Process doc | Business Helper AI

Inputs and purpose

Use this workflow to prepare: SOP, process flow and responsibility matrix.

Start with: Current steps, people, decisions and exceptions.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

Procedure

Identify the trigger, intended result, process owner, inputs and boundaries. Trace one representative case through the actual workflow.
Write the steps, handoffs and decision points in the order they occur, including exceptions that change the path.
Specify expected outputs, records and completion criteria for each important handoff.
Return a usable procedure and responsibility table. Walk through a normal case and an exception to expose missing instructions.

Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Document ownership and repeatable work.

Possible success measures: Cycle time, rework, first-pass completion. Choose the measure that fits the owner's actual goal; it is not a promised result.

Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.

Plain-text instructions

---
name: process-doc
description: "Prepare sOP, process flow and responsibility matrix. Use for this workflow with supplied business information."
---

# Process doc

## Inputs and purpose

Use this workflow to prepare: SOP, process flow and responsibility matrix.

Start with: Current steps, people, decisions and exceptions.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Identify the trigger, intended result, process owner, inputs and boundaries. Trace one representative case through the actual workflow.

2. Write the steps, handoffs and decision points in the order they occur, including exceptions that change the path.

3. Specify expected outputs, records and completion criteria for each important handoff.

4. Return a usable procedure and responsibility table. Walk through a normal case and an exception to expose missing instructions.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Document ownership and repeatable work.

Possible success measures: Cycle time, rework, first-pass completion. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).