Turn the processes in your head into clean SOPs.
Narrate it roughly. Our AI interviews you like a sharp ops colleague, surfacing the steps, owners, approvals and quality checks you'd never think to write down.
sops.primerpsl.com
AC
Acme Co.
Client Onboarding SOP · v1.0
1
Send welcome email with onboarding pack
- Who
- Account Manager
- Approval
- None
- Done when
- Client confirms receipt in writing
2
Schedule kickoff call within 3 working days
- Who
- Account Manager
- Approval
- Client agrees to time slot
- Done when
- Calendar invite accepted by all attendees
3
Set up client folder, billing record and Slack channel
- Who
- Operations
- Approval
- Finance signs off billing record
- Done when
- All three exist and are linked in the CRM
A finished SOP, fully branded, ready to hand over.
01
Talk it through
Dump the process in plain English. Bullet points, voice notes, half-thoughts, all fine.
02
Answer sharp questions
Our AI presses on the gaps: who approves, what failure looks like, what 'done' means.
03
Get a clean SOP
A branded, editable Standard Operating Procedure ready to export and hand over.