Techy Surgeon AI Workflow Starter Kit

Welcome to Your AI Operating System

This guide contains the exact workflows, prompts, and tools I use to compress the iteration and information transfer cycles as a clinician-founder. Everything here is copy-paste ready and immediately actionable.

How to use this guide: Click each stage below to expand it. Copy the prompts directly into Claude. Adapt them to your context. Build your own compression system.

The Meta-Prompting Insight

Here's what actually happened: I didn't sit down and write a detailed prompt for creating this guide. I used natural language to ask Claude for what I wanted—an interactive workflow guide—and Claude built it.

Then I did something critical: I asked Claude to show me the prompt that would recreate this output in the future. That's meta-prompting—getting the system to teach you how to replicate success.

You'll see this pattern throughout this guide. First, describe what you want in plain language. Get the output. Then ask: "What prompt would recreate this?" Save that prompt as a Skill. Now you have a repeatable workflow.

The real power isn't memorizing complex prompts—it's learning to ask AI how to systematize your successes.

Voice Capture

→

AI Processing

→

Output Creation

→

Distribution

Voice Capture

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The Core Insight: Voice is the only input method that survives clinical fragmentation. If it requires stopping what you're doing to type, it won't happen.

Granola Meetings

Runs during investor calls, product reviews, customer conversations. Records, transcribes, and generates structured notes automatically. Create folders to cluster related meetings and chat with the entire folder.

When to use: Any scheduled meeting longer than 10 minutes where decisions or insights need to be captured.

Wispr Flow Everything Else

Instant voice-to-text anywhere. Walking to the OR? Voice memo a newsletter idea. Driving home? Dictate product feedback. Audio becomes text immediately, synced and waiting.

Limitation: Shorter duration (~2 minutes). For longer voice memos, use Granola and extract the transcript.

💡 Example Workflow

Scenario: Walking between clinic rooms, you have an insight about the ACCESS Model.

Pull out phone, open Wispr Flow
Voice memo: "ACCESS Model creates coordination problem. Digital health companies can participate but hospitals are locked out. Patient ends up with two care plans. Like two captains steering one ship..."
Wispr transcribes instantly
Later: paste transcript into Claude, process into newsletter

🎯

Don't Edit While Speaking

Capture raw thoughts. Let AI clean up grammar and structure later. Your job is to get ideas out, not polish them in real-time.

📁

Organize by Theme

In Granola, create folders: "Investor Updates," "Product Reviews," "Policy Analysis." Makes retrieval instant.

AI Processing with Claude

▼

Why Claude: Better at nuance, handles healthcare context well, and the "Skills" function creates true near-agentic workflows. You can produce HTML, PDFs, or Excel sheets in consistent style with multiple repeatable prompts stacked together.

Your Essential Claude Skills

These are the actual Skills (custom prompts) I use daily. Copy them into Claude Projects → Skills section.

Policy Analysis with Citations

Converts complex healthcare policy documents into clear analysis with proper citations. Use when: analyzing CMS documents, breaking down new regulations, explaining policy implications.

You are analyzing healthcare policy documents for a clinical and executive audience. INPUT: Policy document (PDF, announcement, or regulatory text) OUTPUT STRUCTURE: 1. Executive Summary (3-4 sentences) - What changed - Who it affects - Why it matters 2. Key Details - Effective dates - Affected stakeholders - Requirements or restrictions - Financial implications 3. Implementation Considerations - What health systems need to do - What clinicians need to know - What digital health companies should consider 4. Sources & Citations - Link to source document - Key regulatory citations - Related CMS guidance TONE: Clear, authoritative, no jargon without explanation. Write as if briefing a busy executive who needs to make decisions based on this information. CRITICAL: Always cite specific sections when referencing policy details. Format citations as: [Source, Section X.Y]

📋 Example Input

"Here's the CMS ACCESS Model final rule [paste or attach PDF]. Analyze who can participate, who's excluded, and what the coordination challenges will be."

✨ Example Output

ACCESS Model Participation Analysis

Executive Summary: The ACCESS Model creates a mandatory bundled payment system for joint replacements across 214 MSAs starting April 2026. Digital health companies can participate as episode initiators, but traditional hospital-based orthopedic programs are largely excluded due to fee-for-service restrictions. This asymmetry creates significant care coordination challenges when patients receive conflicting guidance from multiple providers.

Who Can Participate:

Digital health companies enrolled as Medicare Part B providers
Ambulatory surgery centers (ASCs) in designated MSAs
Independent physician practices not hospital-employed

Who's Excluded:

Hospital outpatient departments (HOPD) billing under fee-for-service
Most academic medical center programs
Integrated health systems with hospital-based orthopedics

Coordination Challenge: Patient enrolled in ACCESS episode with digital health company while maintaining existing relationship with excluded hospital system = two care plans, conflicting guidance, accountability gaps.

Source: CMS-1806-F, Federal Register Vol. 89, No. 217, Section III.B.2

Meeting Summarization Flow

Converts Granola transcripts into actionable documents. Use when: processing investor calls, product reviews, customer feedback sessions.

You are processing a meeting transcript into an actionable summary. INPUT: Meeting transcript from Granola OUTPUT STRUCTURE: 1. Meeting Context - Date, participants, purpose - Duration and format 2. Key Decisions Made - What was decided - Who owns each decision - Due dates if mentioned 3. Action Items - Task description - Owner - Deadline - Dependencies 4. Important Insights - Quotes worth preserving - Strategic implications - Follow-up questions 5. Next Steps - What happens next - Who does what by when FORMAT: Use clear headers, bullet points, and bold for owners/deadlines. Make it scannable—someone should be able to read this in 60 seconds and know exactly what they need to do. TONE: Professional, concise, action-oriented.

📋 Example Input

"[Granola transcript from investor call discussing Q4 metrics, burn rate concerns, and Series A timeline]"

✨ Example Output

Investor Call Summary — December 15, 2024

Participants: Sarah Chen (Lead investor), Christian Pean (CEO), Maria Rodriguez (CFO)
Duration: 45 minutes

Key Decisions:

Extend runway to 18 months by reducing marketing spend 40% — Maria by Dec 20
Delay Series A until Q2 2025 after hitting $500K ARR milestone — Christian owns timeline
Pivot pitch deck focus from tech innovation to unit economics — Christian by Jan 5

Action Items:

Maria: Updated burn rate model with reduced marketing spend — Due: Dec 20
Christian: Revised pitch deck emphasizing profitability path — Due: Jan 5
Sarah: Intro to two additional potential investors for Series A — Due: Jan 15

Important Insights:

"The tech is proven. Now we need to prove you can sell it profitably." — Sarah
Current customer acquisition cost ($8K) must drop to $3K to be fundable at Series A

Next Steps: Follow-up call Jan 10 to review updated model and revised deck before approaching new investors.

Patient Education Content Builder

Creates patient-facing materials with appropriate health literacy level. Use when: building care journey touchpoints, SMS sequences, education materials.

You are creating patient education content that must be clear, accurate, and appropriate for health literacy constraints. INPUT: Clinical topic or patient education need REQUIREMENTS: - Reading level: 6th-8th grade maximum - Sentence length: 15 words average, 25 words maximum - Paragraph length: 3-4 sentences maximum - Use active voice - Avoid medical jargon; when necessary, define immediately - Include practical, actionable guidance OUTPUT STRUCTURE: 1. Hook (1 sentence addressing patient concern) 2. Main Content (3-4 short paragraphs) - What this means for you - What to expect - What you should do 3. Important Reminders (2-3 bullet points) 4. When to Contact Your Care Team (specific triggers) TONE: Warm, supportive, reassuring but not patronizing. Like a trusted clinician explaining something important to a worried patient. CRITICAL: Every medical term must be immediately followed by a plain-language explanation in parentheses.

📋 Example Input

"Create patient education content about what to expect in the first 48 hours after total knee replacement."

✨ Example Output

Your First 48 Hours After Knee Replacement

You just had surgery to give you a new knee. Here's what happens next.

What to Expect:
Your knee will be swollen (puffy and larger than normal) and sore. This is normal. Most patients describe it as a deep ache, not sharp pain. You'll have a bandage (dressing) covering your incision (the place where the surgeon cut your skin). A physical therapist (movement specialist) will help you stand and take a few steps within 24 hours.

Pain Management:
You'll receive pain medicine through an IV (tube in your arm) for the first day. After that, you'll switch to pills. Take your medicine before the pain gets bad. It works better when you stay ahead of it. Don't wait until you're in severe pain to ask for help.

What You Should Do:

Use ice on your knee for 20 minutes every 2 hours while awake
Do your ankle pumps (moving your foot up and down) 10 times every hour
Call your nurse before you try to stand up or walk

Contact Your Care Team If:

Your pain is not controlled after taking medicine
You see new bright red blood soaking through your bandage
Your calf (back of lower leg) becomes painful, red, or swollen
You have chest pain or trouble breathing

Consistent Visual Prompt Framework

Generates detailed visual prompts for Gemini/Imagen that maintain brand consistency. Use when: creating newsletter graphics, social media visuals, presentation images.

You are creating detailed visual prompts for AI image generation (Gemini Imagen) that maintain Techy Surgeon brand consistency. BRAND VISUAL GUIDELINES: - Style: Clean, editorial, sophisticated healthcare aesthetic - Colors: Navy dark (#1a2d42), Teal accent (#5ba8c9), Warm cream backgrounds (#f7f3ed) - Mood: Professional but approachable, thoughtful, human-centered - Avoid: Generic stock photo aesthetic, overly medical/clinical sterility PROMPT STRUCTURE: 1. Scene description (2-3 sentences) - Setting and environment - Key visual elements - Composition and framing 2. Color palette specification - Primary colors (from brand palette above) - Mood and lighting - Atmospheric details 3. Style and aesthetic direction - Photography style OR illustration style - Level of abstraction (realistic vs. conceptual) - Specific artistic references if relevant 4. Technical specifications - Aspect ratio - Focal points - Depth of field notes OUTPUT: A single, complete visual prompt ready to paste into Gemini, formatted as a continuous paragraph without section headers. CRITICAL: Every prompt must reference the Techy Surgeon color palette explicitly. Maintain consistency across all generated prompts.

🎨 Example Output

"Editorial-style illustration of a healthcare executive reviewing holographic data displays showing patient care pathways, set in a modern office with floor-to-ceiling windows overlooking a city at dusk. Navy dark (#1a2d42) dominates the background and furniture, with teal (#5ba8c9) accents in the holographic displays and ambient lighting. Warm cream (#f7f3ed) highlights on papers and screen reflections. Composition: rule of thirds, executive positioned right third, holographic data floating in left and center. Mood: thoughtful, strategic, technology-enabled decision-making. Style: clean vector illustration with subtle texture, similar to modern editorial graphics in The Economist or Fast Company. Lighting: warm ambient office light mixing with cool teal glow from displays. 16:9 aspect ratio, medium depth of field focusing on executive and nearest data displays."

Whitepaper & One-Pager Template

Creates professional whitepapers or one-pagers with proper structure. Use when: creating investor materials, health system proposals, executive briefings.

You are creating a professional whitepaper or one-pager for a healthcare audience. INPUT: Topic, key points, and target audience (investors, health systems, executives) OUTPUT STRUCTURE: For ONE-PAGER (single page): 1. Header: Title, subtitle, author/company 2. The Problem (2-3 sentences) 3. Current Approaches & Their Limitations (2-3 sentences) 4. Our Solution (3-4 sentences) 5. Key Differentiators (3 bullet points) 6. Proof Points (2-3 data points or outcomes) 7. Call to Action (1 sentence + contact) For WHITEPAPER (3-5 pages): 1. Executive Summary (1 paragraph) 2. Problem Statement (2-3 paragraphs with data) 3. Current Landscape (2-3 paragraphs) 4. Proposed Solution (3-4 paragraphs) 5. Implementation Considerations (2-3 paragraphs) 6. Expected Outcomes (2-3 paragraphs with projections) 7. Conclusion & Next Steps (1-2 paragraphs) TONE: Professional, evidence-based, confident without overselling. Use data to support claims. Acknowledge limitations where appropriate. FORMAT: Use clear headers, short paragraphs (3-4 sentences max), bullet points for lists, bold for key terms on first use. CRITICAL: Every claim should be supported by either data, logic, or expert opinion. Avoid unsupported assertions.

⚡

Start with These 3

Begin with Policy Analysis, Meeting Summarization, and Visual Prompts. These handle 80% of daily needs. Add others as you identify specific gaps.

🔄

Iterate Your Skills

These prompts improve with use. When Claude's output isn't quite right, edit the skill to be more specific. Your prompt library gets better over time.

🎯

One Skill Per Use Case

Don't make generic "write anything" skills. Make specific ones: "investor update," "newsletter," "patient SMS." Specificity drives quality.

Output Creation

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The Goal: Production-ready artifacts, not rough drafts. When time is scarce, the gap between "draft" and "finished" is where productivity dies.

The Split-Tab Workflow

Claude
Left Tab

→

Gemini
Center Tab

→

Output
Right Tab

Physical arrangement matters. Ideas flow left to right. Voice memos enter left, polished artifacts exit right. This externalizes the workflow and reduces cognitive load.

Documents Claude

Word files, PDFs, slide decks, HTML memos—all formatted, branded, ready to share. Not drafts requiring hours of cleanup.

Pro tip: Generative UI is the modern memo. Interactive HTML artifacts (generated in Claude) often communicate better than static Word docs.

Images Gemini

Generate detailed visual prompts in Claude (using Visual Prompt skill above), then run through Gemini's Imagen. Use "nanobanana" configuration for highest quality.

Workflow: Claude creates prompt → Copy to Gemini → Generate → Download → Insert into document/post.

Video Veo3 + CapCut

For animated content: Veo3 generates video clips from prompts. String them together in CapCut with transitions.

Narration: Record yourself with a microphone OR use ElevenLabs voice clone for consistent narration.

📊 Detailed Example: Visual Executive Memo

Scenario: You need to brief the C-suite on whether to participate in CMS's new ACCESS Model. You have 90 minutes before the meeting.

Step 1: Capture (5 minutes)

Voice memo while reviewing the CMS document: "ACCESS Model is mandatory bundled payment for joint replacements. We're in one of the 214 MSAs. Digital health companies can participate but we can't because of our hospital-based structure. Creates coordination problems if our patients enroll elsewhere. Financial risk is minimal but strategic risk is high—competitors could grab market share. Need board to decide: do we partner with a digital health company or wait and see?"

Step 2: Process with Claude (15 minutes)

Paste voice memo transcript into Claude with this prompt: "Create a visual executive memo for my board about ACCESS Model participation. Include decision framework, financial analysis, strategic implications, and recommendation. Format as interactive HTML with sections they can expand. Use our health system brand colors: [your colors]."

Step 3: Generate Visuals (20 minutes)

Claude creates visual prompts for: (1) Decision tree diagram, (2) Market share risk chart, (3) Partnership model comparison. Run these through Gemini, download images.

Step 4: Final Assembly (30 minutes)

Claude outputs interactive HTML memo with expandable sections. Insert Gemini-generated visuals. Add your health system header. Export as both HTML (for Slack/email preview) and PDF (for board packet).

Step 5: Distribute (5 minutes)

Send HTML version via Slack for immediate review. Attach PDF to formal board meeting materials. Both versions from same source, different formats for different contexts.

Result: Professional executive memo with data visualization, decision framework, and clear recommendation—created in 75 minutes instead of 6+ hours of traditional drafting.

What made it work: Voice memo captured your expertise. Claude structured it with executive-appropriate formatting. Gemini made it visually compelling. The system amplified your knowledge, it didn't replace it.

📋 Example: Policy Explanation for Staff

Scenario: New CMS policy on prior authorization drops. Your clinical staff is confused. You need to explain it clearly by tomorrow's team meeting.

The Fast Way:

Download the CMS policy document (PDF)
Upload to Claude: "Explain this policy change for clinical staff. What changed, why it matters for their daily work, what they need to do differently. Make it 1-page, scannable, no jargon."
Claude processes 47-page regulatory document → 1-page staff guide
Generate visual prompt: "Simple before/after flowchart showing old vs new prior auth process"
Run through Gemini → insert diagram
Distribute before team meeting

Time investment: 30 minutes vs. 3+ hours reading regulation and drafting explanation.

Quality difference: Better. Claude extracts relevant details without getting lost in regulatory language. You review and add context, but the heavy lifting is done.

For Health System Executives:

Board memo summarizing quarterly performance (voice memo → professional memo in 30 min)
Strategic analysis of new CMS regulation and impact on operations
Visual executive summary for C-suite explaining AI implementation roadmap
Comparison matrix of vendor proposals with recommendation

For Department Managers:

Weekly team update memo highlighting wins, blockers, and priorities
Process documentation for new clinical workflow implementation
Budget justification explaining staffing needs with data visualization
Patient satisfaction improvement plan with timeline and metrics

For Clinical Leaders:

Policy explanation for clinical staff (CMS regulation → plain language guide)
Quality improvement presentation with before/after data visualization
Grand rounds preparation: complex case → structured teaching presentation
Committee recommendation memo with evidence-based analysis

For Digital Health Founders:

Investor update with financial metrics and strategic pivots
Product roadmap presentation for health system partners
Regulatory strategy memo explaining FDA/CMS compliance approach
Customer case study: implementation details → compelling narrative

The pattern: Voice capture the substance → AI structures and formats → Production-ready output for your specific audience.

🎨

Brand Consistency

Every Claude skill should reference your brand colors, fonts, and style. This keeps outputs consistent without manual formatting.

📐

Templates Save Hours

Create document templates once (investor update, whitepaper, one-pager). Reference them in your skills. Never start from blank page again.

⚡

Production-Ready = First Pass

If Claude's output needs heavy editing, your prompt needs work. Refine the skill until first-pass outputs are 90% ready.

Distribution & Delivery

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Two Types of Output: Content distribution (newsletters, social media) AND work delivery (memos, reports, proposals, presentations). Both use the same upstream workflow—the difference is the destination.

Content Distribution

Substack Newsletter

Primary platform for newsletters, deep dives, and thought leadership. Rich formatting, easy scheduling, direct subscriber relationships.

Sunday routine: Process week's voice memos → publish Monday newsletter → repurpose throughout week.

LinkedIn Professional Network

Professional visibility and shorter insights. A newsletter becomes 3-4 LinkedIn posts by extracting key insights and reformatting for professional audience.

X (Twitter) Broader Reach

Broader reach, faster engagement. Turn newsletter into thread format: hook → key points → CTA to full article.

Work Delivery

Slack / Internal Memos Team Communication

Interactive HTML artifacts generated in Claude work beautifully for internal memos. Team updates, project proposals, strategic plans—all created as generative UI that demonstrates rather than describes.

Why HTML memos: Interactive, visual, immediately legible. Static Word docs feel archaic when you can show clickable prototypes, expandable data, visual workflows.

Email / Investor Updates Stakeholder Communication

Board updates, investor memos, partnership proposals. Use Whitepaper skill to generate structured documents. Export as PDF for formal delivery, HTML for interactive sharing.

Presentations / Meetings Decks & Materials

Academic conferences, health system pitches, investor presentations. Generate slide outlines in Claude, visual prompts in Gemini, assemble in PowerPoint/Keynote.

Different contexts, different branding: Techy Surgeon content looks different from Duke presentations looks different from RevelAi investor updates. The prompt library handles formatting.

Health System Proposals Client Deliverables

Whitepapers, implementation guides, strategic recommendations. Voice memo the key insights during OR breaks → Claude processes into structured document → delivered same day.

🔄 Complete Distribution Example

Single voice memo about ACCESS Model generates:

Newsletter: 1,500-word policy analysis (Substack)
LinkedIn Posts: 3 posts covering different angles
X Thread: 10-tweet breakdown
Investor Memo: "How ACCESS affects RevelAi strategy" (Slack/email)
Health System Briefing: "ACCESS Participation Guide" (PDF whitepaper)
Team Update: Interactive HTML showing our response plan (Slack)

All from one 5-minute voice memo. That's the compression.

📋 Work Delivery Example: Investor Update

Input: 3-minute voice memo after board meeting covering: Q4 metrics, hiring update, product roadmap change, competitive landscape shift.

Process:

Voice memo → Granola transcript
Paste into Claude with "Investor Update" skill
Claude generates structured memo with sections, data callouts, next steps
Export as HTML (for Slack) or PDF (for email)
Send within 30 minutes of board meeting ending

Output: Professional investor memo that would normally take 2 hours—delivered in 30 minutes.

🎯

Audience-Specific Formatting

Same content, different packaging. Newsletter = accessible. Investor memo = data-driven. Health system proposal = evidence-based. Adjust tone and depth, not core insights.

📅

Batch Content, Deliver Work Live

Schedule content distribution (Sunday batch). Deliver work outputs immediately when needed (board memo same day, proposal by EOD). Different urgency levels.

🔄

One Input, Multiple Outputs

Every voice memo can generate both public content AND internal deliverables. Think: "How does this insight serve multiple stakeholders?" before processing.

The Techy Surgeon AI Workflow

Welcome to Your AI Operating System

The Meta-Prompting Insight

Your Essential Claude Skills

ACCESS Model Participation Analysis

Investor Call Summary — December 15, 2024

Your First 48 Hours After Knee Replacement

The Split-Tab Workflow

Content Distribution

Work Delivery

Ready to Implement?

What This System Cannot Do