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Really, really, really smart processes!

The “How” is built into each step.

Steps embeds the “How” into each step empowering teams with the information they need, when they need it.

AI-Driven Process Development (SOP's)

Harness the power of artificial intelligence to streamline the creation and optimization of Standard Operating Procedures (SOPs).

Create me a process for anything!

SOP Example

AI simplifies complex workflows, transforming them into clear, actionable steps that your team can follow with ease. By automating the development process, you save time, reduce errors, and ensure your business processes are both efficient and scalable.

The "How" is built into each step

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  • Embedding the “HOW” in your process templates gives new team members clear, step-by-step instructions. This minimizes the learning curve and reduces time spent on training, people can jump in and start contributing right away.

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  • When the "HOW" is clearly defined, everyone follows the same playbook. This ensures tasks are completed to the same standard every time, no matter who is doing the work. It boosts quality and removes guesswork.

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  • Having the “HOW” built in means you can delegate tasks with confidence. Whether you're handing off work to a junior employee or outsourcing, the knowledge is baked into the process, so you don’t have to be involved in every detail.

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  2. Training
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  2. Sharepoint
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  2. LMS
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  2. Google Drive

Track time & assign tasks effortlessly

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  • Assign tasks to members of your team with due dates & time-tracking for as many or as few tasks as you need.

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  • Quickly modify task status to clearly communicate how a process is progressing over time.

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  • Organize notes, files, and links for each task instead of losing important details in never-ending threads or email chains.

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Simplified access to all your companies  instructions and documents

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  • Centralize all key resources in one easy-to-access location. 

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  • Whether it’s detailed instructions, reference documents, or templates, your team can quickly find what they need without searching through emails or folders. 

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  • Increase productivity by reducing downtime and ensuring everyone is always working with the latest information.

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Create default tasks for each process + adhoc

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  • Streamline your workflow by predefining tasks for every step of a process.

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  • Automate repetitive assignments and create templates for common activities, eliminating manual input and reduce the risk of overlooked tasks. 

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  • Ensure consistency and allows your team to focus on high-value work rather than routine setup.

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All-in-one experience

The "How" is embedded into each step

Whether it's documents, or templates, your team can quickly find what they need without searching through emails or folders.

All-in-one experience

Add videos that guide your team

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  • Boost engagement and comprehension by embedding video tutorials or walkthroughs into your processes.

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  • Visual aids can simplify complex tasks, improve training effectiveness, and cater to different learning styles.

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  • By offering dynamic, multimedia instructions, you ensure that your team has everything they need to succeed.

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Automate project status notifications

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  • Keep your team and stakeholders informed with real-time updates about project progress, task completion, and deadlines.

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  • Status notifications ensure everyone stays aligned and aware of any changes, reducing miscommunication and enabling proactive decision-making. 



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  • With timely alerts, you’ll always stay ahead of potential bottlenecks or delays.

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SOPs for everything your business needs

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  • Build a library of comprehensive, tailored SOPs that address every aspect of your business operations. 

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  • From onboarding new employees to managing client projects, these standardized guides provide clarity and consistency. 

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  • By documenting every process, you reduce dependency on specific individuals, improve training, and scale operations seamlessly.

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