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SOP Builder — Team Access Only
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SME SOP Builder
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Prialto SME Team
SOP
Builder
Create a polished Standard Operating Procedure and process flow chart in minutes.
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From Transcript
Paste notes, a meeting transcript, or bullet points — we extract the structure automatically.
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From Scratch
Answer a few quick questions, fill in the details, and we'll build it for you.
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AI-Powered
Lookup Historical Processes
Search Prialto's Confluence knowledge base — Claude finds relevant processes and generates a draft SOP.
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SME SOP Builder
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Paste your content
Add notes, a meeting transcript, or a process description. We'll extract the title and steps automatically.
Your text or transcript
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SME SOP Builder
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Build your SOP
Fill in the details and steps below — we'll generate the document and flow chart automatically.
SOP Title *
Category
IT Setup
Troubleshooting
Custom Process
Client Onboarding
Offboarding
Purpose
Roles & Responsible
Tools & Resources
Notes / Exceptions
Steps *
+ Add Step
Generate SOP + Flow Chart →
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SME SOP Builder
1. Start
2. Details
3. Generate
← Back
Lookup Historical Processes
AI
Describe what you're looking for. Claude will search Prialto's Confluence member manuals and generate a draft SOP based on historical best practices.
What are the process outcomes? *
Tool / Platform
Select a tool...
Outlook
Gmail
Google Calendar
Outlook Calendar
Salesforce
HubSpot
Slack
Microsoft Teams
Asana
Monday.com
Zoom
Expensify
Other (type below)
Process Type
Select a type...
Inbox Management
Calendar Management
Travel Booking
Client Communication
Expense Management
Reporting
Onboarding
CRM Management
Document Management
Meeting Prep
Other (type below)
Search & Generate SOP →
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SME SOP Builder
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📄 SOP Document
🔄 Process Flow
📁 Save to SharePoint
Export or send directly to the SME Hub SOPs library.
↓ SOP .docx
↓ Flow Chart PDF
💡 Clicking "SOP .docx" will save the document directly to SharePoint and download a local copy.