Steps
Break a process into clear steps.
Write for the doer
Document a process from the perspective of someone doing it for the first time: clear steps, in order, with the context they need.
Use a consistent format
A template — purpose, steps, owners, edge cases — makes processes easy to write, read, and maintain.
Keep them current and findable
Store processes where they’re searchable and easy to update, so they don’t go stale and people can find them when needed.
Let AI answer how-to questions
In Wyatt — an AI workspace where your team’s docs and tasks live together — an AI assistant grounded in your documented processes can answer “how do I…” questions with the steps and a link to the full SOP.
Meet Wyatt
One connected workspace for docs, tasks, chat, and databases — with Wyatt answering from all of it.
StepsTemplatesFindable
Hi, how can I help you?
“Learn the workflow once — Wyatt keeps it running for the whole team.”
What you can do with Wyatt
Templates
Standardize the format.
Findable
Keep processes searchable.
AI answers
Ask how to do something.
Frequently asked questions
How detailed should a process be?
Detailed enough that someone doing it for the first time can follow it, with the context they need.
Should I use a template?
Yes. A consistent format makes processes easy to write, read, and maintain.
How do I keep processes current?
Store them where they’re searchable and easy to update, close to the work.
How does AI help?
It can answer how-to questions from your documented processes.