AI Workflow Recommendations
Proactively suggest workflow improvements based on user behavior. AI analyzes usage patterns, compares against power users, and delivers personalized efficiency recommendations via in-app messages. From manual smoke test through autonomous optimization that finds the local maximum of suggestion acceptance and user efficiency.
npx gtm-skills add product/retain/workflow-optimization-suggestionsOutcome
>=30% suggestion acceptance rate from 10-20 users in 7 days
Leading Indicators
- Suggestion acceptance rate
- Time-to-adopt (days)
- User efficiency change (%)
Instructions
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Instrument workflow events in PostHog: workflow_started, workflow_completed with {workflow_type, duration_seconds}, feature_used with {feature_name}, and at least 1 friction signal (action_undone, error_encountered, or same_action_repeated). Wait 3-5 days for data.
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Identify 10-20 test users in PostHog: active 14+ days, login 3x/week, not power users, use at least 1 core workflow. Create cohort 'workflow-suggestion-smoke-test'.
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Build the power user benchmark: create a PostHog cohort of top 10% users by usage volume. Extract their feature usage, workflow completion times, and shortcut adoption rates.
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For each test user, run path analysis via PostHog HogQL: query their last 50 events, compare workflow times and feature usage against the power user benchmark, identify repeated manual patterns.
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Call the Claude API (Sonnet 4.6) for each user with their behavior data, undiscovered features, and power user benchmark. Generate 1-3 specific, quantified suggestions per user.
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Human review: verify each suggestion references correct features and makes sense for the user's workflow. Edit or reject generic suggestions.
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Create 1 Intercom in-app post per suggestion targeted to the specific user by user ID. Format: benefit headline, 1-2 sentence body with quantified gain, 'Try it now' CTA linking to the feature. Display: show once on next session start.
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Log suggestion_delivered events in PostHog with {suggestion_id, suggestion_category, suggestion_text} for each delivery.
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Monitor for 7 days: query PostHog to check if each user performed the suggested action after the delivery timestamp.
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Calculate acceptance rate: users who adopted / users who received. Pass threshold: >=30%. If pass, document top-performing suggestion categories and proceed to Baseline. If fail, diagnose: relevance, timing, or complexity issue.
Recommendations
Time
6 hours over 1 week
Play-specific cost
Free