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AI-Powered Procedure Import
AI-Powered Procedure Import

Upload a procedure in .csv, .docx, .pdf, and .prl file formats.

Updated today

The import procedure tool supports CSV, DOCX, PDF, and PRL file formats

Navigate to your Procedures Library and click Import Procedure.

Click Upload File

Select desired file to upload.

You will see a message that states Upload successful. You will receive a notification when the procedure is imported. This may take several minutes.

The AI will intelligently build out a procedure draft. Clicking on the notification will take you to the Edit screen of the draft.

We support creating Text, Note, Caution, Warning, Field Input Checkbox, and Field Input Number content blocks.

Attachments and Tables are not currently supported.

If the procedure import fails, the notification will alert you to the failed import.

Note: Strict contracts with AWS GovCloud AI & LLM sub-processors explicitly prevent the use of your data for model training.

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