AI for Business Operations
Lesson 4: Build an Operations Playbook with AI
Lesson Objectives
By the end of this lesson, students should be able to:
- Create an operations playbook with SOPs, checklists, and decision tables.
- Use AI to draft and organize while confirming every step themselves.
- Prepare the playbook for staff training.
Lesson Content
An operations playbook includes:
- Three to five SOPs for repeated processes.
- Checklists for opening, closing, or job completion.
- Decision tables for common situations (for example, "customer requests a refund: under $50, staff approves; over $50, owner approves").
- Contacts and escalation: who to call for what.
- Version and review date.
AI drafts quickly; you confirm every step matches reality before staff use it.
Enroll to continue this lesson.
The preview above shows the lesson objectives and opening lesson content. Enroll to view the full lesson, complete the practice work, and take the lesson quiz.