business sop builder

    1

    Transform scattered notes and tribal knowledge into executable, validated Standard Operating Procedures.

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    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIMuseMuseDotsDots+21 more

    business sop builder

    Example session with this skill installed

    Draft an SOP for our customer refund process based on these notes: Support agent gets a request, checks the 30-day window in Stripe, and if it's over $500 they need a manager's Slack approval.

    • Read your context and instructions
    • Compiled the business sop builder

    I have converted your notes into a validated SOP for the Customer Refund Process. I identified a potential gap in the 'Exception' path for expired windows and added a dedicated Quality Gate for high-value transactions.

    SOP: Customer Refund Processing

    SectionDetails
    PurposeTo ensure timely, accurate, and authorized processing of customer refund requests.
    ScopeApplies to all B2C subscription and one-time purchase refunds.
    TriggerReceipt of a formal refund request via support ticket or email.

    Procedure

    1. Initial Review: The Support Agent reviews the customer's purchase date.
    2. Eligibility Check: Agent verifies if the transaction occurred within the 30-day window via the Stripe Dashboard.
    3. Tiered Routing:
      • If < $500: Agent processes refund in Stripe immediately.
      • If > $500: Agent moves to Approval Step.
    4. Approval: Agent sends a Slack message to the Support Manager with the transaction ID.
    5. Execution: Upon Manager approval (emoji check), Agent executes refund and closes the ticket.

    Decisions & Quality Gates

    PointCriteriaYes PathNo Path
    Time Limit< 30 days since purchase?Proceed to Tiered RoutingRoute to "Expired Window" Exception
    High Value GateIs amount > $500?Require Manager Sign-offDirect Processing

    Escalation & Exceptions

    Expired Window: If the request is outside 30 days but the customer cites technical failure, escalate to the Head of Success for a manual override.

    • Manager OOO: If the Support Manager is unresponsive for 4 hours, escalate to the Operations Lead.

    Next steps

    1. Confirm the Support Manager has the correct permissions in Stripe to audit these logs.
    2. Define the "Expired Window" manual override criteria to avoid subjective decisions.
    3. Add this SOP to the quarterly review cycle.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    The problem

    Operational knowledge is often trapped in chat logs, emails, or the heads of individual employees. This tribal knowledge leads to inconsistent execution, bottlenecks during scaling, and critical failures when key staff members leave.

    What it does

    • Extracts implicit knowledge from raw inputs like chat history, meeting notes, and informal documentation.
    • Maps 13 core dimensions including triggers, owners, quality gates, and exception paths.
    • Resolves dependency gaps to ensure every step has a clear input and every decision has exhaustive logic.
    • Validates accountability by assigning every task to a specific role rather than a vague team.
    • Generates executable documentation with built-in KPIs and maintenance schedules.

    Why this beats prompting it yourself

    Generic prompts often miss the "unhappy path," leaving out critical exception handling and escalation triggers. This skill forces a structured audit of handoffs and quality gates, ensuring the resulting SOP is actually functional for a new hire without prior context.

    Use cases

    • Formalizing a startup department for rapid hiring and onboarding.
    • Standardizing client reporting across an agency to ensure quality.
    • Documenting technical workflows for compliance and internal audits.
    • Converting messy Slack "how-to" threads into official company policy.

    Known limitations

    Requires specific source materials or access to subject matter experts to populate technical details. Does not integrate directly with SOP management software like Trainual or Scribe.

    Requires source materials like chat logs or notes to extract data. Does not sync directly with third-party SOP platforms.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before any payment.

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    Listed2 months ago

    What's inside

    Frequently Asked Questions

    This skill transforms informal inputs—like Slack threads, rough notes, or meeting transcripts—into structured, audit-ready SOPs that include triggers, quality gates, and exception handling paths often missed by generic AI tools.

    You will receive the complete agent configuration, including its logic framework for mapping 13 core operational dimensions and structured templates for generating executable documentation.

    While the skill excels at organizing and validating workflows, it requires raw source material—such as draft notes or interview transcripts—to accurately capture your specific technical details and company context.

    The skill outputs structured documentation (Markdown/PDF/Text) that can be easily copied into tools like Trainual, Scribe, or Notion, though it does not feature a direct API sync to those platforms at this time.

    Yes, once purchased, you will have access to any future logic refinements and version updates to ensure the skill remains optimized for the latest AI model capabilities.

    The skill is designed to assign every task to a specific role rather than a vague team, ensuring that every step has a clear owner and a measurable KPI for total accountability.

    New in Business & Operations