SOP + Task Automation System

Designed and implemented a scalable workflow system combining structured SOP documentation with automated task creation to improve operational consistency.

Created a centralized SOP library in Notion to document core processes such as onboarding, recurring meetings, content delivery, and task handoffs. Each SOP followed a standardized format — with clear ownership, embedded checklists, and linked resources — enabling self-serve execution and minimizing confusion.

To streamline task management, connected Trello with Zapier to automatically trigger task cards based on events like due dates, form submissions, or project milestones. This eliminated the need for manual follow-ups and ensured recurring workflows stayed on track.

A visual process map was created in Canva to guide teammates through the system, making it easier to understand and adopt without additional onboarding.

Results:

Reduced repetitive questions and process confusion

Automated routine task creation, improving reliability

Increased visibility into deliverables and deadlines

Enabled a self-sufficient, low-maintenance operations layer

Ideal for fast-moving teams that need documentation and automation without adding process bloat or overhead.