We have documented our three-step marketing process in our Core Processes, but our team wants to insert an AI generation tool into the second step. How do we update our documented processes so the AI tool remains a helpful assistant rather than a black box?

Question

Tyler Smith · Accepted Answer

To keep your Core Processes simple, practical, and usable, do not write a fifty-page manual detailing every single AI prompt. When updating your documented processes to include AI, follow the EOS rule of keeping it documented at a high level, focusing on the human steps and the quality check.

Review your three-step marketing process. If step two is content drafting, and you are introducing AI to speed this up, your updated document should focus on the input, the tool, and the human audit.

Specify exactly what input the team member must feed into the AI, such as approved client avatars or verified source documents, to ensure the output is grounded in truth. Next, name the specific, approved AI tool they are allowed to use.

Most importantly, document the mandatory review step. The process must clearly state that a human must review the draft for brand voice, factual accuracy, and compliance before it moves to step three. By documenting the human guardrails rather than the technical prompt engineering, you keep your process simple, flexible, and robust, ensuring your team controls the tool instead of the tool controlling your process.