Smarter Week

How to automate it

How to automate “write up accidents, complaints and incidents”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

30 min
typically, once a week
45%
of the time can be automated
Easy
to set up

Fix 1 of 2

AIBest fix

Talk your notes into the phone and let AI write them up

Speak for a minute about the shift, incident or visit; AI turns it into a tidy log entry or report. Faster than typing on a small screen between customers.

Typically saves about 45% of the time5 min to set up
  1. 1Use voice typing or an approved AI app on your phone.
  2. 2Say what happened, when, who was involved and what is still open.
  3. 3Use the prompt below to tidy it.
  4. 4Check it and paste it into the log, form or email. Do not include customers' card details or private data.
Prompt to copy
Turn my spoken notes into a [SHIFT HANDOVER / INCIDENT REPORT / STORE VISIT REPORT] with these headings: [HEADINGS]. Short bullet points, factual and neutral. Keep times and numbers exactly as I said them. Do not add anything I did not say.

My notes: [DICTATE OR PASTE]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot

Fix 2 of 2

Software feature

Run checklists, the manager's log and head-office tasks in one app

Task apps put opening, closing and safety checklists on a phone or tablet with photo proof, keep the manager's log, and let head office send tasks without emails and calls.

Typically saves about 40% of the time2 h to set up
  1. 1Check whether your company has a task app: Crunchtime Zenput, Jolt, YOOBIC, SafetyCulture or Connecteam.
  2. 2Move your opening, closing and cleaning checklists into it.
  3. 3Use the logbook for shift handover notes.
  4. 4Ask head office to send campaigns and resets as tasks with photo proof instead of emails.

Tools: Crunchtime Zenput, Jolt, YOOBIC, SafetyCulture or Connecteam

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Store / shift managerRetail associateHotel front desk / guest servicesHotel housekeeping / rooms operations lead

HourLeak · the 8-minute work audit

How many hours does this cost you?

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Other common tasks for Store / shift managers