Free library
11 public workflows
Explore individual workflow examples and see how Promptly frames the task, inputs, and output.
- Open access
- Workflow examples across recurring business work
- Best for inspecting the method
AI systems for client delivery
Reusable client-delivery workflows and templates for consultants, fractional operators, B2B freelancers, and 1–10 person agencies.
Turn the repeat work behind proposals, onboarding, updates, research, and handoffs into a consistent process for ChatGPT, Claude, and Gemini.
Start with the paid system when you want the reusable setup. Inspect free workflows first when you want to see the approach.
From loose notes to client-ready work
Capture the brief
Add the client context, source material, and constraints that normally get lost in a blank chat.
Run the workflow
Use a clear sequence to turn the brief into a proposal, update, plan, or handoff.
Deliver with a check
Finish with the expected format and a quality check before the work leaves your desk.
Built for recurring business tasks—not one-off AI experiments.
11 public workflows
to inspect before you buy
Live catalog loading
from the current catalog
ChatGPT · Claude · Gemini
portable workflow structure
Recurring business tasks
client, content, sales, and operations work
The default paid choice
Use it when client work keeps returning in a slightly different form. Instead of rebuilding your AI setup from scratch, adapt a structured system to the engagement in front of you.
Free starter kit
Get the Consultant AI Workflow Starter Kit for onboarding, proposals, follow-ups, updates, SOPs, research, and content repurposing. Use it to see the system, then move to the bundle when you need broader coverage.
See all seven free workflowsOptional bonus
Save the Consultant AI Workflow Starter Kit
Add your email to download the seven-workflow kit and receive occasional practical workflow updates from Promptly.
Choose your starting point
Free library
Explore individual workflow examples and see how Promptly frames the task, inputs, and output.
Free starter kit
Save a focused set of workflows for onboarding, proposals, follow-ups, reporting, SOPs, research, and content.
Recommended paid system
Get the complete starting point for repeat client, content, sales, and operations work.
One-line prompt hacks
The Promptly approach
Structured inputs
Bring client context, source material, and constraints into the request.
Complete workflows
Move from brief through drafting and quality checks without improvising the sequence.
Reusable systems
Adapt the same process to the next engagement instead of starting from zero.
Client-ready outputs
Work toward a defined email, plan, update, proposal, or handoff format.
A closer look
These interface-style previews are built from the public workflow library. They show the real input, prompt, and output structure—not customer proof.
Client Work
Workflow previewA practical onboarding workflow for agencies, consultants, and service businesses that need AI to tighten the handoff from sale to delivery without sounding robotic.
Input to gather
Proposal, signed scope, call notes, and deal context
Output to create
A concise onboarding brief with scope, owners, risks, and promised outcomes
Operations
Workflow previewA reporting workflow for operators, agencies, and freelancers who need AI to compress delivery notes, metrics, blockers, and next actions into a repeatable weekly update.
Input to gather
Task notes, campaign metrics, meeting recaps, and blockers
Output to create
A reporting packet with activity, results, and unresolved issues
Operations
Workflow previewAn SOP-writing workflow for operators, agencies, and small teams using AI to document recurring work, pressure-test unclear steps, and produce a first draft people can actually follow.
Input to gather
Process name, trigger, owner, tools, and desired result
Output to create
An SOP brief with scope, audience, and completion criteria
Watch before you decide
The walkthrough supports the purchase decision; it does not replace it. The bundle remains the practical starting point when you want the reusable materials for work you repeat.
Watch the same reusable workflow structure used to frame onboarding, follow-ups, updates, and handoffs.
More focused systems
The AI Business Starter Bundle is the recommended first purchase. The live catalog remains available when you need a narrower workflow or pack.
FAQ
Make the next task easier to run
Start with the AI Business Starter Bundle for the complete reusable system, or inspect the free workflows first.