Automated SOP Generation & Process Documentation | ClearWork (Part 1)

Generate SOPs and process documentation from real work—not from scratch.

ClearWork turns messy inputs (docs, notes, recordings, walkthroughs) plus AI-led asynchronous interviews into SOP drafts, help guides, playbooks, and process narratives—then keeps them current with collaboration, governance, and version history.

SOP drafts generated automatically from discovery
Evidence-linked content (traceable to source inputs)
SME review without scheduling chaos
Approvals + version history built in
Living docs that stay current over time

Because “tribal knowledge” is not a documentation strategy.

ClearWork SOP Generator Interface

Most SOPs fail for one reason: they’re written too far from reality.

Traditional documentation is a grind: someone interviews a few people, writes a doc, emails it around, and hopes it’s right. Meanwhile the process changes, exceptions get ignored, and the SOP becomes a museum exhibit.

SOPs get written from memory and meetings, not evidence

You capture the happy path, not the real variations

Reviews take forever because SMEs are busy

Nobody knows what’s current: “Which version is the right one?”

Docs go stale fast, so teams stop trusting them

How It Works

How SOP generation works in ClearWork

ClearWork follows a simple loop: capture reality → generate drafts → validate and keep docs alive.

STEP 01

Start with what you already have (and what people actually do)

ClearWork ingests your existing materials and builds a working process outline—then fills gaps using asynchronous AI interviews and walkthroughs.

Inputs ClearWork Uses:

SOPs & Policies
Walkthrough videos
Meeting notes & decks
SME Interviews (Voice/Text)
Spreadsheets
Diagrams & Charts
Document upload and project knowledge
Automatically generated SOP draft
STEP 02

Turn discovery into SOP drafts and documentation—automatically

ClearWork converts discovery inputs into documentation your teams can actually use. You’re not starting from a blank page—you’re starting from real discovery.

  • SOP drafts (step-by-step procedures)
  • Process narratives (plain-English descriptions)
  • Help guides & training outlines
  • Role-based instructions & checklists
STEP 03

Review and keep docs current (without chasing people)

ClearWork makes SOP maintenance practical: SMEs collaborate asynchronously, AI proposes updates, and owners approve changes with full version history. Docs can be reviewed on a cadence so they don’t silently rot.

Review and collaboration UI
Automated SOP Generation & Process Documentation | ClearWork (Part 2)

Everything you need to document a process—without the marathon.

ClearWork generates documentation that’s practical for execution and clean enough for governance.

Execution-Ready Documentation

SOPs with clear steps, job aids, checklists, and role-specific instructions.

Governance-Ready Documentation

Ownership notes, approval points, version history, and audit trails.

Delivery & Transformation

Requirements/epics derived from SOPs, linked process maps, and automation opportunities.

Generated outputs gallery

Not just “AI writing.” Evidence-based documentation.

A lot of tools can generate words. ClearWork generates documentation you can trust because it’s grounded in discovery evidence and validated by the people who do the work.

  • Evidence-linked SOPs: trace key steps back to source
  • Reality over happy path: exceptions included
  • Governed updates: approvals + version history

If someone asks “why is this step here?” you can show them.

SOP section with evidence links

Built for the docs teams actually rely on

If it gets repeated, audited, trained, or handed off… document it here.

Core Workflow SOPs

Finance, Ops, IT, Support, HR standard procedures.

Implementation Playbooks

Delivery runbooks and project standards.

Onboarding & Training

New hire guides and role-specific documentation.

Compliance & Controls

Approvals, audit trails, and responsibility matrices.

Help Guides

Documentation for end users and support teams.

Transformation Docs

"As-is" and "to-be" process documentation.

FAQ

No. ClearWork is designed to start with what you have, generate a draft, and then refine it through SME input and collaboration.

ClearWork grounds drafts in your project materials and SME interviews, then supports evidence links and validation workflows so the doc reflects reality.

They receive a link, log in, and review or answer questions asynchronously. They can type, dictate, attach docs, or record their screen to show the steps.

Step-by-step SOPs, role-based SOPs, checklists, job aids, training-oriented guides, and narrative documentation.

Yes. You can schedule reviews, capture feedback, apply AI-suggested updates, and publish new versions with full change history.

In a central repository organized by process area—so teams can find the current version quickly and stop duplicating docs.

Yes. SOPs can be linked to process diagrams and delivery artifacts (requirements, epics, stories, tasks) generated from the same discovery dataset.

Yes. Upload what you have, then let ClearWork analyze it, identify gaps, and use interviews and feedback to modernize it.

Ready to generate SOPs your team will actually use?

Start with your existing docs. Capture real steps from SMEs. Generate SOP drafts automatically—then keep them current with governance and versioning.