CRM lead assignment SOP
Record how a lead is created, qualified and assigned.
Turn a Screen Recording
into an SOP
Record the process once. Tutorial AI turns the screen recording into a narrated video SOP and a written SOP with step-by-step instructions and screenshots. Review the output, make edits, then publish it for your team.
Built for Operations Teams
Create a Video SOP + Written SOP from One Recording
Record the Process With or Without Audio
Record without audio. AI generates professional narration, scripts, and step-by-step documentation automatically.
Generate Video + Written SOP Together
One recording produces both a narrated video walkthrough and a written SOP with screenshots.
Update the SOP When the Process Changes
When a tool changes, re-record and replace — embedded SOPs auto-update everywhere they're shared.
Keep SOP Changes Organized
Track changes to your SOPs over time. See what changed, when, and by whom.
Manual SOP creation repeats the same work: screenshots, written steps, a walkthrough and multiple files to update later.
Start with the real process recording so the video and written instructions share the same workflow:
Silent screen recording
AI-generated narration
One-click updates
Create an SOP from the process itself
Instead of writing the SOP from memory, record the real workflow. Tutorial AI uses the recording to create both a visual walkthrough and written instructions from the same source. See the full set of Tutorial AI features used in the workflow.
How it works
How to Create an SOP from a Screen Recording
One recording, two outputs
One Recording, Two SOP Formats
Create a narrated video SOP and structured written instructions from the same recorded workflow, so both formats explain the same process.
Narrated Video
AI-generated voiceover, smart zoom effects, cursor smoothing, captions, and professional transitions — all automatic.
Step-by-Step Article
AI-generated written documentation with screenshots, numbered steps, and descriptions — ready for your knowledge base or CMS.
Doc Editor
Edit the SOP Before Publishing
-
Fine-tune AI-generated articles with the built-in editor - Add context, reorder steps, and customize formatting
- Publish directly to your knowledge base or wiki
Practical SOP workflows
Examples of SOPs You Can Create
Record the actual task, then review the generated video, steps and screenshots before sharing the procedure.
Refund approval SOP
Show the exact admin steps and decision handoff.
New-hire account setup SOP
Record how to create accounts and configure access.
Monthly reporting SOP
Capture the source systems, filters, export and submission steps.
Customer support SOP
Record how a common ticket type should be investigated and resolved.
Related workflows: software training tutorials and customer onboarding documentation.
Example written output
What a Generated SOP Can Include
Use the generated draft as a starting point, then verify every step against the real process. You can generate documentation from a recording, edit narration like a document and choose AI voices for SOP narration.
Assign a new CRM lead
Purpose: Make sure every new lead has an owner and next step.
- Open the Leads view.
- Select the new lead.
- Choose the owner.
- Add the next activity.
- Save.
Screenshots: Place a screenshot beside the steps where the UI action matters. Your team can also add fields such as owner, review date or approval when its SOP standard requires them.
Why This Works
Create SOPs Without Rebuilding the Same Process
1 source
Video + Written SOP
Create both formats from the same recorded process instead of rebuilding the workflow twice.
No
Manual Screenshot Capture
Key screenshots come from the recording and can be reviewed before publishing.
1-Click
Updates
Re-record and replace — every embedded SOP updates automatically.
Folders
Organize a growing library of procedures
- Nest folders by department, system, or compliance area
- Translated versions auto-group with the source in a Translation Folder
- Move projects between team workspaces without losing structure
Multilingual Player
SOPs every team can read in their language
- One embed includes every translated version of a procedure
- Operators switch language in the player — no per-locale handbooks
- Add a new language → existing embeds across your wiki update automatically
Frequently asked questions
Can I create an SOP from a screen recording?+
Yes. Record the process on screen and use the recording as the source for the written steps, screenshots and video walkthrough.
Can I create an SOP from an existing video?+
Tutorial AI is built around recorded workflows and can generate documentation from video content. For the clearest SOP, use a recording that shows the process from start to finish and review the generated steps before publishing.
What is a video SOP?+
A video SOP is a visual walkthrough of a standard process. It shows the actual workflow on screen while narration explains what to do. Tutorial AI can pair that video with written instructions from the same recording.
Do I need to narrate while recording the SOP?+
No. You can record silently, then generate or edit the narration as text and choose an AI voice for the final video.
Can I edit the SOP before publishing?+
Yes. Review the generated written instructions, reorder or rewrite steps, adjust the supporting screenshots and edit the video narration before sharing it.
How do I update an SOP when the process changes?+
Update or replace the relevant recorded process and republish the content. For important procedures, also keep your normal owner and review-date process so someone is responsible for checking that the SOP is still correct.
Can I translate SOPs for different teams?+
Yes. Tutorial AI supports multilingual narration and localized versions across 74 languages, which is useful for teams working in multiple regions.
Create Your First SOP from a Recording
Record the process once. Generate the video SOP and written SOP, review the steps, then publish it for your team.