Use cases

Start with the recordings you already have.

Training calls, Loom walkthroughs and support screen-shares already show how the work gets done. SOP Creator turns them into step-by-step guides with a screenshot for every step.

Operations Customer support IT & helpdesk HR & onboarding Agencies & consultants

01 · Operations

Stop being the only one who knows how month-end works.

Ops runs on dozens of small, repeatable tasks across a dozen tools. Record yourself doing one, or upload the walkthrough you made last quarter, and the next person can follow it without a call.

✓Document a process while you do it, not after

✓When a tool changes, record it again and get a fresh SOP in minutes

✓Export PDFs for audits and bindersPro

Start fromA 9-minute Loom of the ops lead running month-end

SOPs teams like this create

Month-end close checklist14 steps

Add a new vendor in the ERP9 steps

Weekly inventory reconciliation11 steps

Approve a purchase order6 steps

02 · Customer support

Turn your best agent’s fix into everyone’s playbook.

The answer to your hardest tickets is usually in a call recording. Upload it and get a guide new agents can follow, with the reasoning your senior agent explained out loud.

✓Keep the “why” your agent explained, not just the clicks

✓Markdown that pastes into your help center or internal wikiPro

✓Publish customer-facing guides as a public link

Start fromA recorded screen-share where a senior agent solved a tricky ticket

SOPs teams like this create

Issue a partial refund6 steps

Merge duplicate customer accounts8 steps

Escalate a billing dispute7 steps

Reset a customer’s 2FA5 steps

03 · IT & helpdesk

Answer the same ticket once. Send a link forever.

Password resets, VPN setup, printer drivers. Record the fix one time and reply with a published SOP instead of typing the steps again.

✓Public links that open without an account

✓A screenshot for every step, so nobody gets lost

✓Redact passwords and account details before sharing

Start fromA Teams recording of the laptop setup you do every week

SOPs teams like this create

Set up VPN on a new laptop8 steps

Reset MFA for a locked account5 steps

Connect to the office printer7 steps

Request software access6 steps

04 · HR & onboarding

New hires stop asking. They start doing.

You already recorded onboarding for the last group of hires. Turn those sessions into guides for expenses, time off and equipment requests, and share them on day one.

✓Guides new hires can open before they have tool access

✓The same format across every process

✓Invite HR teammates to edit togetherPro

Start fromLast cohort’s recorded onboarding sessions

SOPs teams like this create

Submit an expense report7 steps

Request time off4 steps

Enroll in benefits10 steps

Set up direct deposit6 steps

05 · Agencies & consultants

Hand off the project, not a pile of recordings.

You already record client walkthroughs. Turn them into clean SOPs the client can keep, publish them without SOP Creator branding, or export PDFs for the handoff pack.

✓Remove SOP Creator branding from published pagesPro

✓PDF and Markdown exports clients can ownPro

✓One SOP per workflow, ready to share

Start fromThe handoff call where you walked the client through their new setup

SOPs teams like this create

Publish a blog post in the new CMS9 steps

Update pricing in the online store7 steps

Run the monthly analytics report8 steps

Add a user to the client’s CRM5 steps

Pick one process

Start with the one everyone asks about.

Create your first SOP →