Turn an informal business process into a repeatable SOP
Document a recurring business task with owners, controls, exceptions and handoffs.
Best for
- Founder-led or undocumented recurring processes
What you need
- Process notes and owner interview
- Systems, roles, inputs and expected outputs
Limitations
Not a substitute for legal, safety or compliance review.
Recommended tool
Claude
Claude handles detailed process material and can expose missing controls.
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Act as an operations analyst. Convert [PROCESS NOTES] into a repeatable SOP for [BUSINESS/ROLE]. Include purpose, trigger, inputs, roles, numbered actions, handoffs, decision rules, exceptions, quality controls, records, escalation and review owner. Use only supplied facts. Mark absent operational details [CONFIRM]; never invent permissions, systems, policies or compliance steps. Separate current process from suggested improvement. Ask questions where an omission could cause loss, delay or harm.
Step-by-step instructions
- 1
Interview the person who currently performs the task.
- 2
Generate the SOP and resolve every [CONFIRM] item.
- 3
Have another person run the process from the document.
- 4
Record failures, revise and approve with an owner.
Check the result
- Trigger and completion are measurable
- Every handoff has an owner
- Exceptions have a path
- A second person completed a test run
If the result is poor
- If it mirrors messy notes, request steps grouped by role and outcome.
- If controls are invented, require current-state facts only.
Privacy and accuracy
- Have qualified staff validate financial, legal, privacy and safety controls.
Sample input
Informal monthly invoicing process across email, accounting software and manager approval.
Expected output
A controlled SOP with trigger, nine steps, approval exceptions, reconciliation checks and escalation.
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