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?

If this helped, subscribe for weekly, practical AI for business owners. Share this with someone who keeps “meaning to” document processes.

Got a question or a win?

Drop it in the comments—I read them.

#SOP #AI