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Playbook & SOPs

Your SOPs become the context AI follows.

Most teams have policies, checklists, and playbooks that nobody opens when the work actually happens. Hubson turns them into approved execution context — so AI follows how your company really operates, and every important run shows which SOP guided it.

hubson · Playbook Hub
Manuals Finance 3 Engineering Sales & RevOps Marketing
Finance · SOPs3 procedures
Active · v3
Refund issuance
Refunds above $2,000 pause for owner approval before any live action.
finance.refunds.v3 · updated 2d ago
Active · v2
Vendor invoice approvals
Every financial outflow gets a human stamp, however small.
finance.invoices.v2 · updated 1w ago
Draft · in review
Partial refund policy
Starter SOP drafted from the workflow description — awaiting owner review.
finance.refunds-partial.v1 · drafted by Hubson
How it's organised

Manuals → Sections → SOPs

A clear, versioned structure your team already understands — not a prompt library. Each SOP is a small, owned unit Hubson can attach to a workflow and follow step by step.

MANUALThe functionCustomer Operations, RevOps, Finance — the body of work.
SECTIONThe topicRefunds, escalations, onboarding — related SOPs and policies.
SOPThe procedureA single, versioned, owner-reviewed standard the AI follows.
Before & after

From a doc nobody opens to work AI follows

Before

The refund SOP sits in Notion. When a big refund comes in, support asks the founder in Slack — and the answer depends on who's online.

After

  • The refund workflow checks finance.refunds.v3
  • Refunds above $2,000 pause for approval
  • The receipt shows SOP version, approver, and action taken — SOP used: finance.refunds.v3

No SOP yet?

Start from a checklist, policy note, or messy doc. Hubson can draft a starter SOP from the workflow description — but the workflow stays in simulation until an owner approves the starter SOP.

Why it matters

SOPs become operating context

Attach in one step

Point a workflow at the policy, checklist, or doc that should guide it — Hubson drafts the rest of the workflow around it.

Versioned & owned

SOPs carry versions and owners, so a change to the standard changes the work — without re-prompting anyone.

Shown in every receipt

Activity and the Action Receipt name which SOP version guided the run — e.g. finance.refunds.v3 — so you can prove the work followed your SOPs.

Improves over time

Repeated guidance and feedback can become owner-reviewed SOP changes — operating memory the next run starts from.

One SOP, one workflow

Start with the SOP you wish people actually followed

Map a workflow around an existing policy, or let Hubson draft a first SOP from how the work happens today.