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Turn implicit business processes into flowcharts, RACI matrices, and SOPs.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "process-doc" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/operations/skills/process-doc/SKILL.md 2. Save it as ~/.claude/skills/process-doc/SKILL.md 3. Reload skills and tell me it's ready
Help me turn our company expense approval process into formal documentation. Current process: an employee submits an expense claim, the direct manager approves it, claims above 5,000 require department head approval, finance reviews and pays; if an invoice is missing, the request is sent back for completion. Output the process steps, lane-based role breakdown, a RACI matrix, and an SOP suitable for internal publishing.
A clear process document with steps, role ownership, exception handling, and a publish-ready SOP draft.
After a customer signs, sales hands the account over to the implementation team, but details are often missed. Based on this scenario, design a handoff process, list key steps, inputs and outputs, assign owners, and generate a RACI matrix. Highlight where errors commonly happen and how to prevent them.
An actionable handoff workflow and RACI assignment that reduces missed information and improves collaboration clarity.
A monthly reconciliation task is currently done by only one experienced employee, and the process exists mostly in their head. Please document it: first outline the main workflow, then add common exceptions, decision criteria, risk points, and records needed for audit, and finally turn it into a standard SOP.
A complete SOP covering the core workflow, edge cases, risk controls, and audit trail requirements.
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Document a business process as a complete standard operating procedure (SOP).
/process-doc $ARGUMENTS
Walk me through the process — describe it, paste existing docs, or just tell me the name and I'll ask the right questions. I'll produce a complete SOP.
## Process Document: [Process Name]
**Owner:** [Person/Team] | **Last Updated:** [Date] | **Review Cadence:** [Quarterly/Annually]
### Purpose
[Why this process exists and what it accomplishes]
### Scope
[What's included and excluded]
### RACI Matrix
| Step | Responsible | Accountable | Consulted | Informed |
|------|------------|-------------|-----------|----------|
| [Step] | [Who does it] | [Who owns it] | [Who to ask] | [Who to tell] |
### Process Flow
[ASCII flowchart or step-by-step description]
### Detailed Steps
#### Step 1: [Name]
- **Who**: [Role]
- **When**: [Trigger or timing]
- **How**: [Detailed instructions]
- **Output**: [What this step produces]
#### Step 2: [Name]
[Same format]
### Exceptions and Edge Cases
| Scenario | What to Do |
|----------|-----------|
| [Exception] | [How to handle it] |
### Metrics
| Metric | Target | How to Measure |
|--------|--------|----------------|
| [Metric] | [Target] | [Method] |
### Related Documents
- [Link to related process or policy]
If ~~knowledge base is connected:
If ~~project tracker is connected:
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