AI EDGE™
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AI EDGE™

Welcome to the Sprint.

Pop your details in so we can track your progress through the six weeks.

Week 5 of 6

You've installed our workflows. Now build your own.

The first four weeks installed workflows we designed. This week you build one that's entirely yours: take your most time-consuming task, break it into steps, and chain it behind a single trigger phrase saved in your Broker Brain.

Week 5 progress
Session recording

Watch the Week 5 session

Recorded live on Thursday 11 June. Watch it back, or share it with your team so they can build alongside you.

Start here

What you build this week

Every workflow so far came pre-built. The real unlock is being able to build your own. This week you take one task that eats your time and turn it into a repeatable workflow you trigger with a single phrase.

The pattern is always the same, whatever the task: find it, break it into steps, write a prompt for each step, then chain them into one workflow. Learn it once and you can automate anything that gets done the same way twice.

Today's win: you walk away with a custom workflow nobody handed you, built around your actual bottleneck, that runs every time you type its name.
Step 1

Find your #1 task

Start with where the time goes. Think across a normal week and list every task that takes you longer than 20 minutes and gets done roughly the same way each time. Those are your workflow candidates.

Now pick one. The single task that costs you the most time and follows a predictable shape. That's the one you build today.

Worked example: separating a client's living expenses across their savings accounts and credit cards into HEM and non-discretionary buckets. Fiddly, repetitive, done the same way every file. A perfect first workflow.
Step 2

Map the steps

Break your chosen task into the steps you'd take if you did it by hand. Keep them plain and in order. Most useful workflows are three to five steps.

For the expense-split example, the steps might be: pull the figures from the statements, sort each into HEM or non-discretionary, total each bucket, then flag anything unusual or worth a saving.

Write your own steps down before you go near the AI. Each one becomes a single prompt in the next stage.

Step 3

Write a prompt for each step

For every step you mapped, write one prompt using the same four-part shape every good prompt follows. Run them one at a time in your AI Broker Brain, refining the wording until each gives you exactly what you want.

Role: [who the AI should act as, e.g. a credit analyst] Task / Outcome: [what you want done in this one step] Context: [what to use — attached files, pasted data, or the previous step's output] Output: [the exact format you want back, e.g. a table, LIXI, bullet points]

Here's the shape filled in for the first step of the expense-split workflow:

Role: You are a credit analyst. Task / Outcome: Separate living expenses across the client's savings accounts and credit cards into HEM expenses and non-discretionary expenses, and suggest where savings could potentially be made. Context: See the XLS/PDFs attached for the credit card statements and savings accounts. Output: LIXI.

Repeat for every step you mapped. Run each prompt, check the output, tweak the wording until it's right, then move to the next. Don't chain them yet — get each step working on its own first.

Step 4

Chain it into one workflow and save it

Once each prompt works on its own, chain them into a single workflow behind one trigger phrase. Paste this straight after your last step:

Based on the tasks we just completed, please create a single workflow that runs all the steps above in sequence when I type the trigger phrase: [name your workflow] Format it so I can save it as a knowledge file and add it to this project.

Name it something you'll remember and actually type, e.g. "run expense split" or "run client review".

Then save the workflow into your Brain:

  1. Copy the full workflow output
  2. Go to your AI Broker Brain project
  3. Add to Files (Claude / Copilot) or Sources (ChatGPT)
  4. Title it with your workflow's name
Claude bonus: turn it into a skill
/skill-creator now convert this workflow into a skill.
Step 5

Test it

Start a fresh chat in your AI Broker Brain and type your trigger phrase:

run [your workflow name]

Then paste your real data and watch it run end to end. If a step misfires, tweak that prompt in the knowledge file and test again. A workflow you've tested twice is one you'll trust on a live file.

Wins

Share what you built

Time it. How long did that task take before, and how long now? Bring the saving — and the workflow you built — to the next call. The best ones get shared with the whole cohort.

Coming up

Week 6

← Week 4 Week 6 — coming soon