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Standard operating procedures

Tribal knowledge,
finally written down.

Describe how your team does something in plain language. OpsDeck turns it into a structured SOP with roles, decision points, and escalation paths. In seconds.

Get started freeSee an example SOP

The problem

Tribal knowledge is killing your delivery.

Most operational pain in service businesses isn't a strategy problem. It's a documentation problem disguised as one.

Trapped in heads

Your senior people are bottlenecks.

When the person who knows the process is on vacation, work stops. When they leave, half the institutional knowledge walks out the door with them.

Groundhog onboarding

Every new hire asks the same questions.

Onboarding is a six-week game of “where's the contract template?” Every new hire asks. Every senior person retypes the answer.

Inconsistent delivery

Same process, different result.

Two people running the same workflow produce two different outcomes. Clients notice. Quality drifts. Trust erodes one missed handoff at a time.

Notion graveyard

Your docs are 60% complete.

Your wiki captured the easy parts of the process. The other 40% lived in the head of someone who's no longer here. Nobody noticed until something broke.

How it works

Plain language in.
Operational architecture out.

1

Describe

Talk it through in plain language. No structure required — just how your team actually does the thing today.

2

Generate

AI extracts the workflow and structures it into roles, steps, decision points, and escalation paths.

3

Refine

Edit any field inline, add or remove steps, share with your team, and export to PDF.

Who it's for

Built for the people who run things.

Agency owners

You're the bottleneck and you know it.

Every project routes through you because nobody else has the full picture. You can't take a vacation without your phone going off. Document the patterns once, let your team execute them without you in the room.

Ops managers

Stop being the org's tribal historian.

You're the one everyone asks “how do we do X?” Half your day is recreating answers that should live somewhere. Get the institutional knowledge out of your head and into a structure your team can actually use.

Consultants

Your client deserves to know how you work.

Clients hire you for your process, but the process exists in your head. Hand them a documented playbook at the end of the engagement instead of a folder of meeting notes. Charge more for the deliverable.

What you get

An operational artifact, not a wall of text.

Every SOP OpsDeck generates is a structured document with the same anatomy. No formatting decisions to make, no inconsistent templates to maintain.

RACI roles

Responsible vs task owner, separate.

Multiple responsible parties per step, single accountable owner. RACI conventions out of the box, not bolted on.

Decision trees

Branching logic, made explicit.

Embedded if-then decision points at every fork. No more “it depends” answers that quietly kill repeatability.

Escalation paths

What happens when things break.

Define who gets pulled in, how fast, and what they do, before the fire starts. Every SOP has at least one path.

Version history

Every save snapshotted.

Browse the full edit history of any SOP and restore any prior version in one click. Mistakes are recoverable.

PDF export

Share-ready in one click.

Print-appropriate PDF generation built in. Hand SOPs to clients, new hires, or auditors without copy-pasting.

Monday.com spec

Optional board generation.

When the process would benefit from a board, OpsDeck generates a Monday.com board spec alongside the SOP.

See it in action

Here's what an OpsDeck SOP looks like.

A real client onboarding SOP, the same way it appears inside the app. Inline-editable, structured, ready to share.

New client onboarding

Client OnboardingPublished

Trigger

Signed contract received from client

Outcome

Client kicked off, project workspace created, first deliverable in motion within 5 business days

Est. duration

5 business days

Steps (2)

1

Confirm contract and request brief

Within 1 business day of contract signature, send the client a confirmation email and request the project brief if it wasn't included in the contract package.

Responsible:Account Manager
Owner:Account Manager
Est:1 business day
2

Schedule kickoff call

Coordinate calendars with the client and the project lead. Book a 60-minute kickoff call within 3 business days. Share the agenda 24 hours in advance.

Responsible:Account Manager, Project Lead
Owner:Account Manager
Est:2 business days

Decision point

Does the client want a recurring weekly check-in?

  • Yes: Add weekly 30-minute slot to the project lead's calendar
  • No: Default to async updates via the shared workspace

Pricing

Simple plans. No per-seat math.

Start free. Upgrade when you need the tools. Every plan includes the full AI generation engine and inline editing.

Free

Try it on a real process.

$0forever
Start free
  • SOPs(3)
  • AI generations / month(3)
  • Users(1)
  • PDF export
  • Version history
  • Monday.com spec
  • Team sharing

Recommended

Pro

For the person running the show.

$19per month
  • SOPs(Unlimited)
  • AI generations / month(50)
  • Users(1)
  • PDF export
  • Version history
  • Monday.com spec
  • Team sharing

Team

For ops teams with multiple people.

$49per month
  • SOPs(Unlimited)
  • AI generations / month(150)
  • Users(10)
  • PDF export
  • Version history
  • Monday.com spec
  • Team sharing

Frequently asked

Questions we hear a lot.

Is my data private?
Yes. Your SOPs are scoped to your organization via row-level security policies on every database table. We never train models on your content. We never share it with third parties. Your process descriptions go to Claude (Anthropic) for the generation step only, then nothing more.
Can I edit what the AI generates?
Every field. Click any title, description, role, or step to edit it in place. Add or remove steps. Reorder them. Delete roles with automatic cleanup of any step references. The AI produces a starting point, not a locked artifact.
What happens to my SOPs if I cancel?
Your account stays accessible for the rest of the billing period. After that, your SOPs remain in read-only mode on the free tier (up to 3 SOPs). You can export all your SOPs as PDFs at any time before cancelling, so you always own the output.
How is this different from a Notion template?
Notion templates assume you already know the structure. OpsDeck extracts the structure from a messy description. You talk through your process, the AI identifies the roles, the decision points, the escalation paths, the handoffs, and produces a consistent shape every time. A Notion template is a blank page with bullet points. OpsDeck is an opinion about what an SOP should contain.
Can I collaborate with my team?
On the Team plan, yes. Everyone in your organization can see, edit, and comment on the same SOPs. Version history tracks who changed what and when, so you can always roll back. Free and Pro are single-user.
How accurate is the AI generation?
Good enough to be a starting point, never good enough to be the final word. The model extracts the structure from what you tell it. If your description is vague, the output will be vague. If you skip a step, the output will skip it too. Always read the generated SOP before publishing, and edit anything that's wrong. That's why every field is inline-editable.