Document
Write it down
This is the foundation. You write down how you do things - every procedure, every decision, every exception. AI can't automate what it doesn't understand. This phase is entirely human work, and it's the most important step you'll take.
What Happens
What you do
You identify the procedures that power your business and write them down. Start with the tasks you repeat most - the ones you could do in your sleep. Those are the easiest to document and the highest value to automate later.
Each SOP follows a simple structure: trigger (what starts it), steps (what you do), output (what the result looks like), and exceptions (when the normal flow breaks). You don't need perfection - you need coverage.
What Sentigen provides
Sentigen gives you the tools to make documentation fast and structured. SOP templates guide you through the format. Canvas provides rich document storage with full search and sharing. The AI doesn't do the writing yet - that comes later. Right now, it gives you the scaffolding.
What You Need to Do
Time commitment: 2-4 hours in weeks 1-2.
Pick your 5 most repeated tasks
Look at your last two weeks. What did you do more than once? Client follow-ups, weekly reports, invoice processing, content review, onboarding steps - list the five tasks you repeat most frequently.
Use the SOP writing guide
Open the SOP writing guide and follow the framework. Each SOP needs a trigger, steps, output, and exceptions. Start with Level 1 detail - enough that someone else could follow the procedure without asking you questions.
Document at Level 1 minimum
Level 1 means clear, followable steps. Not every edge case, not every shortcut - just the core procedure. You can refine later. The goal is coverage, not polish.
Store in Canvas
Save every SOP in Sentigen Canvas. This keeps your procedures accessible to the AI layer when you reach later phases. Canvas documents are searchable, shareable, and version-tracked.
Share with your team
If you have team members, share the SOPs. Their feedback makes the documentation better and catches steps you do unconsciously. The best SOPs are written by the person who does the work and reviewed by someone who doesn't.
What Sentigen Does
In Phase 1, Sentigen is a tool, not an assistant. It provides the infrastructure for documentation without adding AI complexity.
SOP Builder
Guided template system that walks you through documenting each procedure step by step. Includes trigger, action, output, and exception fields.
Templates Library
Pre-built templates for common business procedures across sales, operations, finance, and client management. Start from a template and customize.
Canvas Storage
Rich document editor built into Sentigen. Your SOPs live alongside your intelligence layer, accessible to both you and the AI.
Collaboration
Share SOPs with team members. Track who contributed, who reviewed, and who approved each procedure.
How to Know You're Ready for Phase 2
Graduate to Monitor when you can check off every item below.
Product Features at This Phase
Guided wizard with trigger/steps/output/exception structure. Auto-suggests detail level based on procedure complexity.
Industry-specific and role-specific templates. Sales follow-up, client onboarding, weekly reporting, invoice processing, and more.
Rich document editor with blocks, formatting, and embeds. Full-text search across all your SOPs. Version history and collaboration.
Start documenting
Open Sentigen, pick your most repeated task, and write your first SOP. Thirty minutes now saves hundreds of hours later.
Create Your Workspace