Procedures Assistant
Ask how we do things at [COMPANY NAME]. Answers come from our written procedures, checklists, and policies, with the source document named.
What it does
Saves time on: Staff asking the owner "how do we do this?". Best for: Every business.
People can ask it things like:
- How do I open (or close) for the day?
- What's the process for a new customer order?
- Who do I contact about a supplier or billing problem?
- Walk me through our [COMMON TASK] checklist.
What’s in the template
- How to build it (about 30 minutes)
- Agent Builder fields
- Instructions (paste everything in the box)
- Documents to gather first
- Test it before you share it
From the team behind these tools
Want to know where AI could save your business hours every week?
Sierrix’s AI interviewer calls you for about 15 minutes and asks how your business really runs. You get a practical automation plan built on the tools you already use, with a specialty in Microsoft 365 and Copilot, reviewed by a person before it reaches you.