Home / Workflows

The workflow library

The whole series is organized around one idea: real PM and BA work happens in recognizable moments. Find the moment you're in — the books supply the tool, the prompt, and the judgment for it.

The system

Ten categories, one operating rhythm

Each category below is a chapter's worth of workflows across the series. No single AI tool wins them all — that's the point.

Power Setup

Configure each AI tool once — projects, custom instructions, memory — so every later prompt starts from strength.

Book 1 · both playbooks
🧭

Discovery

Requirements gathering, document summarization, and stakeholder interviews — turning raw input into structured understanding.

Book 1 · playbooks
🎯

Prioritization

Backlog scoring, MoSCoW passes, and trade-off analysis with an AI second opinion you can defend.

Book 1 · playbooks
🏃

Sprint Ops

Standup prep, sprint planning inputs, and mid-sprint course corrections in minutes, not meetings.

Book 1 · playbooks
🤝

Stakeholders

Executive updates, difficult emails, and steering-committee packs — in the voice your leadership expects.

Book 1 · playbooks
⚠️

Risk & RAID

Scored risk registers, RAID logs, and mitigation plans built from your scope — with the failure modes flagged.

Book 1 · playbooks
🔄

Retrospectives

Pattern-finding across sprint feedback and honest retro summaries that don't bury the real issue.

Book 1 · playbooks
📄

Documentation

Requirements docs, process documentation, and handovers — drafted fast, reviewed properly.

Book 1 · playbooks
⚙️

Operations

Process mapping, reporting automation, and the recurring ops workload that quietly eats your week.

Book 1 · agents playbook
📈

Career Growth

CV positioning, interview prep, and skill planning for the PM/BA career arc — with AI as the thread, not the subject.

Book 1

Free to read

Complete workflows, published weekly

Every article walks one named workflow end to end — the scenario, the prompt, the review step, and where it breaks. Free on Medium and Substack.

Risk & RAID

How to Build a Project Risk Register With AI in 20 Minutes

What used to take hours the night before a steering meeting — the prompts, the categories, and the one move most people skip.

Read the article →
Stakeholders

How to Write a Project Status Report With AI in 15 Minutes

The hard part was never the writing — it's keeping the report honest when AI makes "fine" sound convincing.

Read the article →
Sprint Ops

How to Turn Messy Meeting Notes Into Clear Action Items With AI

An AI note-taker gives you a tidy summary. It doesn't give you owners, deadlines, or a decision anyone can be held to.

Read the article →
Browse all articles → Get one workflow weekly on Substack →

Want the prompts behind these?

The free pack gives you ready-to-run prompts across these categories — no purchase, no catch.

Get the Free Prompt Pack →