You know the work.
Now make AI part of
how it gets done.
A practical handbook for continuing medical education (CME) coordinators, program managers, consultants, and leadership-development professionals who want to use AI without lowering the standards their work depends on.
Begin with one real task. Bring material you trust, use AI for a useful first pass, and check the result before it leaves your hands.
What are you trying to finish?
Pick the closest task. You will get a source list, a copyable prompt, a checking routine, and a clear description of where the workflow can fail.
Make the safe path the easy path.
Use an account approved for work. Keep identifying, confidential, client, personnel, and regulated information out unless the exact workflow has been approved for it.
The guardrails chapter gives you a ten-second decision check, a practical identifier screen, and the questions to take to privacy, compliance, or IT.
Start with a real task
These workflows make the value visible while keeping the checking step close to the draft.
See all 6 workflows →- Faculty email you stop dreading 15 min · Low risk Invitations, chasing disclosures, deadline reminders, and the third follow-up to the busy cardiologist. The unglamorous volume work where your week actually goes.
- Turning 400 evaluation comments into something you can act on 30 min · High risk The open text box is where the real feedback lives and where it goes to die. This gets you themes, counts, and the quotes that matter, without quietly softening the criticism.
- The post-activity outcomes report 45 min · Handle with care Turn source material into a structured outcomes-report draft while keeping every figure and claim traceable.
Build a workflow, not a collection of clever prompts.
Four short modules teach the habits underneath every recipe. Complete them once, then return when a result needs fixing.
Take the one-hour learning path- The context you forgot to give 12 min
- Working from your own documents 15 min
- Fix the draft, don't start over 12 min
- Knowing when not to trust it 15 min
Keep your voice, rules, and checks together.
Download the four editable Word templates as one pack: voice profile, house style, identifier screen, and number audit.
- Built for reuse, not one-off prompting
- Printable checks for privacy-sensitive and numerical work
- Editable in the tools your team already uses
Finish one real task before you explore everything else.
For most first-time readers, a routine professional email is the easiest place to learn the workflow: you know the facts, you can hear your own voice, and you can check every line.