Open the Task Details Modal
To use the AI feature, you must be in the Task Details Modal. You can access this modal by:
Editing an existing task.
Click the 'Apply AI' Button
In the Task Details Modal, locate and click the Apply AI button. This will expand the modal to reveal the AI input pane.
Provide Input for the AI
You have multiple options to input details for your SOP:
Type or Paste Text
Enter detailed instructions directly into the AI input pane.
You can also copy and paste content from another source.
Use Speech-to-Text
Click the Microphone button to start recording your instructions.
Speak naturally, providing as much detail as possible about the process.
Click the microphone again to stop recording, and your speech will automatically convert to text.
💡 Tip: The more detailed your input, the better the AI-generated SOP will be.
Submit Your Input
After entering or recording your input, click the Submit button. Subtrak’s AI will process your request and generate SOP details tailored to your instructions.
Review and Refine the AI-Generated SOP
Once the AI generates the SOP, you can:
Accept the changes if they meet your needs.
Edit the output directly in the modal to refine the details further.
Discard the changes and try again with a new or revised input.
Save Your SOP
When satisfied with the SOP, click Save to finalize the changes. Your updated task details will be stored in the Tasks page and associated workflows.
Additional Tips for Success
Be Specific: Detailed inputs yield better results. Include as much context as possible.
Iterate if Needed: Use the refine-and-try-again process to perfect your SOP.
Beta Status: Keep in mind that this feature is in beta. If you encounter any issues, feel free to share feedback with our support team.