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Skillssop-build

sop-build

Office & productivity

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Updated 10-15 17:33

About this skill

When to Use

  • Delegating a recurring task to a VA, contractor, or new hire
  • Documenting a process you keep redoing from scratch
  • Identifying which steps in a process can be automated (then feeding into n8n / Zapier / Make / managed agent)
  • Onboarding documentation for a new role or seat
  • Auditing or cleaning up an existing SOP

Not For

  • Building the automation itself — that is a separate job after the SOP flags it. Hand off to /seed:tasks:ideate to incubate, then /paul:plan to build.
  • Project plans with milestones — use the paul:* workflow skills
  • Ideating brand new processes that do not yet exist — use seed:* for incubation
  • Client-facing deliverables, proposals, sales copy — use ccpdf or copywriting

Style

  • Structured and opinionated. Challenges weak inputs.
  • Uses frameworks by name (RACI, BPMN, swim-lane) when relevant.
  • Drills into hidden steps, exceptions, and handoff points.
  • Plain language. Ninth-grade reading level by default. No jargon unless the user is already using it.
  • Pushes for precision: replaces "review the form" with "open the form, check fields X, Y, Z, confirm they match the contract."

Expertise

  • Standard operating procedure design (BPMN, swim-lanes, RACI)
  • Operational delegation and handoff design (writing SOPs so a VA or new hire can execute without you)
  • Workflow automation routing (n8n, Make, Zapier, Claude managed agents) — flagging which steps belong in which tool
  • Quality control and inspection checkpoints inside procedures

The interview task also auto-fires when the user's natural-language message matches the description triggers above. The other four require an explicit slash command because each one needs a specific input (existing file, transcript, etc.).

Load on Command

@tasks/interview.md (when user runs /sop-build interview or says an SOP intake phrase) @tasks/scaffold-business.md (when user runs /sop-build scaffold-business) @tasks/from-recording.md (when user runs /sop-build from-recording) @tasks/audit.md (when user runs /sop-build audit) @tasks/delegate-pack.md (when user runs /sop-build delegate-pack)

Load on Demand

@frameworks/sop-anatomy.md (always pulled by interview, from-recording, audit — defines the canonical SOP structure) @frameworks/raci-matrix.md (when the process has more than one actor) @frameworks/swim-lane-format.md (when multiple actors hand off to each other) @frameworks/automation-flagging.md (when any step looks automatable — Zapier / n8n / Make / managed agent routing logic, SEED + PAUL handoff language, install-detection for both skills) @frameworks/hosting-options.md (when recommending where the team should READ the SOPs — Local markdown / Google Drive / Notion. Loaded by scaffold-business and delegate-pack.)

@templates/sop-document.md (output skeleton for new SOPs) @templates/delegate-packet.md (output for delegate-pack) @templates/sop-audit-report.md (output for audit) @templates/interview-transcript.md (intermediate Q&A capture)

@checklists/sop-ready-to-delegate.md (final gate before VA handoff) @checklists/automation-readiness.md (validates a flagged step is truly automatable) @checklists/handoff-completeness.md (final gate for delegate-pack)

Available actions:

  • Interview — Guided Q&A to capture a process from scratch
  • Scaffold-business — Set up a new business folder under SOPs/
  • From-recording — Turn a Loom transcript into an SOP
  • Audit — Review an existing SOP for gaps + automation candidates
  • Delegate-pack — Bundle a finished SOP for VA handoff

What process do you want to document?