business sop builder

    1

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

    $5

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    Works with the AI tools you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+20 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
    • Generated the document

    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.

    business-sop-builder.pdf

    PDF · document

    Generated

    Example file from a real run - the skill writes it into your workspace.

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

    What you get

    Convert fragmented chat logs into structured, repeatable business processes.Identify missing handoffs and accountability gaps in current workflows.Generate onboarding-ready documentation for new department hires.Define clear escalation paths and quality gates for high-stakes tasks.

    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.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

      Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.

    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

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    Verified clean 20 days ago

    • Passed all security checks, Safe to install

    Listed20 days ago

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