Process Documentation Template
Capture how work actually gets done—not how it's supposed to work. Turn tribal knowledge into shared documentation.
What this template covers
- Step-by-step workflow descriptions
- Tools and systems used
- Handoffs and dependencies
- Common issues and workarounds
- Improvement suggestions
Sample questions
1
Walk me through how you handle [process] from start to finish.
AI follows up: "What triggers the process to start?"
2
What tools do you use for each step?
3
Where do things typically get stuck or delayed?
AI follows up: "How do you work around that?"
... and 9 more questions
How it works
- 1Click "Use template" and create your free account
- 2Customize the questions if needed (or use as-is)
- 3Share the link with your stakeholders
- 4AI conducts interviews and synthesizes insights
- 5Review results and make decisions
Who this is for
- Operations teams documenting workflows
- Process improvement specialists
- Teams onboarding new members
- Organizations preparing for automation
Use this template free
No credit card required. 3 free interviews/month.