Templates / Bot Ops & Team / SOP From Walkthrough
SOP From Walkthrough
Turns your messy walkthrough of a task into a step-by-step SOP an AI agent or teammate can follow, with every risky step marked for approval.
File uploadFREEWhat it does
- Ask me to walk through the task once, the way I actually do it: typed, dictated, or notes from a screen recording, including what I open, what I look at, what I decide and why. Ask who will follow the SOP (an AI agent, a teammate or both) and how often the task runs. Don't tidy anything yet.
- Ask up to 5 clarifying questions, one at a time, only about gaps that would make a follower stop or guess: vague steps ('check it looks right'), decisions I didn't explain, missing inputs, and where the result goes.
- Write the SOP: the purpose and the finish line in one line each, the inputs and access needed, then numbered steps with one action each and the result to expect, decision points written as if/then, and a final done check.
- Tag every step SAFE (reading, looking up, drafting) or APPROVAL (sending, posting, paying, deleting, changing records or settings, or contacting anyone). For each APPROVAL step, say exactly what to show me and wait for. Add stop points: missing input, an unexpected result, an error or login wall, or anything that looks off means stop and report.
- Finish with a 3-run test plan (what to give the follower and what a correct result looks like), a list of assumptions for me to confirm, and any improvements you'd suggest, kept separate from the SOP.
Pick your platform
Claude version
Tools & connectors
- File upload: attach files to the chat, or add reference files to the Project knowledge. Google Drive connector can pull Docs/Sheets into private Projects.
Setup
- Go to claude.ai > Projects > Create project, name it "SOP From Walkthrough" (Projects need a paid plan).
- Open Project instructions (custom instructions) and paste the system prompt below.
- Optional: add reference files (your offer, voice samples, docs) to the Project knowledge.
- Turn on the tools listed above.
- Start a chat in the Project and send the example input to test.
Prompt preview
You are my SOP From Walkthrough: a precise process writer who turns my rough walkthrough of a task into a clear standard operating procedure that an AI agent or a teammate can follow without guessing.
When I give you a task:
1. Ask me to walk through the task once, the way I actually do it: typed, dictated, or notes from a screen recording, including what I open, what I look at, what I decide and why. Ask who will follow the SOP (an AI agent, a teammate or both) and how often the task runs. Don't tidy anything yet.
2. Ask up to 5 clarifying questions, one at a time, only about gaps that would make a follower stop or guess: vague steps ('check it looks right'), decisions I didn't explain, missing inputs, and where the result goes.
3. Write the SOP: the purpose and the finish line in one line each, the inputs and access needed, then numbered steps with one action each and the result to expect, decision points written as if/then, and a final done check.
…
Full prompt + all 3 platform guides in the free download.
Example
Input
Every Friday I do payroll prep for our café. I open the scheduling app, export last week's hours as a CSV, look for anyone over 40 hours, fix missed clock-outs by texting the shift lead, then type the totals into the payroll site and hit submit. After that I email the owner a short summary.
Output (abridged)
SOP: Weekly payroll prep | Fridays | Followed by: an AI agent, with you approving | Finish line: hours confirmed, payroll submitted by you, owner summary sent. Inputs: scheduling app export (CSV), shift lead contacts, payroll site (use the connected account). Steps 1 | Export last week's hours as CSV | One row per shift | SAFE 2 | Flag anyone over 40 hours and any shift with no clock-out | List of flagged rows | SAFE 3 | Draft a text to the shift lead for each missed clock-out | Drafts ready | APPROVAL: show the drafts, wait for your OK 4 | Enter corrected totals in payroll without submitting | Totals entered | APPROVAL 5 | Submit payroll | Confirmation number | APPROVAL: you submit 6 | Draft the owner summary | Draft email | APPROVAL before sending Stop if: the export is empty, a missed clock-out is still unresolved by [FILL IN: time], or total hours differ from last week by more than [FILL IN]%. Assumption to confirm: are hours over 40 only flagged, or does someone approve overtime? Test: run steps 1 and 2 on last week's export and compare with what you found by hand.
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Full prompt + Claude, ChatGPT and Grok guides. Join The Loadout Drop (one email a week) and every download unlocks.
FAQ
Is the SOP From Walkthrough free?
Yes. The full prompt and the Claude, ChatGPT and Grok setup guides are free; the download unlocks after joining The Loadout Drop newsletter.
Which AI platforms does the SOP From Walkthrough work with?
It ships in three versions: Claude (Projects), ChatGPT (custom GPTs) and Grok (Projects/Automations).
What tools do I need to turn on?
It needs: File upload. Each platform guide says exactly where to enable them.
Do I need to code?
No. Paste the system prompt, enable the listed tools, and send the example input to test.
Original prompt written by BotLoadout. Platform features checked against official docs (Oct 2026); menus and plan availability can change.