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Create Documents & SOPs Automatically

use-case
sopsdocumentationautomationcomplianceprocesses

Fluency helps operations, compliance, and training teams create documents and SOPs in real time, capturing workflows as they happen - no writing, formatting, or screenshots required.

Unlike manual documentation processes that rely on copying and pasting into templates, Fluency automates structured SOP generation, complete with annotated visuals, time-stamped steps, and built-in business logic. The result is fast, accurate, and audit-ready documentation that actually reflects how work is done.

Who Benefits from SOP & Document Automation?

Fluency is used by organisations that need to move fast, stay compliant, and scale processes across teams or locations - especially in regulated or high-risk environments.

Common roles that rely on Fluency for SOP documentation include:

  • Operations leads standardising procedures across locations
  • Risk and compliance teams documenting internal controls
  • IT managers recording system processes for onboarding or audits
  • Trainers and team leads building SOPs for onboarding or handovers
  • Quality managers maintaining documentation for ISO or CPS230 compliance

Whether you're updating existing procedures or building a knowledge base from scratch, Fluency enables consistent, up-to-date documentation without slowing teams down.

How Fluency Works for SOP Creation

Creating SOPs manually is time-consuming and prone to gaps. Fluency replaces this process with intelligent, automated documentation capture:

Record

As a task is performed, Fluency automatically captures each step, including screens, inputs, and navigation.

Generate

The platform generates a clean, structured SOP with headings, visuals, metadata, and the logic behind each step.

Edit or Approve

Team members can review, annotate, or approve the document within the same interface.

Store & Share

Documents are stored in a version-controlled, searchable knowledge hub with role-based access.

The result? Teams reduce documentation time by up to 80%, and SOPs are ready to use, share, and audit - immediately.

Linked to Operational Clarity

Fluency isn't just a static SOP generator - it's part of a broader system for documentation automation, where every process captured feeds into a dynamic knowledge base. For organisations managing frameworks like ISO 27001 documentation or preparing for CPS230 compliance, this reduces risk and increases audit readiness across departments.

Why SOP Creation with Fluency Beats Traditional Methods

  • No templates required – Skip the formatting and start capturing real work immediately.
  • Standardised outputs – Every SOP is structured consistently for readability and compliance.
  • Searchable and accessible – Store SOPs in a centralised hub where teams can find, review, and update them easily.
  • Live process capture – SOPs reflect what's actually done, not what was remembered after the fact.

You can also link each SOP to a visual process mapping tool inside Fluency - allowing teams to see where tasks fit into broader workflows.

Ready to get started?

Join thousands of users who are already using Fluency to improve their workflow.

Tips for Creating Better SOPs with Fluency

Capture early, update often – Record tasks as they're done the first time. It's easier than documenting retrospectively.

Assign reviewers – Use Fluency's built-in approval workflows to ensure SOPs meet internal quality standards.

Use labels and folders – Categorise SOPs by department or risk area for faster access later.

Track changes – Review version histories to monitor updates and satisfy audit trail requirements.

Link SOPs into broader documentation – Combine related procedures into larger playbooks or compliance manuals.

Structured SOPs. Created While You Work.

Fluency eliminates the overhead of documentation, enabling teams to focus on what matters - executing well-defined processes with consistency and confidence. SOPs created through Fluency aren't just instructions - they're traceable, compliant, and ready to scale.

See why teams love Fluency

With Fluency, we've turned a major operational pain point into a streamlined, efficient system that keeps our team aligned and productive.

Anthony Tregunna profile picture

Anthony Tregunna

Head of Operations

BoardRoom Australia

Fluency has saved our team many hours of writing and updating documents. It has been a value-add having the ability to edit the procedures and redact sensitive information while keeping documents relevant and live.

Marco Fantozzi profile picture

Marco Fantozzi

Portfolio Analyst

Ophir Asset Management

Fluency has revolutionised how we create and maintain training guides. Its step-by-step capture functionality ensures thorough and accurate documentation, enabling our team to learn independently.

Jacqueline Ong profile picture

Jacqueline Ong

Customer Service

MISUMI

Fluency has streamlined our documentation across divisions, making processes consistent and easy to follow. It's now a key part for our training and onboarding process.

Samuel Sheridan profile picture

Samuel Sheridan

Corporate M&A Analyst

Prime Financial Group

Fluency has been a revolutionary experience. Certainly one of the best investments my company has made if you ask me. I don't think I could ever go back to Word again!

Anna Ye profile picture

Anna Ye

Senior Corporate Accountant

Bennelong Funds Management

If you're a Chief of Staff, COO, or anyone focused on scaling operations, Fluency is a game-changer. If helps teams save time, streamline and document/refine processes, and operate with far more clarity and consistency.

Kelly Elbridge profile picture

Kelly Elbridge

Chief of Staff

Quickli

Trusted by leading operations teams

Stop wasting time on manual documentation

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