# Create an SOP From a Recorded Walkthrough Source: https://maito.app/workflows/draft-a-procedure-from-a-recorded-walkthrough Record the owner doing a task once, and Maito drafts a procedure with checks and exceptions for you to test and approve. Record the owner showing a task once, and get a draft procedure with checks and exceptions to test and approve. [Operations](https://maito.app/workflows/team/operations) · [Home services](https://maito.app/workflows/industry/home-services) · When you ask · Updated October 19, 2026 Works with - Slack - Email - [Granola](https://maito.app/workflows/tool/granola) - [Fireflies](https://maito.app/workflows/tool/fireflies) - [Fathom](https://maito.app/workflows/tool/fathom) - Otter.ai - Read AI - [Zoom](https://maito.app/workflows/tool/zoom) - Notion - [Confluence](https://maito.app/workflows/tool/confluence) - Box ## How do you create an SOP from a recorded walkthrough? To create an SOP from a recorded walkthrough, send Maito the call recording or notes in Slack. It reads the transcript, drafts the steps with checks and exceptions, and asks the owner about anything unclear. You get a draft to test and approve before it becomes the procedure. ## How it's done today The owner explains the same steps to each new hire, one at a time. ## What Maito does 1. Read the transcript of the walkthrough 2. Draft numbered steps, checks and exceptions 3. List questions for the owner 4. Mark the draft until tested and approved ## Example Loop run: None **Kate** (1:05 PM): turn the transcript of me walking Tyler through a drain clearing into a procedure. **Maito** (1:12 PM): Draft SOP: Drain-clearing visit, v0.1. Attached: drain-clearing-sop.docx. Steps 1 to 9, from the call: confirm the address and access by text, photograph the fixture, run the camera only if the first snake fails, and quote before extra work. The main checks are a photo before and after, and a signed work order. Catch: at 14:20 you said use the rear cleanout if the vanity drain won't take the snake. You never said which tool or size. I left that blank rather than guess. Three questions: the call-out fee, when to stop and book a camera visit, and who signs for jobs over $400. This is a draft until someone tests it and you approve. **Kate** (1:20 PM): answers: $95, after 30 minutes, me. Tyler will test it Thursday. **Maito** (1:22 PM): Added all three and marked it as testing, Thursday Oct 22. After Tyler's run I'll update the steps from his notes, and you can approve and date it. ## How to set it up When you ask Draft a procedure from a recorded walkthrough Set up Nothing to set up. Ask in Slack or by email whenever you need it. Connect call notes - Granola - Fireflies - Fathom - Otter.ai - Read AI - Zoom Connect docs - Notion - Confluence - Box Not connected yet? Your agent sends you a link to sign in. ## What it won't do Maito can only write what was said or shown in the recording. Steps the owner skipped will be missing until someone tests the draft. ## Questions ### What recordings does it read? Notes and transcripts from Granola, Fireflies, Fathom, Otter.ai, Read AI or Zoom, through MCP. ### Where does the SOP go? Into Notion, Confluence or Box once you approve it. ### Is the draft ready to use? No. It's a draft. The owner should run the steps once and approve it before it replaces anything. ## More operations workflows - [Chase missing inputs Ask people for what's missing, by Slack or email, until it's in. Operations · On a schedule Works with Gmail, Microsoft 365, Airtable.](https://maito.app/workflows/chase-missing-inputs) - [Monday report from connected tools The weekly operating report built from the tools you already use. Operations · On a schedule Works with BigQuery, Supabase, Intercom, Pylon, Stripe, PayPal.](https://maito.app/workflows/monday-report-from-connected-tools) - [Turn a process into a written guide Describe how something is done and get a clean step-by-step guide. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/turn-a-process-into-a-written-guide) - [Keep a shared spreadsheet clean Fix formats, fill gaps and flag odd rows in a sheet everyone edits. Operations · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/keep-a-shared-spreadsheet-clean) - [Book travel within policy Get flight and hotel options that fit the travel policy. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/book-travel-within-policy) - [Answer "who owns this?" Find the right person or team for any system, process or question. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-who-owns-this) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fdraft-a-procedure-from-a-recorded-walkthrough)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)