Agency Blueprint Season 9 | Ep 102 | Leveraging AI For Documentation with Juliana Marulanda
Are you utilizing AI to make your documentation and processes more efficient? With its ability to classify, regenerate, and label things in operations, AI is a great tool in helping you be more efficient and productive and hit your bottom line.
In this episode of The Agency Blueprint, I’m joined by Juliana Marulanda, a business operation expert, speaker, and the founder of ScaleTime. She has over 13 years of experience across Wall Street, the non-profit sector, technology startups, and family-owned businesses; she now helps service-based businesses.
Listen in to learn how to use AI in operations for documentation and customer insights to leverage your ability to be more efficient and scale effectively. You will also learn where to get started optimizing your documentation and systems with AI.
Key Questions:
- [01:34] How can we utilize AI to be able to change how people utilize documentation and process?
- [19:17] How well have AI language models been able to follow your organization’s SOP formats?
What You’ll Discover:
- [01:51] The things AI is great at in operations and how it can be used for documentation and customer insights.
- [04:44] How to use AI to help you be more efficient and productive to hit your bottom line.
- [06:30] Understanding where to start optimizing your documentation and systems with AI.
- [15:32] SOPs creation process – creating, standardizing, and optimizing with video as the first step.
- [20:03] Understanding that AI language models are excellent in getting SOP formats right.
Connect with Juliana:
Free Copy of The Practical Agency Book.
Real Life Agency Success Stories
Weekly agency tactics YouTube Channel
Profitability Accelerator Call - If you're looking to make a change today schedule your profitability accelerator call to define what is possible for your agency in the next 90 days.