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Strety's AI Suggestions for Core Process | Complete Guide

Create your Core Process faster in Strety using AI Suggestions. Learn how to enable the feature, choose context, generate suggestions, and edit your process.

Written by Dan Lapuz

Strety's AI Suggestions for Core Process helps you create a personalized Core Process based on your organization's goals, Rocks, seats, responsibilities, and instructions. Instead of starting from a blank process, you can use AI Suggestions to generate process ideas that reflect how your organization delivers value to customers and runs the business.

Here's a video overview of how AI Suggestions for Core Process works, including how to enable the feature, add instructions, select context, generate suggestions, and create your Core Process.

The video above provides a full walkthrough of AI Suggestions for Core Process. For step-by-step written instructions, continue to the sections below.


What is Core Process?

Core Process represents your organization's unique way of consistently delivering value to customers and operating the business. It breaks your work into clear steps so your team can document, follow, and improve the way work gets done.

More on what Core Process is in Strety on this Help Doc: Strety Core Process | Complete Guide


What context is used?

AI Suggestions for Core Process can use the following context to generate personalized process suggestions:

  • Company V/TO and Annual Goals: Your organization's vision, long-term direction, and annual priorities

  • Company Rocks: Your organization's current priorities and key focus areas

  • Company Seats and Responsibilities: Your organization's seats, roles, responsibilities, and accountabilities

  • Instructions: Optional guidance you provide to shape the process suggestion

Context is important because it helps AI Suggestions understand how your organization works. The more complete your Company V/TO, Annual Goals, Company Rocks, Company Seats, and Responsibilities are, the more relevant the generated Core Process can be.

Note: AI Suggestions uses the context selected during suggestion generation and the information available to the user creating the Core Process.


How AI Suggestions for Core Process works

AI Suggestions for Core Process uses the instructions and context you provide to generate process suggestions. You can tell AI what kind of process to create, what it should focus on, and how the suggestion should be written.

For example, you could ask AI Suggestions to create a Core Process for how your team handles customer support. AI Suggestions can then use your selected company context to generate a process that fits your organization.

You can review the generated suggestions and choose the one that best matches the process you want to build. If the suggestions are too broad or missing something specific, update your instructions and generate new suggestions.

Tip: Use the instructions field to tell AI Suggestions which organizational function the process is for, what outcome it should support, and what level of detail you want.


Enabling AI Suggestions for Core Process for your organization

Only Account Owners and Admins can enable or disable AI-powered features for your organization.

  1. Click your avatar in the top-right corner.

  2. Select Adminland.

  3. Scroll down and select Advanced Features.

    adminland-advanced-features-section
  4. Under AI Features, enable the AI for Assistance Creating Rocks, Measurables, Docs toggle.

  5. Click Save.

    adminland-ai-features-toggle-save

Once enabled, users in your organization can access AI Suggestions when creating a Core Process.


Using AI Suggestions for Core Process

To create a Core Process using AI Suggestions:

  1. Go to the team or organization area where you want to create the Core Process.

  2. Create a new process.

  3. Select AI Suggestions.

    core-process-ai-suggestions-option
  4. Add specific instructions for the Core Process you want to create.

  5. Choose the context you want AI Suggestions to use.

  6. Click Generate, then wait for the suggestions to populate.

    core-process-generate-suggestions
  7. Review the generated Core Process suggestions.

  8. Select the suggestion you want to use by clicking Create Core Process.

    core-process-create-core-process-button

After the Core Process is created, you can update the process before publishing it. You can edit each sub-process, adjust the structure and content, and relate the Core Process to Rocks and Measurables.


Tips for better Core Process suggestions

Use AI Suggestions for Core Process as a starting point, then refine the generated process so it matches how your team actually works.

  • Provide clear instructions: Explain which process you want to create and what it should help your team accomplish

  • Use complete context: Keep your Company V/TO, Annual Goals, Company Rocks, Company Seats, and Responsibilities up to date

  • Be specific: Include the process topic, key steps, intended audience, and expected outcome

  • Regenerate when needed: Update your instructions if the first suggestion is too broad or misses an important detail

  • Review before using: Check each sub-process for accuracy, ownership, and alignment with your real workflow

Tip: If the first suggestion is too general, add more detail about the workflow, team, customer scenario, or outcome you want the Core Process to support.


Security and privacy

AI Suggestions for Core Process uses Strety-provided context and instructions to generate suggestions. The AI does not have direct access to your Strety database or uncontrolled access to your workspace.

What AI service does Strety use?

We use OpenRouter (https://openrouter.ai/) to connect to GPT-4o-mini provided by OpenAI to generate AI suggestions. This service processes prompts to deliver suggestions tailored to the selected context.

Can I use my own AI service?

No, you cannot use your own AI service at this time. AI Suggestions is designed to work with Strety's integrated AI solution to support consistent performance and security standards.

What data does the AI have access to?

The AI/LLM does not have direct access to Strety data and cannot retrieve data on its own. Instead, Strety provides specific data through prompts. These prompts include only data points that:

  • You have access to within Strety

  • You selected to use in suggestion generation

  • Are relevant to Core Process creation

Specific data is sent to the LLM model, which is then used to generate suggestions. The AI never receives raw database access or uncontrolled data access to your Strety workspace.

Note: OpenRouter itself does not store data for training purposes. It is a provider that lets Strety route to LLMs. Strety is currently using OpenAI GPT models, which are not used for training the model. However, data can be retained by OpenAI for up to 30 days to monitor abuse. Strety plans to switch to a zero data retention LLM in the future, but there is no exact ETA.

Can I turn this feature off?

Yes, you can disable AI-powered features for your organization:

  1. Go to Adminland > Advanced Features.

  2. Disable the AI for Assistance Creating Rocks, Measurables, Docs toggle.

  3. Click Save.

Is my data secure?

Yes. Strety uses safeguards to protect the data involved in suggestion generation:

  • Prompt-only access: AI only receives curated prompts, not direct database access

  • Encryption: Data transmission is encrypted during the suggestion generation process

  • Access control: Only data you have permission to view is included in suggestion prompts

  • Compliance: Strety's AI integration follows industry-standard security practices

Data retention

OpenRouter: OpenRouter itself does not store data for training purposes. It is a provider that lets Strety route to LLMs.

OpenAI data retention: OpenAI may securely retain API inputs and outputs for up to 30 days to provide services and identify abuse. After 30 days, API inputs and outputs are removed from OpenAI's systems, unless legally required to retain them.

Strety internal data retention: Strety stores the input prompts and AI-generated outputs for auditing purposes. This data is deleted upon request or when the user who requested the suggestions is deleted from the system.

Note: Strety plans to switch to a zero data retention LLM in the future, but there is no exact ETA.


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