# GlobalAdmin.ai Sample SOP Template

Use this as an editable starting point for a supervised first workflow. Keep credentials, protected records, and private client data inside approved systems.

## Workflow Header

| Field | Value |
| --- | --- |
| Workflow name |  |
| Business owner |  |
| Assistant role |  |
| Delivery owner / strategist |  |
| Version |  |
| Approver |  |
| Effective date |  |
| Review date |  |

## 1. Purpose

- Business outcome:
- Why this repeats:
- Expected cadence:
- Systems used:

## 2. Trigger

- What starts the work:
- Where the request appears:
- Required source information:

## 3. Allowed Actions

- The assistant may:
- The assistant may prepare or draft:
- The assistant may update:

## 4. Approval Points

- Actions that require client approval:
- Sensitive data limits:
- Financial, legal, HR, security, production, or customer-commitment exclusions:

## 5. Steps

1. Confirm request and source information.
2. Follow the approved checklist.
3. Prepare the deliverable or draft.
4. Flag missing information or exceptions.
5. Queue approval when required.
6. Record completed status and evidence link.

## 6. Acceptance Criteria

- Completed means:
- Required evidence:
- Common errors to avoid:
- QA sample size:

## 7. Example Completed Row

| Trigger | Deliverable | Approval point | Accepted when |
| --- | --- | --- | --- |
| New billing support ticket | Reply draft and account-note summary | Refunds or billing promises | Draft uses approved language, includes source link, and is queued for owner review |

## 8. Rework And Escalation

- Rework owner:
- How errors are noted:
- When the SOP changes:
- Work pauses when:
- Escalation owner:
- Expected response window:

## 9. Weekly Reporting

- Completed work:
- Blockers:
- Pending approvals:
- SOP updates:
- Next actions: