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Solutions/Functions/People and HR/Learning and development

AI workflows for learning and development.

Helping employees learn and grow in their work: training plans, onboarding programs and learning content.

Who does this work

  • Learning and development manager
  • Training coordinator
  • Instructional designer

3 workflow templates ready to adapt, and 9 workflows identified.

Updated 12 November 2026

Request this workflowBook a fit call
Examples of the workflows identified
  1. Analyse a team's training needs
  2. Review a course's sequence and weekly workload
  3. Run a site safety induction
  4. Check training and credential records against requirements and expiry datesIllustrative
  5. Draft an assessment blueprint and itemsIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Analyse a team's training needsSets what each role must be able to do against current ability, ranks the shortfalls and plans the training to arrange first.Workflow templateRun a site safety inductionBuilds a site-specific safety induction with a check of understanding, sign-off records and refresher dates for new hires and contractors.Workflow template
Check training and credential records against requirements and expiry datesMatches each role's required training or credentials to the records held, showing missing evidence and what expires soon, for the training owner.Illustrative · not built yet
Find work only one person can cover and plan cross-trainingMaps critical tasks to the people who can do them, shows single-person dependencies and proposes cross-training.Illustrative · not built yet

Course and curriculum design

Review a course's sequence and weekly workloadWorkflow template
Draft an assessment blueprint and itemsIllustrative · not built yet
Draft practice material for a lessonIllustrative · not built yet
Organize a course reading packIllustrative · not built yet
Plan a learner's study scheduleIllustrative · not built yet

Workflow templates

Site safety induction packFor one named site, the site, facilities or people lead gets an induction built from that site's own emergency arrangements, rules and hazards, with a short check of understanding, a sign-off record for each person and refresher dates by role. A competent person approves it and delivers it.Workflow templateTraining needs analysisFor one team, the HR lead or team manager gets what each role must be able to do, how many people can do it now, where the team falls short, and the training to arrange first, with who arranges it and by when. Counted by role, never a rating of a named person.Workflow templateCourse sequence and workload reviewA course lead revising an outline for the next cohort gets a module map: learning goals, prerequisites, activities and the instructor's own time estimates, with crowded weeks and coverage gaps marked and every gap written as a question. The course lead decides what changes.Workflow template

Request this workflow

Tell us the learning and development work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Reading for people and hr

  • ArticleFrom working workflow to daily use: the rollout checklistThe owner’s checklist for taking a tested AI workflow into daily use: introduction, first use, review, exceptions, support and the first follow-up.Read
  • ArticleRecruit, train and develop: a workflow map for the people functionA worked workflow map for the people function: role briefs, interview plans, onboarding, feedback and development, each on a role, with decisions marked.Read
  • ArticleFive operational workflows to power up before you buy another legal AI toolFive law-firm operational workflows side by side, what the AI you already own can carry, and a seven-question checklist to pick the one to power up first.Read
  • GuideAn AI adoption plan for the business side of your law firmMap intake, finance, client service and people operations by role, score the candidates and choose one AI pilot your management meeting can approve.Read

Where to go next

All of people and HREvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Within learning and development

  • Course and curriculum design

Other areas of people and HR

  • Compensation and benefits
  • Employee offboarding and handover
  • Employee onboarding
  • Employee relations and culture
  • People operations
  • Talent management
  • Workforce planning and scheduling
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