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VineHelper® Best Practices

Tips and tricks from the folks who created VineHelper® to get the most out of the tool

Tom Copeland avatar
Written by Tom Copeland
Updated this week

VineHelper® is a tool that becomes more powerful and intelligent the more content and data in the form of SOPs and procedures you feed it. The key to building VineHelper for your firm is the Knowledge Library feature.

The library accepts PDF, Word, and TXT file types. Simply drag-and-drop multiple files at once into the library for ingestion. That's all you need to do - the system does the rest on the backend to OCR (read) and index the content into the AI model!

Here are some helpful tips for creating SOPs.

Use Loom to record naturalistic instructional videos

This is by far the fastest and easiest way to create detailed SOPs to load the content into VineHelper.

We use Loom to create videos regularly for our customers and our staff. We then use the transcript export feature of loom to convert the spoken text in the video to a readable text format for uploading into VineHelper.

Here's a quick video on the process!

PRO TIP: Transcripts are exported from most video hosting services as an SRT file extension. On Mac or Windows, simply changing the file extension to TXT will convert it to a text file that VineHelper can read on upload.

So your file might read as:

video_transcript_example.srt

You'll edit the file name to:

video_transcript_example.txt

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