How to Write SOPs with AI (Without Starting from Scratch)

Author(s)

Faculty Member BPMInstitute.org, Founder/CEO of Stratiza, Stratiza
George Barlow is currently Founder and CEO at Stratiza, a strategic and creative services company. Previous roles include Chief Sales Officer at Trisotech, a global leader in digital enterprise solutions, Vice President of BPM and Cloud Solutions for AgilePoint, Director of Sales at Bosch Software Innovations, CEO at Cloud Harbor, Inc. and seven years at Appian Corporation. Prior to joining Appian Mr. Barlow held posts as Senior VP, Technology and Operations at iBeacon.com and as Sr. VP, Healthcare Information Technology at ProVantage Health Services, Inc. He has been part of many successful major projects at organizations such as Enterprise Rent-A-Car, Telus, Concur Technologies, Manulife Financial/John Hancock, Merck & Co., CVS Caremark and Walgreens. Mr. Barlow is a Faculty Member of BPMInstitute.org and DBIZInstitute.org and holds the Certified Business Process Management Professional Certification as well as the Business and Technical Professional Advanced OMG Certified Expert in BPM certifications. Mr. Barlow is also a frequent speaker at industry events and has published numerous articles, white papers and blogs about BPM and Cloud Computing.
Editor & Founder, BPMInstitute.org, BAInstitute.org and DBIZInstitute.org
With over 25 years experience building and creating professional communities, Gregg Rock is recognized as an industry leader in professional training and education vital to helping enterprise organizations support their transformation initiatives. His work has been recognized in the Wall Street Journal, Fortune Magazine, Financial Times, CIO Magazine, and New York Times. Throughout his career Gregg has developed communities, hosted executive networking forums and the formation of advisory boards on topics ranging from IT security and outsourcing to multimedia and Y2K, but is most widely associated with his accomplishments in the areas of Business Process Management (BPM), Digital Business (DBiz), Business Architecture (BA), and Cloud Computing. BPM in particular is a widely accepted approach for designing enterprise organizational and information systems. This focus on process-related skills is creating demand for BPM content, collaboration, and training resources by corporations—a niche Gregg has spent years to fill. In 1997, Gregg founded BrainStorm Group and the network of BrainStorm Communities, consisting of discipline-specific web portals for BPM, BA, and SOA practitioners to network and receive education, professional training online and through live in-person events. This has enabled over 100,000 practitioners from over 125 countries to collaborate and share best practices, online and face-to-face. BrainStorm Communities feature a comprehensive suite of member services including newsletters, discussion groups, blogs, virtual and live events, live and online training, certificate programs, and professional certification. During his tenure, Gregg has produced more than 100 industry events in North America, South America, EMEA, and Australia attended by over 300,000 professionals. He led the development of the Certified Business Process Management Professional program. Harnessing the collective intelligence of leading BPM subject matter experts, this certification establishes an objective evaluation of a BPM professional’s knowledge, skill, and ability. He recently led the launch of BrainStorm's newest Community, focused on Digital Business and Transformation - DBizInstitute.org. Gregg also earned his private pilot license in 1991 and remains an active member of Aircraft Owners and Pilots Association (AOPA). When not flying, he’s active in his community and enjoys coaching little league, soccer, and lacrosse for his children.

Writing standard operating procedures (SOPs) is one of the most common — and dreaded — tasks process professionals face. It’s essential, time-consuming, and often delayed until the moment someone says, “Do we have a documented process for this?”

Thanks to generative AI tools like ChatGPT and Claude, there’s a better way. In this article, we’ll show you how to write SOPs with AI faster, using prompts and materials you already have. Whether you’re documenting onboarding steps, internal controls, or handoffs between departments, AI can help you go from a blank page to a polished draft in minutes.

Why SOPs Still Matter

Even in agile, AI-enabled workplaces, SOPs are still critical. They:

  • Ensure process consistency across people and time
  • Support audits and compliance
  • Reduce training time for new hires
  • Create a foundation for automation or redesign

Yet most SOPs are created:

  • Last-minute
  • From scratch
  • Without a clear format

It doesn’t have to be this way.

What You Need to Start

To write SOPs with AI, all you need is:

  • A basic understanding of how the process works
  • A few notes, documents, or meeting summaries
  • A well-crafted prompt (we’ll show you how)

You don’t need:

  • A process modeling tool
  • Perfect documentation

Technical AI expertise

Sample Prompt for SOP Generation

Let’s say you have a list of steps for a vendor onboarding process. Use this:

“Using the steps below, generate a standard operating procedure formatted with the following sections: Purpose, Scope, Roles and Responsibilities, Step-by-Step Instructions, and Exceptions. Write in a clear, professional tone.”

Want a less formal version for internal use?

“Create a quick-start guide from this process. Use bullet points and friendly tone. Include key warnings or common mistakes at each step.”

Want to tailor it for auditors?

“Convert this into a policy-compliant SOP with emphasis on documentation and approval steps.”

You can even request:

“Add a glossary of acronyms at the end.”

Tips to Improve Output Quality

  1. Be specific about the format you want (sections, tone, audience).
  2. Provide context — what this process is for, who’s involved.
  3. Include inputs or systems used (e.g., Salesforce, Excel, email).
  4. Don’t be afraid to iterate: ask AI to revise tone or structure.
  5. Use AI to generate variants for different teams or roles.

Real-World Example

A mid-size financial firm needed SOPs for its client onboarding process. The analyst had a set of flowcharts and internal emails. Using AI, she created:

  • A formal SOP for compliance
  • A simplified checklist for client managers
  • A training version with examples and “what to watch for” tips

Each took less than 20 minutes to draft — and less than an hour to validate and finalize.

What This Does Not Do

AI is powerful, but it’s not magic:

  • It won’t validate compliance unless you feed it the rules
  • It won’t auto-generate screenshots or links
  • It won’t catch gaps if your inputs are vague

So think of it as your first draft partner — not your final reviewer.

Final Thoughts

If you’ve ever stared at a blank SOP template and thought “not today,” this is your sign to start using AI.

Learning how to write SOPs with AI doesn’t mean outsourcing your knowledge. It means turning your expertise into usable content — faster, more consistently, and with far less effort.

Use it to:

  • Scale your documentation
  • Standardize process knowledge
  • Get ahead of your next audit or onboarding wave

With the right prompt, you can stop starting from scratch.

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