How to Generate SOPs & Checklists
Everything you need to know — from picking your first industry to exporting a polished, sellable PDF. Follow along step by step.
Generating an SOP
6 steps
On the Generator page, browse the grid of 17 industries. Click any card to select it — you'll see it highlighted with a teal accent ring.
Each industry comes with pre-configured departments tailored to that field.
After selecting an industry, a configuration panel appears. Use the Department dropdown to narrow the focus — e.g., 'Kitchen Operations' for Restaurant, 'Site Safety' for Construction.
You can also type a custom topic in the text field to guide the AI toward a specific process.
Click the 'Generate SOP Template' button. The AI takes about 10–15 seconds to produce a complete, audit-ready SOP with 8 professional sections.
You don't need an account to generate — guests can create and preview SOPs freely.
The generated SOP appears in a premium document layout with a teal header band. Each section (Purpose, Scope, Procedures, etc.) is collapsible — click to expand and read the full content.
The preview is unsaved. Use the Edit button to modify any section before saving.
Toggle 'Edit' mode to refine any section. Each field becomes an editable text area — tweak the AI-generated content to match your exact business needs.
Changes in edit mode aren't saved until you click 'Save SOP'.
Click 'Save SOP' to store the document. If you're signed in, it saves to your cloud library. If you're a guest, it saves to your browser's local storage.
Cloud-saved SOPs can be accessed from any device and exported as PDFs.
Generating a Checklist
6 steps
Go to the Checklists page and select an industry from the grid, just like the SOP generator.
The same 17 industries are available for checklist generation.
Select a department from the dropdown and optionally type a specific topic to focus the checklist on your exact needs.
A custom topic like 'morning opening routine' produces more targeted results.
Click 'Generate Checklist'. The AI produces 25–35 items organized into Daily, Weekly, and Monthly categories, each with a priority level (High, Medium, Low).
Generation takes about 10 seconds.
After saving, you'll land on the checklist detail page. Switch between 9 visual styles: Classic, Timeline, Bento, Kanban, Card Stack, Minimal, Glass, Notebook, and Schedule.
Your view choice is remembered — it persists across page visits.
Click any checkbox to mark an item complete. A progress bar at the top tracks your completion percentage in real time.
Check-off state is per-session and not saved — refresh resets it.
Use 'Edit' to modify item text and priorities, or 'Reorder' to drag-and-drop items into your preferred sequence. Changes save automatically.
The 'Guide Me' button opens an AI assistant that can answer questions about your checklist.
Managing Your Library
4 steps
The SOP Library and Checklist Library pages show all your saved documents in a card grid. Search by keyword, filter by industry, and sort by date.
Guests see locally-stored documents; signed-in users see cloud-synced ones.
Click the star icon on any card to mark it as a favorite. Favorites are accessible from the dedicated Favorites page for quick access.
Use favorites to pin your most-used SOPs and checklists.
On any SOP detail page, click Edit to modify content. Each save creates a version snapshot you can revert to later from the Version History panel.
Version history is available for cloud-saved SOPs only.
Use the trash icon to permanently remove a document. This action cannot be undone.
Deleted items are removed immediately — no confirmation dialog.
Exporting & Bundling
4 steps
On any SOP or Checklist detail page, click 'Export PDF'. The system generates a premium document with a dark cover page, meta badges, and a statistical summary.
PDF export requires an account — guests are prompted to sign up.
On checklist pages, use 'Preview PDF' to see exactly how the exported document will look before downloading.
The preview reflects your currently selected view style.
In the Library, use selection mode to pick multiple SOPs or checklists, then export them all as a ZIP file — perfect for selling bundles.
You can also generate an aggregated e-book from selected checklists.
Exported PDFs and bundles are commercial-license-ready. Sell them on Amazon, Gumroad, Etsy, or your own website.
Premium cover pages and branding make your documents stand out.
Ready to Start?
You now know the full workflow. Pick a bundle and generate your first SOP or checklist in under a minute.