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PRODUCT PREVIEW · Automate

The Team SOP Builder.

Document a repeatable process, identify its exceptions, and decide what should remain human-owned.

THE PRODUCTIVITY COLLECTION · NO. 06

Get the process out of your head.

ORIGINAL TEMPLATES · USEFUL PROMPTS · A CLEAR NEXT STEP

Who this is for

Small teams preparing a process for delegation or careful automation.

The planned kit

Process interview questions

SOP drafting prompt

Owner and exception map

Acceptance test worksheet

Revision log

Automation readiness checklist

Your implementation path

  1. Walk through a real recent example.
  2. Record inputs, steps, outputs, and ownership.
  3. Draft the instructions with approved information.
  4. Ask a teammate to follow them on a sample.
  5. Revise before considering automation.

Try one prompt now

Convert the process notes below into a draft SOP. Include purpose, owner, prerequisites, numbered steps, checks, exceptions, and escalation. Distinguish supplied facts from questions. Do not invent missing steps. Notes: [sanitized process].

The human checkpoint

An AI-generated SOP is a draft, not evidence that the process has been validated.

This is a product concept and sample prompt, not a verified one-click integration. Exportable workflows, walkthrough videos, and paid fulfillment are not included yet. Software subscriptions are separate.

POSSIBLE SUPPORTING TOOLS

Start with what you have.

These are alternatives to evaluate, not a shopping list. You do not need all of them.

AI assistant

Claude

An AI assistant for writing, analysis and delegated tasks. Cowork capabilities are moving into the main Claude experience.

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Workspace with AI

Notion

A workspace for notes, documents, projects, and connected knowledge, with AI features.

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Workflow automation

n8n

A workflow automation platform with AI capabilities and code-friendly customization.

Technical