How To Document SOP's with Loom AI, Google Drive, & Notion

In this video, you’ll build a scalable system for creating and managing SOPs using Loom, Google Drive, and Notion—so your team can document processes, reduce owner bottlenecks, and operate more independently.

Here’s what we cover:

How to delegate SOP creation across your team (not just owner-led)
Use Loom to record walkthroughs and async communication from the field
Generate SOPs automatically using Loom AI tools
Store and organize SOPs inside Google Drive for long-term access
Review and refine SOPs inside Google Docs with team collaboration settings
Create a Slack workflow for feedback, approval, and version control
Build a visual SOP library in Notion for easy access and team onboarding
Organize your Google Drive into clean, scalable folders for business functions
Delegate SOP organization to a VA or back-office admin (with examples)

This setup turns daily work into permanent systems—documented, searchable, and scalable.

In this video, you’ll create a real-world SOP from a team interaction and organize it into your system.

What you’ll learn:

Why Loom is the fastest way to capture and respond to process questions
How to leverage Loom’s AI to auto-generate SOPs and save time
How to involve your team in SOP creation and reduce owner dependency
Why Notion adds visual clarity and better access for your team
Best practices for naming, reviewing, and updating SOPs collaboratively

Step-by-step walkthrough:

✅ Record a process question or walkthrough using Loom

✅ Share Loom videos in a Slack review channel for async feedback

✅ Respond to Looms as the owner and approve processes

✅ Use Loom’s “Generate Document” tool to create the first SOP draft

✅ Copy the AI-generated SOP into a Google Doc and review/edit

✅ Set Google Drive permissions (commenter-only) and share with team

✅ Delegate SOP library maintenance to a VA or admin

✅ Optional: Mirror Google Drive folders in Notion for a visual company wiki

By following this system, you’ll stop reinventing processes and start scaling with documented clarity.

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