Smarter Week

How to automate it

How to automate “write how-to guides or training material”

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

90 min
typically, once a month
60%
of the time can be automated
Easy
to set up

Fix 1 of 1

AI

Record yourself doing it once and let AI write the guide

Record your screen while you talk through the task; AI turns the transcript into a step-by-step guide.

Typically saves about 60% of the time10 min to set up
  1. 1Record your screen and voice doing the task once (Loom, Teams, Zoom or Scribe).
  2. 2Get the transcript.
  3. 3Paste it into AI with the prompt below.
  4. 4Add screenshots where it says [SCREENSHOT].
Prompt to copy
Turn this transcript of me doing [TASK] into a step-by-step how-to guide for a new hire. Number the steps, keep each to one action, mark where a screenshot helps with [SCREENSHOT], and list common mistakes at the end.

[PASTE TRANSCRIPT]

Tools: Loom · Scribe · Tango · ChatGPT, Claude, Gemini or Microsoft Copilot

Quick wins

Have you tried…

Have you recorded yourself doing a task and had AI turn it into a written guide?
Record your screen while you talk, and AI writes the step-by-step guide from the transcript. Tools like Scribe even grab the screenshots.

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.

Sales Ops / RevOpsMarketing Ops / AutomationSupport Team Lead / ManagerImplementation / Onboarding SpecialistProgram manager / PMOController / accounting managerPayroll specialistHR generalistPeople ops / HRIS specialistLearning & development specialistOffice managerCompliance managerQA / Test engineerIT support / HelpdeskIT / Systems administratorTechnical writerPractice / clinic managerMaintenance technicianProgram manager / coordinator

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Sales Ops / RevOps teams