Using AI to Document Technical Workflows
Practical AI training for energy services teams
Presented by Jason Trager
In-person, LIVE Instructor-Led Training Course
Live, Virtual Registration Available
Date: Friday, December 4, 2026
Time: 8:30 AM – 12:00 PM PT
Instructor: Jason Trager
Location: One World Trade Center, 121 SW Salmon St., Portland, OR 97204 (or Zoom)
Earnable CEUs: 0.3
Earnable PDHs: 3
Fee:
USD: $200 USD or 2 Group Member Points / Non-Members: $300 USD
CAD: $280 CAD / Non-Members: $420 CAD
Please note: Registration fees and membership points are charged per participant. Each individual attending must register separately. This is required for IACET compliance to ensure we can accurately track attendance, award CEUs, and provide course materials.
*To register with Group Member Points, email elearning@aesp.org
Course Description:
The knowledge that keeps energy programs running isn't always written down. When processes depend on individual employees, teams can struggle with inconsistent workflows, duplicated efforts, and lost institutional knowledge.
Join Jason Trager of Plentiful for a hands-on training on using artificial intelligence (AI) to document technical and operational workflows. You'll learn how to break down existing processes, turn informal knowledge into structured documentation, and evaluate AI-generated materials for accuracy and usability.
Through a real-world example, live demonstration and practical exercises, you'll discover how AI can help your team preserve knowledge, improve consistency, and make everyday processes easier to repeat and share.
Designed for: Program managers and energy professionals involved in energy program delivery, implementation and continuous improvement.
No advanced AI experience is required. This training focuses on practical techniques you can apply to everyday work.

You’ll leave this session able to:
Identify technical and operational workflows that would benefit from clearer documentation.
Analyze an existing workflow to distinguish its key steps, decisions, inputs, and outputs.
Apply AI tools to organize existing knowledge and develop structured workflow documentation.
Evaluate AI-generated documentation for accuracy, clarity and usability, identifying improvements needed to support consistent implementation.
*You’ll earn 0.3 CEUs for this course by attending the full session and passing the final quiz with a score of 70% or higher.
*We want everyone to feel welcome and supported. If you need any ADA accommodations, just let us know — we’re happy to help. Email us at elearning@aesp.org.
Cancellations received no later than 14 days prior to the training date will receive a refund, minus a 5% processing fee if paid with a credit card. Cancellations received after the cutoff date and no-shows will not receive a refund (cash or points). AESP reserves the right to cancel a training course at any time with reasonable notice given to all participants.
AESP is accredited by the International Association for Continuing Education and Training (IACET). AESP complies with the ANSI/IACET Standard, which is recognized internationally as a standard of excellence in instructional practices. As a result of this accreditation, AESP is authorized to issue the IACET CEU. AESP instructors disclose in advance that they have no interest in any product, service, or material discussed during the course. This information is stated orally and in the training course handbook.