Examples of SOPs and Documentation
Each example helps highlight how a simple audio recording or other input can lead to super clear step-by-step instructions for your SOPs and process documentation.
Example
Monthly Sales Report
An example involving a sales report that is sent monthly, requiring some instructions on where to download the data, how to tweak it in Excel, and then how to compile it into an email.
The playbook creator dropped a few details out of order, and yet the playbook was neatly organized with ordered steps and then additional details under "notes".
Input:
This example playbook was created from this audio description:
Output:
From that input, PlaybookWriter wrote a playbook with 7 steps.
Example
Processing Payroll
The responsibility of processing the payroll for a company is quite important. And so a standard set of procedures will help ensure that it's done consistently every pay period.
Under "feedback", notice how the Sanity Check feature asked a bunch of great questions to help clarify what this person should be doing. How many records should they spot-check, for example? What do we do if someone says they didn't receive their direct deposit?
If all of this was clearly cataloged in a playbook and if those issues were all resolved, think of how easily this payroll processing responsibility could be transitioned to another team member!
Input:
This example playbook was created from this audio description:
Output:
From that input, PlaybookWriter wrote a playbook with 6 steps.
Example
Exit Interview
Every HR team needs a standard exit interview process. So here's one that is fairly concise.
Notice the feedback that was provided by the Sanity Check... Comments that request more detail to help avoid questions down the road. Once those areas are corrected (you'll notice one issue has already been resolved if you click on "History"), this documentation will be super clear to the rest of the HR team.
Input:
This example playbook was created from this audio description:
Output:
From that input, PlaybookWriter wrote a playbook with 11 steps.
Example
Corporate Event Planning
Who doesn't love a good corporate event, eating chips and dip with the folks that you already spend 1/3 of your day with? To make these sorts of events run smoothly, an established "best practices" guide would be helpful. (Nobody wants a party without the dip, or worse, only dip and no chips.)
Input:
This example playbook was created from this audio description:
Output:
From that input, PlaybookWriter wrote a playbook with 6 steps.
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You can also take a look at our directory of documentation.