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Templates

Checklist

Checklist for a process + common mistakes.

The prompt

Create a checklist for [process].

Write for someone who is new.

Requirements:
- 8–12 steps
- end with “Common mistakes” (3 bullets)
- short, clear lines

How to use it

  1. 1 Copy the prompt below.
  2. 2 Paste it into your AI tool (ChatGPT, Copilot, Claude or Gemini).
  3. 3 Replace the text in [brackets] with your own details.
  4. 4 Send it — and adjust the answer if you want a different tone or length.

Filled-in example

Filled-in example:
[process]="onboard a new customer"

Example AI response:
Checklist:
1) Confirm goals and contact person
2) Collect inputs
3) Book kickoff meeting
4) Set timeline
5) Assign internal owners
6) Send summary + next steps
...
Common mistakes:
• Unclear next contact point
• Too much info at once
• No owner on tasks

Free to use. No account needed. Never share national ID numbers, health data or customer data with a public AI tool.