# Turn screen recordings into SOPs and training docs

> Convert a recorded process into a step-by-step SOP, checklist, training guide, and improvement notes.

- Canonical: https://gptnavi.com/workflows/screen-recordings-to-sops-and-training-docs
- Category: Operations
- Difficulty: Beginner
- Setup time: 45 minutes
- Estimated time saved: 2-6 hours
- Last materially updated: 2026-08-24
- Best for: Operators, Agency teams, Small businesses
- Tools: Loom, ChatGPT, Notion, Feishu Base

## Quick answer

This workflow helps teams document processes without forcing busy operators to write SOPs from scratch.

## When to use it

- SOP creation
- Team onboarding
- Process improvement

## Steps

1. **Record the process** — Record the task from start to finish while explaining decisions, edge cases, and common mistakes. Tool: Loom. Expected output: A process recording.
2. **Extract steps and decisions** — Use AI to identify steps, required inputs, decision points, tools, and outputs. Tool: ChatGPT. Expected output: A structured process outline.
3. **Write the SOP** — Turn the outline into a step-by-step SOP with checklist, owner, frequency, and quality standard. Tool: Notion. Expected output: A complete SOP draft.
4. **Track improvements** — Log unclear steps, automation ideas, and recurring errors in a process improvement table. Tool: Feishu Base. Expected output: An improvement backlog.

## Prompt templates

### Process extractor

Turn this transcript into an SOP outline. Include steps, decisions, inputs, outputs, tools used, common errors, and quality checks. Transcript: [paste]

### SOP writer

Write a clear SOP from this outline. Include purpose, owner, frequency, required tools, step-by-step instructions, checklist, and escalation rules. Outline: [paste]

## Common mistakes

- Recording without explaining decisions
- Skipping edge cases
- Writing SOPs that nobody reviews

## Related workflows

- https://gptnavi.com/workflows/small-team-ai-adoption-playbook
- https://gptnavi.com/workflows/internal-ai-assistant-from-company-docs
- https://gptnavi.com/workflows/process-invoices-and-expense-reports-with-ai