TBGF COMMUNITY CONNECT · THURSDAY, JUNE 11
Five ways to use AI to codify your operational intelligence
Capture how your business actually runs. Turn it into documented process you can hand off.
The how lives in your team's heads
Pricing rules, job sequencing, client quirks. Undocumented.
You are the answer machine
Same questions. Same explanations. Every week.
Knowledge leaves with people
One resignation can take a whole process with it.
Training means repeating yourself
Every new hire restarts the clock.
The fix
AI does the heavy lifting. You do the review.
Written SOP
From the recording
How-to video
Built in Claude Design
Process map
Clickable, with branches
Field checklist
From docs you have
Pre-call brief
Before every call
One team meeting
The recording and the transcript. Tactiq, Gemini notes, Zoom. Any source works.
One screen recording
Someone doing the task once, narrating as they go. Loom or any recorder.
The job folder
Quotes, scope docs, site notes, photos. Already sitting in your drive.
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Turn meetings and recordings into written SOPs
You explained it again. That explanation just became documentation.
Turn this transcript into an SOP.
Layout: Purpose, Trigger, Inputs, Steps, Quality checks, Tools, Owner.
Start every step with a verb. Flag any step you inferred.
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Turn the SOP into a how-to video
The SOP becomes the script. Claude Design builds the video.
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Turn the transcript into a clickable process map
Steps. Decision branches. Handoffs by role. Click any step for the detail.
Build a clickable process map from this transcript.
Show decision points as branches. Mark every handoff between roles.
Let me click a step to expand the detail.
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Generate field-ready checklists
From the documents you already have to the dashboard of the truck.
Build a one-page field checklist for [job type] from these documents. Order steps by sequence on site. Verb first. End with a quality check.
Re-roof, Day 1: Field Checklist
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Get a clean brief before every client call
Five minutes before the call: what was discussed, what is owed, what to raise.
What was discussed
The last conversation, summarized in plain language. No replaying recordings.
Action items by owner
Who owes what. Your open commitments flagged first, so nothing surprises you.
What to raise today
Open loops, risks, and the one decision this call should produce.
Draft, not gospel
Every AI output gets a human review before it ships. No exceptions.
Verify with the doer
The person who does the work confirms the steps. They catch what AI invents.
Name an owner
Every published asset has a name on upkeep. Unowned docs rot.
One hub
One source of truth. Not five folders and a group chat.
The math
One process a week is a full playbook by fall.
One hour. Once a week. That is the whole commitment.
Your turn
Share one way you are already using AI in your business.
Then questions. Bring the hard ones.