A hands-on playbook from Kate Thomas. Handing you my SOP builder, plug-in skills, and the workflows that actually save you time, all below. Grab what you need.
I'm giving you my SOP Builder. It'll live as a project in your AI account, the kind you actually open again, not the kind that ends up in a graveyard folder.
Copy the instructions below and paste them into a new Project in ChatGPT or Claude. That's the whole setup.
Any time you need to document a new SOP, pop into this project and start a chat. It'll ask you questions and help you build the SOP.
Steal two of my skills. Download each zip, then upload it into your ChatGPT or Claude account as a Skill.
To use, simply reference the skill in a chat. IE. Use the Restaurant skill, check Edinburgh fine dining.
AI (and humans) work best when you give them context. Point AI at the files and folders it needs. Obviously easier if your stuff is organized.
AI can help with that too. Connect it to where your business lives (Google Drive, Microsoft, Dropbox, whatever) and let it do a pass.
Via connectors, AI can walk through your drive and hand you a plan to implement.
Point it directly at your drive and it can create the plan and move files for you.
Stating the obvious: never point AI at something you don't want it to have.
Here's how you can set this up:
Kate runs two businesses side by side. Here's what each one does and how to get in touch.
Founder of Travel Pro Theory, where I teach travel advisors how to put AI to work in their business so they can focus their energy on the human side of things.
Get AI to handle your Hotel Welcome LettersThe team handles ground logistics and trip design so advisors can offer clients a fully custom experience without losing time or control.
Grab my Resource Kit for Travel Advisors