Insolla

AI Process Documentation

Turn tribal knowledge into documented procedures

Describe a process in plain English (or upload a doc), and get a structured Standard Operating Procedure with roles, prerequisites, step-by-step instructions, quality checks, and troubleshooting. Polished and ready to share with your team.

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The problem

Documentation is the work that never gets done

Every SMB has critical processes that live entirely in someone's head. When that person goes on vacation or leaves, the work breaks. Writing SOPs is a "should do someday" task that always loses to actual operating work, until something falls through the cracks. This tool turns the writing step from hours into minutes, so the documentation actually exists when you need it.

How it works

Three steps from input to output

  1. 1

    Describe the process

    Type a description in plain English, or upload an existing doc / PDF / image of notes. The tool extracts the steps and asks you to confirm before generating.

  2. 2

    AI structures it

    Claude generates a complete SOP with roles, prerequisites, ordered steps, sub-steps, quality checks at critical points, and troubleshooting for common problems.

  3. 3

    Review and share

    The output is formatted as a polished document you can email to yourself or your team. Edit anything that needs adjustment, then save it wherever you keep operating docs.

What you get

A complete SOP in the format teams actually use

Not a wall of text — a structured document with everything an SOP needs: who does what, what they need before starting, the actual steps, quality checks, and what to do when things go wrong.

  • Title, version, and effective date for clean revision tracking
  • Purpose and scope sections so the doc can stand alone without context
  • Roles and responsibilities (auto-inferred from the process description)
  • Prerequisites: tools, access, knowledge needed before starting
  • Numbered procedure steps with detailed sub-steps under each
  • Quality checks on critical steps so verification doesn't get skipped
  • Decision points called out where the process branches
  • Troubleshooting section with 3-5 realistic problems and fixes

Features

Built like a real operations document

Multi-input

Type a description, upload a PDF, or drop in a screenshot of handwritten notes. The tool extracts the process and lets you review before generating.

Auto role inference

Reads the process and identifies which roles are involved. So an SOP for "customer onboarding" might generate roles for the Account Manager, Implementation Specialist, and Customer Success Lead.

Quality checks built in

Critical steps get an explicit "verify by..." note so the process can't be checked off without confirming the work was actually done correctly.

Decision points captured

Where the process branches ("if order is over $5K, escalate to Manager"), the SOP calls it out as a decision point instead of burying it in prose.

Troubleshooting included

Every SOP gets 3-5 realistic troubleshooting scenarios with resolutions, so when something goes wrong the team can self-serve the fix.

Email delivery

Send the SOP to yourself or your team as a styled HTML email, or save it as a PDF via your browser's print feature.

Built with privacy in mind

  • Process descriptions and uploaded docs are processed in memory and never stored
  • All transfers use TLS encryption (HTTPS)
  • Anthropic's Claude API does not train on your data per their enterprise policy
  • No SOP content is logged server-side after the response is returned
Read our full security overview →

FAQ

Common questions

How detailed do my notes need to be?
A few sentences works. The more detail you provide (tools used, who does what, edge cases, decision points), the more accurate the SOP will be. The model fills in reasonable defaults for things you don't mention, but the more specific the input, the more useful the output.
Can I edit the generated SOP?
The output is shown in a structured format you can review on screen. To edit, copy the content into your doc editor of choice (Notion, Google Docs, Word) and adjust as needed. We send the formatted version to your email so you have a clean source.
What types of processes work best?
Operational processes with clear steps: customer onboarding, order processing, employee onboarding, refund handling, intake workflows, expense approvals. Less structured processes (creative work, strategic decisions) get a more general framework that may need more editing.
Does it work for my industry?
Yes — it adapts to context. An SOP for a healthcare clinic intake will use medical terminology and HIPAA-aware language; a manufacturing line SOP will reference production roles. The tool reads the input and tailors output accordingly.
How is the data handled?
Your process description and any uploaded docs are sent to our server over TLS, processed in memory by Anthropic's Claude API (which doesn't train on API inputs), and discarded immediately. We never write to disk or store in a database.
Can I get this automated for new processes?
Not via this self-serve tool, but yes if we wire it up. We can build a pipeline that takes meeting recordings of process discussions and auto-generates SOPs, or pull from Loom video walkthroughs. Book a free consultation to scope it.

Document your processes before someone leaves

Free tier includes 25 SOP generations a month. Upgrade for more. No credit card required to start.

Generate an SOPTalk to Brian
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