SOP Management
Turn expert knowledge into living SOPs.
Record how experts work. HEIDI extracts the steps, decisions, and exceptions—then generates versioned SOPs your entire team can find, follow, and improve.
Recording session
Voice + screen capture
AI extraction
Steps, decisions, exceptions
SOP generated
Versioned & shareable
Published to teams
Searchable knowledge hub
Open the claims portal and search for the case ID
Verify policy coverage matches the claim type
Update status and attach required evidence
faster onboarding
fewer errors
faster SOP creation
audit-ready
5 SOP formats
One recording. Five output formats.
Choose the format that fits your team. From simple checklists to BPMN 2.0 process models—all generated from the same expert recording.
How it works
From expert session to living SOP in minutes
No manual writing. No stale documents. Capture real work, let AI structure it, and publish SOPs that stay up to date.
Record the expert
HEIDI captures voice and screen as the expert walks through the process. No templates, no forms—just do the work.
AI structures the SOP
Steps, decision points, exceptions, and screenshots are extracted automatically. Review, refine, and approve in one click.
Publish & improve
SOPs go live in a searchable hub. Teams follow them, and updates are captured the same way—keeping knowledge always current.
Capabilities
Everything your SOP program needs
From creation to compliance, Process Designer covers the full lifecycle of standard operating procedures.
AI-powered generation
Voice + screen recordings are automatically turned into structured, step-by-step SOPs with screenshots and decision trees.
Version control
Every change is tracked. Compare versions, roll back when needed, and keep a complete audit trail.
Searchable SOP hub
Your entire SOP library in one place. Full-text search, tags, and AI-powered recommendations.
Living documents
SOPs stay current. When processes change, record the update and the SOP evolves—no manual rewrite.
Compliance & audit readiness
Built-in acknowledgment tracking, regulatory mapping, and exportable evidence packages.
Knowledge Graph integration
SOPs connect to your Operational Knowledge. See dependencies, impact, and related processes at a glance.
AI training videos from SOPs
Turn any SOP into a narrated training video with an AI avatar. Choose from multiple characters, voices, and styles. The avatar walks new hires through each step—with screenshots from the original recording as picture-in-picture.
HEIDI-guided onboarding sessions
Send an onboarding invite and HEIDI walks the new team member through the SOP in a live session—with voice guidance, screen sharing, and real-time Q&A. It's like having a patient senior colleague available 24/7.
6 flowchart styles
AI-generated flowcharts that look like a designer made them
Corporate
Navy & orange
Corporate Dark
Executive dark
Minimal
Clean B&W
Blueprint
Technical
Modern
Colorful gradients
Mermaid
Interactive code
Use cases
SOPs that teams actually use
From onboarding to compliance, capture the knowledge that matters—and make it accessible to everyone.
Employee onboarding
New hires follow step-by-step SOPs from day one. Reduce onboarding time by 60% and ensure consistency across teams.
Regulatory compliance
SOPs with built-in version history and acknowledgment tracking satisfy auditors and regulators.
IT operations
Runbooks and incident response procedures, always current and searchable when you need them most.
Customer service
Consistent service delivery with SOPs that guide agents through complex cases and escalations.
Manufacturing & quality
Standardize production procedures and quality checks with visual, easy-to-follow SOPs.
Knowledge transfer
When experts leave, their knowledge stays. Captured and structured, not lost in someone's head.
Frequently asked questions
Learn more about how Process Designer works and how it can help your organization.
How is this different from writing SOPs manually in Word or Google Docs?+
Manual SOP writing is slow, subjective, and quickly outdated. Process Designer records the actual expert performing the task—capturing voice, screen, and context—then uses AI to structure it into a versioned, searchable SOP. Updates happen the same way: record the change, and the SOP evolves.
How do SOPs stay up to date?+
SOPs are living documents. When a process changes, record the updated version. The AI highlights what changed, creates a new version, and notifies the relevant teams. No manual rewriting needed.
Can SOPs be used for compliance and audits?+
Yes. Every SOP has a full version history, acknowledgment tracking, and exportable evidence packages. Auditors can see who created, reviewed, and approved each version.
How fast can I create an SOP?+
A typical SOP can be generated in minutes—from recording the expert to publishing the final version. Choose from 5 output formats (Step-by-Step, Checklist, Flowchart, Hierarchical, BPMN 2.0) and 3 detail levels (concise, standard, comprehensive). Compare that to days or weeks of manual writing.
Can I generate training videos from SOPs?+
Yes. Any SOP can be turned into a narrated training video with an AI avatar. Choose from multiple characters, voices, and styles. The avatar walks viewers through each step with picture-in-picture screen recordings from the original session. Download as MP4 or share via link.
How does HEIDI-guided onboarding work?+
Send an onboarding invite via email (with the SOP PDF attached). HEIDI joins a live session and walks the new team member through the SOP step by step—with voice guidance, screen sharing, and real-time Q&A. Sessions can be scheduled and tracked across the team.
What flowchart styles are available?+
Six AI-generated flowchart styles: Corporate (navy & orange), Corporate Dark (executive dark theme), Minimal (clean black & white), Blueprint (technical schematic), Modern (colorful gradients), and Mermaid (interactive code-based diagrams).
Does it integrate with our existing knowledge management system?+
SOPs are part of your Operational Knowledge Graph. They connect to processes, people, systems, and other SOPs. SOPs can be overlaid on the Knowledge Graph to visualize which processes each step relates to. Export to PDF, Markdown, or share via onboarding invites.