Agency SOP & operations portal
Give your agency one branded home for how work gets done.
Turn the documents you already have into reviewed, searchable SOPs your team can find, follow and keep current.
Word · Excel · PDFs · Screenshots · Pasted notes
Media Buying · SOP
Conversion tracking QA
- 1Open Events Manager and confirm the pixel fires
- 2Run a test purchase on staging
- 3Match values against the order in Shopify
- 4Log the result in the launch checklist
Before and after Cloopp
From scattered files to one searchable agency SOP library.
01 / The problem
Your processes are everywhere. And nowhere.
Final, FINAL (2) and v3 USE THIS ONE. Screenshots named IMG_4471. Checklists in a spreadsheet nobody can find. Every question turns into a search through drives, folders and old Slack messages.
- Duplicates nobody trusts
- No naming or tagging standard
- PDFs, Word, sheets, PNGs and JPGs mixed together
- Switching between Drive, Dropbox, desktop and downloads
| Name | Location | Owner | Modified |
|---|---|---|---|
Client Onboarding FINAL.docxDuplicate | Google Drive / Ops | Maria | Mar 12, 2024 |
Client Onboarding FINAL (2).docxDuplicate | Google Drive / Ops / old | Jake | Jun 3, 2024 |
client onboarding v3 USE THIS ONE.pdfWhich is current? | Dropbox / Shared | Maria | Aug 21, 2024 |
IMG_4471.pngNo name, no tags | Desktop | Me | Sep 2, 2024 |
Screenshot 2024-09-14 at 10.42.17.jpgNo name, no tags | Downloads | Me | Sep 14, 2024 |
ads checklist new.xlsx | OneDrive / Paid Media | Chris | Jan 8, 2025 |
Copy of Copy of Reporting ProcessOutdated | Google Drive / Random | Ex-employee | Feb 2, 2023 |
New Folder (4) | Google Drive | Jake | Apr 19, 2024 |
proposal_template_OLD_dont_use.docxOutdated | Local / Archive | Maria | Nov 30, 2023 |
notes from call w sarah.txt | Slack download | Chris | May 6, 2025 |
02 / The fix
Drop everything in as-is. Cloopp organizes it.
Upload the mess exactly as it is. Cloopp reads each file, writes a clean step-by-step SOP, names it properly and proposes a department, folder and tags. You review every draft before it goes live.
- Word, PDF, Excel, images and pasted notes
- Clear titles, departments and tags
- Source file kept for every SOP
- Nothing published until you approve
03 / The result
One search. The right answer. Every time.
Your team types a question and gets the current, approved procedure with its steps — not fourteen files to open and compare.
- One trusted version of every process
- Search across titles, steps and tags
- Open the full SOP in one click
From scattered files to answers in three steps
Step 1
Upload what you have
Drop up to 50 files at once, or paste raw notes.
Step 2
Review clean SOPs
AI writes step-by-step procedures and files each in the right department.
Step 3
Your team searches
Ask in plain English and get the exact steps, with a link to the source.
Bulk upload what you have. AI does the filing.
Drop up to 50 Word docs, spreadsheets, PDFs and screenshots — or paste raw notes. Cloopp reads every file, writes clean step-by-step procedures, and puts each one in the right department.
- No manual sorting
- Docs, sheets, images and pasted text
- New folders only when nothing fits
- client-onboarding.docxClient Intake
- media-spend-tracker.xlsxMedia Buying
- brand-guidelines.pdfCreative
- gtm-setup-screenshot.pngMedia Buying
- pto-policy.docxPeople & HR
Ask a question. Get the answer, not a folder.
Your team asks in plain English and Cloopp answers with the exact steps, plus a link to the original SOP. No more remembering file names or hunting through Slack.
- Plain-English questions
- Answers point to the source
- Works across every department
Refunds for retainers follow three steps:
- Confirm the request in writing within 14 days
- Finance prorates unused hours
- Account lead sends the closing note
Source: Billing & Retainers → Refund policy
Private to your team. Admins curate, everyone finds.
Only signed-in teammates can see your SOPs. Invite by email, share a private link, or let anyone with your company email join. Admins edit; members read.
- Email invites and private links
- Company email auto-join
- Owner, admin and member roles
- DOwner
Dana Cruz
dana@youragency.com
- MAdmin
Marco Lee
marco@youragency.com
- PMember
Priya Shah
priya@youragency.com
- SMember
Sam Ortiz
sam@youragency.com
When you're ready
Once your SOPs are organized, give them a better home.
Optional extras: a branded team portal, AI-built tools and multiple workspaces.
Turn it into a team portal.
Announcements, quick links, department hubs, an org chart and new-hire onboarding on one home page.
- Department tabs with icons
- Org chart and team directory
- Onboarding progress for new hires
Monday, 9:02 AM
Good morning, team
Q4 kickoff is Thursday — agenda in Announcements.
New-hire onboarding
Customize anything just by asking AI.
Ask for a calculator, tracker or widget, or change the layout and text. Cloopp shows a preview and adds it only when you say yes.
- AI-built calculators and widgets
- Preview first, undo anytime
Preview — try it
ROAS
3.80x
Profit (50% margin)
$9,000.00
Your brand, your domain, more workspaces.
Set your logo, fonts and colors, run it on your own address, and keep a separate library per brand or client.
- Brand colors and fonts
- Custom domain
- Multiple workspaces
Layout
Top bar
Side nav
Newsroom
Brand color
Custom domain
Built for agencies. Ready for every industry.
Start from one of 50 industry templates.
Plus 45 more — from law firms to restaurants — in setup.
Give your team one home for how your company runs.
Start free. Setup takes about two minutes.
Start free setup