Providing effective context to AI

The quality of your process map depends on the context you provide. Here are tips for getting the best results:

Do:

• Name the roles involved — “The process involves the customer, sales rep, and finance team.”
• Describe decision points — “If the order value exceeds £10,000, it requires manager approval.”
• Mention systems and tools — “The data is entered into SAP and then synced to Salesforce.”
• Share background context — “This is based on stakeholder meetings with the logistics and operations teams.”
• Specify the scope — “Map only the returns process, from customer request to refund confirmation.”

Avoid:

• Overly vague descriptions — “Map our business process” is too broad.
• Assuming the AI knows your organisation — Provide the specific details you need reflected in the map.

Tip: You can paste meeting notes, requirements, or process narratives directly into the chat. The AI can extract and structure the process from unstructured text.