Beginner level · Module 2: AI for Customer Service and Operations · Lesson 3 of 3
Procedures, Checklists and Schedules
Turn how work is done into clear written procedures and checklists with AI help.
In this lesson you will
- Draft standard operating procedures with AI
- Create checklists and schedule drafts
Key concepts
standard operating procedurechecklistschedule draftstaff review
The lesson
Many small businesses run on knowledge in one person's head. Describe a routine task to an AI assistant — opening the shop, receiving stock — and ask it to write a step-by-step procedure.
Turn procedures into short checklists staff can tick. AI can also draft staff rotas or weekly plans from the constraints you give it.
Always have the people who do the work review the procedure: they know the steps the AI could not know.
Step by step
- Describe a routine task in your own words.
- Ask AI to write a procedure and a checklist.
- Review them with a staff member.
- Correct and finalise.
Practice activity
Create a one-page procedure and checklist for a routine task in the chosen business.
Expected result: A reviewed procedure and checklist ready to print.
Check your understanding
-
Why write procedures down?
Show answer
So work does not depend on one person's memory and new staff can follow it.
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Who should review an AI-drafted procedure?
Show answer
The people who actually do the work.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.