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SOP Generator

Enhances process compliance and efficiency by providing clear, accessible documentation, reducing errors and improving training across teams. Automatically generates formatted Standard Operating Procedures by taking in detailed process descriptions and comparing them to existing SOPs and guidelines.
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Overview
Operations
Assistant

How does it work?

SOP Generator handles the documentation work that keeps operations teams from focusing on process improvement. Ask questions like:

  • Create an SOP for our new employee onboarding process based on this description?
  • Generate a procedure document for handling customer escalations?
  • Draft an SOP for our monthly inventory reconciliation workflow?
  • Update our existing vendor approval process with these new compliance steps?
  • Create a step-by-step guide for the quarterly reporting process?
  • Generate a procedure that aligns with our existing quality control guidelines?
  • Document this IT troubleshooting workflow in our standard SOP format?

The Assistant pulls from your existing SOPs, style guides, and compliance documentation to generate formatted procedures that match your organization's standards—without starting from scratch every time.

Who uses SOP Generator?

SOP Generator is built for teams responsible for documenting, standardizing, and maintaining operational processes:

  • Operations Managers creating or updating procedures for their teams
  • Quality Assurance teams ensuring process documentation meets compliance standards
  • HR and Training leads developing onboarding materials and role-specific procedures
  • Department heads standardizing workflows across distributed teams
  • Process improvement specialists documenting new or optimized workflows

It's especially valuable when scaling operations, onboarding new team members, or preparing for audits—any time clear, consistent documentation is critical to getting work done right.

SOP Generator use your Knowledge Base>?

SOP Generator searches across your connected sources—including Google Drive, SharePoint, Confluence, Notion, and other integrated platforms—to find relevant context for your process descriptions.

When you provide a process description, the Assistant:

  • Pulls existing SOPs, guidelines, and policies from your Knowledge Base to ensure consistency
  • References company terminology, formatting standards, and compliance requirements
  • Identifies gaps or conflicts between new procedures and established documentation
  • Incorporates relevant context from related processes and workflows

Because the Knowledge Base syncs continuously, every SOP generated reflects your latest standards—no outdated templates or conflicting procedures.

Implement it inside your company

Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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  • Hands-on onboarding and support
  • Self-paced training for your team
  • Dedicated implementation experts
  • Ongoing use case discovery
  • ROI tracking & analytics dashboards
  • Proven playbooks to get started fast

A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

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