Automation and Operations
Which processes to automate first: a simple scoring method
Score each process on hours, clarity, data readiness and risk, check payback, then automate the top one or two. Worked example and pass/fail test.
Process
AI SOP Generator
Recordings and scattered notes turned into clear, structured standard operating procedures your team can actually follow.
Too much of how your business runs lives in a few people's heads, or in a recording nobody will rewatch. AI SOP Generator turns screen recordings, voice notes and rough notes into clear standard operating procedures with numbered steps, roles and checks, in your own format. A reviewer signs off each SOP before it is published to your drive, wiki or CMS.
- Recordings and rough notes turned into clear, numbered SOPs
- Steps, roles and checks laid out in your format
- Reviewer sign-off before anything reaches your wiki or drive
$2,700
20–30 working days
Optional maintenance $249/mo
What it is
AI SOP Generator turns screen recordings, voice notes and rough process notes into clear standard operating procedure documents, with numbered steps, owners and the tools each step touches. It formats each SOP for the destination you choose, such as your drive, wiki or CMS.
Why businesses buy it
When a process only exists in someone's head, every new hire, absence or resignation becomes a risk. Training takes longer, mistakes repeat and the same questions come up every week. Writing SOPs by hand is the job that never gets done. This build turns the material you already have into documents your team can follow, in a format they recognize, with a person approving each one. The Scope Card sets the destination, output formats and sample reviews before you order, so you know exactly what you get.
Problems this solves
Key processes exist only in one person's head
Screen recordings, voice notes and rough notes are turned into clear SOP documents. Knowledge gets written down without the expert spending days at a keyboard.
Existing procedures are vague about who does what
Each SOP has numbered steps, owners and the tools each step touches. Staff can follow it without needing to ask the person who originally did the work.
SOPs end up scattered in different formats and folders
Every SOP uses the same format and is delivered to the one destination you choose, such as your drive, wiki or CMS. Procedures are easy to find.
A good fit if
Your procedures live in someone's head, a Loom recording or a half-finished document, and new hires learn by shadowing rather than reading.
You already have some process notes or recordings and want them turned into consistent, numbered SOPs rather than starting from a blank page.
You want SOPs delivered in your existing format, whether that is a wiki page, a shared drive document or a CMS entry.
You need a first clean draft of each procedure that your team can review and correct, rather than a finished policy manual with no review step.
Not the right fit if
You need the procedure actually carried out, not just documented. See AI SOP Execution Agent, which runs a defined SOP as a workflow with your approval rules.
You want day-to-day operational requests handled directly, beyond turning notes into documents. See AI Operations Assistant.
Your announcements and updates matter more than your procedures right now. See AI Internal Communications.
You need documentation plus execution plus reporting tied together as one system. See AI Business Operations OS, or use our Custom AI enquiry form.
How it works
- You send the raw material. A screen recording of the task, a voice memo, an existing rough document, or notes from whoever currently does the work.
- The steps are extracted and ordered. Each action is broken into a numbered step, with the tool or screen it happens in, drawn from your brand profile and up to 20 reference examples of SOPs you already like.
- Owners and decision points are added. Where a step needs sign-off or belongs to a specific role, that is marked so the document reads like a real procedure, not a transcript.
- It is formatted for where it lives. The same SOP is shaped for your wiki, drive or CMS, in up to three output formats from one generation pipeline.
- You review 25 sample SOPs before rollout. Real procedures from your business, not filler examples, so you can judge the actual output.
- Two rounds of changes refine the format. Wording, step granularity and structure are adjusted until the SOPs match how your team actually talks about the work.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Your brand guidelines and a few tone-of-voice examples so SOPs read consistently.
- 10 to 20 reference examples of SOPs or process notes you already like, or think are close.
- Access to the destination system where finished SOPs will live, such as a wiki, drive or CMS.
- The first set of procedures to start with, whether as recordings, notes or a rough list.
- The name of the person who approves each SOP before it is published.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can sign off on the finished setup.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, source material and destination system confirmed.
Weeks 1–2
The extraction and formatting pipeline is built around your reference SOPs.
Week 3
The destination system is connected and output formats are set.
Weeks 3–4
25 sample SOPs are generated from your material and sent to you.
Week 4
Structure and wording are refined across two rounds of changes.
Go-live
Live, handover report sent, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $2,700 |
| Express | 15–25 working days | $3,250 |
| Rush | 10–20 working days | $3,800 |
What you receive at handover
- AI SOP Generator delivering SOP documents to one destination, such as your drive, wiki or CMS
- One generation pipeline with up to three output formats
- Your brand profile and up to 20 reference examples set up as the SOP style
- Test report from 25 sample SOPs reviewed and approved by you
- Admin guide and a written handover report
- 30 days of post-launch support
Expected benefits and how to measure them
- Can turn tacit know-how into written procedures quickly
- Helps new staff learn tasks without constant shadowing
- Makes procedures consistent and easy to find
- Processes with a current SOP
- List your key processes and count how many have an up-to-date SOP, at launch and each quarter after.
- Time to write an SOP
- Compare writing time for an SOP before launch with generated and reviewed SOPs after.
- New starter time to work alone
- Ask managers how long new starters need before handling a task alone, before and after SOPs exist.
Before you start: List your key processes and note which have written SOPs today. Record how long the last SOP took to write.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $20 to $150 a month in AI model or media-generation usage, depending on how many procedures you generate and how long they are, and that is billed to your own accounts, not ours.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
For this build, monthly maintenance includes change hours for work such as new reference formats or a revised step structure. It starts after the 30 days of support that come with the build, bills monthly, and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A documentation tool charges a monthly seat fee for the editor alone | A process consultant quotes per procedure documented | Ours is one fixed price, shown on this page before you buy |
| Scope | A documentation tool is a blank template you fill in yourself | A consultant agrees scope during the engagement | Ours is written on the Scope Card before purchase |
| Delivery | A documentation tool is live as soon as someone starts typing | A consultant engagement usually takes several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
| Source material | A documentation tool needs someone to write the first draft | A consultant interviews your team to write it | Ours turns your recordings and notes into the first draft |
| Consistency | A documentation tool's output depends on who wrote each page | A consultant's output depends on who was interviewed | Ours formats every SOP from the same reference set |
Questions about this product
How much does AI SOP Generator cost?
The price for each delivery speed is shown in the panel on this page. It covers the extraction and formatting pipeline, a connection to one destination system, up to three output formats, 25 sample SOPs reviewed with you and two rounds of changes. AI usage afterwards, roughly $20 to $150 a month depending on volume, is billed to your own accounts rather than through us.
How long does it take AI SOP Generator to go live?
Your go-live date for each speed is shown in the delivery panel on this page, counted from the day your intake is complete and access is verified. Sending your source recordings or notes and 10 to 20 reference SOPs early keeps you on that date. The 25 sample SOPs are reviewed with you before launch, so the format is settled before you rely on it.
What source material does it need to write SOPs?
Whatever you already have: a screen recording, a voice memo, rough notes, or an existing document that needs cleaning up. You also provide 10 to 20 reference SOPs or examples you like, so the output matches a format your team recognizes rather than a generic template.
Does it write brand-new procedures from nothing?
No. It turns the material you provide, such as a recording or notes, into a structured document. Writing a procedure that does not yet exist anywhere, where no one has described the steps, falls outside this build's scope and is handled as a Change Quote or a custom engagement instead.
Can I get SOPs added after the initial 25 samples?
Yes. Ongoing SOP generation for new procedures fits inside the monthly change hours that come with maintenance. A larger batch, or a second destination system for where SOPs are published, is scoped and quoted separately as an add-on rather than folded into those hours.
Who reviews the SOPs before they go live?
The approver you name during intake reviews every SOP before publishing, and two rounds of changes are included in the build price so wording and step granularity get corrected before rollout. After the 25 sample outputs, you set the final review process for future SOPs going through the same pipeline.
What does running AI SOP Generator cost each month?
AI model and media-generation usage runs roughly $20 to $150 a month depending on volume, paid directly in your own accounts. We do not add a markup or route that spend through us, so you can see exactly what each SOP costs to generate as you scale up the number of procedures.
Do I own the SOPs and the setup afterward?
Yes. The finished documents live in your own drive, wiki or CMS, and the generation pipeline runs on your accounts, not ours. There is nothing to migrate if you change tools later. The 30 days of post-launch support cover fixing anything that does not match the Scope Card.
Guides on this topic
All guides Get your procedures out of someone's head and onto the page.
Order AI SOP Generator and your first structured procedures are ready on a fixed delivery date. The scope above is what you get, in writing, before you pay.
Works well with
Business Rhythm
AI Internal Communications
Drafts internal announcements and updates in a consistent voice.