Template

AI Automation SOP Template

A copyable SOP for documenting an AI automation workflow, owners, inputs, outputs, checks, and escalation rules.

Workflow name: Business outcome: Trigger: Input sources: Tools/APIs used: AI task: Human approval required? Yes/No Output destination: Quality checks: Escalation rule: Success metric: Owner: Review cadence:

How to use it

  1. Copy the template.
  2. Replace placeholders with your workflow details.
  3. Run it on one real example.
  4. Add approval and quality checks before automating the whole process.

Want the full workflow?

Use the related Systems by AI skill to turn this template into a working automation.

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