Writing Business Process Guides
Write comprehensive Business Process Guide documentation and save directly to the Notion business process page body. Process guides explain the strategic context and rhythm of a complete business process, while individual workflow SOPs handle the tactical execution details.
Process Guide vs Workflow SOP
| Aspect | Process Guide | Workflow SOP |
|---|---|---|
| Level | Strategic | Tactical |
| Scope | Multiple workflows | Single workflow |
| Answers | When/Why/What order | How (step-by-step) |
| Audience | Decision-maker | Executor |
| Length | 1-2 pages | Detailed steps |
Process
- •Fetch the business process from Notion to get context (Name, Domain, Description, linked Workflows)
- •Fetch linked workflows to understand the sequence and triggers
- •Gather strategic context from user if not already known (frequency, timing, decision points)
- •Write Process Guide using template
- •Update the business process page body in Notion with the guide content
Template Overview
See references/process-guide-template.md for full template structure. Core sections:
| Section | Purpose |
|---|---|
| Purpose | Why this process exists and business impact |
| When to Execute | Triggers, frequency, timing |
| Process Overview | Visual flow of workflows |
| Workflow Sequence | Each workflow with trigger, duration, output |
| Decision Points | Key choices during the process |
| Success Criteria | How to know the process worked |
| Common Pitfalls | What typically goes wrong |
Writing Guidelines
- •Focus on the "why" and "when", not the "how" (that's in the SOPs)
- •Include time estimates for the overall process
- •Highlight decision points and branching logic
- •Connect to business outcomes and metrics
- •Keep it scannable - someone should grasp the process in 2 minutes
Notion References
Business Processes Database: collection://2d5edcfd-b924-80e3-90ad-000bf05e913b
To update a business process page body:
code
Notion:notion-update-page with: - page_id: [business process page ID] - command: "replace_content" - new_str: [Process Guide markdown content]
Interaction Pattern
If user provides business process name/link:
- •Fetch business process to get context and linked workflows
- •Fetch each linked workflow for sequence/trigger details
- •Ask clarifying questions about timing and decision points
- •Draft Process Guide and present for review
- •Update Notion page after user approval
If workflows don't have SOPs yet:
- •Note which workflows need SOPs
- •Recommend writing SOPs first or in parallel
- •Process Guide can reference "see workflow SOP for details"