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Guide

How to document processes

A practical guide to documenting processes and SOPs so your team runs consistently, plus how AI answers how-to questions on demand.

  • Clear, repeatable steps
  • Templates for consistency
  • AI how-to answers

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 assistant grounded in your documented processes can answer “how do I…” questions with the steps and a link to the full SOP.

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What you can do with Wyatt

Steps

Break a process into clear steps.

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.

Keep exploring Wyatt

Process documentation in Wyatt 
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Policy management that stays current 

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