How to Use the AI Workflows
Your Step-by-Step Guide to Getting Expert Results
Welcome! I'm glad you're here. This guide will walk you through setting up your first workflow. My goal is to make this process as simple as possible, so you can go from download to high-quality results in minutes.
The core idea is simple: we're going to teach your favorite AI tool a new, systematic way of thinking. Let's get started.
First, Choose Your Playground
Platform | Best For | My Take |
|---|---|---|
ChatGPT | Everyday usage | If you're a regular ChatGPT user, creating a custom "GPT" or a Project is a powerful way to use these workflows daily. (Requires ChatGPT Plus). |
Claude | Complex Workflows | My top recommendation for beginners. Its "Projects" feature and large context window make handling multi-step workflows a breeze. |
Gemini | Research & Long Tasks | Underrated and powerful. Its free tier is generous, and it handles very long documents and conversations exceptionally well. |
Method 1: Claude (Recommended)
⏱️ Time: 5 Minutes | 🎯 Best For: First-time users and multi-step workflows.
Claude's "Projects" feature is perfect for these workflows because it can remember your instructions permanently.
- Create Your Project: In Claude, click "Create Project." Give it a clear name like "Content Creation Workflow."
- Teach the Workflow: In the "Project Instructions," simply copy and paste the entire text from the workflow document you downloaded.
- Add Your Knowledge: If your workflow requires specific context (like writing samples or business data), upload those documents in the "Project Knowledge" section.
- Start Working: Begin your chat with a simple prompt like, "Let's use our workflow to write a blog post about..."
How you'll know it's working: Claude will start following the specific steps from the workflow, instead of giving a generic, one-shot answer.
Method 2: ChatGPT (If you already pay for it)
⏱️ Time: 10 Minutes | 🎯 Best For: Daily use and creating a permanent workflow assistant. (Requires ChatGPT Plus).
The best way to use these workflows in ChatGPT is to create your own Custom GPT.
- Create a GPT: In ChatGPT, go to "Explore" and "Create a GPT."
- Configure Instructions: This is the key step. Since Custom GPTs have a character limit, you'll need to summarize the workflow. I've created a separate guide that walks you through this 2-minute compression process.
- Upload Knowledge: In the "Knowledge" section, upload the full, original workflow document you downloaded. This gives your GPT all the context it needs.
- Add Conversation Starters: Add a few prompts like, "Help me start the content creation process." This makes it easy to kick things off.
- Alternatively your can even build a Project similar to Claude Projects within ChatGPT if you are subscribed to their Plus Plan
How you'll know it's working: Your custom GPT will act like a specialist assistant, always following the structured process you taught it.
Method 3: Gemini (Underrated and Free)
⏱️ Time: 5 Minutes | 🎯 Best For: Creating a permanent, reusable workflow assistant in Gemini.
Gemini's "Gems" feature lets you create a specialized assistant that permanently knows your workflow.
- Find Your Gems: In Gemini, look for the "Gems" section in the sidebar.
- Create a New Gem: Click "Create new Gem."
- Name Your Gem: Give it a specific name like "Content Workflow System" or "My Insight Engine."
- Configure Instructions: In the "Instructions" box, copy and paste the entire text from the workflow document you downloaded. Gemini's large context window handles this perfectly.
- Start Your Task: Now, whenever you want to use this workflow, just select your custom Gem and begin with your request, like "Start the process for validating a new business idea."
How you'll know it's working: Your Gem will immediately adopt the persona and process from your instructions, guiding you through the correct phases without needing to be reminded.
Method 4: The Universal "Document" Method (For Any Other AI)
⏱️ Time: 1 Minute | 🎯 Best For: Free accounts or any AI platform without a "Projects" feature.
This method is beautifully simple and works on almost any AI chatbot.
- Start a New Chat.
- Attach the Workflow Document you downloaded.
- Use This "Magic Prompt":
"For the rest of our conversation, I want you to act as an expert assistant. You must follow the exact systematic process outlined in the attached document. Do you understand?"
- Once the AI confirms, you're ready to go! This tells the AI to use your workflow as its rule book for the entire conversation.
- Alternatively you can explore Custom Chatbots or Projects that few of the Chatbots Support
You're Not Just Prompting—You're Directing
You're Not Just Prompting—You're Directing
Remember, each workflow you've downloaded is more than a list of prompts. It's a proven, research-backed system used by successful professionals, now engineered for your AI.
If you are facing any issues with the workflow, do refer to the "Troubleshooting Guide" as it answers the most common issues
You're no longer just asking an AI for an answer; you are directing it through an expert process.
Always remember that these workflows are your starting point, not rigid rules. Feel free to adapt, modify, and customize them to meet your specific needs. The systematic framework provides the foundation, but your unique context, industry, and objectives should shape how you apply it.
Happy building!
Part of the workflow explorer library - where proven business methodology meets AI efficiency.