GlobalAdmin.ai Sample SOP Template

Use this editable RTF version as a Word or Google Docs starting point. Keep credentials, protected records, and private client data inside approved systems.

Workflow Header
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: New billing support ticket
Deliverable: Reply draft and account-note summary
Approval point: Refunds or billing promises
Accepted when: 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: