Blake Oliver CPA Blog Drafting policies and procedures docs was one of my least favorite tasks as a business owner. But now I love it.
This year, I started using AI to write my first drafts of policies and process docs for my team.
It cuts the time in half, and I get better results.
Watch the video to learn two ways to get started using AI chatbots to draft documentation:
?? Use a Q&A prompt to have AI give you a list of questions. The AI asks questions, you answer conversationally, and you get a draft expense policy.
?? Meet with a business partner about the policy you want to document. Record the meeting. Discuss the policy. Transcribe the meeting. Upload the transcript to Claude and prompt the AI to draft a document based on the discussion.
For more examples of using AI today to save time as a busy accountant, watch my recorded webinar, "Harness the Power of AI: Practical Uses for Accountants." You can even earn free CPE with the Earmark app.
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