Turn a Loom recording into a usable SOP
If your processes live in your head, it is hard to delegate them well. It also makes your business more dependent on you than it needs to be.
This video shows a simple way to capture a process in Loom, pull the transcript, and use AI to turn that transcript into a first-draft Standard Operating Procedure. The point is not to replace review. It is to get past the blank page faster.
For expert-led businesses, that matters because documentation is often the difference between a process that gets repeated consistently and one that has to be explained from scratch every time.
Start by talking through the process, not writing it
The first step is to record a walkthrough in Loom while you describe the process as if you were explaining it to a colleague. That can be a screen recording, a live walkthrough, or a voice-led explanation.
The value here is that natural speech is usually easier than writing a process from memory. You are more likely to capture the real sequence of actions, decisions, and exceptions.
Loom works in the browser and automatically generates a transcript, which becomes the raw material for the SOP draft.
Use the transcript as the source text for AI
Once the recording is done, copy the transcript and paste it into an AI tool such as ChatGPT. The video also notes that tools like Gemini, Claude, and NotebookLM can work in the same way.
The prompt is doing a simple but useful job: it asks AI to turn the transcript into a clear SOP and to pull out practical elements such as the purpose of the process, when to use it, the inputs and outputs, key decision points, tools, and roles.
If the transcript includes rough wording or minor mistakes, that is not a problem. The transcript is a starting point, not the final document.
What the AI should give you
The result is a structured draft that goes well beyond a transcript summary. In the example shown in the video, the output includes a title, purpose, inputs, outputs, step-by-step instructions, decision points, edge cases, tools, and ownership.
That makes it much closer to a working SOP than a set of notes. It is something you can quickly adapt rather than build from nothing.
This is where the time saving happens. Instead of drafting from scratch, you begin with a version that already has the right shape.
Review it like an expert, then refine it
The video is clear that AI should not be the final reviewer. The draft needs human checking, especially where the process contains nuance, exceptions, or business-specific judgement.
Use your expertise to tighten the wording, add missing steps, and correct anything that does not reflect how the process should actually run.
That review step is important because the goal is not just documentation. The goal is usable documentation that another person can follow without coming back to you for clarification.
Put the finished SOP somewhere useful
Once the SOP is cleaned up, store it in your documentation system and share it with the relevant team members. The video’s point is that this becomes a practical asset inside the business, not just a file saved for later.
Used well, this approach helps reduce bottlenecks, makes handoffs easier, and creates more consistency across the business.
If you already have processes you repeat often, this is a straightforward way to turn them into something others can follow.
Download the transcript to SOP prompt:
Join the mailing list
While you're here, why not join the AI for Experts mailing list? Get new workflows, prompts, and practical breakdowns to embed AI into your expertise business. Unsubscribe anytime.
Frequently asked questions
It usually needs some. The first draft will get the structure and sequence right in most cases, but you will want to review it for tone, add context the transcript missed, and adjust any steps that assume knowledge the reader may not have. Treat it as a strong first draft, not a finished document.
Long enough to cover the full process clearly, but no longer. Most process recordings land between 5 and 20 minutes. Shorter recordings with clear narration tend to produce better transcripts — and better SOPs — than longer, rambling ones.
The video uses ChatGPT, but Claude and Gemini work equally well. The prompt structure matters more than the tool. Paste the transcript, ask for a structured SOP with numbered steps and decision points, and review the output against the original recording.
Yes, but complex processes often benefit from being recorded in smaller segments. If a process has multiple distinct phases, record each phase separately and generate individual SOPs. They can always be combined into a master document later.
