Admin & money

Write a simple how-we-do-it procedure with AI (so the job is not stuck in your head)

Turn what you know about a recurring job into a clear step-by-step procedure a new helper can follow. A copy-paste prompt, the questions to answer, and how to test it on a real person.

Say you run a small cleaning company. You know exactly how to turn over a rental apartment in 90 minutes. Then you hire your first helper, and you spend the first week saying the same things out loud, over and over. Everything you know is in your head, and your head cannot be in two places at once.

The fix is a written procedure: a short, numbered “how we do this” page. People in business call it an SOP, which stands for standard operating procedure. It is just a checklist with a little context. AI is good at turning your rough explanation into one, as long as you stay in charge of what is true.

Why a written procedure is worth ten minutes

When a job lives only in your head, three things happen. New people learn slowly. Different people do it differently. And when you are sick or on holiday, the job waits for you.

A good procedure fixes all three. It does not need to be fancy. A one-page list that a new person can follow without asking you a question is already a win.

Talk first, tidy later

Most people never write procedures because staring at a blank page is miserable. So do not start with the page. Start by explaining the job out loud, the way you would to a new hire standing next to you.

Record it on your phone, or type it as a messy list. Spelling, order, and gaps do not matter yet. Your phone can turn a voice recording into text, and most AI chat tools (ChatGPT, Claude, and Gemini are the well-known ones) will accept the typed result.

A prompt you can copy

Paste this into your AI tool, with your rough notes underneath:

I run a small business. Below are my rough notes on how I do one job. Turn them into a clear procedure for a new employee with no experience. Use a short title, a one-sentence purpose, a list of what they need before starting, and numbered steps in plain language. Keep each step to one action. Do not add any steps, tools, or rules that are not in my notes. If something seems to be missing or unclear, list your questions at the end instead of guessing.

[your notes here]

The last two sentences matter most. AI fills gaps with confident guesses, and in a procedure a guess can mean a wrong chemical, a skipped safety check, or a promise to a customer you never made. Telling it to ask instead of guess keeps the document honest.

Answer its questions

Good AI tools will often come back with a short list of questions at the end. Say you wrote “check the oven.” It might ask: “Check it for what? Is there a particular temperature or a cleaning step?”

These questions are a gift. They point at the exact places where you were skipping a step because it feels obvious to you. Answer them in the chat, then ask for the revised version.

Test it on a real person

A procedure is only finished when someone else can follow it. This is the step most people skip, and the one that matters most.

Hand the page to a colleague, a family member, or a new helper. Ask them to do the job using only the page, and to say out loud wherever they get stuck. Do not help. Every time you want to jump in, that is a missing step. Write it down, and ask the AI to fold it in.

Check before it goes live

Read the final version slowly before anyone relies on it. Look for these:

  • Invented steps. Anything you did not actually say. Delete it.
  • Safety and legal points. If the job involves chemicals, food, heights, electricity, or other people’s money, a procedure written by AI is not a substitute for the rules that apply to you. Check them.
  • Wrong order. Read it as if you were doing the job. Does step four really come after step three?
  • Vague words. “Clean thoroughly” means different things to different people. Replace it with what done looks like.

Keep them in one place

Once you have one good procedure, the next ones are quicker. Save each in a single shared folder or document where your team can find them, and give them plain names like “Opening the shop” or “Sending an invoice.”

When something changes, paste the old procedure and the change into your AI tool and ask for an updated version. Then replace the old page, so nobody follows out-of-date instructions.

Try this today

Pick one job you explain more often than you would like. Talk through it for three minutes into your phone and get the words typed out. Paste them into an AI chat with the prompt above, answer any questions it asks, and print the result. Then ask one person to try it without your help. That is ten minutes of work and one less thing that only lives in your head.