Write SOPs a VA can follow, from one screen recording.

Your answers write the prompt and the SOP template for you. They stay in your browser and nobody else sees them.

Claude can only write what you say. Talk through every click like you’re teaching someone sitting next to you.

How to talk while you record

1. Do the task for real, start to finish, at your normal speed.
2. Say every click out loud: "Now I click Upload, top right."
3. Say what you check before you move on: "I make sure the date says Tuesday."
4. Say the mistakes people make: "If you skip this, the episode goes live without a cover."
5. Finish by saying what done looks like.

With Loom

With your Mac’s built-in recorder

1. Press Shift, Command and 5.
2. Click Options and choose your microphone, so a tick shows next to it.
3. Pick the whole screen or a part of it, then click Record.
4. Click the stop button in the menu bar at the top when you’re done. The recording saves as a .mov file, on your desktop unless you picked somewhere else.

The transcript is what Claude reads. Screenshots help it get the button names right.

From Loom

1. Open your video in Loom and click Transcript on the side panel.
2. Click the copy button above the transcript. That copies the whole thing.

From a Mac recording

Add screenshots (if you said yes)

Claude turns your talk-through into numbered steps, with a check after each one. Then it asks you about anything you skipped.

1. Open claude.ai and start a new chat.
2. Paste the transcript, or attach the .txt file. Attach your screenshots too.
3. Copy your prompt below, paste it underneath and send.
4. Answer its questions. Those answers are the bits you do without thinking, and they’re what a VA gets stuck on.

Attached is the transcript of a screen recording of me doing a task, talking through it as I go.
I've also attached screenshots of the main screens. Use them for the exact button and menu names.

Turn it into an SOP (a step-by-step guide) that a brand new VA who has never seen these tools can follow without asking me anything.

ABOUT THE TASK
- Task: [THE TASK]
- Tools used: [TOOLS IT USES]
- How often it's done: every day
- Writing level: very simple English, short sentences, for someone whose first language isn’t English

Lay the SOP out like this:

1. WHAT THIS IS FOR
Two lines: what the task is and why it matters.

2. BEFORE YOU START
What they need open and which logins they need. Never write a password. Write where they'll find the login instead, for example "in the shared password manager".

3. THE STEPS
Numbered. One action per step. For each step:
- What to do, using the exact button, menu and field names I said or that show in the screenshots
- What they should see when it worked
- Any warning I gave about that step

4. FINAL CHECKS
A checklist they tick before they call it done.

5. IF SOMETHING GOES WRONG
The mistakes I mentioned and what to do about each one. Anything else: stop and message me.

6. QUESTIONS FOR ME
Anything in the recording that was unclear, skipped or said too fast to follow. Ask me these before you finish.

Rules:
- Use only what's in the recording and anything I've attached. Never invent a step, a button name or a setting.
- If I clicked something without saying what it was, write "CHECK:" and describe it as best you can.
- Leave out my ums, my chatter and anything I did by mistake and then undid.
- When I've answered your questions, give me the finished SOP as a downloadable document.

An SOP is finished when someone else can follow it without messaging you.

1. Give your VA the SOP and the recording link. Ask them to do the task using only the SOP.
2. Ask them to write down every place they got stuck or had to guess.
3. Paste their notes into the same chat and ask Claude to fix those steps.
4. Save the final version where your team keeps its SOPs, with the recording link at the bottom.

My VA followed this SOP. Here's where they got stuck:
[paste their notes]

Fix those steps. Change nothing else. Give me the updated SOP as a downloadable document.

Tick what you want. Each file is written from your answers in step 1.

• My SOP promptYour prompt, filled in. Change the task line and reuse it for the next onemy-sop-prompt.md
• SOP templateThe SOP layout with your task filled in, for checking what Claude writessop-template.md
• Before I hit recordThe checklist to run through before every recordingbefore-i-record.md