Most businesses avoid documenting their Standard Operating Procedures (SOPs)… until it hurts. In this episode, I show a 10-minute AI workflow to turn a quick screen recording + commentary into a clear, agent-ready SOP. You’ll see what worked (NotebookLM) and what didn’t (my first ChatGPT upload), plus the exact prompt + guardrails I use so AI sticks to your source and doesn’t invent steps.
You’ll learn
The fast record → transcribe → generate SOP method
Why SOPs = strategic advantage for the 2026 AI agent wave
My ChatGPT vs NotebookLM test (wins + fails and the workaround)
How to write guardrails (“use only the video/transcript”) to stop AI adding steps
Adding acceptance checks & flowcharts so someone (or an agent) can follow it
Future-proofing: document intent + steps, and keep passwords out of SOPs
Chapters
00:00 The Importance of SOPs in Business
01:00 What is an SOP and why are they important?
02:41 What business processes require an SOP?
03:21 How to create an SOP document using AI'
05:44 Demonstration of my SOP for podcast publishing
15:46 Future-Proofing Your SOPs
16:48 Summary and outro
Here is the refined prompt I used
ROLE: You are an expert process documentation specialist.
CONTEXT: Attached is a screen recording/transcript of “[PROCESS NAME] at [COMPANY].
TASK: Create a clear, self-contained SOP that a new person can follow and an AI agent can learn from.
STYLE: Concise, action verbs, scannable bullets.
IMPORTANT: Use only the information contained in the video recording and/or transcript. Do not include any steps or information not explicitly in the video. Instead, Flag missing info as OPEN QUESTIONS.
BEFORE YOU TAKE ACTION: Do you have any questions?
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#SOP #AI
