SOP runner

You’ll build an agent that walks a team member through a standard operating procedure step by step, drawing on your documented SOPs.

The plan

1. Create the SOP agent
2. Load your SOPs as a knowledge base
3. Encode the run flow as a skill
4. Add a procedure-picker form

Step 1 — Create the agent

Create an agent in Agents. In System instructions, tell it to run one step at a time, confirm completion, and never skip ahead.

Step 2 — Add the SOPs

Create a knowledge base of your procedures and attach it so the agent follows the documented steps exactly.

Step 3 — Encode the run flow

Put the step-by-step interaction pattern (announce, do, confirm, next) into a skill and attach it for a consistent experience.

Step 4 — Add a picker form

Use the Interfaces tab and the form schema builder to let the user pick which SOP to run and provide any inputs. Test from the builder preview.

Where to go next

• Meeting prep agent
• Internal IT helpdesk
• What skills are