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Operations PlaybookTemplate

Template · 6 min

Workflow SOP Template

A standard operating procedure shell for an AI-assisted task — input, AI step, review checkpoint, output — written so a colleague could run it cold.

For: Operations leads and process owners

Template preview

Workflow SOP Template

A standard operating procedure shell for an AI-assisted task — input, AI step, review checkpoint, output — written so a colleague could run it cold.

01

What this SOP names

  • The trigger and inputs — what starts the task and what the AI step is allowed to see.
  • The AI step — the reusable brief the staff member runs, with its boundaries.
  • The review checkpoint — who checks the output, against what, before it is used.
02

The handoff test

  • An SOP is done when a colleague can run it without you in the room. If it still lives in someone’s head, it is a habit, not a workflow.
Section 1 of 2

What this SOP names

This template is structured. The working copy is being finalized by our subject-matter editors — directionally accurate today, refined shortly.

  1. The trigger and inputs — what starts the task and what the AI step is allowed to see.
  2. The AI step — the reusable brief the staff member runs, with its boundaries.
  3. The review checkpoint — who checks the output, against what, before it is used.
  4. The output and where it is filed, plus how the run is logged.
Section 2 of 2

The handoff test

An SOP is done when a colleague can run it without you in the room. If it still lives in someone’s head, it is a habit, not a workflow.
Operations Playbook

The artifact is the start. The course is where it sticks.

Use this template, then walk through the practice loop in the AiBI-Foundation course — the same prompts, with reviewed work you can take to your team.

Start your Operations pathBack to the playbook
Workflow SOP Template — Operations Playbook — The AI Banking Institute