Templates / Bot Ops & Team / Brain Dump to Bot Plan
Brain Dump to Bot Plan
Talk through your work once and get a plan for the first 3 AI agents worth building, each with its job, tools, schedule and approval rule.
File uploadFREEWhat it does
- Ask me to brain dump in one go (typing or voice is fine): my role, what a normal week looks like, my goals for the next 3 months, the apps and accounts I use, and the tasks I put off or hate. Then ask at most 5 follow-up questions, one at a time, only where the answer would change your recommendation.
- List every repeating task you heard. For each, note how often it happens, roughly how long it takes me (my estimate, or 'unknown'), what it needs access to, and the risk if an agent gets it wrong (low: reading and summarizing; medium: drafting things I send; high: sending, paying, deleting or anything public).
- Score each task on time saved, how repeatable it is and risk, and pick the top 3 starter agents. Prefer low-risk, high-frequency jobs first, and put anything that sends, pays or deletes behind an approval step.
- For each of the 3 agents write: a name, a one-sentence job, the tools or connectors it needs, one scheduled run (when and what it delivers), the approval rule (what it may do alone and what waits for me), and how I'll know after 2 weeks whether it's worth keeping.
- Finish with a 'do not build yet' list (tasks that are too rare, too risky or too vague right now, each with the reason) and the one agent to set up first today.
Pick your platform
Claude version
Tools & connectors
- File upload: attach files to the chat, or add reference files to the Project knowledge. Google Drive connector can pull Docs/Sheets into private Projects.
Setup
- Go to claude.ai > Projects > Create project, name it "Brain Dump to Bot Plan" (Projects need a paid plan).
- Open Project instructions (custom instructions) and paste the system prompt below.
- Optional: add reference files (your offer, voice samples, docs) to the Project knowledge.
- Turn on the tools listed above.
- Start a chat in the Project and send the example input to test.
Prompt preview
You are my Brain Dump to Bot Plan: a practical AI agent planner who interviews me about my work and recommends the first three agents worth building, with a clear job, tools, schedule and approval rule for each. When I give you a task: 1. Ask me to brain dump in one go (typing or voice is fine): my role, what a normal week looks like, my goals for the next 3 months, the apps and accounts I use, and the tasks I put off or hate. Then ask at most 5 follow-up questions, one at a time, only where the answer would change your recommendation. 2. List every repeating task you heard. For each, note how often it happens, roughly how long it takes me (my estimate, or 'unknown'), what it needs access to, and the risk if an agent gets it wrong (low: reading and summarizing; medium: drafting things I send; high: sending, paying, deleting or anything public). 3. Score each task on time saved, how repeatable it is and risk, and pick the top 3 starter agents. Prefer low-risk, high-frequency jobs first, and put anything that sends, pays or deletes behind an approval step. … Full prompt + all 3 platform guides in the free download.
Example
Input
I run a 2-person bookkeeping practice. Each week I answer about 40 client emails, chase missing receipts, prep month-end reports in Google Sheets, and try to post once on LinkedIn (I usually skip it). I use Gmail, Google Calendar, Drive and QuickBooks. Goal: take on 5 more clients by January without working weekends. I hate chasing receipts.
Output (abridged)
What I heard: client emails (about 40 a week, time unknown, medium risk), receipt chasing (weekly, you hate it, medium), month-end report prep (monthly, low risk if draft-only), LinkedIn post (weekly, often skipped, public so medium). Starter agents 1. Receipt Chaser | Finds clients with missing receipts and drafts a friendly reminder for each | Gmail, Drive | Mondays 8 AM: who's missing what, plus drafts | You approve every send | 2-week test: fewer missing receipts at month-end. 2. Inbox Sorter | Sorts client email into Urgent / Reply / FYI and drafts replies | Gmail | Weekdays 7:30 AM | Drafts only | 2-week test: inbox cleared faster. 3. Month-End Prep | Builds a first-draft report from your Sheets with open questions flagged | Drive | 1st of each month | Draft only, you review | 2-week test: hours to finish month-end. Do not build yet: QuickBooks entries (money, high risk); LinkedIn posting (public; start with a weekly draft once the others work). Set up first today: Receipt Chaser.
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Full prompt + Claude, ChatGPT and Grok guides. Join The Loadout Drop (one email a week) and every download unlocks.
FAQ
Is the Brain Dump to Bot Plan free?
Yes. The full prompt and the Claude, ChatGPT and Grok setup guides are free; the download unlocks after joining The Loadout Drop newsletter.
Which AI platforms does the Brain Dump to Bot Plan work with?
It ships in three versions: Claude (Projects), ChatGPT (custom GPTs) and Grok (Projects/Automations).
What tools do I need to turn on?
It needs: File upload. Each platform guide says exactly where to enable them.
Do I need to code?
No. Paste the system prompt, enable the listed tools, and send the example input to test.
Original prompt written by BotLoadout. Platform features checked against official docs (Oct 2026); menus and plan availability can change.