OperationsBeginner

Turn screen recordings into SOPs and training docs

Convert a recorded process into a step-by-step SOP, checklist, training guide, and improvement notes.

Setup time

45 minutes

Time saved

2-6 hours

Best for

Operators, Agency teams, Small businesses

Tools

Loom, ChatGPT, Notion, Feishu Base

Overview

This workflow helps teams document processes without forcing busy operators to write SOPs from scratch.

When to use this workflow

SOP creation

Team onboarding

Process improvement

Tools you need

Loom

Video communication

Freemium

Screen recording tool for demos, async updates, tutorials, and customer walkthroughs.

Visit website

ChatGPT

AI assistant

Freemium

General AI assistant for drafting, reasoning, rewriting, and structured content generation.

Visit website

Notion

Workspace

Freemium

Workspace for docs, databases, calendars, SOPs, and team knowledge bases.

Visit website

Feishu Base

Database

Freemium

Collaborative no-code database for tracking leads, content, operations, and lightweight workflows.

Visit website

Step-by-step workflow

Record the process

Record the task from start to finish while explaining decisions, edge cases, and common mistakes.

Tool used

Loom

Expected output

A process recording.

Extract steps and decisions

Use AI to identify steps, required inputs, decision points, tools, and outputs.

Tool used

ChatGPT

Expected output

A structured process outline.

Write the SOP

Turn the outline into a step-by-step SOP with checklist, owner, frequency, and quality standard.

Tool used

Notion

Expected output

A complete SOP draft.

Track improvements

Log unclear steps, automation ideas, and recurring errors in a process improvement table.

Tool used

Feishu Base

Expected output

An improvement backlog.

Prompt templates

Process extractor

Turn this transcript into an SOP outline. Include steps, decisions, inputs, outputs, tools used, common errors, and quality checks. Transcript: [paste]

SOP writer

Write a clear SOP from this outline. Include purpose, owner, frequency, required tools, step-by-step instructions, checklist, and escalation rules. Outline: [paste]