SOP Documentation Made Simple

Our AI voice agent "SOP-Buddy" will guide you through creating detailed Standard Operating Procedures. Learn what to expect and how to provide the best information.

Click the voice agent in the bottom right to start!
Meet SOP-Buddy: Your Documentation Assistant

What Makes SOP-Buddy Special

  • Captures every single mouse click and keystroke
  • Records exact button labels and menu paths
  • Documents pop-up messages and confirmations
  • Never accepts vague or high-level answers

How It Works

1
Tell SOP-Buddy your name, role, and responsibilities
2
It asks detailed questions about each step
3
You get a complete, actionable SOP document

What SOP-Buddy Will Ask You About

Purpose
Why this process exists and what breaks if we skip it

Example Questions:

  • "Why does this process exist?"
  • "What breaks if we skip it?"
  • "Can you give me a real-world example of a failure?"
Scope
Exactly who runs this and when

Example Questions:

  • "Exactly who runs this and when?"
  • "Any roles that shouldn't use it?"
  • "What triggers this process?"
Definitions
Key terms, menu labels, and acronyms

Example Questions:

  • "Any terms, menu labels, or acronyms a newbie won't know?"
  • "What do these technical terms mean?"
  • "Are there any system-specific names?"
Responsibilities
Who kicks off, double-checks, and signs off

Example Questions:

  • "Who kicks this off, who double-checks, who signs off?"
  • "What screen do they open to approve it?"
  • "Where do approvals happen?"
Procedure (Most Important)
Every single click, keystroke, and screen interaction

Example Questions:

  • "Where is your cursor first?"
  • "What's the exact menu path or URL?"
  • "What button label do you click?"
  • "What field do you type in, and what format?"
  • "What pops up—any confirmation dialog?"
  • "What visibly changes on screen so you know it worked?"
Safety & Compliance
Rules, audits, and permission screens

Example Questions:

  • "Any rules, audits, or permissions screens involved?"
  • "Where do you check compliance boxes?"
  • "What evidence needs to be uploaded?"
Troubleshooting
Common errors and how to fix them

Example Questions:

  • "Common errors or red banners you see?"
  • "What warning text appears?"
  • "How do you clear error messages?"
References
Templates and external documents

Example Questions:

  • "Where do templates or external docs live?"
  • "Give the file path or SharePoint link"
  • "What supporting documents are needed?"
SOP-Buddy's Follow-Up Questions
When your answer isn't detailed enough, SOP-Buddy will drill deeper with questions like these:
"What appears in the top-left corner after you press that?"
"Is there a tooltip or hover-text you rely on?"
"Which dropdown choice—can you read the exact wording?"
"Do you scroll, or does the page auto-refresh?"
"If a modal opens, what's the title bar text?"
"What color is the success message?"
"Where does the file get saved (path or URL)?"
"How do you know you're finished—what closes or changes?"
✅ Do This
  • Say exact button names: "Click the 'Submit Request' button"
  • Describe visual cues: "The button turns green when successful"
  • Include menu paths: "Go to Settings > User Management > Add User"
  • Mention error messages: "If you see 'Invalid format', try..."
❌ Avoid This
  • Vague answers: "I just log it in the system"
  • Skipping steps: "Then I submit it"
  • Assumptions: "Everyone knows how to..."
  • High-level descriptions: "I process the request"

Ready to Start?

Click the voice agent widget in the bottom right corner to begin your SOP documentation session with SOP-Buddy.

The voice agent will appear in the bottom right corner