Generate a procedure checklist with AI from a plain-language description or an uploaded document, then review and edit the result.
The AI Procedure Generator turns a description or an existing document into a structured procedure — sections and steps ready to review — in a fraction of the time it takes to build one by hand. It is part of LAYLA, FacilityLane’s AI assistant.
From a description — describe the task in plain language, for example: “Quarterly preventive maintenance for a rooftop air handler: safety lockout, filter replacement, belt inspection, coil cleaning, and closing checks.”
From a document — provide an existing source such as an OEM manual excerpt or your current paper checklist, and the generator converts it into structured sections and steps.
Starting the AI Procedure Generator from the procedures page
2
Provide your input
Type a description of the task, or upload a document to convert. The more specific your input — equipment type, key steps, safety requirements, values to record — the better the draft.
Describing the task for the AI to generate a procedure from
3
Generate
Run the generator. LAYLA produces a draft procedure organized into sections with structured steps — checkboxes for tasks, value steps for readings, and note steps where observations are expected.
An AI-generated procedure draft with sections and steps
4
Review and edit
Open the draft in the procedure builder and review every step. Reorder, reword, add, or remove steps; add images or reference files; and adjust step types where a checkbox should have been a value entry.
Editing the generated draft in the procedure builder
5
Save and attach
Save the procedure. It is now available to attach to work orders and PM schedules like any other procedure.
Always have a qualified person review AI-generated procedures before technicians use them — especially safety-critical steps such as lockout/tagout, confined space entry, or electrical isolation. The generator drafts; your team approves.
Generation is a great way to digitize a backlog of paper checklists: convert each document, spend a few minutes reviewing, and your library moves online task by task.
Confirm lockout/tagout, PPE, and permit steps are present, correct for your equipment, and placed before the work they protect.
Equipment specifics
Verify part numbers, torque values, filter sizes, and setpoints against the manufacturer’s documentation — generic drafts need your equipment’s actual values.
Step types
Make sure readings use value steps (so numbers are recorded) rather than plain checkboxes, and add note steps where technician observations matter.
Order and completeness
Walk through the procedure mentally, or with a technician, to confirm the sequence is executable and nothing is missing between steps.
