AI TRAINING
AI-Powered Training and SOP Creation for SMEs
Build a self-updating knowledge base and SOPs using AI tools your team already has.
What it covers
This hands-on workshop teaches ops managers and team leads how to turn screen recordings, voice notes, and existing documents into structured SOPs and microlearning content using AI. Participants learn to use tools like Loom, Whisper-based transcription, and AI summarisation to capture tacit knowledge before it walks out the door. Sessions combine live tool demos with template-building exercises so every attendee leaves with at least one finished SOP. The programme also covers knowledge-base hygiene practices to keep documentation accurate and findable over time.
What you'll be able to do
- Record a process with Loom and generate a structured SOP draft using an AI summarisation tool within 30 minutes
- Apply a reusable SOP template to standardise formatting across at least three operational procedures
- Convert a voice memo or meeting recording into a step-by-step procedure using a transcription-to-text AI workflow
- Set up a simple knowledge-base maintenance schedule with defined review triggers and ownership rules
- Identify and correct AI-generated inaccuracies in a draft SOP before publishing it to the team
Topics covered
- Capturing procedures with Loom screen recordings and AI-generated summaries
- Voice-to-procedure workflows using Whisper and similar transcription tools
- Writing and structuring SOPs from AI drafts using ready-made templates
- Generating microlearning content (quizzes, checklists) from existing documentation
- Knowledge-base hygiene: naming conventions, version control, and review cycles
- Choosing and connecting AI writing assistants (ChatGPT, Notion AI, etc.) to your workflow
- Avoiding hallucination risk when AI drafts operational procedures
Delivery
Delivered as a one- or two-day in-person or live-virtual workshop. Approximately 60% hands-on exercises and 40% facilitated instruction. Participants bring their own laptops and access free-tier versions of Loom, ChatGPT, and a shared Notion workspace set up in advance. A pre-workshop template pack (SOP canvas, microlearning outline, review checklist) is distributed digitally. Remote delivery uses Zoom breakout rooms for small-group practice. In-person sessions work best in a room with individual screens.
What makes it work
- Assigning a single 'documentation owner' per team who is accountable for review cycles
- Starting with one high-friction process (e.g., employee onboarding) to generate a quick visible win
- Keeping the tool stack minimal — one recording tool, one AI assistant, one repository
- Scheduling a 30-day follow-up check-in to review what was actually published and what was abandoned
Common mistakes
- Relying on AI drafts without a human review step, resulting in inaccurate or unsafe procedures being published
- Building a large library of SOPs with no naming convention or owner, making them impossible to find six months later
- Treating the workshop as a one-off rather than embedding a recurring documentation habit into team rituals
- Using overly complex tools that the team abandons after the facilitator leaves — sticking to tools already in the stack works better
When NOT to take this
This workshop is not the right fit for a company that has no existing processes worth documenting — if the team is still figuring out how the work gets done, the priority is process design, not documentation automation.
Providers to consider
Sources
This training is part of a Data & AI catalog built for leaders serious about execution. Take the free diagnostic to see which trainings your team needs.