20 Tool Guides

Tools for SOPs & Operations

Honest guides to the best tools for SOP creation, process documentation, and operations management. Each reviewed from the perspective of Australian SMBs.

Notion

An all-in-one workspace that combines documents, databases, and project management for flexible SOP creation and knowledge management.

Free plan for individualsRead Guide

ClickUp

A feature-rich project management platform with built-in Docs, whiteboards, and automations that make it a strong all-in-one choice for SOP management.

Free plan availableRead Guide

Asana

A polished project management tool with strong workflow capabilities that helps teams operationalise SOPs through structured task management and automation.

Free plan for up to 10 users with basic featuresRead Guide

Monday.com

A visually intuitive work operating system that uses customisable boards and automations to manage SOPs as living, trackable workflows.

Free plan for up to 2 seatsRead Guide

Google Workspace

The familiar suite of Google Docs, Sheets, Drive, and Sites provides a low-barrier, collaborative environment for SOP documentation and sharing.

Business Starter from AU$10Read Guide

Trello

A simple, visual Kanban-style tool that works well for managing SOP status tracking and lightweight process workflows.

Free plan with unlimited cards and up to 10 boardsRead Guide

Slack

While primarily a messaging platform, Slack plays a critical role in SOP distribution, feedback collection, and real-time process support for teams.

Free plan with limited historyRead Guide

Airtable

A powerful spreadsheet-database hybrid that excels at building structured SOP registries with custom views, automations, and linked records.

Free plan with 1,000 records per baseRead Guide

Trainual

A purpose-built platform for documenting processes and training staff on SOPs, with built-in knowledge testing and role-based content assignment.

Plans start from ~AU$375/month for up to 25 employeesRead Guide

SweetProcess

A dedicated SOP and process documentation tool designed specifically for creating, managing, and tracking standard operating procedures.

From ~AU$165/month for up to 20 active membersRead Guide

Process Street

A workflow and checklist platform that turns SOPs into interactive, trackable checklists that teams complete in real time.

Free plan with limited featuresRead Guide

Microsoft Teams

Microsoft's collaboration hub integrates with SharePoint, OneNote, and the Office suite to provide SOP access and team coordination within a familiar environment.

Included with Microsoft 365 Business Basic from AU$9/user/monthRead Guide

Zapier

An automation platform that connects SOP-related tools together, enabling workflows like automatic SOP review reminders, onboarding sequences, and process triggers.

Free plan with 100 tasks/monthRead Guide

Make (Integromat)

A visual automation platform offering advanced workflow capabilities for connecting SOP tools and automating complex operational processes.

Free plan with 1,000 operations/monthRead Guide

Loom

A screen recording and video messaging tool that makes it easy to create visual SOP walkthroughs and process demonstrations for team training.

Free plan with up to 25 videos and 5-minute limitRead Guide

Scribe

An automatic documentation tool that captures your clicks and keystrokes as you perform a process and generates a step-by-step SOP with annotated screenshots.

Free plan with unlimited Scribes (basic features)Read Guide

Tango

A workflow documentation tool that auto-generates step-by-step guides with screenshots as you complete tasks, streamlining SOP creation for software-based processes.

Free plan with unlimited capturesRead Guide

Confluence

Atlassian's enterprise wiki and documentation platform provides structured knowledge management for teams needing robust SOP libraries with strong governance.

Free plan for up to 10 usersRead Guide

SharePoint

Microsoft's enterprise content management platform provides document libraries, workflows, and intranet capabilities for large-scale SOP management within the Microsoft 365 ecosystem.

Included with Microsoft 365 Business Basic from AU$9/user/monthRead Guide

Whale

A dedicated SOP and training platform designed to help growing businesses document processes, onboard employees, and ensure consistent operations across teams.

Plans start from ~AU$15/user/monthRead Guide

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