How can we safely use generative AI tools to draft our Core Processes without losing the human nuance that keeps our operations consistent and ready for a private equity buyer's due diligence?

Question

Tyler Smith · Accepted Answer

Private equity buyers do not want to see generic, AI-generated manuals that no one actually reads. They want to see that your team actually follows your documented Core Processes. To do this right, use a vibe coding approach to process documentation. Treat your AI assistant like an apprentice, not an author. Do not ask the AI to write a process from scratch. Instead, have your subject matter experts record a quick video or audio brief of how they perform a specific task, complete with the specific decisions and nuances they navigate. Feed that transcript directly into the AI tool and instruct it to extract the key steps using the EOS® three-step process format. This keeps the documentation simple, visual, and highly specific to your business. The output should be a high-level, clear checklist, not a fifty-page narrative. Once the AI generates the draft, your team must review and refine it to ensure it captures the actual operating reality. This iterative process allows you to document your operations at a fraction of the time and cost, while maintaining the unique human judgment that gives your business its competitive edge and enterprise value.