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Small Businesssmall businessprocessknowledge transferdocumentationoperations

Process Knowledge Capture

Document a critical business process from the person who runs it — the steps, judgment calls, and workarounds that aren't in any manual.

6 questions~3 min to complete

Use this template

Create a draft session from this template, then customize it before publishing.


Questions

1.

What process are we documenting today, and how often does it run?

For example: monthly invoicing, new client onboarding, order fulfillment, end-of-week reconciliation.

Long textRequired
2.

Walk me through the process step by step — from trigger to completion.

Include every step, even the ones that seem obvious. What starts it? What ends it?

Long textRequired
3.

What tools, systems, or accounts are involved?

Software, spreadsheets, logins, physical equipment — anything the process depends on.

Long textRequired
4.

What judgment calls do you make that aren't part of any written rule?

The decisions you make from experience — the ones a new person wouldn't know to make.

Long textRequired
5.

What most commonly goes wrong, and how do you fix it?

The errors, edge cases, or situations that come up regularly enough to know the solution by heart.

Long textRequired
6.

What would someone new to this process most likely get wrong in the first few weeks?

The mistakes you made, or have watched others make, when learning this.

Long textRequired

What you'll get

After each completed session, Mayetik generates a structured AI summary. Here's an example of the output format — the actual content reflects each respondent's answers.

Sample AI summary

Key themes from this session

The respondent's answers highlighted three recurring themes — each supported by specific examples drawn from their experience. The summary captures what was said, not what was expected.

Standout insights

Two responses stood out as unusually detailed and pointed to an area worth following up on. The full text of each answer is preserved below the summary.

Suggested next steps

Based on the patterns in this session, the AI identified three concrete actions for the project team to consider. These are drawn directly from the respondent's own suggestions.

Generated from 6 questions · ~3 min session


Ready to start from this template?

The template will be created as a draft session, so you can adjust the title, questions, and wording before publishing.