Until scientists finally develop a clockstopper or a cloning machine, time is going to remain one of our rarest resources.

Especially if you’re a business leader. Between all your day-to-day operations, growing your business, and dealing with all the problems that pop up along the way, there’s always something important that falls to the wayside. (There are only 24 hours in a day — and we all gotta sleep sometime.)

And yes, if you’ve got a dedicated team of employees at your back, a lot of stuff can come off your plate — leaving you more time to do the things only you can do. But before you can delegate your tasks, you have to document the processes that go with them. And that could mean saying good-bye to the very limited free time you had…

…but wait. Maybe there’s a way to document and delegate your processes without sinking a huge amount of time into it. (Okay, not a maybe — it’s true.)

Enter: AI. Artificial intelligence (AI) has been the buzzword of the year, and since the debut of ChatGPT, tons of AI software have popped up to help people — and businesses — automate their work. AI can even help businesses document their processes and policies — and if it makes our customers’ lives easier, you know we had to build it into Trainual.

But our AI capabilities can’t do anything to help you if you don’t know they exist! That’s why we covered everything you need to know about Trainual’s AI tools at Insider Summit, our biggest customer event of the year. From faster documentation to answering questions in a flash, your Tr[AI]nual account can give you back the time to concentrate on everything else that matters in your business.

👉 Want to learn more about Trainual features that can five times your ROI? Or the tips and tricks behind how we use our own product? Get all the replays from this year’s Insider Summit sent straight to your inbox!

Your business playbook builds itself with 🪄 Compose

If you’ve got a Trainual account, you may have seen that nifty little wand (🪄) in the top left corner of the text editor — it launches Compose, one of Trainual’s AI features. (And if you don’t have an account, see what the magic’s all about! Try Trainual for free.)

Like other language generative AIs, using Compose is simple: Give it a few bullet points, and it will deliver detailed and comprehensive paragraphs. It can help you document your processes, policies, or any other business information.

At Insider Summit, our product manager Chelsey Krisay walked us through one of the best ways customers can use Compose: to fill in the gaps when writer’s block rears its ugly head. 

Sometimes, you know the exact details of what needs to be documented, but it’s hard to put those details into words. With Compose, you can provide a few simple bullet points of the information required, and our AI will provide a fully written guide with all the information you could possibly need. As long as you have your Topic and Step titles filled out, Compose can document the information you just can’t get out of your brain.

‍🔥 Tip: Compose provides a lot of text to cover any and all potential details. Always review the content so you can cut out any fluff you don’t want, or emphasize important information with graphics, video, or stylized text!

Generating a role chart for the first time: AI style

If you’re unfamiliar with role charts, allow us to blow your mind: A role chart maps out your team members and reporting structure based on roles — not people (like in org charts). It includes role responsibilities, meaning you get a snapshot of who’s responsible for what and how responsibilities are linked at your business.

Role charts are especially helpful for small businesses that are looking to scale — they provide an organized structure for the members of your team who have to wear multiple hats and take care of different roles. Plus, a role chart helps you visualize the future structure of your company and how all your roles will link together.

Pretty cool, right? But we get it — knowing something is good for your business is very different from implementing it, especially if you’ve never used it before. 

Well, we’re in the business of providing solutions to small business problems. That’s why we designed a way to build your role chart with AI. Add three roles (including your highest-ranking top dog), hit the auto-generate button, and voila! A fully built and customizable role chart that will give you a quick look at the structure of roles at your business.

Set up team accountability with AI-recommended roles and responsibilities

The importance of documented roles and responsibilities can’t be questioned — how else does your team know who’s in charge of what? Or who to turn to when you have questions about certain aspects of your business? Or where the responsibility gap is when things go wrong?

So yes, if you want to introduce and maintain accountability amongst your employees, roles and responsibilities are a must. The problem is documenting them for the first time (there’s a reemerging theme happening here).

Surprise, surprise: We’ve got an AI solution for that. Set up role descriptions with the click of a button and find yourself bombarded with a whole host of suggested responsibilities — created by our machine learning engine using data from the tens of thousands of companies who use Trainual around the world.

Get answers right when you need them with AI-powered search

Here’s the thing: You’re not documenting all this information about your business just so it can sit there forever. That knowledge is meant to be used — when you’re onboarding new team members, when you’re training your employees on new policies and processes, or when someone needs an answer to a single question.

And sometimes it’s hard to remember it all, but with AI-powered search, Trainual makes it easier than ever to go back and reference content you haven’t reviewed in a while.

For most software, their internal search engines are keyword-based — meaning, when you look up something, the search delivers topics directly related to the keywords you used without a lot of context. Leaving you with a long list of results without much help to filter them.

But Trainual’s new AI-powered search uses natural language processing to truly understand the meaning behind your search terms. It delves into the content of your Trainual account to deliver more accurate and relevant search results than ever before. 

Plus, the new search provides you with an actual answer to your question instead of just search results — that way, you can get the information you need sooner and more efficiently than when we just had keyword-based search. This is ultimately going to help your employees save so much time when they need a quick refresher for anything they can’t remember off the top of their head.

‍🔥 Tip: Trainual’s AI-powered search is also available in our iOS and Android apps. That way, you always have the answers to your questions — wherever, whenever.

Import docs straight into Trainual — no heavy lifting required

Maybe you’ve got a head start in the documentation game. The only problem is all your documentation is stored in either Google Docs or Microsoft Word. 

The thought of having to copy and paste all your work — all your processes and policies with their associated photos, diagrams, and tables — into Trainual would give anyone a bit of a pause. Especially considering the restructuring you’d have to do to make the documentation easier for your employees to review while training.

At least, it would be an issue without our new Import documents feature.

You can now import your old documentation straight into Trainual and have it fully ready to share with your team — no copy and paste and no restructuring required. Powered by AI, this feature reviews your doc as it’s importing to determine the best places to break down the information into bite-sized chunks — that way, the information is easier to digest when your team is training.

You already spent the time to document your process once — why spend even more time having to document it again?

And the AI party doesn’t stop here. We’re continuously working on new ways to integrate AI into Trainual so that your business playbook can literally build itself. The more AI can do for you, the more time you save to work on scaling and growing your business. 

👉 Try all of Trainual’s AI capabilities for yourself — start a free trial.