How do we use AI to document and simplify our core processes without letting the technology overcomplicate our EOS three-step process component?

Question

Tyler Smith · Accepted Answer

The EOS approach to processes is simple, document the critical few steps and get them followed by all. The goal is to keep things high-level and usable. Many companies make the mistake of using AI to generate massive, hundred-page manuals that nobody will ever read. This is operational theater.

Instead, use AI to simplify your documentation. Have your team record themselves walking through a core process while explaining what they are doing. Feed that audio or video recording into an AI transcription and summarization tool.

Instruct the AI to distill the recording into a clean, step-by-step checklist. Use a prompt that limits the output to a single page, focusing only on the major milestones and who is accountable for each.

This approach captures the practical wisdom of your team without the administrative burden of manual drafting. It keeps your documentation aligned with the EOS three-step process. Once documented, use your leadership team to review the simplified process, ensure it makes sense, and load it into your central repository. AI should make your processes shorter and clearer, not longer and more complex.