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Turn Real-World Workflows into Structured SOPs

Use Case
Physical ProcessesVideo DocumentationSopsManufacturingAutomationKnowledge CaptureProcess StandardisationTrainingCompliance

Many critical business processes don't happen on a screen — they happen in warehouses, laboratories, manufacturing plants, clinics, or out in the field. These workflows are often the hardest to document and the most vulnerable to inconsistency.

With Fluency, you can record physical processes as they happen — then automatically generate step-by-step SOPs that combine visuals, context, and repeatable instructions.

Why physical workflows are hard to capture

Traditional documentation tools are built for digital processes. That leaves teams managing physical work with few options: phone videos, notepads, or verbal explanations.

Common challenges include:

  • No consistent method for recording and documenting physical work
  • Reliance on experienced workers to train others
  • Variations in how tasks are performed across shifts or sites
  • Lack of visibility for compliance or safety audits
  • No audit trail for manual or hybrid processes

This leads to avoidable mistakes, inconsistent training, and lost operational knowledge when experienced staff move on.

A practical way to standardise hands-on work

Fluency lets you capture real-world processes without needing specialised equipment or a documentation team.

1. Record while work happens

Use a phone, tablet, or mounted camera to record a process in action — packing a shipment, calibrating a machine, cleaning a workspace, or performing a manual check.

2. Add context with voice or text

During or after the recording, annotate the video to explain what's being done and why. Include tips, safety notes, or variations for different environments.

3. Automatically generate a structured SOP

Fluency's AI converts the footage into a step-by-step SOP, including screenshots, descriptions, and business logic. You can edit, refine, and share it instantly.

4. Store in a centralised vault

Keep your physical SOPs alongside digital ones in Fluency's Knowledge Vault — searchable, version-controlled, and ready for audits or onboarding.

Tip: Start with processes that are high-risk, high-variation, or hard to teach. Examples include machine maintenance, warehouse picking, manual inspections, or lab test preparation.

Where Fluency fits for physical workflows

Fluency enables businesses to bring the same rigour to manual processes that they bring to digital ones.

  • No need to write instructions from scratch
  • Visual-first documentation for clearer training
  • Consistent standards across locations or shifts
  • Faster onboarding for physical roles
  • Audit-ready SOPs from real-life tasks

Because Fluency captures how a task is performed — not just the end result — your team gets documentation that actually reflects day-to-day work.

Documentation that doesn't stop at the screen

Physical work deserves the same clarity and consistency as digital workflows. With Fluency, you can document real-world processes with the same ease and structure — whether it's packing a pallet, conducting a safety check, or training a new team on machinery. Capture once. Standardise forever.

Trusted by leaders from the Fortune 500

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By removing bottlenecks, Fluency allows teams to focus on delivering secure and efficient payment services.

Azra Amir, Head of Process Excellence APAC

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Post implementation of Fluency, the impact was instantaneous. Clear visibility, increased productivity, and measurable improvements.

Mark Saliba, Chief Operating Officer

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Consultants were quoting me $300,000. I can do this in two months with Fluency. This is a huge save to my budget and my time.

Jeff Champion, Vice President Accounting - Americas

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