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Generating a Standard Operating Procedure (SOP)

After a workflow has been published, you can generate a Standard Operating Procedure (SOP) document directly from the workflow.

Supported formats include:

  • Microsoft Word (.docx)
  • PDF (.pdf)
  • Text (.txt)

To generate an SOP document:

  1. Open the published workflow.
  2. Click Generate SOP.
  3. Select the desired document format.
  4. Click Export.
  5. Save the generated document to your preferred location.

The generated SOP provides a structured representation of the workflow.

Note: The Generate SOP option is available only for published workflows.

Generate SOP Dialog and Format Selection
Generate SOP Dialog and Format Selection

Last updated: June 10, 2026
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