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Procedure Ops — COO-in-a-box SOP builder for Claude Code

Procedure Ops

COO-in-a-box for Claude Code. Builds ironclad Standard Operating Procedures from interviews, screen-recording transcripts, or existing drafts — and pushes back on weak steps before they get written down.

Work with Charlie npm version npm downloads MIT license stars

Procedure Ops ships the sop-build skill: a structured, opinionated SOP author that captures what you do, who it is for, how to escalate when it breaks, and which steps belong on Zapier / Make / n8n / a Claude managed agent instead of in a human's hands.

Designed for founders, agency operators, and team leads who need to delegate cleanly the first time — not the third time after the VA has already broken three clients.


Why

Most SOPs fail because they were written by the person who already knows the process. The result: fuzzy verbs ("review the form"), missing escalation paths, hidden judgment calls, and zero automation flagging. The delegate hits Step 3, gets stuck, messages you, and the SOP becomes a paperweight.

Procedure Ops fixes that by acting like a COO during the build:

  • Challenges weak inputs. "Review the form" → "Which fields? What does pass vs. fail look like?"
  • Names the escalation contact. Single person, single channel. No "ask the team."
  • Flags automation candidates inline. Every step gets the three-question filter (deterministic trigger / known I/O / judgment required) and a tool recommendation when it passes.
  • Routes the automation work cleanly. When a step is automatable, the SOP points the user at the right next skill (/seed:tasks:ideate for scoping, /paul:plan for build).
  • Quality-gates before writing the file. Built-in checklist catches "obviously," missing Looms on UI-heavy steps, undefined jargon, and dangling if X conditions.

Install

Option 1 — npx (recommended)

npx procedure-ops install

Installs the skill to ~/.claude/skills/sop-build/. Run again with update to refresh after a package upgrade:

npm view procedure-ops version          # check the latest published version
npx procedure-ops@latest update         # refresh in place

Option 2 — Global install

npm install -g procedure-ops
procedure-ops install

After global install, the procedure-ops command is on your $PATH and runs without npx.

Option 3 — Install directly from GitHub

npx github:charlesdove977/procedure-ops install
npx github:charlesdove977/procedure-ops install --with-commands   # explicit slash commands too

npx clones the repo on the fly and runs the bundled CLI. Useful if you want to pin to a specific commit or test an unreleased branch.

Project-scoped install (per repo)

Install into a single project's .claude/skills/ instead of your user-wide directory:

cd ~/path/to/project
npx procedure-ops install --project

Useful when you want the skill scoped to one client repo, or pinned to a specific version per project.

Install command stubs

By default only the skill is installed; the slash command /sop-build is exposed by the skill itself. If you also want explicit slash commands per task (/sop-build-interview, /sop-build-audit, etc.), add --with-commands:

npx procedure-ops install --with-commands

This drops six stub .md files into ~/.claude/commands/ (or ./.claude/commands/ with --project).

Uninstall

npx procedure-ops uninstall
npx procedure-ops uninstall --with-commands   # also remove command stubs

Where does it install?

npx procedure-ops where           # ~/.claude/skills/sop-build
npx procedure-ops where --project # ./.claude/skills/sop-build

CLI reference

procedure-ops <command> [flags]

Commands:
  install         Install the sop-build skill
  update          Reinstall (overwrites existing)
  uninstall       Remove the skill
  where           Print the install path
  --help, -h      Show help
  --version, -v   Show version

Flags:
  --project           Use ./.claude/ instead of ~/.claude/
  --with-commands     Also install slash command stubs
  --update, --force   Overwrite an existing install (implied by `update`)

Usage

Once installed, the skill is reachable from Claude Code as /sop-build plus a task name. All five tasks below run inside an active Claude Code session.

/sop-build interview

Guided Q&A intake. Captures a process from scratch in 10 phases — routing, anatomy, step-by-step capture with COO push-back, reference docs, automation flagging, edge cases, checklist build, quality gate, file write, next-step suggestions.

The interview also auto-fires on natural language: "write an SOP for X," "document this process," "delegate this to my VA," "I keep redoing this."

/sop-build scaffold-business

One-time setup for a new business. Creates SOPs/<slug>/{support,operations,onboarding,sales,finance,marketing,tech-it,compliance-legal}/ and registers the business in SOPs/INDEX.md. Defaults are configurable per-business.

/sop-build from-recording

Converts a screen-recording transcript (Loom, Read.ai, otter, manual) into a structured SOP. Pulls steps, tools, exceptions, and gotchas from the transcript, then runs the same quality gate as interview.

/sop-build audit

Reviews an existing SOP file against the canonical anatomy, the delegation-ready checklist, and the automation-readiness checklist. Produces a severity-tagged report (🔴 Critical / 🟡 Warning / 🟢 Suggestion). Optional: write a revised version alongside the original.

/sop-build delegate-pack

Bundles a finished SOP into a handoff packet for a VA, contractor, or new hire. Includes access list, Loom/training inventory, first-week check-in cadence, escalation path, and success criteria.


What gets installed

~/.claude/skills/sop-build/
├── SKILL.md
├── tasks/
│   ├── interview.md
│   ├── scaffold-business.md
│   ├── from-recording.md
│   ├── audit.md
│   └── delegate-pack.md
├── frameworks/
│   ├── sop-anatomy.md           ← canonical SOP structure
│   ├── automation-flagging.md   ← Zapier / Make / n8n / managed-agent routing
│   ├── raci-matrix.md           ← multi-actor accountability
│   └── swim-lane-format.md      ← Mermaid swim-lane diagrams
├── checklists/
│   ├── sop-ready-to-delegate.md
│   ├── automation-readiness.md
│   └── handoff-completeness.md
└── templates/
    ├── sop-document.md
    ├── delegate-packet.md
    ├── sop-audit-report.md
    └── interview-transcript.md

SOPs themselves are written to your project, not into the skill folder. Default location: <repo-root>/SOPs/<business-slug>/<department-slug>/<sop-slug>.md.

Where the team actually reads the SOPs

Local markdown is fine for engineers but useless to a VA. When you scaffold a new business, Procedure Ops asks where the team will READ these SOPs day-to-day:

  • Local markdown only — Technical teams, git-based workflow. Zero setup.
  • Google Drive (Google Docs) — Easiest for VAs and non-technical hires. Markdown stays the source of truth; Drive gets a published copy. If you have the gws CLI, Procedure Ops can call gws docs create --from-markdown to mirror per SOP.
  • Notion — Team wiki with database properties (Business / Department / Owner / Status). Best when the team already lives in Notion. Procedure Ops uses the notion-create-database skill (if installed) to scaffold the schema.
  • Both — Drive for VAs, Notion for the internal team.

The choice is per-business and sticky — saved to SOPs/<business>/README.md under a ## Hosting section. Future SOP writes honor it without re-asking. See skill/frameworks/hosting-options.md for the full pattern.


SOP anatomy

Every SOP that Procedure Ops writes follows the same nine-section structure:

  1. 🔗 Reference Documents — Linked Notion docs, source recordings, training videos, prerequisite SOPs
  2. 🎯 Purpose — One paragraph: what this teaches, who benefits, why it matters
  3. 👥 Who This SOP Is For — Role titles, never personal names
  4. 🧠 Overview — Plain-language context, systems involved, where it fits in the bigger process
  5. 🪜 Step-by-Step Process — Numbered steps with concrete actions, confirmation criteria, branches, automation callouts, Loom placeholders
  6. 🗂️ Checklist Before Marking Complete — Flat checklist mirroring step outcomes
  7. 🧠 Notes & Reminders — Gotchas, recurring failure modes, "never do X until Y"
  8. 📞 Escalation — Owner + escalation contact + when-to-escalate conditions
  9. 📅 Metadata — Business, department, created date, version, author

See skill/frameworks/sop-anatomy.md for the full spec, anti-patterns, and style rules.


Automation flagging

When a step looks automatable during the interview or audit, Procedure Ops runs it through a three-question filter and recommends the right tool:

Q1 — Deterministic trigger? Q2 — Known I/O? Q3 — Judgment required? Verdict
Yes Yes No ✅ Workflow tool (Zapier / Make / n8n)
Yes Yes Yes ✅ Claude managed agent (judgment in the loop)
Yes No 🟡 Map I/O first
No ❌ Manual — needs human decision to start

Each flagged step gets an inline callout in the SOP:

> 💡 **Recommended automation**
> - **Tool:** Make
> - **Trigger:** New row in Google Sheet `Onboarding Queue`
> - **Inputs:** Client name, email, signed-contract URL
> - **Outputs:** Asana subtask created, Slack message posted to #ops
> - **Next step:** Run `/seed:tasks:ideate` to scope. Then `/paul:plan` to build.

Procedure Ops never builds the automation itself — that is a deliberate handoff to two other Claude Code skills by Christopher Kahler:

  • SEED — AI project incubator. Turn a flagged step into a scoped workflow concept (trigger, data flow, tool selection, edge cases) before committing to build.
  • PAUL — Plan / Apply / Unify loop. Once SEED has a clear spec, PAUL phases the implementation, tracks milestones, and ships.

Procedure Ops only recommends installing SEED + PAUL if they are missing from your machine. The skill checks ~/.claude/skills/seed/ and ~/.claude/skills/paul/ before emitting any handoff language. If both are already installed, you just get a clean /seed:tasks:ideate/paul:plan/paul:apply chain in the SOP — no install noise. If one is missing, the SOP callout includes the exact git clone line for the missing skill.

Install if needed:

# SEED
git clone https://github.com/ChristopherKahler/seed.git ~/.claude/skills/seed
# PAUL
git clone https://github.com/ChristopherKahler/paul.git ~/.claude/skills/paul

Procedure Ops captures the SOP first; SEED + PAUL handle the build.


Why a skill, not a library

Procedure Ops is distributed as a Claude Code skill rather than a TypeScript/Python library because the actual work — challenging vague answers, pushing back on missing escalation contacts, generating Mermaid swim-lanes — is conversational. A library would just be a markdown template. Claude is the COO; this package gives Claude the playbook.

The procedure-ops CLI exists only to put the playbook files in the right directory.


FAQ

Does it run without an internet connection? The CLI install does not need the network after npm install. The skill itself runs inside Claude Code, which does require connectivity.

Does it work outside Claude Code? The skill files are plain markdown. You can read them and apply the playbook manually — but the COO behavior is in Claude's hands. There is no standalone runtime.

Does it touch my repo when I install? No. The default install writes to ~/.claude/skills/sop-build/, which is your user-wide Claude Code config directory. Only --project writes into the current directory.

How do I update the skill after publishing changes to my SOPs? SOPs live in your project, not in the skill folder. Updating the skill (npx procedure-ops update) never touches your SOPs/ directory.

Can I customize the skill after installing? Yes — the installed files are yours. Edit anything in ~/.claude/skills/sop-build/. The next update will overwrite your edits, so consider forking the repo instead if you are making meaningful changes.


Related projects

  • Charlie OS — one-click Claude Code setup that bundles BASE, CARL, PAUL, SEED, Skillsmith, and 32 curated skills. If you want Procedure Ops plus the rest of Charles's stack on day one, install Charlie OS instead.
  • Work with Charlie — done-for-you install, custom skill builds, and 1:1 Claude Code engineering for founders and agency operators.
  • SEED — AI project incubator skill.
  • PAUL — Plan / Apply / Unify implementation loop skill.

Contributing

Issues + PRs welcome at github.com/charlesdove977/procedure-ops.

Workflow:

  1. Fork + clone
  2. Edit files under skill/
  3. Smoke test with npx . install --project inside a scratch directory
  4. PR against main

When the package version bumps, the skill version inside skill/SKILL.md should match.


License

MIT — see LICENSE.

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COO-in-a-box SOP builder for Claude Code. npm install (no clone) → sop-build skill ready in ~/.claude/skills/.

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