurated
Workflow · IntermediateVideo

AI Skills Gap Analysis and Learning Path Generator

Best for Human Resources teams

Identifying skills gaps and creating personalized learning paths is critical for workforce development but hard to scale manually. This workflow uses LinkedIn…

HRLinkedIn Learning Career HubHCM PlatformCurated
Workflow · BeginnerVideo

Automated Employee Onboarding with AI

Best for Human Resources teams

Employee onboarding involves dozens of repetitive tasks — account creation, welcome emails, document collection, training assignments. This workflow automates…

HRn8nEmailGoogle WorkspaceCurated
Workflow · IntermediateVideo

AI-Powered Candidate Screening and Ranking Pipeline

Best for Human Resources teams

Screening hundreds of resumes manually is slow and inconsistent. This workflow uses n8n and OpenAI to build an automated candidate screening pipeline that…

HRn8nOpenAIGoogle SheetsCurated
Workflow · Video

Automate Employee Onboarding with n8n under 4 minutes

Best for HR operations, people teams, and startup operators

Automate onboarding tasks such as welcome messages, internal notifications, spreadsheet updates, and HR handoffs.

HRn8nonboardingHR automationCurated
Workflow · Video

Scale Career Growth with LinkedIn Learning Career Hub’s HCM Integrations

Best for Learning and development teams

Support skills-gap analysis, internal mobility, learning paths, and employee development workflows.

HRLinkedIn LearningHCMskills intelligenceCurated

Developer

Agentic coding workflows using Claude Code, Codex-style tools, AI IDEs, testing, refactoring, and codebase automation.

Founder

Marketer

Consultant / Enterprise

Workflow · VideoRecommended first

Master 90% of Claude Design in 18 Minutes

Best for Consultants, agencies, and client-service teams producing decks, visuals, and polished deliverables

Learn the core of Claude Design and apply it to consulting deliverables — decks, one-pagers, visuals, and client-ready documents.

Enterprise & ConsultantClaude Designclient deliverablesdecks and visualsCurated
Workflow · IntermediateVideo

AI-Powered Proposal Generation Pipeline

Best for Consulting & Enterprise teams

Writing client proposals is repetitive yet high-stakes. This workflow uses AI agents and n8n to automate proposal generation — from intake form to polished…

Enterprise & Consultantn8nAI AgentsGoogle DocsCurated
Workflow · AdvancedVideo

Automate Client Research Reports with RAG

Best for Consulting & Enterprise teams

Consultants spend hours researching clients, industries, and competitors before engagements. This workflow builds a RAG (Retrieval-Augmented Generation)…

Enterprise & ConsultantPythonLangChainStreamlitCurated
Workflow · Video

How to Use Claude Cowork — Full Workflow Automation Guide 2026

Best for Consultants, operators, and enterprise knowledge workers

Automate knowledge-work tasks such as meeting summaries, project trackers, follow-up emails, and internal reports.

Enterprise & ConsultantClaude Coworkworkflow automationknowledge workCurated
Workflow · Video

The Complete Agentic RAG Build: 8 Modules, 2+ Hours, Full Stack

Best for Enterprise AI builders and technical consultants

Build a more advanced RAG system for client research, internal knowledge bases, document intelligence, and enterprise search.

Enterprise & ConsultantAgentic RAGfull-stack AIenterprise knowledgeCurated

DisclaimerAgentic Daily provides workflow examples, tutorials, videos, and automation ideas for general educational purposes only. Content on this site, including embedded third-party videos, is not financial, legal, medical, tax, security, or other professional advice. Third-party videos are owned by their respective creators and hosted on YouTube. Agentic Daily does not control or guarantee the accuracy, completeness, availability, or currentness of third-party content. Before implementing any workflow, validate all tools, prompts, integrations, data handling, privacy, security, regulatory, and organizational requirements with qualified professionals.

No sponsorshipUnless clearly labeled, embedded videos are not sponsored placements and Agentic Daily has no paid relationship with the video creator or featured vendor.