Job 13 of 16 · Outline

Tidy your own site and risk notes into a job document

The problem

The risk assessment and rescue plan are yours as a competent arborist, but typing them up is slow, so notes stay in your head or on a scrap of paper. Turning your own notes into a clean one-page job document means the crew sees the same plan, and you have a record if anyone asks.

What AI does

AI lays out the risk and rescue notes you wrote as a competent arborist as a clean one-page job document, keeping to what you wrote. The assessment and every judgement stay yours.

Time

Time: About 15 minutes per jobTools: ChatGPT, Gemini

The steps, in short

  1. Do your own assessment on site and write it down.
  2. Pick the headings your firm or training uses.
  3. Have AI tidy the notes under those headings.
  4. Check it against your judgement, brief the crew and file it.

A short sample prompt

Format my own site notes below under these headings: [your headings]. Keep my wording and meaning, do not add hazards or controls, and mark anything unclear as [CHECK]. Notes: [notes]

In the full playbook

  • 5 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
The full playbook

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