Build Workflow Setup and Training

A working method your team can use

This service turns agreed priorities into a working method. I design the steps, instructions and editorial standards your team needs, then teach your staff how to apply them to their own documents.

Who am I?

Workflow design

A workflow defines the route from initial brief to approved document. It specifies the information needed at each stage, where AI may assist, who reviews the output and what must be resolved before the document moves forward.

The workflow can cover briefing, source selection, outlining, drafting, revision, editorial review, specialist review and final approval. It also establishes how staff record unresolved questions and manage revisions, so a polished draft is not mistaken for an approved document.

Prompts and reusable instructions

I develop prompts for specific tasks and document types. Instructions can define the audience, purpose, tone, structure, length, source boundaries and points the tool should flag for human attention. They can also guide comparison, summarization and revision, with instructions to preserve the source meaning.

Prompts are tried against representative material and accompanied by guidance on use and review. Their purpose is to support a repeatable process; staff still need to assess each result.

Who am I?

Style standards and templates

Your existing brand and editorial guidance can be translated into usable instructions, templates and checklists. Where guidance is missing, I can help establish an editorial style covering voice, terminology, spelling conventions, headings, abbreviations, tone and audience needs.

Reusable materials can include document briefs, outlines, report structures, proposal sections, editing checklists and approved examples. These help staff begin with clearer expectations and give reviewers a shared standard.

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Training with your team’s documents

Training uses your organization’s own approved or suitably anonymized material. Participants practise preparing a brief, selecting source information, using task-specific prompts, assessing drafts and making revisions that preserve meaning.

Sessions can be tailored to writers, editors, managers or approvers. Coaching covers common problems such as plausible but unsupported claims, missing qualifications, repetitive language and summaries that distort emphasis. Individual coaching, small-group sessions and follow-up practice can be included in the scope.

What you receive

An agreed setup and training package can include documented workflows, a tested starter prompt library, selected templates, editorial guidance, review checklists and training materials. Your team leaves with instructions it can use in its normal work and a clear understanding of who owns each part of the process.

Demonstration

A prompt, before and after: a demonstration

From a vague request to a usable instruction

Vague prompt

Write a newsletter article about our new policy.

Edited prompt

Write a 250-word staff update on the attached travel-approval policy. Readers: all staff. Lead with what changes and what staff must do. Use only the attached policy. List any question the policy does not answer.

  • Named the reader
  • Limited the tool to approved source material
  • Asked the tool to flag gaps for a person

A demonstration written to show the kind of work. Not a client document.

Tell me what your team writes

Tell me where the process becomes difficult and what you would like to improve. Together, we can define an engagement that fits your organization’s needs.

Request an Editorial AI Assessment

Or call me: 1-800-483-4151

Who am I?