SOP & runbook documenter

An ops agent turns a messy process description into a clean, structured SOP or runbook for you to approve before it becomes the team reference.

Saves you ~3.4 h / run

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What it installs

Agents 2

  • Ops Agent

    Documents processes as SOPs and runbooks, ending in a human approval.

  • SOP & runbook documenter Quality Reviewer

    Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.

Teams 1

  • SOP & runbook documenter quality team

    The delivery agents produce the work while an independent quality reviewer checks each workflow handoff against explicit evidence, domain, and communication requirements before the run can continue.

Workflows 1

  • SOP & runbook documenting

    Map and structure the process, draft to the right template, self-critique against the new-hire bar, revise, and hand off for approval.

Goals 1

  • Tacit processes turned into reliable references

    Turn the processes that live in people's heads into specific, testable SOPs and runbooks a new hire could run.

Skills 4

  • process-doc

    Document a business process as a complete SOP — purpose, scope, RACI, process flow, detailed steps, exceptions, and metrics. Adapted from anthropics/knowledge-work-plugins/process-doc.

  • runbook

    Create a step-by-step operational runbook for a recurring task — exact commands, expected results, verification, troubleshooting, rollback, and escalation. Adapted from anthropics/knowledge-work-plugins/runbook.

  • process-optimization

    Analyze a process and recommend improvements — map the state, identify waste, design a leaner future state, and estimate impact as a before/after. Adapted from anthropics/knowledge-work-plugins/process-optimization.

  • documentation

    Write clear, maintainable technical documentation for the right audience — READMEs, runbooks, architecture and onboarding docs — leading with the most useful information. Adapted from anthropics/knowledge-work-plugins/documentation.

Requirements

What this playbook expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your document storage — The agent works in your document storage through its web interface in your browser and pauses for your approval before making any changes. Until you connect it, it works from attached exports and the relevant document.

Setup guide

How to Document SOPs and Runbooks

A practical guide to turning messy process knowledge into approved SOPs and runbooks an operator can actually follow.

Read the setup guide

Don't see your workflow? Describe it.

A sentence or two about a recurring job is enough. We design the playbook that runs it and show you exactly what it saves.

* What keeps taking time you don't have? *

Takes a minute · no account needed

Install SOP & runbook documenter and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.