Loom for Operations & SOPs
A screen recording and video messaging tool that makes it easy to create visual SOP walkthroughs and process demonstrations for team training.
Loom transforms SOP creation by enabling teams to record their screen while walking through a process, creating video documentation that is often clearer than written instructions alone. For procedures involving software, systems, or visual tasks, a Loom recording captures exactly what the viewer needs to see and do. Videos can be organised into libraries, embedded in written SOPs, and shared via links with automatic transcripts. The platform's simplicity — click record, walk through the process, share — removes the barrier to creating documentation. For Australian businesses struggling to get subject matter experts to document their processes, Loom offers the path of least resistance to capturing institutional knowledge.
Best For
SOP & Operations Features
- Screen and camera recording for creating process walkthrough videos
- Automatic transcription and closed captions for accessibility
- Video chapters and timestamps for navigating longer procedure recordings
- Shared libraries for organising SOP videos by team or category
- Viewer engagement analytics showing who watched and for how long
- Embed support for including Loom videos in Notion, Confluence, and other SOP tools
Pros
- Dramatically lowers the barrier to creating SOP content
- Visual walkthroughs are clearer than written instructions for many tasks
- Automatic transcription adds searchability and accessibility
- Easy to embed in written SOPs for a multimedia documentation approach
- Analytics show whether staff actually watch training content
Cons
- Videos are harder to update than written text when processes change
- Not a standalone SOP management solution — needs to complement a written tool
- Large video libraries can become difficult to organise and navigate
- Quality depends heavily on the presenter's communication skills
Pricing
Free plan with up to 25 videos and 5-minute limit. Business plan from ~AU$20/user/month with unlimited videos. Enterprise pricing available.
FAQ
Should I use Loom instead of written SOPs?
Loom works best as a complement to written SOPs, not a replacement. Use Loom to create visual walkthroughs of complex or software-based procedures, then embed those videos within your written SOPs. The written document provides the structured reference that staff can scan quickly, while the video offers the detailed visual guidance for when they need to see exactly how something is done.
How do I keep Loom SOP videos up to date?
Establish a review schedule just as you would for written SOPs. When a process changes, re-record the relevant Loom video and replace the old link in your SOP documentation. Keep videos focused on specific tasks rather than long, comprehensive walkthroughs — shorter videos are easier to re-record when updates are needed. Use Loom chapters to segment longer recordings so you can direct viewers to specific sections.
Can Loom help with onboarding in Australian businesses?
Absolutely. Loom is widely used for onboarding because new employees can watch process walkthroughs at their own pace, pause and rewatch as needed, and access the content asynchronously regardless of time zone. For Australian businesses with distributed teams across states, this eliminates the need to schedule live training sessions for every new starter.
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