Write an SOP for a task in a web app

Numbered steps with the exact names of menus and fields, checked in the app, in a Google Doc.

  • You start it: When you start it

What it does

The task

Open app url and find how to do this task: task. Go through the steps up to the last screen, but do not save, submit or change anything. Write an SOP in a new Google Doc named 'SOP:' and the task name. Give the purpose, who does it, and numbered steps with the exact names of the menus, buttons and fields. Add a warning at each step where people often make a mistake, and keep each step to one sentence.

  • It works in any admin panel and Google Docs, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.

What you give it

BlankWhat to giveExample
app urlThe link to the web app or admin panelhttps://admin.shopify.com/store/brightleaf-goods
taskThe task to document, in plain wordsIssue a partial refund for an order

What you get back

An example run with the example values above. Your run uses your own data.

SOP: Issue a partial refund for an order

Purpose: Refund part of a customer order.

Who: Support team leads

1. Open Orders and search for the order number.

2. Open the order, then click Refund at the top right.

3. Enter the quantity to refund for each item.

Warning: Shipping is not refunded unless you tick "Refund shipping".

4. Select a reason in the Reason menu.

5. Click the Refund button with the amount. (Not clicked in this run.)

Saved as the Google Doc "SOP: Issue a partial refund for an order".

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 2 blanks

    Type app url and task. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Open https://admin.shopify.com/store/brightleaf-goods and find how to do this task: Issue a partial refund for an order. Go through the steps up to the last screen, but do not save, submit or change anything. Write an SOP in a new Google Doc named 'SOP:' and the task name. Give the purpose, who does it, and numbered steps with the exact names of the menus, buttons and fields. Add a warning at each step where people often make a mistake, and keep each step to one sentence."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Write an SOP for a task in a web app" template with app url = https://admin.shopify.com/store/brightleaf-goods; task = Issue a partial refund for an order.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Open https://admin.shopify.com/store/brightleaf-goods and find how to do this task: Issue a partial refund for an order. Go through the steps up to the last screen, but do not save, submit or change anything. Write an SOP in a new Google Doc named 'SOP:' and the task name. Give the purpose, who does it, and numbered steps with the exact names of the menus, buttons and fields. Add a warning at each step where people often make a mistake, and keep each step to one sentence."
  }
}
All ops templates
  • OpsAsks first

    Set up accounts for a new employee

    Invites to each tool your team uses, with the same access as a colleague in the same role.

    You start it: When you start it
    • Any admin panel
    • Slack
    • Notion
    • +1 more: Google Docs
  • Ops

    Find questions your help center does not answer

    Repeated customer questions with no article, ranked by count, with draft articles for the top three.

    You start it: When you start it
    • Intercom
    • Google Docs
  • OpsAsks first

    Prepare a handover before you go on leave

    Open threads, tasks and meetings for your cover in one doc, and a draft out-of-office reply.

    You start it: When you start it
    • Gmail
    • Google Calendar
    • Asana
    • +1 more: Google Docs
  • OpsAsks first

    Send a recap and action items after each meeting

    Decisions, owners and due dates from the meeting transcript, in a draft e-mail to the guests.

    On an event: When a meeting with a transcript ends
    • Google Calendar
    • Google Meet
    • Google Docs
    • +1 more: Gmail
  • Ops

    Write a weekly project status report

    Done, in progress, late and blocked work from your project tool, added to one status doc.

    On a schedule: Every Friday at 14:00
    • Asana
    • Jira
    • Linear
    • +1 more: Google Docs
  • Ops

    Summarize this week's support tickets

    The top issues by volume, the change against last week and two example tickets for each.

    On a schedule: Every Monday at 8:00
    • Help Scout
    • Google Docs