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Operations Prompts

Create SOPs, checklists, process documentation, and workflow guides. (6 templates)

Prompt Template
Create a Standard Operating Procedure (SOP) document.

Process name: [NAME OF THE PROCESS]
Purpose: [WHY THIS PROCESS EXISTS]
Who performs it: [ROLE/TEAM RESPONSIBLE]
Frequency: [HOW OFTEN IT'S DONE]

Current steps (rough):
[LIST THE STEPS AS YOU UNDERSTAND THEM]

Tools/systems used:
[SOFTWARE, EQUIPMENT, OR RESOURCES NEEDED]

Create an SOP that includes:
1. Purpose and scope
2. Roles and responsibilities
3. Prerequisites (what needs to be in place before starting)
4. Step-by-step procedure (numbered, clear actions)
5. Quality checkpoints
6. Troubleshooting common issues
7. Related documents or resources

Write for someone who has never done this before. Each step should be one clear action. Use screenshots or diagram placeholders where helpful.
Tips for Better Results
  • Test the SOP by having someone unfamiliar follow it
  • Include "why" explanations for non-obvious steps
  • Version number and date every SOP
Prompt Template
Create a checklist for a recurring process.

Process: [WHAT PROCESS IS THIS FOR]
Used by: [WHO USES THIS CHECKLIST]
Frequency: [DAILY / WEEKLY / PER PROJECT / ETC.]

Key steps to include:
[LIST THE MAIN THINGS THAT NEED TO HAPPEN]

Critical items (must not be missed):
[HIGHLIGHT THE MOST IMPORTANT STEPS]

Format the checklist with:
- Clear, action-oriented items (start with verbs)
- Logical grouping by phase or category
- Space for checkmarks/completion
- Notes field for any items that need it
- Date/name fields if it needs to be signed off

Keep items specific and verifiable. "Review document" is vague; "Check document for spelling errors and broken links" is checkable.
Tips for Better Results
  • Group related items together
  • Put critical items early in the list
  • Include a "final review" step at the end
Prompt Template
Create a meeting agenda.

Meeting purpose: [MAIN OBJECTIVE OF THIS MEETING]
Meeting type: [STANDUP / PLANNING / REVIEW / BRAINSTORM / DECISION]
Duration: [LENGTH IN MINUTES]
Attendees: [WHO'S ATTENDING AND THEIR ROLES]

Topics to cover:
[LIST THE TOPICS/ITEMS TO DISCUSS]

Decisions needed:
[ANY DECISIONS THAT MUST BE MADE IN THIS MEETING]

Pre-work required:
[ANYTHING ATTENDEES SHOULD PREPARE BEFOREHAND]

Create an agenda with:
1. Meeting objective (1 sentence)
2. Timed agenda items with owners
3. Discussion topics vs. information-sharing clearly marked
4. Time for questions
5. Action items capture section
6. Next steps

Total times should add up to meeting length. Include buffer for discussion.
Tips for Better Results
  • Send the agenda 24 hours before the meeting
  • Put the most important items first
  • Assign a timekeeper to stay on track
Prompt Template
Create a status report template.

Report type: [PROJECT STATUS / TEAM UPDATE / EXECUTIVE SUMMARY]
Audience: [WHO READS THIS]
Frequency: [WEEKLY / MONTHLY / ETC.]
Project/team: [WHAT THIS COVERS]

Information to include:
[LIST WHAT NEEDS TO BE REPORTED ON]

Create a template with:
1. Report header (period, author, date)
2. Executive summary (3 bullets max)
3. Overall status indicator (On Track / At Risk / Off Track)
4. Progress highlights
5. Challenges or blockers
6. Key metrics (if applicable)
7. Upcoming milestones
8. Decisions or input needed
9. Resource needs

Design it to be scannable. Busy readers should get the key points in 30 seconds. Include formatting guidance.
Tips for Better Results
  • Lead with status—don't bury problems
  • Be specific about blockers and what's needed
  • Keep it consistent week to week for easy comparison
Prompt Template
Create an onboarding guide for new team members.

Role: [JOB TITLE/ROLE]
Team: [TEAM OR DEPARTMENT]
Company: [COMPANY NAME]

Key things new hires need:
[LIST ESSENTIALS—ACCESS, TOOLS, KNOWLEDGE]

First week priorities:
[WHAT SHOULD THEY ACCOMPLISH IN WEEK 1]

Key people to meet:
[IMPORTANT CONTACTS AND THEIR ROLES]

Create a guide that covers:
1. Welcome and role overview
2. First day checklist (access, setup, introductions)
3. First week roadmap with daily goals
4. Key tools and how to access them
5. Important contacts and what they help with
6. Essential reading/documentation
7. 30-60-90 day expectations
8. FAQ for common new hire questions
9. Who to ask for what

Write in a welcoming tone. Reduce anxiety by being clear about expectations.
Tips for Better Results
  • Have a recent hire review and add what they wish they knew
  • Include both the "what" and the "why"
  • Keep updating based on feedback
Prompt Template
Document a workflow.

Workflow name: [NAME]
Purpose: [WHAT THIS WORKFLOW ACCOMPLISHES]
Trigger: [WHAT STARTS THIS WORKFLOW]
End state: [WHAT INDICATES IT'S COMPLETE]

People/roles involved:
[LIST ROLES AND THEIR PART IN THE WORKFLOW]

Systems/tools used:
[LIST TOOLS INVOLVED]

Current flow (rough):
[DESCRIBE THE STEPS AS THEY HAPPEN NOW]

Create documentation that includes:
1. Workflow overview and purpose
2. Trigger conditions (when does this start?)
3. Step-by-step process with role assignments
4. Decision points and criteria
5. Handoff procedures between roles
6. Expected timeframes for each stage
7. Exception handling (what if X goes wrong?)
8. Completion criteria
9. Diagram placeholder/description

Write for clarity. Someone unfamiliar should understand how work flows through the process.
Tips for Better Results
  • Walk through the workflow with people who actually do it
  • Note informal steps that aren't "official" but happen
  • Identify bottlenecks and document workarounds

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