# SOPs

## 📌 Overview

SOPs give your team one place to write, review, and publish standard operating procedures — with Quinn doing the drafting. Explain a process out loud in an **Interview**, **Record your screen** while you do the task, describe it in a prompt, or import a file, and Quinn writes the SOP. Your team comments on the text, Quinn flags vague steps, and every version is kept. When it's ready, **Publish** it so staff can read it in Shared Files and Ask Quinn can answer from it.

### Step 1: Open SOPs

Click **SOPs** in the admin sidebar. The list shows every SOP with its **Status** (**Draft** or **Published**), **Audience**, and **Last updated**. Use the **All**, **Published**, **Drafts**, and **Unpublished changes** filters or **Search SOPs** to find one, and the **⋯** menu on a row to open, duplicate, publish, or delete it.

![SOPs list with filters, search, and the New SOP button](https://assets.meetquinn.ai/website/Help/sops_step_01.png)

### Step 2: Start a New SOP

Click **New SOP**. The editor opens with four ways to begin: **Interview me** (talk it through and Quinn asks the questions), **Record your screen** (do the task once while narrating), **Draft with Quinn** (describe the process), or **Import a file** (PDF, Word, Markdown, or text). You can also just start typing.

![New SOP editor showing Interview me, Record your screen, Draft with Quinn, and Import a file](https://assets.meetquinn.ai/website/Help/sops_step_02.png)

### Step 3: Let Quinn Interview You

Click **Start** next to **Interview me**. Quinn asks questions out loud — for example, "Walk me through an AC tune-up visit" — and you answer the way you'd show a new hire. Click **Finish** when you've covered everything.

![Interview me panel with Quinn speaking and the Finish button](https://assets.meetquinn.ai/website/Help/sops_step_03.png)

### Step 4: Accept the Draft

Quinn writes the SOP from your interview — **Purpose**, **Scope**, **Procedure**, and **If something fails** — and shows it as a suggested change. Review it, then click **Accept all** (or **Reject all** / **Try again**) and give the SOP a name.

![Quinn's suggested draft with Accept all, Reject all, and Try again](https://assets.meetquinn.ai/website/Help/sops_step_04.png)

💡 Tip: Select any line and ask Quinn to rewrite it — for example, "Make this a clear step." Quinn suggests the edit and you accept or reject it.

### Step 5: Run a Review and Comment with Your Team

Click **Ask Quinn** and choose **Review this SOP**. Quinn flags vague steps and missing information with a fix for each — click **Accept fix** or **Dismiss**. Teammates can leave **Comments** on any line, and mentioning **@Quinn** in a thread makes it suggest the edit. The version before each change is kept in **Version history**, so you can restore an earlier one in a click.

![Quinn's review flagging missing info with an Accept fix button](https://assets.meetquinn.ai/website/Help/sops_step_05.png)

### Step 6: Read It Through

The finished SOP is a clean document with an **Outline** on the left for jumping between headings. It stays a **Draft** — visible only to admins — until you publish it.

![Finished SOP showing Purpose, Scope, Procedure, and If something fails](https://assets.meetquinn.ai/website/Help/sops_step_06.png)

### Step 7: Record Your Screen Instead

For software processes, click **Record** next to **Record your screen**. Quinn explains what to say — name what you click, what you type, and why — and waits until it can hear your microphone. Click **Start recording**, pick the tab or window where you'll do the task, then do it once while talking it through: say what you click, what you type, and why.

![Record your screen dialog with the Start recording button](https://assets.meetquinn.ai/website/Help/sops_step_07.png)

Here's the whole flow, from **Start recording** to the finished SOP (the recording and writing parts are sped up — in real life you'd be talking the whole time):

![video](https://assets.meetquinn.ai/website/Help/sops_record_walkthrough.mp4)

When you're done, click **Stop and write SOP**. Quinn uploads the recording, watches it, and writes the SOP — usually in 1–3 minutes. You get a named SOP with **Before you start**, numbered **Steps** (each with a screenshot of your screen and the thing you clicked highlighted), and a **Recording** section that keeps the original video. Check each step before you publish.

![Finished SOP written from a screen recording, with a screenshot under each step](https://assets.meetquinn.ai/website/Help/sops_step_07_result.png)

💡 Tip: Screen recording works in Chrome or Edge on a computer and needs a microphone. Close anything private first and don't read passwords out loud — recordings are kept with the SOP.

### Step 8: Publish the SOP

Click **Publish** in the top-right. Under **Who can read it**, choose **Everyone in [your organization]** or **Specific groups and locations**, then click **Publish**. Staff open it in **Shared Files**, and Ask Quinn answers questions from it too. Edits after publishing are saved as unpublished changes until you publish again.

![Publish SOP dialog with audience options](https://assets.meetquinn.ai/website/Help/sops_step_08.png)

### Step 9: Request Knowledge from a Colleague

Don't know the process yourself? Click **Request knowledge** on the SOPs list. Name the process and anything it should cover, then pick who knows it — they get an email with a link, answer with a short interview with Quinn or a voice note, and the draft lands in your SOP list for you to review.

![Request knowledge dialog explaining the colleague → explains → draft SOP flow](https://assets.meetquinn.ai/website/Help/sops_step_09.png)

## 💡 Tips

- Use the **⋯** menu on an SOP to **Create training** from it — the Course Creator opens with the SOP attached as source material. You can also **Convert to SOP** from a Knowledge Base document.
- Only admins can see drafts. If staff can't find an SOP, check that it's **Published** and that they're in the audience you picked.