From SOP to Automated System in 4 Hours
Plan → Prompts → Produce → Polish
Ready to scale without more headcount or burnout?
Learn how to 10x your operations using the frameworks in this guide.
Apply to Work With Us →| Phase | Time | What You Do | Deliverable |
|---|---|---|---|
| PLAN | 30-45 min | Whiteboard workflow, choose tech stack | Workflow diagram + tech decisions |
| PROMPTS | 1-2 hours | Record expert, test manually with examples | Proven prompts (95%+ accuracy) |
| PRODUCE | 2-3 hours | Build automation in code | Working application |
| POLISH | 1-2 hours | Error handling, UX improvements, deployment | Production-ready system |
Total Investment: 4-6 hours
Annual Return: 300-500+ hours saved
ROI: 1,000%+ in year one
Draw this diagram for every process you want to automate:
Choose Your AI Engine:
| Task Type | Best Model | Why |
|---|---|---|
| Long documents (100+ pages) | Claude Sonnet 4.5 | 200k context window, works reliably, best workhorse right now |
| Complex reasoning | GPT-4 | Strongest logical chains |
| Code generation | Claude Sonnet 4.5/Opus 4.1 | Superior code understanding |
| Fast/simple tasks | GPT-4.1 mini or Claude Haiku | Cost-effective speed |
| Vision/image analysis | Grok, Gemini | Best image analysis |
⚡ PRO TIP: Spend 30 minutes here, save 30 hours later. Map it before you build it.
🎯 CRITICAL RULE: Never automate until the manual process works perfectly. 2 hours here saves 20 hours of debugging later.
Setup Required:
Questions to Ask While Recording:
What You're Capturing:
Example from Dr. Anthony's Recording:
This becomes the TRAINING DATA for your AI. It's learning to think like the expert.
What You Need:
Example Structure:
| Example # | INPUT (What you start with) | OUTPUT (What it becomes) |
|---|---|---|
| 1 | Raw bloodwork panel (3 pages, patient A) | Comprehensive health report (104 pages) |
| 2 | Raw bloodwork panel (3 pages, patient B) | Comprehensive health report (97 pages) |
| 3 | Raw bloodwork panel (3 pages, patient C) | Comprehensive health report (112 pages) |
⚡ PRO TIP: The more examples you show, the better the AI understands. 3 minimum, 5 is better, 10+ for complex workflows.
What to Say to Claude:
Prompt Template:
"I need a prompt that [describes what the process does].
Here's my recorded explanation of my process: [attach or paste
transcript]
Here are [number] examples of input data and the output results
I create: [attach files]
Design a prompt that will consistently produce this quality of
output. The prompt should capture my expertise, decision-making
process, and quality standards."
What Claude Will Return:
A structured prompt with sections like:
✨ The Magic: Claude understands your process better than you can explain it manually. It sees patterns in your examples and codifies your expertise into a reusable prompt.
Testing Protocol:
Accuracy Tracker:
| Test # | Input Used | Output Quality | Adjustments Made |
|---|---|---|---|
| 1 | Test case A | 85% - missed nuance | Added criteria for X |
| 2 | Test case B | 92% - formatting off | Specified exact format |
| 3 | Test case C | 97% - excellent | Minor tweaks |
When to Stop Refining:
Key Insight: Because you tested the prompts manually, you KNOW the transformation works. You're just building the container around proven logic.
Your Input Package:
What You're Creating:
| Stage | Time | What You Build | Test Question |
|---|---|---|---|
| 1. Upload Interface | 20 min | Simple file upload UI, drag-and-drop, file validation | Can I upload a file? |
| 2. Data Extraction | 30 min | Parse uploaded file, extract relevant data, structure for prompt | Is data extracted correctly? |
| 3. LLM Integration | 30 min | Connect to AI model, inject prompt + data, handle auth | Does API call return response? |
| 4. Response Handling | 30 min | Stream or batch response, format output, error handling | Is output matching expectations? |
| 5. Delivery | 20 min | Generate final file, download/email, success confirmation | Can user get the result? |
⚡ PRO TIP: Each stage = testable milestone. Don't move forward until current stage works. Component by component = less debugging hell.
Template for Zed.dev + Claude:
Code Builder Prompt:
"I need to build an application that automates [describe
process].
INPUT: [describe what users will
upload/provide]
Example files attached: [list files]
PROCESS: [describe the transformation]
I have a proven prompt that handles this: [attach your
prompt]
This prompt has been tested manually and achieves 95%+
accuracy.
OUTPUT: [describe the deliverable]
Example outputs attached: [list files]
TECH STACK:
- LLM: [Claude Sonnet 4 / GPT-4 / etc]
- Frontend: [React / simple HTML / etc]
- Backend: [Node.js / Python / etc]
Build this component by component. Let's start with the upload
interface."
These 6 items separate a working prototype from a production-ready system:
Problem: Users don't know if anything is happening
Solution:
Without this: Users click again, break things, get frustrated
Problem: Things will break, handle it gracefully
Solution:
Without this: Cryptic failures, users stuck, support nightmare
Problem: Garbage in = garbage out
Solution:
Without this: Mysterious failures halfway through processing
Problem: It works but looks amateur
Solution:
Without this: Great content, bad first impression
Problem: Can someone else use this without you?
Solution:
Without this: Only you can run it, defeats automation purpose
Problem: Did it work? What happens next?
Solution:
Without this: User left wondering if it completed
| Metric | Before | After |
|---|---|---|
| Time per report | 2-3 hours manual analysis | 5 minutes upload to result |
| Weekly capacity | 10-15 patients max | 50+ patients possible |
| Report length | 5-10 pages basic analysis | 100+ pages comprehensive |
| Consistency | Varies by energy/time | Identical quality every time |
| Annual hours saved | - | 300+ hours |
| Revenue impact | Limited by time | $150k+ additional capacity |
| Time investment | - | 4 hours total to build |
PLAN Phase (45 minutes):
PROMPTS Phase (1.5 hours):
PRODUCE Phase (2 hours):
POLISH Phase (45 minutes):
Result:
Anthony went from being bottlenecked at 10-15 patients per week to having capacity for 50+. The automation didn't replace his expertise - it AMPLIFIED it. Now he focuses on patient care and high-level strategy instead of manual data entry and report formatting.
| Step | Your Numbers |
|---|---|
| Hours per week on this process currently | _______ hours |
| Multiply by 52 weeks | _______ annual hours |
| Multiply by your hourly rate (or employee cost) | $_______ annual cost |
| Estimated hours after automation | _______ hours/week |
| Hours saved per week | _______ hours |
| Annual hours saved (× 52) | _______ hours |
| Annual value saved (hours × rate) | $_______ SAVED |
| Time investment to build (4-6 hours) | _______ hours |
| Your ROI (Annual value ÷ build time) | _______% ROI |
Typical Results: Most automations show 1,000%+ ROI in year one. And the time keeps saving every year after with minimal maintenance.
| Obstacle | The Reality | Solution |
|---|---|---|
|
"I'm Not Technical" The Fear: "I can't code, this won't work for me" |
Anthony isn't technical. You're not coding from scratch - you're directing the builder with proven examples. The AI writes the code. |
✓ Focus on Parts 1-2 (Plan + Prompts) ✓ Partner with someone technical for Part 3 ✓ Or use no-code tools for simple automations ✓ Your expertise > coding skill |
|
"I Don't Have Time" The Fear: "I'm too busy to invest 4-6 hours" |
You'll save 300-500 hours per year. You're too busy NOT to do this. The ROI hits immediately after completion. |
✓ Start with highest-pain process ✓ Block 2-hour sessions over 2 weeks ✓ Calculate the cost of NOT automating ✓ First automation pays for itself in days |
|
"My Process Is Too Complex" The Fear: "My work requires too much nuance" |
Complex processes are the BEST candidates. That's where the most time is wasted. The recording method captures nuance. |
✓ Record the expert (captures nuance) ✓ Show 10+ examples if needed ✓ Keep human review for edge cases ✓ Automate 80%, review 20% |
Bottom Line: Every obstacle is solvable. The cost of NOT automating is higher than the cost of learning to automate.
| Week | Action Items | Deliverable |
|---|---|---|
|
Week 1 Identify |
• List 3 repeatable processes • Calculate ROI for each • Pick highest-value process • Complete PLAN phase |
Whiteboard diagram + tech stack chosen |
|
Week 2 Test |
• Record expert process • Gather 5-10 examples • Build prompts manually • Test to 95%+ accuracy |
Proven prompts that work manually |
|
Week 3 Build |
• Set up development environment • Build component by component • Test each stage • Complete end-to-end test |
Working automation (even if ugly) |
|
Week 4 Deploy |
• Add polish (errors, UX, etc.) • Create documentation • Train team members • Deploy to production • Measure results |
Production system + time savings documented |
| Tool | Purpose | Setup Time |
|---|---|---|
| Zed.dev or VS Code | Code editor with AI integration | 10 min |
| Claude or ChatGPT API access | AI model for automation | 15 min |
| Node.js environment | Backend processing | 15 min |
| Voice recording app | Capture expert knowledge | Built into phone |
In 12 months, businesses will divide into two categories:
Those Still Doing It Manually
|
Those Who Automated
|
4-6 hours invested
300-500 hours saved per year
1,000%+ ROI minimum
Competitive advantage = competitive necessity
Which will you be?
The businesses that automate win.
The businesses that don't become the cautionary tales.
The choice is simple. The time is now. Let's build.
Stop trading time for money. Scale without hiring more people or burning out.
We help entrepreneurs automate operations, increase capacity 10x, and reclaim their time.
Apply to Work With Optimus →300-500 hours saved annually | 1,000%+ ROI | Real results, not hype
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Questions? Contact: [email protected]