Preparing SOPs for Automation is a focused checklist designed to help you get your Standard Operating Procedures (SOPs) ready for automation.

This resource walks you through essential steps like reviewing processes, tightening documentation, and organizing tasks to align with automation tools. Whether you're just starting to automate or fine-tuning systems, this guide ensures your SOPs are structured, test-ready, and built for scale.

Use it to streamline operations, reduce manual effort, and build a foundation for smarter, faster workflows.

What’s Inside

Clear steps for selecting SOPs that are ideal for automation

Guidance on updating and structuring documentation

Prompts for identifying repetitive, rule-based tasks

Pre-automation checklist to test, train, and troubleshoot

Tips for tracking performance and optimizing over time