The Challenge:
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Static SOPs stored in PDFs, Notion pages, or slide decks often go unread or are forgotten altogether, especially in fast-paced startup environments where team members are juggling multiple priorities. Without built-in reminders, contextual explanations, or version control, key steps are overlooked, leading to costly delays, avoidable mistakes, and inconsistent outcomes across teams and client engagements. This lack of visibility also makes it hard for leadership to enforce process adherence or track completion.
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How Wizly Helps:

Use Wizly to transform static SOPs into dynamic, interactive playbooks that guide users through every step of your process. Embed video explainers, checklists, and contextual instructions alongside each step, and power your SOPs with an AI Twin trained to provide clarifications, reminders, and proactive suggestions. Team members can search for specific actions, ask real-time questions, and get nudged to complete steps, ensuring nothing gets missed and processes are followed consistently across departments and client engagements.
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Features:

Role-Based Modular Workflows: Break SOPs down into structured modules based on departments (e.g., HR, Sales, Product) or specific operational processes (e.g., onboarding, quality assurance, client handoffs). Each module is self-contained, searchable, and updatable, making it easier for employees to follow workflows relevant to their role and responsibilities.

Smart Tagging & Voice Search: Wizly automatically applies intelligent tags to each SOP module based on keywords, content themes, and user roles, making it easy for employees to surface the right information when they need it. With voice-enabled search, users can speak queries like “how do I request time off?” or “show me the onboarding checklist,” and instantly be directed to the relevant module or instruction, reducing friction and boosting compliance.

AI Twin Guidance & Proactive Coaching: Wizly’s AI Twin not only provides instant clarifications on any SOP step or concept but also delivers proactive tips based on user behavior, such as reminding team members to complete tasks, surfacing related SOPs, and identifying common areas of confusion. This intelligent assistance ensures higher process adherence, faster onboarding, and fewer repeated errors.

Use Case:

‍Startup COO Mel used Wizly to transform her disorganized HR and onboarding SOPs—previously scattered across Google Docs and email threads—into structured, interactive Collections. She divided the SOPs by department and created AI-guided modules with video instructions, step checklists, and embedded templates. Her AI Twin helped new hires understand and complete each step independently by offering contextual support and clarifications.

As a result, new employee ramp-up time was cut in half, process error rates dropped by 35%, and Mel reclaimed over 15 hours each month that she previously spent answering repetitive questions. The structured format also gave her leadership team better visibility into process adherence and compliance.
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