SOP library · Guide 16 of 37
Write a new SOP with AI
Give AI a concrete procedure brief, inspect its draft, and add it to the library deliberately.
Before you start
- Sign in as the workspace owner or an admin. Read-only members cannot change workspace content.
- Have AI credits available. Review the proposed result before applying changes.
- Supply the actual workflow, tools and approval conditions. AI cannot verify private company facts.
Step-by-step walkthrough
Step 1
Open New SOP
Select New SOP in the workspace top bar. Choose the department that should own the procedure.
Step 2
Write a specific brief
Describe the task, intended reader, prerequisites, ordered actions and success checks. Include exceptions or restrictions instead of just naming a topic.
Step 3
Select Write with AI and inspect the draft
Read Draft ready for review, the summary, proposed folder, step list and counts of prerequisites and checks. If the instructions are wrong, use Back and revise the brief; this dialog does not offer the same full inline editor as bulk import.
Step 4
Add only an acceptable draft
Select Add to library when the draft is acceptable. It opens as an SOP; use Edit SOP for detailed adjustments to its fields, then Save changes. If detailed editing before approval is essential, use the document/pasted-text import review instead.
Practical example
A useful procedure brief
“Write our weekly client report SOP for account managers: collect Monday metrics from GA4, compare to the agreed targets, get the lead’s approval, and send the report by Tuesday. Do not invent performance targets.”
Common issues and fixes
- The draft uses the wrong folder
- After adding an acceptable draft, adjust Department and Folder through Edit SOP. Use bulk import review if you must edit placement before approval.
- I want to write without spending credits
- Use Start blank, then Edit SOP. Manual authoring does not use AI credits.
What success looks like
An approved AI-assisted procedure with clear ownership and checks, not a generic topic summary.
Still need help? Contact Cloopp support
Next guide: Edit an existing SOP