beginner 60 min
How to document your processes as SOPs with AI
Turn tacit knowledge trapped in your team's heads into written SOPs that new hires can actually follow.
Guide curated and reviewed byMark Barclay
Before you start
- A repeatable process someone on your team does today
- A screen recorder
Tools you'll use
- Loom
- Otter
- SynaBot
Steps
- 1
Screen-record the process
Do the task while narrating what you're doing. Loom, QuickTime or ChatGPT voice mode all work.
- 2
Transcribe
Get a transcript. Otter, Fireflies or the built-in tool from your recorder.
- 3
Feed it to the assistant with a template
Prompt: "Turn this transcript into an SOP with: Purpose, Owner, Prerequisites, Numbered steps, Common mistakes, Definition of done."
- 4
Have someone else follow it, cold
The SOP is not done until someone who wasn't in the recording can complete the task from it.
- 5
Store it where people will actually look
In the tool where the work happens. Notion, Slite, or embedded in your task template.
What you'll have at the end
A written SOP for one repeatable process, tested by someone who did not write it.