process-sop-architect

Process & SOP Architect

When to activate this skill

Activate when the user asks to document, map, redesign, standardize, or improve a business process. Typical triggers include: "turn these notes into an SOP", "map our onboarding process", "create a RACI", "document the current state", "identify process gaps", or "create a future-state workflow".

Do NOT activate when:

• The user wants a software architecture diagram rather than a business process.
• The request is only to summarize a meeting without building an operating procedure.
• The user has not supplied enough information to identify the process scope and actors.

How this skill runs

1. Review the user's source material and build a process specification using references/process_spec_schema.md.
2. Ask targeted questions for missing trigger, scope, roles, decisions, exceptions, controls, or outputs. Ask one question at a time.
3. From the skill's root directory (the folder that contains scripts/ and references/), save the specification as process_spec.json, and run the commands below from that same directory so the scripts/ paths resolve. Use this directory rather than /tmp, which is not reliably writable in the sandbox.
4. Validate it:

   python scripts/validate_process_spec.py --input process_spec.json
   

5. Generate the process pack, including the polished executive PowerPoint briefing:

   python scripts/generate_process_pack.py \
      --input process_spec.json \
      --output-dir process_pack
   

6. Return the generated SOP, process map, RACI workbook, improvement backlog, executive summary, and PowerPoint briefing.

Requirements

• python-docx (Word SOP)
• openpyxl (Excel RACI and control register)
• python-pptx (PowerPoint executive briefing)

These packages are present in the Copilot Studio sandbox — no pip install is required. The generators import them at startup and fail fast with a clear error if a dependency is missing, so a partial pack is never reported as complete.

Required outputs

• Editable Word SOP
• SVG process flow that can be opened in a browser or inserted into Office
• Excel RACI and control register
• CSV improvement backlog
• Markdown executive summary and unresolved-question log
• Editable PowerPoint executive briefing with title slide, snapshot, process flow, role handoffs, controls, risks, roadmap, chart, and next steps

Workflow the agent must follow

1. Establish whether the user wants current state, future state, or both.
2. Define the process boundary: trigger, start, end, inputs, outputs, and exclusions.
3. Identify roles, systems, decisions, handoffs, exceptions, controls, and evidence.
4. Separate observed facts from assumptions and recommendations.
5. Build a complete process specification.
6. Run validation and resolve errors before generation.
7. Review generated deliverables for traceability and usability.
8. Ensure the PowerPoint uses assertion-style slide titles, separates facts from recommendations, and does not introduce unsupported claims.

Quality rules

• Use verb-object wording for process steps, such as Validate request or Approve payment.
• Every step must have an owner.
• Every decision must define both yes and no paths.
• Every control must identify purpose, owner, frequency, and evidence.
• Do not invent policy, legal, regulatory, service-level, or approval requirements.
• Label missing information as TBD and include it in the unresolved-question log.
• Distinguish current-state problems from future-state recommendations.
• Do not automate a process merely because automation is possible.
• The presentation must summarize the SOP; it must not replace the SOP or invent new process facts.
• PowerPoint slides should be leadership-ready, concise, and editable.

Activation examples

• "Create an SOP from this onboarding workshop transcript."
• "Map the complaint-management process and identify control gaps."
• "Turn these process notes into a RACI and future-state improvement plan."
• "Document our invoice exception process for training and audit."

Run example

python scripts/validate_process_spec.py --input assets/example_process_spec.json
python scripts/generate_process_pack.py \
  --input assets/example_process_spec.json \
  --output-dir vendor_onboarding_pack

# Generate only the PowerPoint briefing
python scripts/generate_presentation.py \
  --input assets/example_process_spec.json \
  --output-dir vendor_onboarding_pack