How to create standard operating procedures (SOPs) easily using Scribe

All right, hey there. In today's video, I'm going to show you my simple process for creating standard operating procedures, or otherwise known as SOPs.

Now, I know I already lost about 90% of you just because I said the term SOP. But hear me out. Most people actually don’t love doing the same routine activities over and over and over again. And I found that most companies actually want to scale their operations. Even individuals who work solo desire to grow beyond themselves.

So I find it really important that we take what’s in our mind and we get it down on paper or on the computer.

And what that allows us to do is potentially hand off that task to someone else. We could maybe even automate that task. And, God forbid, we even take a vacation day.

So I’m going to show you my simple process for creating standard operating procedures.

I’m going to show you a tool that makes it really, really easy to create the SOP and then share it with someone else. And I have an example that I'll walk you through.

So let's get started.

For this example, we're going to say that we have a podcast, and we want to create an SOP showing someone else on our team how to create a new podcast episode.

So I have my podcast platform pulled up. And then the tool that we're going to use to create our SOP is called Scribe.

Scribe is a wonderful tool that allows you to record something that you do on your computer, whether in the browser or outside of it. And it’s going to actually take note of the steps that you take in what you’re doing and provide a step-by-step guide as the output of your recording, which you can then edit and share with someone else.

I use this tool with clients to help train them on the systems and processes that we set up in their business. And I’ve used this to bring in team members and show them the right way to do a process so they can follow the step-by-step guide.

I remember when I first discovered Scribe, it took me seconds to sign up and create my first SOP.

So it’s super, super simple.

Here I am inside of my own Stripe account. To create a new SOP, I'm going to click this button up in the top right-hand corner that says "New." And we're going to simply capture Scribe.

You can do this in the browser by downloading the Chrome extension, or you can download the app if you're on a paid tier and want to record on your computer or mobile.

So I’m going to click "Capture Scribe."

You should be able to see this overlay that says we can record the voice transcription. And what that will do is it will use your microphone and take into account what you’re saying while you’re doing the task.

It’s important to note that it’s not actually recording like a video or audio that you’re going to have afterward, so don’t overthink it.

Then, you can select the tab that you’re using so it knows what to record.

For me, I am going to go ahead and select Transistor.

And now it's capturing my browser. And now it's recording.

So I'm going to go through this simple process of creating a new episode.

This is going to be a test episode. If I was to upload an audio file here, I would just drag that onto this spot right here.

I don’t need to fill in anything here. This is a normal episode.

It'll be episode 31. Let's say I have episode artwork—I’d upload that here.

I’d copy and paste my show notes. Or if I had a YouTube video URL, I’d put it there.

For this example, it’s just pretty simple, right? I’m not going to publish right now. I’ll just save it as a draft.

So there, I’ve created my new episode in my podcast platform.

And now I can go over here and stop the capture, showing Scribe that we're done recording.

And look at that.

It’s already given this a title: "How to Create a New Podcast Episode."

I might just edit this to say "Create a New Podcast Episode."

I could add a description, either AI-generated or written myself. I’ve actually never used the AI-generated option, but it looks very similar to what I might have written, maybe a little different.

Now let’s take a look at the step-by-step guide.

It says "Navigate to dashboard" on Transistor.

It captures the exact actions I took. It highlights the buttons I clicked. It even provides screenshots.

You can zoom out if you need to see the full page.

For example, I’ll type in the name of the episode. I actually don’t need that field, so I’ll delete it.

Click here to insert your show notes.

Click the dropdown—actually, that was a mistake, so I’ll delete that.

Save as a draft.

So now I’m done editing.

I’m going to click "Share URL." Copy the link.

And let’s open it in a new window.

So this is a step-by-step guide that I could hand to someone.

They don’t need an account to preview this URL.

They can follow along as they go.

Scribe also has a really cool feature where you can pull up the guide as an overlay on top of the page.

So someone can be on this page and actually follow the step-by-step guide while creating the new episode.

Hopefully, that was helpful.

I have found this tool to be incredibly valuable.

Because my old process was to go into a Google Doc and just type out all the step-by-step tasks manually.

I would take screenshots, upload them, format everything, and then store the documents in Google Drive.

Scribe has made this process so much easier.

So hopefully that helps you create systems and processes in your own business.

What I like to do is, as I’m going through a task, I just click on the Chrome extension and push "Record."

Once I’m done with the task, I stop recording.

And then I have the SOP ready when I need it, rather than realizing I need an SOP and then having to go back and create the guide from scratch.

Let me know if you found this helpful.

If you use this tool, I would love to know what the first SOP you create is.

And if you have any questions, I’m more than happy to answer them in the comments.

But that’s it for now.

Thanks again.