ROI calculator for automation platform evaluation

Starting promptUse this prompt as a starting point to build your workflow.

Build a public, interactive ROI calculator that works as a marketing lead magnet — it lets a prospect quantify what their slow, manual, ungoverned automation costs today and the annual value of moving to a single governed automation platform. The goal is to make that hidden cost visible, capture qualified leads, and give the prospect a business case they can take to their CFO. Trigger it over HTTP with three routes: a GET route serving the calculator page, a POST route for lead capture that the page calls, and a GET route that renders the generated report (looked up by an id). Build it as roughly three steps: A calculator page where the prospect enters a handful of inputs about their automation workload and instantly sees an estimated annual value, reinforced by a few supporting lenses (e.g. time reclaimed, people freed, risk reduced). Keep assumptions conservative and transparent. Style it as a polished, branded, production-grade page. A lead-capture endpoint that receives the submission, creates a lead in your CRM, and persists the submission so the report can be regenerated later. Return an id the page uses to link to the report. A report page that renders a print-ready one-page investment business case (Save-as-PDF friendly) for a given submission id, brand-matched to the calculator. Persist submissions to a shared named volume so the report step can read them back. For lead creation, use Salesforce — or your team's CRM. Keep credentials in a connector, never in code. Decide the access model deliberately: a customer-facing marketing asset is typically public, so set that intentionally rather than leaving it on the default. Tools used: 3B/Tines, Salesforce connector, named volume storage, React/Tailwind webpage steps

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What this prompt builds

An interactive ROI calculator that quantifies the hidden cost of manual, ungoverned automation in engineering time, headcount, and shadow-IT risk. Prospects enter their automation workload and instantly receive a CFO-ready business case showing estimated annual value across time, people, and risk lenses. Lead submissions automatically create Salesforce records and generate print-ready investment cases, eliminating per-deal spreadsheet work for sales teams.

The problem

Prospects evaluating an automation platform can't easily see what their current manual, ungoverned automation actually costs them — in engineering time, headcount, tooling spend, and shadow-IT risk. That cost is invisible, so the business case for change never gets made. Sales teams hand-build ROI spreadsheets deal by deal, and champions have no hard numbers to take to their CFO. This workflow delivers a public, interactive ROI calculator that turns a prospect's own inputs into a CFO-ready business case in about a minute. They set roughly seven inputs about their automation workload, and it instantly computes an estimated annual value across three lenses — Time, People, and Risk. Submitting name, email, and company creates a Salesforce lead automatically and generates a print-ready one-page investment case they can hand to their decision-maker.

Solution and impact

Marketing teams get a self-serve lead magnet that lands pre-quantified, sales-ready leads straight into the CRM with no per-deal spreadsheet work. Prospects receive the internal justification artifact instantly instead of after days of back-and-forth, and champions gain hard numbers to make the business case for change visible and actionable. The workflow eliminates manual ROI calculation work while capturing qualified leads and accelerating deal cycles with tangible, CFO-ready value evidence.