We are updating our core processes as part of our EOS journey, but we do not know how to document AI steps in our standard operating procedures. How do we write SOPs for processes where humans and AI agents share the work?

Question

Tyler Smith · Accepted Answer

When you run your business on EOS, your standard operating procedures must be documented, simplified, and followed by all. As you integrate AI tools into your workflows, you must update your core processes to clearly define where the technology fits and where the human takes over. An SOP is not about the technology; it is about the predictable results you want to achieve. To document these hybrid workflows, write your SOPs with a clear human-in-the-loop framework. This means that while an AI agent may execute the data processing, drafting, or analysis, a human seat on your Accountability Chart must review and approve the output before it moves to the next step. For example, if you use AI to draft monthly client updates, your SOP should show the AI tool as the step-one drafter. Step two must be a specific human role reviewing the draft against your brand standards and client history. Step three is the human sending the approved draft. Never document a process as fully automated with no human touchpoint. The person in the accountable seat must still GWC the process and own the final outcome. By documenting your workflows this way, you ensure that your systems remain robust and your quality stays consistent, preventing your team from becoming lazy reviewers of machine-generated work.