Search for:

• User Guides
  • Getting Started
    • How to Login to Your Account
    • Logging out
    • Password Recovery
    • Dashboard
    • Right Side Navigation Bar
  • Organization Chart
    • Organization Chart Tutorial
    • Zooming in and out
    • Editing Position Titles
    • Adding Positions
    • Moving Positions
    • Moving Managerial Positions
    • Deleting Positions
    • Printing the Organizational Chart
    • Moving the Organizational Chart
  • Job Descriptions
    • Edit the Job Description Title and Objective
    • Removing Processes from Job Descriptions
    • Re-ordering Processes on Job Descriptions
    • Adding Processes to Job Descriptions
    • Print / Download Job
    • Descriptions and Operating Mannuals
  • Four Key Functions
    • Four Key Functions
    • Sub Functions
    • Adding Processes to the Four Functions
    • Deleting Processes
    • Moving Processes from One Key Function to Another
    • Moving / Recording Processes within a Key Function
    • Printing Process Lists
    • Process Color Identification
    • Mark a Process as Complete
    • Adding From a Process Library
  • Process Documentation Tools
    • Documenting Work Processes
    • Edit Title and Objective of Process
    • Creating New Process Tools
    • Editing Existing Process Tools
    • Delete a Process Tool
    • The Deleted Folder
    • Archiving a Process Tool and The Archive Folder
    • Printing Process Tools
    • Saving Process Tools
    • Reordering Process Tools
    • 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
    • Using AI to Build Process Tools
  • My Processes
    • What is the Control Panel?
    • Accessing My Processes
    • Organizing Processes in My Processes
    • Completing Process Tools in My Processes
    • Printing Saved Process Tools
    • The Completed Folder
    • Trained Check Mark
  • My Employees
    • What is My Employees?
    • Accessing My Employees
    • Training an Employee using My Employees
    • Marking a Process Tool Master as Trained
    • Organizing an Your Employees Processes In My Employees
  • Process Assignment
    • Process Assignment Tutorial
    • Selecting an Employee for an Assignment
    • Choosing a Process to Assign & Assignment Notifications
    • Assigning a Process, Editing an Assignment & Completed Assignments
    • Process Assignments for Staff
  • Reports
    • Process Report
    • My Processes Reports
    • My Employee Reports
  • Account Administration
    • What is Account Administration
    • User Accounts
    • User List
    • Creating New Users
    • Deleting a User
    • Profile
    • User Access
    • Creating Control Panel Access in Account Administration
    • Account Settings
    • Updating Contact Information
    • Changing Header Color and Text Color
    • Uploading Your Logo
    • Header Display
    • Upgrade Account
  • User Settings
    • User Settings
    • Changing Username and Password
• Training Webinars
  • Touchstone Technical Training
  • Strategy Webinars
• How to Videos
  • Getting Started
  • Process of the Week
  • How-to Videos
  • Nexstar Videos
• Contact Support
  • Support

1. Add a Work Plan or a Checklist to your process and enter a Title and Objective.
   
   • For more on how to create a Work Plan, click HERE
   • For more on how to create a Checklist, click HERE
2. Click on the box with the AI Generator icon
   

3. A prompt box will appear. Enter the desired prompt for the AI to generate content and click “Go”.

   Note: The prompt “Create a step-by-step process for:” is pre-filled.

4. Review the AI-generated content. Click “Add to Work Plan” if you are happy with the response.
   Note: The AI will rarely be perfect, but you can always edit your process tool later

5. If using AI on an existing Work Plan or Checklist, choose to either “Add” or “Replace” the content.
   Note: Replacing will completely remove existing content. To keep previous content, consider archiving the old Work Plan/Checklist and creating a new one with the AI.

Tips for Crafting Effective Prompts:

1. Be as specific as possible and include key details (such as industry and company size).

2. Avoid open-ended or overly complex questions.

3. Use clear, concise language.

4. Use a polite or neutral tone.

 

---

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