Record the work clearly
Show the relevant equipment, tools and actions. Explain what is happening and what needs checking.
How to turn a process video into an SOP
Your experienced people know the work.
Help the next person follow it.
A recorded walkthrough can become the starting point for an SOP, a Standard Operating Procedure. AI helps organize the source material into a draft. Your team checks that it reflects how the work should be done.
By Avi Pagi·Practical guideStart with one useful process.
Choose a task people repeat, such as a production-line shift handover. Keep the scope clear: where does the process start, and when is it complete?
Add what the video cannot show
Include current documents and verified notes about requirements, exceptions and checks.
Create the SOP draft
Use AI to organize the material into numbered steps. Check the sequence against the real process.
Make each step easy to follow
Correct terminology and add relevant images or short clips. Have the process owner review missing or unclear details.
Review, approve and share
Follow your organization’s approval process, then share the procedure in a browser or export an editable Word document.
FROM WALKTHROUGH TO DRAFT
See what the SOP could look like.
A walkthrough and supporting notes could form an eight-step production-line handover.
The process videoIllustrative walkthrough
Capture what the next shift needs.
A shift leader walks through the line, explaining progress, equipment status and outstanding work.
Your knowledge stays at the centre.
AI drafts the SOP. Your team reviews it before use.
AI drafts the SOP. Your team reviews it before use.
Production-line shift handover8 steps · Draft
- 01
Review production progress
Compare completed output with the shift plan.
- 02
Confirm work in progress
Identify active orders and unfinished tasks.
- 03
Check equipment status
Record stoppages and open maintenance issues.
- 04
Review quality concerns
Flag defects, holds and checks still pending.
- 05
Confirm material availability
Highlight shortages for the next run.
- 06
Highlight safety issues
Pass on hazards and restrictions under site rules.
- 07
Agree on next actions
Assign outstanding tasks and priorities.
- 08
Record the handover
Confirm the incoming shift has the update.
Illustrative outline. Your team defines the actual steps, responsibilities and checks for its own operation.
Before you begin.
Gather the source material and decide who will review the procedure.
- Choose the process and the person who knows it best.
- Gather a clear video and current supporting documents.
- Add verified details missing from the recording.
- Decide who will review and approve the SOP.
- Confirm who should have access to the procedure and source material.
A few practical questions.
Can we use an existing video?
Yes, if it clearly shows the process and is suitable for the intended audience. Supporting documents can fill gaps.
Is the AI draft ready to use immediately?
It needs review against the actual process and your organization’s requirements before approval.
Can we edit the result?
Yes. Steps can be refined, relevant visuals added, and an editable Word document exported.
How I can help.
I help you choose a useful first process, prepare the source material and set up an SOP draft your team can review and use.
Discuss your work instructions