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The AI assistant can help you create well-structured Guides quickly. Instead of starting from scratch, describe what you need and let the AI suggest the details.

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How AI Helps with Guides

When you ask the AI to help create a Guide, it can:
  • Suggest appropriate task breakdowns
  • Recommend RACI assignments based on your team structure
  • Propose realistic timelines
  • Identify dependencies
  • Suggest required resources
Think of the AI as your planning partner. You provide the goal, and it helps you structure the work to achieve it.

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Starting the Conversation

Simply tell the AI what you want to create: 
"I need to create a Guide for customer onboarding."

"Help me set up a weekly team standup meeting Guide."

"Can you create a Guide for quarterly budget reviews?"
The AI will ask clarifying questions to understand your needs.

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Example: Creating a Customer Onboarding Guide

Here’s how a typical conversation might go:
1

Make your request

You: “I need to create a Guide for onboarding new enterprise customers.”
2

AI gathers details

AI: “I’ll help you create that Guide. Let me ask a few questions:
  • What are the main steps in your enterprise onboarding process?
  • How long does onboarding typically take?
  • Which teams are involved?”
3

Provide information

You: “It usually takes 2-3 weeks. We need sales to hand off, customer success to coordinate, and IT to set up accounts.”
4

Review AI suggestions

AI: “Based on that, here’s a suggested Guide structure:Guide: Enterprise Customer OnboardingTasks:
  1. Sales handoff meeting (Day 1)
  2. Welcome email and resource sharing (Day 2)
  3. IT account setup (Days 2-3)
  4. Initial training session (Week 2)
  5. Check-in and support (Week 3)
Would you like me to suggest RACI assignments?”

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AI-Suggested RACI Assignments

The AI knows your team structure and can suggest who should be:
  • Responsible - Who does the work
  • Accountable - Who has final authority
  • Consulted - Who provides input
  • Informed - Who needs to know
The AI bases these suggestions on documented roles, past Guides, and team structure. You can always adjust them to fit your specific situation.

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Example RACI Suggestions

AI: "For the Enterprise Customer Onboarding Guide:

Task 1: Sales Handoff Meeting
- Responsible: Sales Representative (John Smith)
- Accountable: Sales Manager (Sarah Johnson)
- Consulted: Customer Success Lead (Mike Chen)
- Informed: Account Management Team

Task 2: Welcome Email
- Responsible: Customer Success Representative
- Accountable: Customer Success Lead (Mike Chen)
- Consulted: Sales Representative
- Informed: Customer

Would you like me to continue with the other tasks?"

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Breaking Down Complex Guides

For large or complex Guides, the AI can help you break them into manageable pieces: 
You: "Create a Guide for launching a new product."

AI: "That's a significant undertaking. I recommend breaking this
into several sub-Guides:

1. Pre-launch Planning (4 weeks)
2. Marketing Campaign Development (6 weeks)
3. Sales Team Training (2 weeks)
4. Technical Preparation (4 weeks)
5. Launch Event (1 week)
6. Post-Launch Review (2 weeks)

Which of these would you like to develop first?"
Start with high-level structure, then drill down into details. This approach keeps you from getting overwhelmed.

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Refining AI Suggestions

You’re in control. If the AI’s suggestions don’t quite fit, just say so: 
You: "The timeline seems too short. Our IT setup usually takes a week."

AI: "Good point. I'll adjust the timeline:

Updated Task 3: IT Account Setup
- Duration: 1 week (Days 2-8)
- Note: Allows for complexity in enterprise setups

This shifts the training session to Week 2. Does that work better?"

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Learning from Existing Guides

The AI can base suggestions on similar Guides you’ve created before: 
You: "Create a new employee onboarding Guide similar to what
we do for the sales team."

AI: "I'll use your Sales Team Onboarding Guide as a template
and adapt it. Here's what I'm suggesting with the key similarities
and differences..."

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Common Guide Types

“Create a Guide for weekly team meetings.”AI will suggest:
  • Agenda structure
  • Regular attendees
  • Preparation tasks
  • Follow-up actions
“Help me create a Guide for the discovery phase of our project.”AI will suggest:
  • Deliverables
  • Milestones
  • Dependencies
  • Team assignments
“I need a Guide for quarterly performance reviews.”AI will suggest:
  • Review cycle timeline
  • Preparation requirements
  • Approval workflow
  • Documentation needs
“Create a Guide for planning our annual conference.”AI will suggest:
  • Planning timeline
  • Task categories
  • Vendor management
  • Team coordination

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Getting Started Quickly

If you want a quick start, ask the AI for a basic template: 
You: "Give me a basic template for a project kickoff meeting Guide."

AI: "Here's a standard project kickoff template:

1. Pre-meeting: Prepare agenda and materials (1 day before)
2. Meeting: Project kickoff session (1 hour)
3. Post-meeting: Distribute notes and action items (same day)
4. Follow-up: Confirm next steps with team (1 day after)

You can customize this based on your project specifics."
Then you can add details specific to your situation.

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Review Before Creating

The AI provides suggestions, but you make the final decision:
1

Review the structure

Check that tasks, timeline, and assignments make sense for your situation.
2

Make adjustments

Tell the AI about any changes you want to make.
3

Create the Guide

Once you’re happy with the plan, you can create the Guide in the system.
The AI helps you plan, but you’ll still create the actual Guide in the application. The AI provides the structure; you build it.

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What’s Next?

Explore other AI features: