Template Library

Choose a Template Pack, Generate Knowledge Cards

Select from 6 scenario-based template packs designed for common SOP use cases. Each pack generates three types of knowledge cards—step-by-step guides, checklists, and do/don't cards—optimized for your specific workflow.

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6 Template Packs for Every Scenario

Each template pack is designed for a specific use case. Choose the pack that matches your SOP scenario, paste your content, and generate ready-to-use knowledge cards in minutes.

2 Free Packs4 Pro Packs

Onboarding SOP Pack

Get new team members up to speed faster

Free

New hires struggle with scattered documentation and unclear first-week tasks. This pack structures onboarding content into clear, actionable cards that reduce time-to-productivity.

Best For

HR teams, Team leads, Training managers, Onboarding specialists

Output Cards

Step-by-step setup guides
First-week task checklists
System access procedures

New employee orientationRole-specific trainingSystem access setupTeam introduction

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Support SOP Pack

Equip your support team for consistent service

Free

Support agents face inconsistent responses and unclear escalation paths. This pack creates standardized troubleshooting guides and response templates that improve first-contact resolution.

Best For

Customer support teams, Help desk agents, Technical support engineers, Support managers

Output Cards

Troubleshooting step-by-step guides
Escalation decision checklists
Response template cards

Issue troubleshootingEscalation proceduresCustomer communicationKnowledge base

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Ops Routine Pack

Standardize daily operations with zero missed steps

Pro

Daily routines vary by person, leading to inconsistent execution and missed steps during handoffs. This pack creates repeatable checklists that ensure nothing falls through the cracks.

Best For

Operations managers, Shift supervisors, Store managers, Facility coordinators

Output Cards

Daily opening/closing checklists
Shift handoff step-by-step guides
Inventory check cards

Daily routinesShift handoffsInventory managementQuality control

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Release & Change Pack

Deploy with confidence using verified procedures

Pro

Deployments fail due to missed pre-checks and unclear rollback procedures. This pack creates deployment checklists and recovery guides that reduce release incidents.

Best For

DevOps engineers, Release managers, IT operations, Change advisory boards

Output Cards

Deployment step-by-step procedures
Pre-flight verification checklists
Rollback procedure guides

Software deploymentChange managementRollback planningRelease verification

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Incident Response Pack

Respond quickly when every minute counts

Pro

During incidents, teams scramble without clear action steps or communication protocols. This pack provides ready-to-use runbooks and escalation cards that reduce mean time to recovery.

Best For

Security teams, Site reliability engineers, IT operations, Crisis management teams

Output Cards

Incident response runbooks
Communication protocol cards
Recovery procedure checklists

Security incidentsSystem outagesEmergency proceduresCrisis communication

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Compliance Pack

Stay safe and audit-ready with clear guidelines

Pro

Regulatory requirements are complex and easy to violate unintentionally. This pack transforms compliance rules into actionable Do & Don't cards and safety checklists.

Best For

Compliance officers, Safety managers, Quality assurance teams, Risk management

Output Cards

Safety procedure checklists
Compliance guideline cards
Audit preparation checklists

Safety proceduresRegulatory complianceAudit preparationPolicy enforcement

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Three Card Types in Every Pack

Each template pack generates three complementary card types. Together, they cover the full spectrum of knowledge transfer—from step-by-step execution to verification to risk prevention.

Step-by-step Card

Break down procedures into clear, numbered steps for easy execution

When to Use

When you need to guide someone through a sequential process where order matters. Ideal for procedures that must be followed exactly, such as system setup, deployment steps, or customer onboarding flows.

Problem Solved

Eliminates confusion about "what comes next" and ensures consistent execution across team members, regardless of experience level.

Example Uses

New employee system setup
Software deployment procedure
Customer account creation
Equipment calibration steps

Checklist Card

Ensure completeness with verification lists for inspections and handoffs

When to Use

When you need to verify that all required items are completed or present, without a strict sequence. Perfect for quality checks, shift handoffs, pre-launch reviews, or compliance audits.

Problem Solved

Prevents missed steps and overlooked items, especially under pressure or during routine tasks where familiarity can lead to shortcuts.

Example Uses

Pre-deployment checklist
Daily store opening checklist
Audit preparation checklist
Shift handoff verification

Do & Don't Card

Highlight best practices and common pitfalls to prevent mistakes

When to Use

When you need to communicate boundaries, warnings, or best practices quickly. Essential for safety training, compliance reminders, or situations where mistakes are costly.

Problem Solved

Reduces errors by making correct and incorrect actions immediately visible, helping team members avoid common pitfalls without reading lengthy documentation.

Example Uses

Data handling guidelines
Customer communication rules
Safety equipment requirements
Code review standards

Quick Pack Comparison

Not sure which pack to choose? Here's a quick overview to help you find the right template pack for your SOP content.

Template Pack	Best For	Key Output	Access
Onboarding	HR teams	Step-by-step setup guides	Free
Support	Customer support teams	Troubleshooting step-by-step guides	Free
Operations	Operations managers	Daily opening/closing checklists	Pro
Release	DevOps engineers	Deployment step-by-step procedures	Pro
Incident	Security teams	Incident response runbooks	Pro
Compliance	Compliance officers	Safety procedure checklists	Pro

Frequently Asked Questions

Common questions about template packs, card types, and exports.

What is a template pack and how does it work?

A template pack is a pre-configured set of card structures optimized for a specific use case (like onboarding or support). When you paste your SOP content into the generator, the selected pack determines how the content is structured into step-by-step guides, checklists, and do/don't cards. Each pack is designed based on best practices for its target scenario.

Which template packs can I use for free?

The Onboarding SOP Pack and Support SOP Pack are free to use with daily limits. Free exports include a light watermark. The remaining four packs (Ops Routine, Release & Change, Incident Response, and Compliance) require a Pro subscription for full access.

What card types does each template pack generate?

Every template pack generates three complementary card types: Step-by-step Cards for sequential procedures, Checklist Cards for verification tasks, and Do & Don't Cards for best practices and warnings. The specific content and structure of each card type is optimized for the pack's target scenario.

Can I edit the generated cards before exporting?

Yes. After generation, you can edit titles, adjust wording, reorder items, and remove cards that don't fit your needs. The editing is designed to be quick and focused—typically 1-2 minutes to go from generation to export-ready cards.

What export formats are available?

You can export cards as images (PNG) for sharing, printing, or posting in your workspace, or as documents for pasting into knowledge bases and wikis. Free exports have a light watermark; Pro exports are high-resolution and watermark-free with optional brand styling.

What content should I avoid uploading?

Please avoid uploading sensitive, confidential, or personal information. We recommend using sanitized or generic content when testing. Your content is processed only for card generation and is not stored permanently. See our Privacy Policy for details on data handling.

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Choose a template pack, paste your SOP content, and generate reusable knowledge cards in minutes. Start with our free packs—no account required.

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