Everything you need to build SOPs your team will actually use.
Explore the building blocks of Essoflo — from bi-directional editing and decision logic to roles, jargon, version control, and AI.
Bi-directional Editing
Your flowchart and your written document are the same SOP, just shown two ways. Edit a node in the diagram and the documentation updates in the same breath — rename a step, add a role, change a description, and every view stays in lockstep. No copy-pasting between a diagram tool and a doc, and no version drift between what your team sees and what they read. Build it once, and consume it as a flowchart, a table, a document, or a presentation.
True/False Decision Logic
Real processes are rarely a straight line. Decision nodes let you branch on a yes/no condition and route your team down the right path every time — escalate when a refund is out of policy, ship equipment only for remote hires, loop back for revisions when a draft is rejected. Each branch is clearly labelled True or False and carries through to every view and export, so the logic your team follows on screen is exactly the logic in the document.
Prepare Equipment
Verify and prepare all necessary equipment for the test.
Prepare Equipment
Define Roles
Assign the role responsible for each step right on the node, so accountability is built into the process rather than buried in a separate RACI chart. Define a role once at the organisation level and reuse it across every SOP — when the role changes, every reference updates with it. New team members can see at a glance who owns what, and handoffs between people become explicit instead of assumed.
Jargon Library
Every team has its own shorthand. The Jargon Library lets you define company-specific terms, acronyms, and definitions once, then automatically links and explains them everywhere they appear across your SOPs. New hires stop guessing what an acronym means, and your documentation stays consistent because every definition flows from a single dictionary you control.
Review Asset
Frequently Used Tools
Tag the software, systems, and tools required for each step so your team always knows what they need before they start. Maintain your tools and tech at the organisation level and attach them to any node — complete with descriptions and links — so a new team member can follow a process end to end without hunting around for the right app or login.
Version Control
Processes evolve, and you need to know what changed and when. Version Control keeps a full history of every SOP with semantic version numbers and change notes, so you can see how a procedure has matured over time and roll back to a previous version if something needs undoing. Compliance reviews and audits become straightforward when every change is recorded.
Four Views, One SOP
Different people consume process differently. Essoflo renders every SOP four ways from the same source of truth: an interactive flowchart for understanding the shape of a process, a table for scanning steps and owners at a glance, a clean document for reading and printing, and a full-screen presenter mode for training and walkthroughs. Switch views in a click — nothing to re-author, nothing to keep in sync.
Template Library
Skip the blank page. The template library ships with proven, industry-specific SOPs — onboarding, refunds, opening checklists, content workflows and more — that you can preview read-only and import into your workspace in one click. Every template comes with steps, roles, tools, and decision branches already wired up, so you start from a real first draft and adapt it to how your team actually works.
Resources & Attachments
A process is only as useful as the context around it. Attach PDFs, images, videos, and links to the whole SOP or to individual steps, and add checklists right where the work happens. New team members get everything they need — the form to fill in, the policy to read, the video to watch — without digging through shared drives or chasing colleagues. Org-level storage limits keep usage visible and under control.
Ask Your SOP
Sometimes your team just needs one answer, fast. Ask a plain-language question about any SOP and get a direct response with citations back to the exact steps it came from — no scrolling through the full procedure. It turns your documentation into something your team can actually query, so the knowledge locked in your processes is available the moment someone needs it.
Teams & Organizations
Essoflo is built for teams. Organize work into organizations with their own SOPs, roles, tools, and members, and invite teammates by email with role-based access. Multi-tenancy keeps each organization's data fully isolated, and assigning SOPs to teams and clients keeps the right procedures in front of the right people. Switch between the organizations you belong to without losing your place.
Build SOPs with AI in seconds
Skip the blank page. Essoflo's AI turns a quick description — or a document you already have — into a complete, structured SOP you can edit, assign, and ship. Start from a real first draft instead of starting from scratch.
From plain language to a real SOP
Describe the process in a sentence or two and Essoflo drafts the full structure — steps, decisions, roles, and tools — laid out and connected for you.
Turn existing docs into living processes
Upload a PDF, Word doc, or spreadsheet and let AI extract the procedure into an editable flowchart you can refine.
Branches and logic, handled
AI adds conditional branches and decision points where your process needs them, so the first draft already reflects how the work really flows.