Document to SOP: migrate the SOPs you have, extract the docs that never became one
Most teams already have something: a policy PDF, an onboarding deck, a Word document someone wrote two years ago that is 60% right. Upload it and Sendabrief parses the real structure, headings, tables, and links included, then extracts the process into a numbered SOP with steps and roles. If what you upload is already a finished SOP, it is treated differently: it is migrated as written rather than rewritten, so your own wording and step order survive the move.
What you actually get
- PDF, Word (.docx), and PowerPoint (.pptx)
- Up to 50 MB per file
- Multiple files at once, and each one becomes its own draft
- Headings, tables, and links are parsed as structure, not flattened into a wall of text
- Images embedded in the document are extracted and offered for placement, never auto-inserted where they might not belong
- An already-written SOP is migrated, not rewritten: same wording, same step count and order, and its purpose, scope, references and revision history are carried across
- Where the source document states its own review cadence, the SOP arrives already on that schedule
How it works
Upload
Drop in one file or several. Each becomes a separate draft, so a folder of old process docs can be worked through in one pass.
Sendabrief reads what kind of document it is
A document that describes a process is extracted into numbered steps with a trigger and roles, with context prose kept as step detail. A document that is already a controlled SOP, with a version, a purpose and scope, or a revision table, is migrated instead: nothing is tightened, merged, or added.
Review against the source
Steps that came from a specific part of the document reference where they came from, so you can check the extraction rather than trusting it.
No account neededNo credit cardSee the whole SOP before you sign up
Reach for this when
- Moving an existing SOP library into one place without retyping any of it
- Modernising documentation that already exists but nobody follows
- A policy or compliance PDF that needs to become an actionable procedure
- Onboarding decks that describe a process across 40 slides
- Consolidating several overlapping documents, one draft at a time
Where this is not the right fit
- A document that describes outcomes but never the steps will produce a thin SOP, because there is no procedure in the source to extract
- Scanned documents depend on the text being extractable. A photo of a page is not the same as a text PDF
- Migration recognises a written SOP from its own structure, a version or document number, a purpose or scope section, a revision table. A procedure with none of those reads as ordinary material and is extracted rather than migrated
- Embedded images are not placed for you. They are extracted and left for you to position, since guessing wrong is worse than leaving it
- 50 MB per file, so very large decks may need splitting
Questions
What file types can I upload?
PDF, Word (.docx), and PowerPoint (.pptx), up to 50 MB each. You can upload several at once and each becomes its own draft.
What happens to images in the document?
They are extracted and made available to attach, but never inserted automatically. An image dropped into the wrong step is more confusing than no image, so placement is left to you.
Will it keep tables and lists?
Tables, headings, and links are parsed as real structure rather than being flattened, so the extraction can tell the difference between a heading and a step.
Can it merge several documents into one SOP?
No. Each file becomes its own draft. If you need one procedure from several sources, extract them separately and consolidate in the editor.
I already have SOPs written. Will it rewrite them?
No. A document that is already a finished SOP is migrated rather than rewritten: the same wording, the same step count and order, no summarising, no merging of steps, and no ending added that your procedure does not have. Purpose, scope, references, the document control header and the revision table come across with it, along with sections your template carries such as responsibilities, inputs and outputs, KPIs or risks. You review each draft against the original before anything saves.
How many can I bring across on the free plan?
25, and they are yours for life with no card. That is the same cap as any other way of creating a SOP, so migrating a library costs nothing extra. Pro removes the cap at $49 a month flat for the whole workspace.