SOP creation: film it once, hand it to your hires and your AI

Record a workflow once on Loom, feed the transcript to Claude, and get a numbered SOP with decision trees that your hires and your AI both follow.

• The SOP-first rule: never hire before the role's processes are documented; a VA without SOPs invents their own workflow, and when they leave the knowledge leaves with them
• The 5-step SOP pipeline: (1) do the task yourself at least twice, (2) record it with Loom narrating decisions not just clicks, (3) grab the auto-transcript, (4) feed the FULL unedited transcript to th
• What the skill outputs: process maps (max 7 nodes), decision trees from every IF/THEN in your narration, numbered steps with Goal/Actions/Decision Gates, screenshot placeholders, a worked example, a q
• The transformation benchmark: a 40-minute ramble (6,200 words, zero structure) became an 11-page, 6-step SOP with 2 decision trees and 7 pro tips
• Recording tools by situation: Loom for solo screen work, Fireflies for live training calls (Ty's default note-taker for ~4 years), the Teach Claude Chrome extension for browser-heavy processes
• Quality levers: narrate WHY ("I check Zillow here because the county site does not show renovation status"), include edge cases (they become decision-tree nodes), feed multiple recordings of the same
• Embed the original recording at the TOP of the finished SOP so the hire watches the real walkthrough first, then follows the doc
• Library structure: naming convention [ROLE] - [PROCESS] - [VERSION]; store the working copy in ClickUp AND the versioned library in Google Drive; quarterly review cadence
• Connect Claude to wherever the SOPs live: the same playbook that trains a human steers the AI workflows, so Claude uses your own SOPs to navigate SiftStack and pull data correctly
• SOP priorities by role: data manager first (county-specific pulls, skip tracing, upload and tagging), then caller (scripts, objection flowchart, dispositions, voicemail), lead manager (STABM daily rou
• Where SOPs come from at scale: SiftStack ships a playbook/SOP generator that produces custom playbooks by strategy, market, and team size
• 40-minute recording to 11-page SOP; screenshots cut training questions ~in half
• Recording 20-60 min, skill pass 3-5 min, polish 15-30 min
• The assembly line: Loom video in, transcript, skill, 11-page SOP out, with a 2-cent price sticker on the belt