Chapter 9 · 10 articles

SOPs and runs

Create SOP checklists with steps, variables and approval gates, assign steps to teams or AI agents, and start, complete, schedule and share runs.

• Create an SOP templateCreate an SOP checklist in a Playbook process, add its steps and publish a version your team can run.
• Add checklists, files and variables to stepsGive the steps of an SOP checklist items, files and linked documents, and add variables that people fill in during a run.
• Add an approval gate to a stepMake a step of an SOP wait for approval from the people you choose before the run can go on.
• Assign steps to teams and AI agentsDecide who does each step of an SOP: a team, or an AI agent that carries the step out on its own.
• Start a runStart a run from an SOP template with its own name, priority and due date, and fill in its variables right away.
• Complete the steps of a runWork through a run step by step: fill in its fields, tick its checklist and mark each step complete.
• Approve a step in a runApprove, reject or request changes on a run step that waits for your approval, so the run can go on.
• Track and manage runsFind runs by status, change a run's status or priority, and cancel or delete runs you no longer need.
• Schedule a recurring runLet runs of an SOP start by themselves on a schedule, such as every Monday.
• Share a run with a customerGive people outside your organization a link to follow and complete a run, with an optional password and end date.