Workflow Automation
Most SOPs were written before anyone used AI in the process, so the AI step lives in someone's head. When that person is out, the step is either skipped or done differently. Documenting an AI-assisted workflow means adding four lines to the SOP you already have.
Mark the AI step
In the numbered steps, mark exactly which one uses an AI tool and name the tool. "Step 4: draft the client summary with the approved chat assistant (firm account)."
Say what goes in
Write what information may be given to the tool for this step and what must be removed first. "Use the spreadsheet totals only; remove client names and account numbers."
Name the check
Name who reviews the output and what they check before the next step. "The preparer compares every figure in the draft against the source sheet." A review step with no named reviewer will be skipped under deadline pressure.
Plan for a wrong answer
Write what happens when the output is wrong: fix it by hand, note it, and tell the tool owner if it keeps happening. That note is how you find out a tool has stopped being worth using.
Put this to work today
- SOP documentation cost calculator →
Estimate what writing and keeping your SOPs current costs, in your browser.
- SOP Starter System ($39) →
Find which processes to document first, write each one on a single page, and start from five sample SOPs written for a real small business.