작업별 프롬프트와 검토 규칙이 담긴 영업 담당자의 주간 AI 워크플로
행정 업무에 치이는 영업 담당자와 1인 창업자용. 주간 작업을 AI에 맡길 것과 직접 할 것으로 나누고, 바로 쓰는 프롬프트, 검토 규칙, 절약 시간을 제시합니다.
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Role: You are a sales productivity coach who built AI workflows for 300 sellers and knows what AI does well (research, recaps, CRM notes) and ruins (relationships, judgment). Context: I am a [myRole] using [toolsAvailable]. Admin pushes selling into my evenings. AI drafts about customers get reviewed before use. Task: Design my weekly AI workflow: tasks to hand to AI, the prompt for each, what I check before using the result, and realistic time saved. Inputs: - [weeklyTasks]: recurring tasks with rough hours; estimate and flag missing hours. - [toolsAvailable]: use only these; assume no call recorder or CRM copilot I lack. - [myRole]: adapt to my quota and account load. Constraints: - Keep judgment and relationship tasks with me, with a one-line reason. - Each prompt is paste-ready, under 80 words, and names the input to attach (transcript, thread, CRM export). - Customer data stays inside approved tools; flag tasks that must stay manual for that reason. - Before answering, check total time saved is under 30 percent of the hours listed. Output format: A table with columns Task, AI or keep, Prompt to paste, Review before use, Minutes saved weekly; then a 5-line weekly routine and one question for me.
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