SOP Studio · Guide 37 of 37
Build and export an SOP in SOP Studio
Describe a process, choose an industry standard and depth, then edit, export and save a finished SOP.
Before you start
- A short description of one real process: what triggers it, who does it and which tools are used.
- No account is needed for your first SOP. Sign in to build more and keep them in My SOPs.
Step-by-step walkthrough
Step 1
Open SOP Studio
Select SOP Studio in the top menu of cloopp.com. Guests see Build my SOP · free, no sign-up; signed-in users see their My SOPs list above the builder.
Cloopp / Step 1: Open SOP StudioStep 1: Open SOP StudioActual Cloopp screen · Sample workspace Step 2
Choose an industry standard
Pick the standard closest to your work, such as Healthcare & Safety, Marketing & Tech or Operations & Logistics. Keep Auto-detect if you are unsure; Cloopp chooses from your description.
Step 3
Describe the process
Write two to five sentences in What process?. Include tools, deadlines, thresholds and anything that must never be skipped. You can also select one of the example prompts below the box.
Step 4
Add role and company (optional)
Enter who follows the SOP and your company name. These appear in the SOP header and make step owners more accurate.
Step 5
Pick a depth
One-pager gives a short checklist, Standard gives a full procedure, and Audit-ready adds more compliance detail and sign-off. Guests can use Standard.
Step 6
Build and watch progress
Select Build my SOP. The preview shows each stage as it is built: standard, structure, steps with owners and checks, safety notes and the Definition of Done.
Step 7
Review and edit
Read every step. Use Edit to change wording, owners or checks. Add a Loom, YouTube or Vimeo link if you have a walkthrough video.
Step 8
Export or save
Copy for Google Docs or Notion, print to PDF, or download Word and Excel (CSV). Signed-in users select Save to My SOPs; guests are asked to create a free account and their SOP is kept.
Practical example
A strong process description
“Receiving inbound pallets at our warehouse: check each delivery against the purchase order, photograph damage, log shortages in our inventory sheet within 2 hours and notify purchasing.”
Common issues and fixes
- The SOP is too generic
- Add real tool names, numbers and the people involved, then select Build a new version.
- I can't build a second SOP as a guest
- Guests get one free SOP per day. Create a free account to keep building with your welcome credits.
- My SOP disappeared after leaving
- Save to My SOPs before leaving. When you click the Cloopp logo with unsaved work, choose Save instead of Leave anyway.
- The video link is rejected
- Only Loom, YouTube and Vimeo links can be embedded. Paste the share link from one of those services.
What success looks like
A reviewed, industry-aware SOP you can export in your preferred format and keep in My SOPs.
Still need help? Contact Cloopp support