Operations Track

Document your operations without the documentation burden.

Built for operations managers, COOs, and team leads who write SOPs, coordinate workflows, and keep teams aligned. Learn to automate process documentation and team coordination so you can focus on optimization.

You will document and coordinate without drowning in updates.

SOPs from process walkthroughs

Record a screen share or voice memo walking through a process. AI outputs a step-by-step SOP with screenshots, decision points, and exception handling.

Example output:

"Step 1: Log into dashboard. Step 2: Navigate to Orders → Pending. Step 3: Verify payment status (green checkmark). Step 4: If failed, escalate to Finance..."

Notion Confluence Claude

Team updates that summarize status

Connect project management data. AI drafts weekly team updates that highlight blockers, celebrate wins, and assign clear next steps — without manual status gathering.

Example sections:

This Week → Completed (3), Blocked (1), At Risk (2) | Next Week → Priorities | Needs: Design resources for Q3 roadmap

Monday.com Asana Slack

Vendor documentation standardized

AI transforms scattered vendor notes into consistent documentation: contact info, contract terms, escalation paths, and performance history in one place.

Example template:

Vendor: [Name] | Primary contact: [Name, email] | Contract: [Terms, renewal date] | SLA: [Response time] | Last issue: [Date, resolution]

Airtable Notion Excel

Operational reports that flag issues

Connect your operational data (inventory, fulfillment, support tickets). AI generates reports that surface bottlenecks before they become fires.

Example alert:

"⚠️ Fulfillment delay: 3 SKUs below safety stock. Vendor X lead time increased to 14 days. Recommend: Emergency order or substitute sourcing."

Tableau Power BI Google Sheets

Operations professionals keeping teams running.

Operations Managers

You document processes, coordinate cross-functional teams, and optimize workflows. You need SOPs and status updates that don't take hours to produce.

COOs and VP Operations

You oversee multiple teams and vendors. You need visibility without drowning in status meetings, and documentation that scales with headcount.

Team Leads and Supervisors

You manage day-to-day execution and onboarding. You need clear procedures, team updates, and issue tracking that keeps everyone aligned.

Operations track runs in all May sessions.

The core curriculum is AI 101. The operations track applies it to your actual SOPs, team coordination, and vendor management. Bring your laptop and a process that needs documenting.

Hours saved per document.

Every operations document you build in class — from scratch to finished, ready to deploy.

SOPs
4 hrs 30 min
87% faster
Team Updates
30 min 5 min
83% faster
Vendor Comparisons
2 hrs 15 min
87% faster
Process Documentation
1 day 2 hrs
75% faster

Explore related AI courses.

Need more than a course?

If you need an AI workforce built for your business — not just a Saturday workshop — our consulting team designs, deploys, and runs custom AI agents tailored to your workflows. Same start: a one-hour diagnostic call.

Common questions about the operations track.

Can AI write SOPs?

Yes. You walk through a process (screen share or voice memo), and AI generates a complete step-by-step SOP with decision points, exception handling, and formatting. What takes 4 hours manually takes about 30 minutes with AI.

What about team communication?

The operations track covers AI-powered team updates, status summaries, and cross-functional coordination. You'll learn to generate weekly updates from project data that highlight blockers and assign clear next steps.

How does AI help with vendor management?

AI transforms scattered vendor notes into consistent documentation: contact info, contract terms, escalation paths, and performance history. You can also generate vendor comparison documents from multiple proposals in minutes.

Can AI automate reporting?

Absolutely. You'll learn to connect operational data (inventory, fulfillment, support tickets) and generate reports that surface bottlenecks and flag issues before they become fires. One-hour reports become ten-minute AI workflows.

Is this relevant for ops managers?

Yes. The operations track is built specifically for ops managers, COOs, and team leads. Every exercise uses real operations documents — SOPs, vendor comparisons, status reports, and process documentation.

Get in touch.

Questions about the operations track, seats, or team training? Send us a message.

Or book a call directly ↗