How to Get Your Team Out Of Process Documentation Hell Using AI & Automation

The Digital Project Manager

In the ever-evolving landscape of agency operations, mastering process documentation is not just a task—it's a strategy for success.

Galen Low is joined by Alyson Caffrey (Co-founder of Operations Agency), Gray Mackenzie (Co-founder of ZenPilot), and Brian Kessman (Founder of Lodestar Agency Consulting) to explore how agencies can transform their workflows through strategic process documentation and innovation.

Resources from this episode:

• Fill out our 2025 salary survey
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• Subscribe to the newsletter to get our latest articles and podcasts
• Connect with Alyson, Brian, and Gray on LinkedIn
• Check out ZenPilot, Operations Agency, and Lodestar Agency Consulting

فصول

1. How to Get Your Team Out Of Process Documentation Hell Using AI & Automation (00:00:00)

2. The Pain of Process Documentation (00:03:01)

3. The Value of Good Process Documentation (00:09:47)

4. Tools and Techniques for Process Documentation (00:16:07)

5. Adoption Resistance: Overcoming Challenges (00:25:16)

6. Continuous Improvement: Keeping Processes Up-to-Date (00:31:01)

7. Balancing Agility and Structure (00:35:52)

8. Tool Talk: Trainual, Scribe, and More (00:38:36)

9. Effective AI Prompts for Process Building (00:41:58)