SOPs Are the Blueprint
Every business has SOPs, even if they're informal. "When X happens, do Y." The problem is that SOPs rely on humans to execute them. Humans forget, get sick, quit, and make mistakes. AI agents don't.
The Conversion Process
Step 1: Formalise Your SOPs
Write down every step in plain language. Include the trigger (what starts the process), the inputs (what data is needed), the decision points (if X then Y, else Z), the actions (what gets done), and the outputs (what gets produced).
Step 2: Identify the AI Components
For each step, decide: can AI handle this? Data lookups, email drafting, document generation, calculations, and routing decisions are all AI-ready. Relationship management, creative strategy, and high-stakes negotiations need humans.
Step 3: Build the Agent
Use Claude or GPT-5.5 as the brain. Connect it to your tools (CRM, email, calendar, accounting) via APIs or Zapier. Code the decision logic. Set up triggers.
Step 4: Test Extensively
Run the agent alongside the human process for two weeks. Compare outputs. Catch edge cases. Refine the logic.
Step 5: Deploy with Guardrails
Start with human review on critical decisions. As confidence grows, reduce oversight. Keep audit logs so you can trace any decision the agent makes.
Example: New Client Onboarding SOP to Agent
SOP says: When deal closes, create client folder, send welcome email, schedule intro call, assign project manager, set up billing.
Agent does: Monitors CRM for deal status change. Creates folder structure. Sends personalised welcome email from template. Checks PM availability and assigns. Books intro call in both calendars. Sets up recurring invoice in accounting software. Sends internal notification with client brief.
Human time: zero. Error rate: near zero. Consistency: perfect.
Convert Your SOPs
OrcaScale turns your business processes into AI agents that run 24/7. Same quality, zero manual effort.