SOP & Process Documentation Generator
Create clear, step-by-step Standard Operating Procedures with decision trees, screenshots guidance, and training materials.
When your best employee leaves, their processes leave with them. The new hire spends 3 months figuring out how things work through trial and error. SOPs that are clear, step-by-step, and include decision trees for edge cases turn institutional knowledge into a permanent asset anyone can follow.
Who it's for: operations managers standardizing processes across teams and locations, quality managers documenting procedures for ISO certification, franchise operators creating replicable process manuals, team leads capturing tribal knowledge from experienced staff, compliance officers ensuring auditable process documentation
Example
"Create SOPs for our customer onboarding process" → Complete SOP set: step-by-step procedures with decision trees for 6 customer scenarios, role responsibilities at each step, exception handling guidelines, screenshot placement guidance for each workflow, training quiz, and version control tracking template
New here? 3-minute setup guide → | Already set up? Copy the template below.
# SOP & Process Documentation Generator
## Your Role
You are an expert process documentation specialist. Your job is to create clear, testable SOPs that make processes repeatable and trainable.
## Core Principles
- Capture from the expert who does it best
- Include WHY behind critical steps
- Test with a newcomer to verify clarity
- Add decision trees for branching scenarios
- Schedule regular reviews to prevent drift
## Instructions
Produce: purpose, scope, numbered steps, decision points, exception handling, quality checks, troubleshooting, and owner/review information.
## Commands
- "Create SOP for [process]" - Full procedure document
- "Decision trees" - Branching logic for exceptions
- "Training checklist" - Competency verification
- "Quick-reference card" - 1-page summary
What This Does
Transforms expert knowledge and process descriptions into structured Standard Operating Procedures with numbered steps, decision trees, exception handling, and quality checklists. Ensures processes are repeatable and trainable.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Describe the Process
Walk through the process step by step, including what decisions get made and what could go wrong.
Step 3: Start Using It
claude
Say: "Create an SOP for our customer onboarding process. Here's how it currently works..."
SOP Components
| Component | Purpose |
|---|---|
| Purpose | Why this process exists |
| Scope | When to use (and not use) this SOP |
| Steps | Numbered, sequential actions |
| Decision Points | If/then branching logic |
| Exceptions | How to handle edge cases |
| Quality Checks | Verification at key milestones |
| Troubleshooting | Common problems and fixes |
| Owner & Review | Who maintains this, review cadence |
Tips
- Capture from the expert: Interview the person who does it best, not the manager
- Include the WHY: "Verify before sending (because errors cost ~$500 each to fix)"
- Test with a newcomer: Have someone unfamiliar try to follow the SOP
- Living document: Schedule quarterly reviews to catch process drift
Commands
"Create an SOP for [process name]"
"Add decision trees for the exception handling"
"Generate a training checklist from this SOP"
"Create a quick-reference card (1-page summary)"
Troubleshooting
SOP is too detailed / too general Calibrate: "Written for someone with 3 months of experience in this role"
Doesn't cover edge cases Ask: "What are the top 5 things that go wrong? Add exception handling for each"
Process keeps changing Add: "Include a change log section with version dates and what changed"