Loom isn’t just another screen recording tool—it’s a powerful AI-driven platform that takes your recorded sessions and automatically generates text-based SOPs (Standard Operating Procedures). This means you don’t just get a video of your session; you get a structured, editable document that outlines the key steps, processes, and instructions captured in the recording.
Here’s why Loom is a game-changer for discovery calls and beyond:
What Makes Loom Unique?
- AI-Generated Text-Based SOPs: After your discovery call, Loom uses AI to analyze the recorded video and transcribe the key actions, steps, and instructions into a clear, actionable SOP document. This eliminates the need to manually rewatch the video or write out the process, saving you hours of effort.
- Accurate and Actionable: The AI doesn’t just create a transcript—it organizes the content into structured steps, ensuring the SOP is easy to follow. Whether you’re mapping out a redesign, creating workflows, or documenting repetitive tasks, Loom delivers a professional-grade text document ready for immediate use.
- No Need for Manual Documentation: Instead of juggling notes or struggling to recall details, Loom captures everything during the call and automatically translates it into a comprehensive text SOP. This ensures that all the essential details are recorded and nothing is missed.
- Versatility Across Use Cases: Loom’s AI-generated SOPs are perfect for:
- Website redesign workflows.
- Onboarding guides for new team members.
- Step-by-step instructions for processes.
- PR descriptions, Q&A steps, and even technical code documentation.
- Refine and Edit the SOP: Once Loom creates the text-based SOP, you can refine and edit it directly, tailoring it to your specific needs. This flexibility makes it easy to align the final document with your team’s or client’s expectations.
How to Use Loom for Automatic SOP Creation
1. Lead the Discovery Call with Intent
- As the facilitator, guide the discussion to ensure all key points are covered. If the client is unsure of what they want, ask probing questions:“Can you show me an example of a feature you like on a competitor’s site?”“What is the primary goal of this redesign for your business?”
- This ensures that the Loom recording captures all the necessary details for the SOP.
2. Record Everything with Loom
- During the call, use Loom to capture:
- Loom’s AI will analyze the recording to extract key steps and processes for the SOP.
3. Let Loom Generate the SOP
- Once the session is complete, Loom’s AI processes the video and automatically creates a text-based SOP.
- The SOP includes:Step-by-step instructions based on the actions discussed.Contextual details to ensure clarity.A well-organized, easy-to-read format.
4. Review and Finalize
- Refine the SOP as needed to ensure it aligns with project goals.
- Share the finalized text document with your team or client as a professional, actionable resource.
Why Loom is a Must-Have for Discovery and SOP Creation
Loom eliminates the hassle of traditional documentation by combining the power of video recording with AI-driven SOP generation. It’s not just a tool for capturing calls—it’s a complete system for turning live sessions into polished, actionable documents. Whether you’re working on website redesigns, training, or process workflows, Loom ensures you’re always one step ahead.
With Loom, you save time, improve accuracy, and deliver professional results with minimal effort.
