SOPs & Documents

What it does

SOPs explain how work should happen. Connect approval rules, quality procedures or operating policies as readable text.

The current release searches policy text; it does not extract arbitrary enforceable rules or automatically determine policy compliance. PDF and Word extraction are not enabled.

How to use it

1. Open your Workspace and select + SOP, or choose the required SOP during setup.
2. Choose a TXT, Markdown, CSV or JSON file. Keep it below 2 MB and 200,000 text characters.
3. Alternatively, choose Document URL for a public HTTPS endpoint that serves text.
4. Select Connect source, then inspect the saved source in Sources.

Example

Ask for “Director approval” to find the relevant passage. Apply the rule to business records through human review.

Approval policy
Purchase orders above ₹5,00,000 require Director approval.

What happens next

The SOP is saved in your Workspace. Updating it creates a new current source and reruns active instructions.