How I Leverage LLMs in My Daily Professional Workflow

Jerry Gertes

3/4/20255 min read

In the two years since large language models entered the mainstream, they've transformed from novelties into indispensable tools that fundamentally reshape how I approach my work as a business consultant. What began as occasional experiments has evolved into a comprehensive workflow augmentation that touches nearly every aspect of my professional life.

The Evolution of My LLM Integration

When ChatGPT first launched, like many professionals, I approached it with a mixture of curiosity and skepticism. I'd ask basic questions, generate simple emails, or use it for brainstorming when I hit creative blocks. But these superficial applications barely scratched the surface of what was possible.

Today, my relationship with LLMs is symbiotic and sophisticated. They aren't replacements for human thinking—they're amplifiers of it. By understanding their strengths, limitations, and the art of effective prompting, I've developed workflows that allow me to operate at a level of productivity and insight that would have seemed impossible just a few years ago.

My Daily LLM Toolkit

I primarily use a combination of models depending on the task at hand:

  • Claude 3.7 Sonnet: My go-to for nuanced business writing, complex reasoning tasks, and handling ambiguous client requirements

  • GPT-4o: Excellent for technical content, code generation, and certain specialized tasks

  • Midjourney: For rapid visualization of concepts and presentation materials

  • Local open-source models: For sensitive data that cannot leave my system

Each model has distinct characteristics that make it suitable for different applications. Understanding these nuances is crucial for effective implementation.

Morning Routine: Information Processing and Planning

My workday begins with information processing. I've built a custom system that:

  1. Aggregates industry news, client updates, and internal communications

  2. Summarizes this information through a carefully crafted prompt that extracts actionable insights

  3. Prioritizes items requiring immediate attention

  4. Generates a structured daily agenda based on these priorities

The prompt engineering here is critical—I've iterated dozens of times to develop instructions that consistently deliver the right level of detail and actionable takeaways. My current approach uses:

Analyze the following information streams and identify:

1. Critical client developments requiring immediate action

2. Industry trends with implications for our current projects

3. Internal communications requiring my response

4. Opportunities for business development

For each item, provide:

- A 1-2 sentence summary of the key point

- Specific implications for ongoing projects

- Recommended actions with priority levels (urgent/important/routine)

- Connections to other current workstreams

Format the output as a structured agenda for today, organizing by priority and estimated time requirements.

This process—which would take me 90+ minutes manually—now takes less than 10 minutes with LLM assistance, and the quality of insights is often superior.

Client Communication Enhancement

Client communication consumes a significant portion of my day. LLMs have transformed this workflow in several ways:

Proposal Development

When developing client proposals, I use a multi-stage LLM process:

  1. Initial framework generation: I input the client brief and request a structured outline addressing their needs

  2. Section expansion: For each section, I provide context and request detailed content

  3. Collaborative refinement: I iterate on the content, challenging assumptions and requesting alternatives

  4. Personalization: I customize the language to match the client's communication style and industry vernacular

The key insight here is that effective LLM use isn't about one-shot generation but iterative collaboration. I've found that treating the LLM as a thought partner rather than a text generator produces dramatically better results.

Meeting Preparation and Follow-up

Before client meetings, I provide the LLM with:

  • Meeting agenda

  • Background on participants

  • Project history

  • Recent communications

  • Strategic objectives

I then request:

  • Anticipated concerns from each stakeholder

  • Potential objections and effective responses

  • Questions that would advance our understanding of their needs

  • Follow-up items to include in post-meeting communications

After meetings, I upload my notes and ask the LLM to:

  • Identify action items and assign ownership

  • Summarize key decisions and their implications

  • Draft follow-up communications with appropriate tone and content

  • Update project documentation to reflect new information

Strategic Analysis and Problem-Solving

For complex business problems, my approach has evolved to leverage LLMs' reasoning capabilities while mitigating their limitations:

The Chain-of-Thought Approach

I've found that breaking complex problems into sequential components dramatically improves LLM output quality. My typical prompt structure follows this pattern:

I need to develop a market entry strategy for [product] in [market].

Let's approach this step by step:

1. First, analyze the current market landscape including key competitors, market size, and growth trajectory. Consider only the most relevant factors.

2. Based on this analysis, identify 3-5 potential market entry approaches, considering their alignment with our company strengths and resources.

3. For each approach, evaluate:

- Required investment

- Timeline to market

- Potential barriers

- Competitive advantage created

4. Recommend a primary approach with supporting rationale.

Throughout this analysis, prioritize specific, actionable insights over general principles.

This structured approach forces the model to work methodically through the problem rather than jumping to premature conclusions.

Multi-Model Triangulation

For particularly critical analyses, I implement a "triangulation" approach using multiple models:

  1. I pose the same strategic question to different LLMs with varied prompting approaches

  2. I compare the outputs, identifying areas of consensus and divergence

  3. I specifically probe areas of disagreement with follow-up prompts

  4. I synthesize the insights into a comprehensive analysis

This approach helps identify potential blind spots or biases in any single model's output.

Content Development at Scale

As a consultant, I regularly produce thought leadership content. LLMs have transformed this process:

Research Acceleration

I use LLMs to rapidly process and synthesize information from multiple sources, creating a foundation for original thinking. My approach:

  1. Input relevant background materials and research

  2. Request extraction of key themes, conflicting viewpoints, and emerging trends

  3. Identify gaps in existing perspectives

  4. Generate potential frameworks for addressing these gaps

The output becomes a launching point for my own analysis rather than the end product.

Content Expansion and Refinement

Once I have a core thesis, I use LLMs to:

  • Expand on supporting points with relevant examples

  • Identify potential counterarguments and address them preemptively

  • Adapt content for different channels (blog, presentation, executive summary)

  • Ensure consistency of tone and messaging across materials

Technical Implementation and Automation

Beyond conversational interfaces, I've integrated LLMs into automated workflows:

Custom Tools and Plugins

I've developed several custom tools that leverage LLM APIs:

  • A proposal analyzer that evaluates draft proposals against a rubric of best practices

  • A client communication classifier that flags emails requiring urgent attention

  • A document comparison tool that identifies substantive changes between contract versions

Process Automation

I've automated several routine processes:

  • Converting meeting transcripts into structured summaries and action items

  • Generating monthly client status reports from project management data

  • Creating first drafts of case studies from project documentation

Ethical Considerations and Limitations

My approach to LLM integration acknowledges important limitations:

Data Privacy and Security

I maintain strict protocols around confidential information:

  • Sensitive client data is never input into commercial LLMs

  • When using LLMs for client work, I anonymize identifying details

  • For highly sensitive projects, I use local open-source models only

Output Verification

I never use LLM outputs without verification:

  • Factual claims are cross-checked against reliable sources

  • Strategic recommendations are evaluated against industry expertise

  • Client-facing materials undergo human review for accuracy and appropriateness

Looking Forward: The Future of LLM Integration

As LLM technology continues to evolve, I anticipate several developments in my workflow:

Multimodal Integration

The convergence of text, image, and audio capabilities will enable more comprehensive analysis. I'm already experimenting with:

  • Analyzing presentation recordings to identify audience engagement patterns

  • Converting whiteboard sessions into structured documentation

  • Generating visual representations of complex business concepts

Specialized Domain Models

As more domain-specific models emerge, I plan to leverage models fine-tuned for:

  • Financial analysis

  • Legal document review

  • Industry-specific knowledge bases

Agent-Based Workflows

The most exciting frontier is the development of persistent LLM-powered agents that can:

  • Maintain context across multiple projects

  • Proactively identify opportunities and risks

  • Collaborate with other specialized agents to solve complex problems

Conclusion: The Augmented Consultant

The most profound impact of LLMs on my work isn't measured in time saved or words generated—it's in the expansion of what's possible. By automating routine cognitive tasks, LLMs free my attention for the uniquely human elements of consulting: building client relationships, navigating ambiguity, and crafting creative solutions to novel problems.