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People & onboarding

Make team procedures easier to use

Organize procedures into clear steps, responsibilities and unresolved questions.

Best for

Organize procedures into clear steps, responsibilities and unresolved questions.

What you need

Existing SOPs, process notes and approved examples.

Put the relevant sources in a Folder you can access. Connected sources and automation depend on your workspace configuration.

Starter prompt

Review the SOPs in this Folder. Draft a clear guide with steps, responsibilities, exceptions and links to the original procedures. Identify contradictory or outdated instructions instead of choosing silently. Keep the sources unchanged and ask which version is authoritative before proposing updates.

Copy the prompt, open your Folder in CoFolders and paste it into chat. Review the sources before starting.

What to expect

A procedure guide that preserves the source and highlights contradictions.

Make it your own

  1. Bring in your context

    Existing SOPs, process notes and approved examples.

  2. Start in the right Folder

    Use the starter prompt and add your period, audience and desired format. Tell CoFolders which sources matter.

  3. Review and continue

    A procedure guide that preserves the source and highlights contradictions. Check source links and missing information, then approve any changes or schedule separately.

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