Document a process as work instructions
Your description becomes clear step-by-step instructions that newcomers can follow too.
- Type
- Template
- Level
- Intermediate
- Time
- about 8 min
Results depend on the tool, the model and what you enter.
Fill in
What you type stays in this browser window. We store and send nothing.
Which process?
- invoicing a new customer
- setting up new staff in the system
- handling a return in the online shop
- weekly till closing
- sending the newsletter
Who will follow it?
- new staff in their first month
- weekend temps
- holiday cover
- colleagues from other departments
- volunteers
How does it work today?
- I create the customer, write the invoice and send it as a PDF
- create account, assign rights, welcome email
- check parcel, book refund, inform customer
- count the till, print the report, take money to the bank
- write text, choose list, send a copy to myself, send
Your prompt
Turn my description into work instructions for [Process]. Audience: [Audience]. My description: [Description]. Structure: purpose, trigger, access or materials needed, numbered steps each starting with a verb, typical mistakes, who to ask when there are problems. Mark places where my description has gaps as a question.
Matching tools
Tools from our catalog that this prompt works well with.
- ChatGPT Prices and limits
- Claude Prices and limits
- Notion AI Prices and limits
How to use it
- Fill in the fields or tap a suggestion. Leave out names, addresses and other personal data.
- Copy the finished prompt into a tool of your choice.
- Have someone go through the instructions once without your help and note where they get stuck.
Works in these tools
Prompts work in many chat and generator tools. This selection comes from our catalog; prices as shown on the tool page.
- ChatGPT Free planfrom 8 USD per month
- Claude Free plan
- Notion AI Free plan
- Microsoft Copilot Free plan
Why does this work?
Verbs at the start make steps unambiguous. The marked gaps show what you know but have not written down.
Tips
- Passwords and login details never belong in the instructions, only a note on where to get them.