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    CClaude CodeCCursorCCodex CLIGGitHub CopilotGGemini CLIVVS CodeWWindsurfMManus+14 more

    Workflow SOP Generator

    1

    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:

    1. Export Harvest logs.
    2. Draft Xero invoices.
    3. [Screenshot: Xero invoice draft settings]
    4. Send to AM for approval.
    5. Mail to client. ...

    What you get

    Standardize client onboarding for agencies and service businesses.Convert messy meeting notes into repeatable team instructions.Build QA checklists to reduce errors in recurring technical tasks.Identify gaps in existing process docs with the audit mode.

    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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