You know the frustration. A client drifts off course for weeks before you notice. Generic journal prompts get shallow replies. You burn hours finding the perfect resource. The promise of AI isn't in another tool to buy, but in creating a system that works for you.
The Principle: From Tool to Workflow
The shift is moving "From: 'What AI tool can I buy?'" to "What specific, repeatable process can I automate?" This means building custom workflows. A workflow has a clear Trigger (the starting event), an Action (what the AI does), and a formalized output integrated into your SOP.
Think of it as designing a Model. For instance, to solve shallow journaling, your model design could be: "An AI system that generates a personalized reflection prompt based on: Keywords from their last 2 journal entries and progress on committed tasks." The AI handles the routine, data-driven nudge, freeing you to deliver the transformative challenge.
A Scenario in Action
Your workflow triggers weekly, analyzing a consenting client's submitted journal text and task completion data. The AI Action is to "Run analysis" and "Generate a draft email" with a uniquely tailored reflection question. You save 15 minutes of manual analysis, review the draft, and send it. The prompt lands with profound relevance, sparking deeper pre-session reflection.
Implementing Your First Workflow
- Formalize the Problem & Design: Pick one clear Problem. Document the ideal Trigger, data inputs (like sentiment trends or task progress), and the desired Action in a one-page "AI Workflow Guide."
- Integrate & Iterate with Care: Introduce it to 2-3 trusted, tech-savvy beta clients with full consent. Use their feedback to Iterate. Gather Feedback: Did it feel helpful or creepy? Tweak your logic.
- Measure & Scale: Track your metrics. Did client adherence to reflections increase? How many minutes per client per week were saved? Only after validation do you Formalize and Roll out to all suitable clients.
The goal is a seamless, AI-assisted coaching model where technology handles administrative analysis, letting you focus on measured, human-centric breakthroughs. Start by designing one workflow.
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