We want to use generative AI to document our core processes quickly as part of our EOS journey, but we are worried that the resulting manuals will be too long and dry. How do we use AI to document our systems so they are actually followed by all?

Question

Tyler Smith · Accepted Answer

Documenting your core processes is essential for scaling, but teams often get bogged down trying to write massive manuals that nobody reads. While generative AI is a powerful tool to accelerate this process, you must use it strategically so you do not lose the human element.

The goal is to create simple, high-impact documents that follow the EOS® approach of documenting the twenty percent of steps that get you eighty percent of the results. You can use AI as an assistant to draft these workflows, but your human team must own the accountability.

To use AI effectively for process documentation, follow these steps:
- Have the seat owner record a quick video of themselves performing the task.
- Use AI to transcribe the video and draft a simple, step-by-step standard operating procedure.
- Have the seat owner review and edit the draft to ensure accuracy.
- Load the finalized process into your company library and train the team.

By using AI to do the heavy lifting of writing, you can document your systems in a fraction of the time while keeping the final output clean, practical, and highly usable.