Works with the AI tools you already use
Workflow SOP Generator
The problem Process knowledge often lives in the heads of a few team members, leading to inconsistent results, bottlenecks, and scaling friction.
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See it in action
You say
Create an SOP for our monthly client billing. We pull hours from Harvest, create invoices in Xero, send them to the account manager for approval, and then mail them to clients.
Your agent does
SOP: Monthly Client Billing
Process Context Summary
Purpose: Ensure accurate monthly billing. Tools: Harvest, Xero, Email. Steps:
- Export Harvest logs.
- Draft Xero invoices.
- [Screenshot: Xero invoice draft settings]
- Send to AM for approval.
- Mail to client. ...
What you get
About this skill
The problem
Process knowledge often lives in the heads of a few team members, leading to inconsistent results, bottlenecks, and scaling friction. When documentation exists, it is usually vague, lacks quality checks, and fails to guide a new hire through a task without constant supervision.
What it does
- Converts rough notes, Loom transcripts, or task descriptions into structured SOPs with clear step-by-step instructions.
- Generates specific screenshot placeholders so team members know exactly what visual evidence to document.
- Builds comprehensive QA checklists and common error troubleshooting guides to ensure output consistency.
- Defines roles, responsibilities, and escalation paths to prevent project stalls.
- Audits existing process documents and assigns a readiness score based on clarity and completeness.
Why this beats prompting it yourself
General prompts often miss the "hidden" operational details like version control, handover notes, and specific screenshot locations. This skill enforces a 15-point structural framework that ensures every SOP is training-ready and compliant with operational best practices right out of the gate.
Use cases
- Documenting client onboarding sequences for agency account managers.
- Standardizing weekly newsletter publishing and email marketing workflows.
- Creating admin and finance routines for virtual assistants to follow.
- Auditing legacy process documents to identify missing quality controls.
Known limitations
Requires an initial rough process or task description to generate a draft. It cannot provide legally binding or regulatory advice for high-risk industries.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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