Create Your First SOP
Learn how to create a professional SOP using AI by walking through a real example step-by-step.
Example: Creating a Customer Onboarding SOP
Let's walk through creating an SOP for customer onboarding. This example shows you how to describe your process to get the best AI-generated results.
Sample Process Description
Here's how you might describe your customer onboarding process:
"Customer Onboarding Process: When a new customer signs up, we need to: 1) Send welcome email with login credentials, 2) Schedule onboarding call within 48 hours, 3) Create customer folder in our system with contact info and preferences, 4) Assign account manager based on customer size, 5) Send product tutorial links, 6) Follow up after one week to ensure they're set up properly. Quality check: Ensure all steps completed within 72 hours. Common issues: Delayed follow-ups, missing account manager assignment."
Step-by-Step Process
1
Start New SOP
- • Log into your Docmint dashboard
- • Click "Create New SOP" button
- • Enter a clear, descriptive title like "Customer Onboarding Process"
2
Describe Your Process
In the description field, provide details about:
- • Each step in chronological order
- • Timeframes and deadlines
- • Responsible parties or roles
- • Quality standards or checkpoints
- • Common issues or failure points
3
Generate with AI
Click "Generate SOP" and watch the magic happen:
- • AI analyzes your description
- • Creates structured step-by-step instructions
- • Generates quality checklists
- • Creates visual illustrations for each step
- • Adds failure mode analysis
4
Review & Export
Review your AI-generated SOP and export:
- • Review the structured content
- • Check the AI-generated images
- • Make any needed adjustments
- • Export as branded PDF or DOCX
- • Share via email or public link
What You'll Get
Your AI-generated SOP will include:
Structured Content
- • Clear step-by-step instructions
- • Quality checkpoints
- • Responsibility assignments
- • Time estimates for each step
Visual Illustrations
- • AI-generated diagrams
- • Process flow visuals
- • Step-by-step illustrations
- • Professional branded formatting
Tips for Better Results
- Be specific - Include details about timing, roles, and requirements
- Mention quality standards - What does success look like for each step?
- Include common issues - Help AI anticipate potential problems
- Use clear language - Write as if explaining to a new team member
🎉 Ready to Create Your First SOP?
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