SOP generator

Describe how the work gets done. Get a procedure anyone can follow.

SOP-CS-03 · v2.1

Refund requests

OwnerSupport lead

Applies toOrders under 60 days

EffectiveSep 15, 2026

1.Find the order and confirm it is within 60 days.Support agent
2.Check the reason against the refund policy.Support agent
3.Issue the refund to the original payment method.Support agent
4.Tag the ticket 'refund' and note the reason code.Support agent

RequestWithin 60 days?Policy checkRefund issued

Over $500 → support lead approves

If the payment method has expiredOffer store credit or a bank transfer. Never refund to a different card.

QP-LAB-12 · v4.0

Sample receipt and logging

OwnerQuality manager

Applies toAll incoming samples

EffectiveAug 1, 2026

RecordsKept 7 years

1.Check the seal and chain-of-custody form on arrival.Lab technician
2.Record the temperature on receipt.Lab technician
3.Assign a sample ID and label the container.Lab technician
4.Log the sample in the LIMS within 2 hours.Lab technician
5.Review the day's log before 17:00.Quality manager

If the seal is broken or the temperature is out of rangeQuarantine the sample, photograph it, and notify the quality manager before testing.

Version4.0 · Aug 1, 2026

ChangeAdded 2-hour logging limit

ApprovedQuality manager

SOP-OPS-07 · v1.0

Client onboarding: signed contract to kickoff

OwnerHead of Operations

Applies toAll new retainers

EffectiveOct 6, 2026

ReviewEvery 6 months

Purpose

Every new client gets the same first week: welcomed within a day, billed correctly, and on a kickoff call within five working days of signing.

Contract signedWelcome sentBilling set upWorkspace readyKickoff call

No reply in 2 days → escalate

1.Send the welcome email from the template within one working day.Account manager
2.Set up billing in the finance system.Finance lead
3.Request a PO number if the contract lists one.Finance lead
4.Create the shared folder and client channel.Account manager
5.Book the kickoff call within five working days of signing.Account manager

If the client does not replyAfter two working days, the account manager sends one follow-up. After two more, escalate to the client lead.

RecordsContract, PO, kickoff notes

Version1.0 · Oct 2, 2026

ChangeFirst issue; replaces the 2024 checklist

SOP-OPS-07 · Client onboardingReading your notesExport PDF

Outline

Title
Scope
Purpose
Flow
Procedure
Exceptions
Revision history

Onboarding notes, pasted from chat

-once contract signed AM sends welcome email (template in the drive)
-finance sets up billing - needs PO sometimes??
-make the shared folder + client channel
-kickoff within 5 working days
-if client goes quiet chase after 2 days then tell the lead
-(the 2024 checklist is out of date)

EChatly

Reading your notes…

Examples

Onboarding, refunds, a lab procedure and a daily checklist. Same structure every time.

SOP-OPS-07 · v1.0

Client onboarding: signed contract to kickoff

OwnerHead of Operations

Applies toAll new retainers

EffectiveOct 6, 2026

ReviewEvery 6 months

Purpose

Every new client gets the same first week: welcomed within a day, billed correctly, and on a kickoff call within five working days of signing.

Contract signedWelcome sentBilling set upWorkspace readyKickoff call

No reply in 2 days → escalate

1.Send the welcome email from the template within one working day.Account manager
2.Set up billing in the finance system.Finance lead
3.Request a PO number if the contract lists one.Finance lead
4.Create the shared folder and client channel.Account manager
5.Book the kickoff call within five working days of signing.Account manager

If the client does not replyAfter two working days, the account manager sends one follow-up. After two more, escalate to the client lead.

RecordsContract, PO, kickoff notes

Version1.0 · Oct 2, 2026

ChangeFirst issue; replaces the 2024 checklist

Examples1 / 4

This one

Purpose, scope, a flow, one action per step with one owner, and the exception written down.

How it works

Explain the process once
Talk it through the way you would to a new hire, paste a messy checklist or upload the outdated doc. Chatly asks about the steps it cannot infer instead of guessing.
Review the draft
Purpose, scope, roles, prerequisites, numbered steps and exceptions arrive in a standard structure. Each step is one action with one owner, so nobody has to ask who does what.
Publish and keep it current
Export it, or share a link that always shows the latest version. When the process changes, describe the change and Chatly updates the steps it affects.

Features

A structurereviewers recognise
Learn more about a structure reviewers recognise
One actionper step
Learn more about one action per step
Exceptions anddecision points
Learn more about exceptions and decision points
Roles,not names
Learn more about roles, not names
Checklists fromthe same source
Learn more about checklists from the same source
Revisionhistory kept
Learn more about revision history kept

Who it’s for

Contract signedWelcome sentBilling set upWorkspace readyKickoff call
No reply in 2 days → escalate
1.Send the welcome email from the template within one working day.Account manager
2.Set up billing in the finance system.Finance lead
3.Request a PO number if the contract lists one.Finance lead
4.Create the shared folder and client channel.Account manager
5.Book the kickoff call within five working days of signing.Account manager
Run the same by everyone
5 steps, 3 owners, 1 flow
Operations and onboarding
Client onboarding, employee onboarding and offboarding, written once and run the same way by everyone who owns them.
1.Find the order and confirm it is within 60 days.Support agent
2.Check the reason against the refund policy.Support agent
3.Issue the refund to the original payment method.Support agent
4.Tag the ticket 'refund' and note the reason code.Support agent
If the payment method has expiredOffer store credit or a bank transfer. Never refund to a different card.
Edge case written down
Expired card → store credit
Customer support
Refunds, escalations and account changes documented step by step, including the edge cases that usually live in one senior agent's head.
1.Check the seal and chain-of-custody form on arrival.Lab technician
2.Record the temperature on receipt.Lab technician
3.Assign a sample ID and label the container.Lab technician
4.Log the sample in the LIMS within 2 hours.Lab technician
5.Review the day's log before 17:00.Quality manager
Version4.0 · Aug 1, 2026
ChangeAdded 2-hour logging limit
ApprovedQuality manager
Audit-ready
Roles, records and revision log
Quality and compliance work
Procedures with defined roles, records and revision history, structured the way a quality or compliance review expects to find them.

Frequently asked questions

What is included in an SOP from Chatly?

Purpose, scope, roles and responsibilities, prerequisites, numbered procedure steps, exceptions, records to keep and a revision log. Drop any section you do not need.

Can I start from an existing document?

Yes. Upload an old SOP, a checklist or meeting notes and Chatly restructures it into the standard format, flagging steps that look incomplete.

Can it make a checklist version?

Yes, any SOP can produce a short checklist for day-to-day use. It stays linked to the full procedure, so the two do not drift apart.

Is it suitable for ISO or other audited processes?

Chatly produces the structure those reviews look for, including roles, records and revision history. It does not certify anything, so have your quality lead check procedures that fall under an audit.

What formats can I export?

PDF and Word, or a shareable link that always shows the current version of the procedure.

One prompt in.
Real work out.

Describe how the work gets done. Get a procedure anyone can follow.

Write an SOP See pricing

Chatly on your phone and your Mac

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Ask for the document on the train, approve the draft, and send it from your phone. Every document you make here is on your phone.

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Docs on your desktop, with the contracts and CVs you already have to hand.

Download for macOS

SOP generator

Refund requests

Sample receipt and logging

Client onboarding: signed contract to kickoff

Examples

Client onboarding: signed contract to kickoff

How it works

Explain the process once

Review the draft

Publish and keep it current

Features

A structurereviewers recognise

One actionper step

Exceptions anddecision points

Roles,not names

Checklists fromthe same source

Revisionhistory kept

Who it’s for

Operations and onboarding

Customer support

Quality and compliance work

Frequently asked questions

One prompt in.Real work out.

Chatly on your phone and your Mac

Chatly for iPhone

Chatly for Mac

One prompt in.
Real work out.