SweetProcess Knowledge Base

    How do I use SweetAI (artificial intelligence) to create a procedure?

    Please note:

    1) The information is not shared if you enable SweetAI in your SweetProcess account.
    2) It is not used to train data in other SweetProcess accounts or the global LLM (large language model).
    3) The AI accesses only your documents and does not interact with those in other SweetProcess accounts.
    4) The reason we suggest you enable SweetAI is so it can provide relevant suggestions.
    5) The data typed into the AI prompt is private. It is protected.


    The instructions below will show you how to create a new procedure using SweetAI, our artificial intelligence (AI), so you don't have to start from scratch. Let our AI help you document the first version of the procedure so you can either approve or improve it from there.

    Below is a video demo of SweetAI creating a procedure:


    1. 1

      Click on the “Procedures” tab.

      Click on the “Procedures” tab.

    2. 2

      Click on the "Create Procedure" button

      Once the page opens up, click on the “Create procedure” button on the top right-hand side.


    3. 3

      Enter the title of the procedure.



    4. 4

      Click on the "Write with SweetAI" button


      Wait a few seconds for SweetAI to generate the procedure for you. We promise it will not take too long.
    5. 5

      Approve or edit the procedure SweetAI generated for you

      Once SweetAI automatically generates a procedure for you, you can either decide to approve it or add your finishing touches to it by editing it further.
    If you still have a question, we’re here to help. Contact us