AI Tools & Workflow

Use AI for the Things That Don't Require Your Head or Your Heart

Does this task require your head or your heart?

Last fall, Juliana was sitting in a chair holding her baby, rocking him to sleep, phone in hand, trying to brain-dump work tasks, messages for her husband, everything floating in her head. She was present nowhere. Her mental health was suffering.

She sat there and decided: something needs to change.

The question she started with wasn't "what AI tool should I use?" It was simpler: What am I carrying that I don't actually need to carry?

Here's the framework she landed on. Before offloading anything, ask: Does this task require my head or my heart?

  • If it requires your professional judgment, your relationships, your expertise, your presence with another person — that's yours. Don't offload it.
  • If it's mechanical — searching, formatting, routing, scheduling, converting, reminding — it's a candidate.

And it doesn't have to be AI. Grocery pickup changed Juliana's life. A set of labeled tote bags eliminated the stress of coordinating clutter. A Thursday 9 PM phone reminder means her brain doesn't have to hold "take out the trash." These are systems — simple, repeatable, reliable. Check whether you already have something that could just work before building anything new.

What's taking up space in your head?

Before reaching for any tool, spend a few minutes with these questions. You don't need to answer all of them — just notice what surfaces.

  • What do you find yourself searching for repeatedly — documents, guidance, protocols — that takes longer than it should?
  • What tasks do you do the same way every week that feel rote and mechanical?
  • What keeps falling through the cracks, not because you forgot, but because there was nowhere for it to land?
  • What information are you holding in your head that would be better somewhere else?
  • Where do you spend time on logistics that pulls you away from the work you actually trained to do?
  • What do you dread at the start of each week — not because it's hard, but because it's tedious?
  • What would you do with an extra hour each week if one of these things were handled?

Hold onto whatever surfaced. That's your starting point — not a tool, not a prompt. A real friction point that's costing you something.

Not sure where to begin? Start here.

If you know you have friction but don't know what kind of solution fits your situation, describe the problem and let the AI ask you questions. This matters: jumping straight to "build me a tool" before you've thought through your constraints usually produces something that doesn't quite fit.

I have a recurring task that's creating friction in my work, and I want to
explore building a simple tool or automation to help with it.

Here's what I'm trying to do: [describe the task or the friction point in
plain language — what takes too long, what keeps falling through the cracks,
what you wish happened automatically]

Please ask me questions to help figure out what kind of solution would
actually work for my situation — including my technical setup, what I can
and can't install, and how comfortable I am with different tools.

Paste this into your AI of choice. Let it interview you before jumping to a solution. If you work in public health and need a HIPAA-compliant option, PH360 is built for exactly this.

A note about HTML

A lot of people assume "code" means something complicated to install and run. HTML isn't like that — it's what most web pages are built on. If someone gives you an HTML file, you can double-click it and it opens right in your browser. Everything runs locally on your computer. Nothing is sent anywhere. It's about as low-barrier as it gets.

Tools Juliana built — and prompts to build your own

Each of these started with a friction point. None of them do the work. All of them create space so Juliana can show up more fully for what actually matters. Every single one started with a conversation, not a fully-formed plan.

Tool 01 Voice Capture Shortcut Capture thoughts instantly from your Apple Watch, phone, or computer — no writing required.
The friction

Juliana has ADHD and loses physical notebooks. While holding a baby, she couldn't write. She needed a way to capture thoughts instantly, from anywhere, without it feeling like another task.

What she built

An Apple Shortcuts automation she can trigger from her Apple Watch, phone, or computer. One tap → a dictation box → the thought goes into a synced note. No AI. Just capture.

Apple Watch shortcut screen showing a voice memo automation that opens a dictation box and saves the spoken note to Apple Notes Prompt to try
I want to build a quick-capture automation that lets me speak a thought
and have it saved somewhere I can review later.

I'm looking for something I can trigger in one tap — ideally from a watch
or phone — that opens a voice input, records what I say, and saves it
without me having to navigate anywhere.

Before suggesting anything, please ask me:
- What devices I use (iPhone, Android, Apple Watch, Windows PC, Mac, etc.)
- What apps I already have installed for notes or tasks
- Whether I'm comfortable installing new apps or prefer to use what I have
- Where I'd want the captured notes to land (e.g. Apple Notes, Google Keep,
  Notion, a text file)
- Whether I need this to work offline

Paste this into your AI of choice. If you work in public health and need a HIPAA-compliant option, PH360 is built for exactly this.

Make it yours This one's Apple-ecosystem specific. If you're on Android or Windows, ask: "I want to do the same thing but on [your platform]. What are my options?"
Tool 02 AI Brain Dump Router Dump everything in one place, let AI sort it — nothing moves without your approval.
The friction

She had the capture tool, but the notes still needed to go somewhere. A thought for her husband. A one-on-one agenda item. A work task. Routing them manually was its own friction.

What she built

She gave her AI a set of reusable instructions — who her teammates are, where agendas live, what her project boards are. The AI reads her brain dump and suggests where each item should go: "This looks like a task for Project X. This looks like a note for your 1:1 with [person]." Nothing gets added until she approves it. That approval step is non-negotiable.

What is MCP?

MCP — Model Context Protocol — is a way of giving AI tools structured access to your other apps and systems. Instead of copying and pasting between tools, your AI can read from and write to them directly.

For example: if you're using Claude or PH360 (our HIPAA-compliant AI platform for public health), you can use MCP to connect your AI to tools like Jira, so it can actually add tasks to your task list — not just suggest them. Other commercially available AI tools are adding MCP support too. Think of it as giving your AI a specific set of keys to specific rooms, rather than handing it the whole building.

The non-MCP version of this system still works — you copy the brain dump, paste it in, the AI tells you what to do with each item, and you do it manually. MCP just removes that last step.

Prompt to try
I want to build a system where I can brain-dump tasks and notes in one
place and have AI help me route them to the right destination.

The friction: I capture random thoughts, tasks, and notes throughout the
day, but getting them to the right place takes mental energy I don't have.
I want to dump everything in one place and have help sorting it — but
nothing should happen without my approval first.

Before suggesting anything, please ask me:
- What devices and operating system I use (Mac, Windows, iPhone, Android)
- What tools I use for tasks and projects (e.g. Jira, Asana, Trello,
  Microsoft To Do, Notion, Apple Reminders)
- What my recurring meetings look like and where agendas live
- Whether I'm using Claude, ChatGPT, or another AI tool
- Whether MCP (Model Context Protocol) is an option for my setup — i.e.
  whether my AI tool supports it and whether I'm on a platform where
  connecting to other apps via MCP is possible (note: MCP support varies
  by tool and is generally easier to set up on a PC/Mac than on mobile)
- How comfortable I am with technical setup

Paste this into your AI of choice. If you work in public health and need a HIPAA-compliant option, PH360 is built for exactly this.

Make it yours The approval step matters. Whatever you build, keep yourself in the loop. AI routes, you decide.
Tool 03 Text Reformatter Paste in messy AI-formatted text, get clean output ready for Word or email.
The friction

Juliana writes in Markdown (the formatting language used in many AI tools and note apps). Pasting it into Word or email produces a mess of asterisks and pound signs instead of real formatting.

What she built

A browser-based tool — a single HTML file she double-clicks to open. Paste Markdown in, get clean formatted text out. No account, no upload, nothing stored.

Try the Text Reformatter →

Prompt to try
I copy text from AI tools and note apps into Word and email, and the
formatting always breaks — asterisks, pound signs, and brackets instead
of real formatting.

I want a simple tool that cleans this up. Before building anything, please
ask me:
- What operating system and browser I use
- Whether I use Word, Google Docs, Outlook, or something else
- What the messy output usually looks like (e.g. Markdown symbols, extra
  line breaks, weird spacing)
- Whether I want this to run in my browser, as a desktop app, or something
  else
- How comfortable I am with saving and opening HTML files locally

Paste this into your AI of choice. If you work in public health and need a HIPAA-compliant option, PH360 is built for exactly this.

Make it yours When you ask it to build the tool, describe how you want it to look. "Warm and earthy." "Match our org's brand — here are the hex codes." Your first version won't be perfect; tell it what's off and go again.
Tool 04 Visual Week Planner Drag tasks onto a week view and export to Outlook — all in a single HTML file.
The friction

Tasks in one system, meetings in another, no way to see the week as a whole. She was context-switching between apps just to figure out what to do when.

What she built

A browser-based interactive calendar — single HTML file, double-click to open. Pre-loaded with her recurring meetings. Task sidebar on the right. Drag tasks onto time slots. Export the whole thing as an ICS file to import into Outlook. Nothing uploaded, nothing stored.

Screenshot of a drag-and-drop weekly calendar planner with a task sidebar and color-coded task cards
Tasks, meetings, and project boards shown are synthetic demo data — not real work.
Prompt to try
I want to build a browser-based weekly planning tool — a single HTML file
I can double-click to open locally, with no login or installation required.

The problem: I have tasks in one system and meetings in my calendar, and
I need a way to visually plan my week — drag tasks into time slots, see
what's already blocked, and export the result to my calendar.

Before building anything, please ask me:
- What operating system I use (Mac or Windows) and what browser
- What calendar system I use (Outlook, Google Calendar, Apple Calendar)
- What task management tool I use (Jira, Asana, Notion, Trello, etc.)
- What my typical work hours and recurring meetings look like
- Whether I want to export to my calendar or just use this for planning
- How comfortable I am with saving and opening HTML files locally

Paste this into your AI of choice. If you work in public health and need a HIPAA-compliant option, PH360 is built for exactly this.

Make it yours Got a version someone else built? Paste it in and say: "I got this from someone else — help me adapt it for my situation." Describe your meetings, your task system, your calendar. The AI will walk you through what to change.

What this could look like at a public health department: home visiting

Picture a home visitor walking into a house. Three generations in the living room. A toddler screaming. Mom and grandma talking over each other. A curriculum to follow. Specific topics to cover. Resources to leave. Documentation to complete afterward.

Her brain is holding all of that while simultaneously doing the actual work: building trust. Reading the room. Being present with this family.

Now imagine not having to hold all of that in her head. Imagine typing: "I'm visiting a first-time mom at 28 weeks. This is our third visit. What topics should I cover based on the Healthy Families pathway?" — and getting an answer in seconds, pulled directly from her program's curriculum, with the source cited.

Screenshot of PH360 answering a home visitor's question about visit topics, with a cited response pulled from the program curriculum
A home visitor asks a question. PH360 returns an answer grounded in the program's approved curriculum — with citations back to the source.

That's PH360 — a HIPAA-compliant AI platform built specifically for public health departments. The documents stay secure. The answers stay grounded in your approved materials. Every response traces back to its source. And it goes beyond looking things up: your team can draft follow-up communication with families, work with personally identifiable information securely, and build tools around whatever curriculum or guidance documents your program uses.

Why public health can't just use ChatGPT

Think about what that home visitor actually knows. She knows mom's name, her address, her pregnancy history, her housing situation, the fact that grandma has a substance use history and that's why DCFS was involved two years ago. That's not generic information. That's protected health information — and the moment she pastes any of it into a public AI tool, it's potentially been used to train a model, stored on a server her organization has no agreement with, and exposed in ways that violate HIPAA.

Public health also operates under records retention requirements, audit trails, and increasingly, formal AI policies. A tool that works beautifully for a personal productivity system may be completely off the table for a government health department. The AI you use has to meet those requirements — not just work well.

PH360 was built specifically for this environment: HIPAA-compliant, your documents stay on your infrastructure, every answer cites its source, and nothing leaves in ways your organization hasn't approved. And if your team isn't sure how to evaluate AI tools against your policies — or how to build the skills to use them well — our AI training for public health teams is designed for exactly that conversation.

One county reduced their staff's administrative workload by 83% in the first few months. That's not hypothetical. That's real time back in their day — time to actually listen during the visit instead of mentally running through a checklist. Time to notice what's happening in the home. Time to build the relationship that makes the program work in the first place.

Most public health employees are already doing too much. Building new tools from scratch isn't realistic for everyone — and it doesn't need to be. What matters is the underlying question: what are you carrying that you don't need to carry? You can bring that question to your supervisor, your IT team, or your AI platform of choice. And if your department is looking for something purpose-built for public health work, PH360 is designed for exactly that.

Make it feel like you

Every tool here reflects Juliana's specific workflow. Her capture system routes to her specific project boards. Her converter handles her specific formats. Her reformatter solves her specific Markdown-to-Word problem.

The prompts above are starting points, not blueprints. When you adapt them:

  • Tell it your operating system and what you can or can't install
  • Describe your aesthetic — "warm and earthy, like a nature journal" or "match our org's brand: navy blue, white, clean sans-serif"
  • Say what you're willing to maintain — a Python script you run from a terminal is different from an HTML file you double-click
  • Expect to iterate — your first version will work but not be quite right. Say "this is close but [specific thing is off]" and go again
  • Got a tool someone else built? Paste it in and say: "I got this from someone else. Help me adapt it for my situation." That's a completely valid starting point.
Want to build this skill on your team?

Reading a blog post is one thing. Actually sitting down, finding your friction point, and building something that works is another. Our AI training for public health professionals is designed to get your team there — not just aware of AI, but actually using it to make their work lighter. We work with teams where you are, in the tools and constraints you already have, and we leave you with skills and systems you own. Learn more about our training →

None of these tools do your work for you

That's the point.

Every tool here is a support structure around the work, not a replacement for it. The voice capture shortcut gives Juliana back mental space she was using to hold information. The reformatter removes friction so she can communicate more clearly. The image converter removes a small task so she can stay in flow.

When you put something down that didn't require your head or your heart, you create space. Space to show up more fully for the work that does.

Start there.

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