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- business sop builder
business sop builder
Transform scattered notes and tribal knowledge into executable, validated Standard Operating Procedures.
$5
Works with the AI Agents you already use
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
| Section | Details |
|---|---|
| Purpose | To ensure timely, accurate, and authorized processing of customer refund requests. |
| Scope | Applies to all B2C subscription and one-time purchase refunds. |
| Trigger | Receipt of a formal refund request via support ticket or email. |
Procedure
- Initial Review: The Support Agent reviews the customer's purchase date.
- Eligibility Check: Agent verifies if the transaction occurred within the 30-day window via the Stripe Dashboard.
- Tiered Routing:
- If < $500: Agent processes refund in Stripe immediately.
- If > $500: Agent moves to Approval Step.
- Approval: Agent sends a Slack message to the Support Manager with the transaction ID.
- Execution: Upon Manager approval (emoji check), Agent executes refund and closes the ticket.
Decisions & Quality Gates
| Point | Criteria | Yes Path | No Path |
|---|---|---|---|
| Time Limit | < 30 days since purchase? | Proceed to Tiered Routing | Route to "Expired Window" Exception |
| High Value Gate | Is amount > $500? | Require Manager Sign-off | Direct 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
- Confirm the Support Manager has the correct permissions in Stripe to audit these logs.
- Define the "Expired Window" manual override criteria to avoid subjective decisions.
- 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
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
Sign in to Agensi
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- 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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