Introduction: Learn how to use AI to build a Workplan and Checklist
Step 1: To begin, add a Workplan or a Checklist to your process, and enter a Name and Objective.
Step 2: Click on the box with the “Squiggle”
Step 3: A box will appear, asking for a prompt. Insert a prompt that you would like the AI to generate. When you are happy with your prompt, click “GO”
(NOTE: “Create a step-by-step process for:” is already implanted in your prompt)
Once you are happy with the AI’s response, click “Add to work plan”
(NOTE: The AI will rarely be perfect, but you can always edit your process tool later)
If you are using the AI on an existing Workplan/Checklist, you have the option to “Add”, or “Replace” the existing content.
(NOTE: A “Replaced” Worplan will completely change the contents to the AI-generated response and the prior content will be removed. Instead of replacing with AI, you can always archive the old Workplan/Checklist, and create a new one with the AI)
Tips For the Prompt:
1. The most effective way to ask AI questions is to be as specific as possible
- Provide as much context as possible.
- E.g. The specific industry, the size of the company…
2. Try to avoid open-ended or overly complex questions
3. Use clear and concise language
- Simple and straightforward language
4. Use a polite or neutral tone to elicit a helpful response
Continue below for additional resources:
- Documenting Work Processes
- Edit Title and Objective of Process
- Creating New Process Tools
- Editing Existing Process Tools
- Delete a Process Tool
- The Deleted Folder
- Printing and Downloading Process Tools
- Saving Process Tools
- Reordering Process Tools and Process Tool Items
- Inserting a Hyperlink
- Building Work Plans
- Deleting Tasks and Expectations
- Editing Existing Tasks and Expectations
- Check Lists
- Scripts
- Upload Files
- Documents
- Custom Forms
- Policy Notes
- Video
- Audio