Guide
From Loom to SOP: Automating Video-Based Documentation
Turn screen recordings into clean, structured SOPs your team actually uses — complete with titles, timestamps, steps, and publishing automation.
Why automate SOP creation?
Manual SOP creation is slow, tedious, and inconsistent. Turning recordings into structured documentation reduces friction and accelerates onboarding, quality control, and operations.
Most teams record Loom videos, intending to document processes later… but it never happens.
Automating your SOP pipeline gives you a repeatable workflow: upload video → extract transcript → detect steps → generate titles → enrich with metadata → publish.
What we’ll cover
Use this as a blueprint for a repeatable record → generate → publish pipeline.
Phase 1. Recording & Input Quality
High-quality inputs generate dramatically better SOPs.
Great SOPs begin with clean recordings. Encourage team members to narrate clearly, perform steps slowly, and maintain consistent window layouts.
- Speak clearly and narrate each action
- Show full screen or a consistent window size
- Pause between steps — helps step segmentation
- Avoid background noise or switching screens too rapidly
Phase 2. Transcription & Pre-processing
Turn the raw audio into structured, machine-readable text.
Tools like Whisper or Gemini audio-to-text produce high-fidelity transcripts. Once transcribed, you can segment the transcript by pauses or semantic boundaries.
- Remove filler words to improve clarity
- Normalize timestamps and segment boundaries
- Identify repeated actions or patterns worth refactoring
Want help automating your SOP workflow?
We work with small teams and startups to turn scattered Loom videos into structured, reliable SOPs — complete with timestamps, steps, titles, descriptions, and automated publishing.
If you'd rather skip months of trial-and-error, we can design and implement the end-to-end workflow with your team and leave you with a system you own.
Typical work includes a short discovery, pipeline design, system setup, documentation, and team training.