SOPFlow AI
Turn your team's know-how into clear SOPs with AI.
Generate a draft, structure existing instructions, or capture a browser workflow. SOPFlow AI helps you create and improve the procedure your team will follow.
AI tools included on the Free plan. No card required. Shared weekly usage limits apply.
Start with what you know
When a customer is ready for onboarding, check their details, assign a handoff owner, and record the next action.
Customer onboarding handoff
- 1
Verify customer details
Check the company and primary contact.
- 2
Assign the handoff owner
Confirm who will take the next action.
- 3
Record the next action
Save the handoff note for the receiving team.
A draft is the beginning
Bring the context. Keep the judgment.
An AI SOP generator gives your process a starting structure. The owner supplies the details that make it reliable: responsibilities, decisions, and what to do when the usual path changes.
An example review question
What happens if the primary contact is missing?
See the process owner’s correction
Context added by the owner
Pause the handoff. Ask the account owner to confirm the primary contact before assigning the onboarding task. Record the missing information in the handoff note.
Prepared example of a review and edit. AI suggestions still need to be checked against your actual process.
Four ways to turn knowledge into a useful procedure.
Generate
Give your process a first draft.
Describe the procedure you need. SOPFlow AI organizes it into phases and editable steps, with a draft saved in the workspace.
- You bring
- A description of the task, its outcome, roles, and exceptions.
- AI helps you create
- A structured SOP draft you can refine with your team.
Check the sequence and add the details only your team knows before requesting approval.
Import
Build on instructions you already have.
Paste existing instructions, or import a supported PDF or text document. AI helps turn the source text into a structured procedure.
- You bring
- Procedure text, a text-based PDF, TXT, or Markdown.
- AI helps you create
- Editable phases and steps for an SOP draft.
Check extracted text and formatting. Permissions, attachments, and another platform’s history are not migrated.
Review
Find what needs a closer look.
Run AI Review on an SOP to get a summary, strengths, prioritized suggestions, and possible missing steps. Decide what fits the work.
- You bring
- An existing procedure that you can access.
- AI helps you create
- Review suggestions to guide a new revision.
Where supported, applying suggestions creates a draft. Procedures with advanced content need manual edits to preserve their details.
Recorder
Capture the work. Explain the why.
Record supported browser actions and screenshots. Add optional narration to explain the decisions behind the clicks, then review the drafted instructions.
- You bring
- A browser workflow, captured screenshots, and optional narration.
- AI helps you create
- Editable instructions that you can import into an SOP.
Narration requires consent for transcription. Review the capture and draft before importing or sharing.
Explore SOP RecorderAI, connected to the rest of SOPFlow
From a useful draft to work your team can repeat.
01
Make it yours
Edit the draft, add exceptions, and connect the procedure to its responsible team.
02
Review and publish
Use SOPFlow’s review and version controls to agree on the instructions people should use.
03
Learn it. Run it.
Connect the published procedure to training and workflow runs, with records of the work.
Start with one repeatable task
Use the AI where your team needs a clearer process.
Draft onboarding instructions, structure a customer handoff, or improve a recurring checklist. Start with a process you know well and check the result with the people doing the work.
Your team stays responsible for the result.
AI output is editable. Check accuracy, responsibilities, and exceptions before approval. An AI review is assistance, not a certification or a guarantee that a procedure is complete.
Selected content is processed through configured AI providers. Optional recorder narration uses server transcription with consent. Review captures for sensitive information before sharing.
Start free
Try the AI with a real task.
The Free plan includes AI Generate, Review, Import, and recorder processing, with 50,000 shared AI tokens per workspace each week, up to 3 users, and 5 SOPs.
Tokens measure usage, not a fixed number of SOPs. Weekly allowances reset without rollover or automatic overage charges.
Compare plans and allowancesA few answers before your first draft.
What does SOPFlow AI do?
It helps generate SOP drafts, turn existing instructions into structured steps, review procedures, and draft instructions from browser recordings. The workspace also includes AI tools for organizational charts and process flows.
Can I edit the result before publishing?
Yes. Generated procedures are drafts. Edit them, check them with the process owner, and use the normal review and approval workflow before your team relies on them.
Can I import an existing document?
You can paste procedure text or upload a supported text-based PDF, TXT, or Markdown document. Check the extracted text and resulting steps. Import does not transfer another system’s permissions, attachments, or approval history.
Does AI Review automatically change my SOP?
Running a review produces feedback. Applying eligible suggestions is a separate action and creates a new draft. For procedures with advanced content, use the feedback to make manual edits so those details are preserved.
Is SOPFlow AI included for free?
Yes. The Free plan includes the AI tools and recorder processing within 50,000 shared weekly tokens, 3 users, and 5 SOPs. Longer or more complex work can use more tokens.
How does narration work with the recorder?
With your consent, microphone audio is sent for transcription and combined with browser actions and screenshots to help draft instructions. You can review and edit the result. Browser recording does not capture a continuous screen video.
What should I check in an AI-generated SOP?
Confirm the steps against the actual work. Check owners, access needs, decisions, exceptions, and completion evidence. Test it with a teammate and obtain the appropriate approval before publishing.
SOPFlow AI
Start with the process you explain most.
Bring the context. Let SOPFlow AI help with the draft. Give your team a procedure they can own and use.
Try SOPFlow AI free