How to Record and Document Standard Operating Procedures

Learn how to use Glitter AI to record task workflows, organize downloaded assets locally, and import finalized SOP documents into a Notion knowledge base.

June 10, 2026 By Luke Mitchell

This guide explains how to record a task workflow and properly document the resulting assets. By following these steps, you will create a structured knowledge base that captures institutional knowledge and ensures seamless role handovers.

This applies to any team member responsible for documenting standard operating procedures (SOPs) or creating handover materials for their specific role and daily tasks.

Record the Guide

When recording a process, it is critical that you narrate the necessary context aloud so the transcript captures it. Answer the following questions as you go:

What is this task?
Is it a campaign or an evergreen task?
What kicks it off or triggers it?
Where do things live (tools, logins, environments)?
Who depends on you to complete it?
What commonly goes wrong?
What mistakes would a new person likely make?
Are there any unwritten rules or workarounds?

Step #1: Click New Playbook to initiate the screen recording. — Click **New Playbook** to initiate the screen recording.

You have a strict 15-minute limit per recording. Pause the recording during repetitive actions or long load times, and resume it to summarize the action once complete.

Step #2: Once finished, click on the draft guide in your dashboard to review it. — Once finished, click on the draft guide in your dashboard to review it.

Ensure all necessary action items are documented, check the steps off, and verify the overall flow.

Download the Assets

You must export both a PDF document and an MP4 video of the workflow.

Step #3: Click the Share menu on your finalized guide. — Click the **Share** menu on your finalized guide.

Step #4: Click Download. — Click **Download**.

Step #5: Select PDF to save the document version. — Select **PDF** to save the document version.

Step #6: Return to the download menu and click the MP4 icon. — Return to the download menu and click the **MP4** icon.

Step #7: Click Download to save the video recording. — Click **Download** to save the video recording.

Save and Organize Files Locally

Save everything into the team's designated local folder hierarchy. Maintain one folder per channel, and a dedicated subfolder per task.

Step #8: Navigate to your Downloads folder to locate your exported files. — Navigate to your **Downloads** folder to locate your exported files.

Step #9: Create a new folder specifically for the current task inside the corresponding channel folder in the master Knowledge Base directory. — Create a new folder specifically for the current task inside the corresponding channel folder in the master Knowledge Base directory.

Step #10: Drag the downloaded PDF and MP4 files into the new task folder. — Drag the downloaded PDF and MP4 files into the new task folder.

Import the SOP into Notion

While the video serves as a backup, the PDF should be imported directly into the team's Notion workspace for immediate access.

Step #11: Open Notion and navigate to your team's main department page. — Open Notion and navigate to your team's main department page.

Step #12: Click on the specific channel page where the document belongs. — Click on the specific channel page where the document belongs.

Step #13: Click into the empty page content area. — Click into the empty page content area.

Type /import to trigger the block menu.

Step #15: Select the Import block from the list. — Select the **Import** block from the list.

Step #16: Drag and drop the PDF file from your local folder into the Notion upload window. — Drag and drop the PDF file from your local folder into the Notion upload window.

Step #17: Once the upload processes, click Continue. — Once the upload processes, click **Continue**.

Step #18: Click Go back to Notion to return to your workspace. — Click **Go back to Notion** to return to your workspace.

If the import fails or creates a duplicate entry due to an error, you can easily clean up the workspace.

Step #19: Right-click on any errant or duplicated file blocks. — Right-click on any errant or duplicated file blocks.

Step #20: Click Delete to remove them. — Click **Delete** to remove them.

Step #21: Click the finalized document block in Notion to verify the contents are accurate and ready for the team. — Click the finalized document block in Notion to verify the contents are accurate and ready for the team.

Q: How much time do I have to record a single guide?

A: You have a maximum of 15 minutes per recording. If a task takes longer, pause the recording during repetitive actions and resume it when you move to the next key step.

Q: Why do I need to download the MP4 file if we are uploading the PDF to Notion?

A: The MP4 file serves as an archival backup. We save everything into the master local folder structure for complete records, even though Notion acts as the primary accessible knowledge base.

Q: What should I narrate while recording the guide?

A: Ensure you explain the task's purpose, what triggers it, where to find necessary tools and logins, who depends on the task, and common pitfalls a new person might encounter.

Term	Definition
Evergreen Task	A task or process that remains relevant and consistent over a long period, rather than being tied to a temporary campaign.
Knowledge Base	A centralized repository for information, documentation, and standard operating procedures used by an organization.
SOP	Standard Operating Procedure; a set of step-by-step instructions compiled to help workers carry out routine operations.