How can you use Generative AI to create work documents?

Are you slaving away for hours every week creating routine documents, from products requirements documents to marketing plans?

I felt like I was.

But then I figured out how to use Generative AI to create a first draft that got me past my “writers block” and into editing and reviewing.

You simply need to give your favorite AI tool (e.g. ChatGPT) 3 things. And then hit Go!

Let’s walk through the example of building a sales proposal.

(1) Upload past examples of the type of document you want to create.

Here is an example of past sales proposal that we’ll use for our example:

(2) Upload your scratch notes for what is different about the new document.

Instead of notes, I like to use meeting transcripts from Zoom, MS Teams, Google Meet or elsewhere

(3) Upload anything else the AI needs to know to create the document.

To create a sales proposal, this might be your product catalog or capabilities.

(4) Then simply explain what you want in the Chat prompt: 

(5) Review the output

Here it is… It’s good first draft. It still needs some work.

The AI is not good enough to create final documents; they still require work. However, in the worst case scenario, it provides ideas to copy/paste. In the best case scenario, it gives me a 75% complete document.

As always, be mindful to use your company’s internal AI chat tool. (Don’t have one? Get in touch.)

Have questions? Let me know.

Dino Gane-Palmer
CEO, PreScouter | Creator, AI Unhyped