How to Get Your Team Out Of Process Documentation Hell Using AI & Automation

The Digital Project Manager

Your process documentation sucks. Don't worry — so do most people's. It's because it's tedious and manual to create and takes away from the fun parts of work. But wait — couldn't AI help?

Galen Low sat down with Alyson Caffrey (Co-founder of Operations Agency), Gray Mackenzie (Co-founder of ZenPilot), and Brian Kessman (Founder of Lodestar Agency Consulting) to explore whether a healthy culture of AI, automation, and iterative knowledge transfer can get your teams out of process documentation hell.

Resources from this episode:

• Fill out our 2025 salary survey
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• Connect with Alyson, Brian, and Gray on LinkedIn
• Check out ZenPilot, Operations Agency, and Lodestar Agency Consulting

Chapters

1. How to Get Your Team Out Of Process Documentation Hell Using AI & Automation (00:00:00)

2. The Pain of Process Documentation (00:02:17)

3. The Value of Good Process Documentation (00:09:03)

4. Tools and Techniques for Process Documentation (00:15:23)

5. Adoption Resistance: Overcoming Challenges (00:24:32)

6. Continuous Improvement: Keeping Processes Up-to-Date (00:30:17)

7. Balancing Agility and Structure (00:35:08)

8. Tool Talk: Trainual, Scribe, and More (00:37:52)

9. Effective AI Prompts for Process Building (00:41:14)