The AI-powered source of truth for turning business knowledge into Operational IP.
Process Pilot turns scattered notes, transcripts and documents into governed, searchable SOPs and policies — then gives your team an AI assistant that answers from your approved knowledge.
Because the best AI in the world still gives bad answers if it reads from bad documentation.
Document repository
32 publishedWhen someone leaves, your operating knowledge leaves with them.
Knowledge loss hits every business, of every size. And the usual fix — “just write it down” — pulls your best people off the work that pays the bills, and still rarely lands at the standard you need.
Knowledge walks out the door
When an employee leaves, their operational know-how goes with them — and once it’s gone, it’s gone for good.
Documenting steals your time
Asking people to write down what they do takes them off their real job — and it’s seldom documented to the standard required.
Everywhere, in every version
Documents live across drives, inboxes, messy notes and someone’s desktop — in different formats and conflicting versions.
You can’t find it — or trust it
When you finally need a policy or SOP you don’t know where it is, and when you find it you’re not sure it’s current. So you stop everything and scramble.
Process Pilot takes the heavy documenting — and the managing of it — off your hands.
A structured, orchestrated AI system that helps you draft to standard, review and enhance what you have, and instantly answer questions from information you can actually trust.
Drafted for you by AI, with focused structure
Turn what your people know into structured, consistent SOPs and policies — without pulling them off the day job for days.
Review & enhance what you have
Point it at existing documents and messy notes — it tightens the gaps, improves quality and brings everything up to one standard.
Answer, from validated information
Ask a question and get the approved answer back in seconds — no hunting through folders, no guessing which version is right.
One connected system — from documents scattered everywhere to one governed source of truth.
Process Pilot isn’t a folder of documents. It’s a pipeline that captures, structures, governs and unlocks how your business really operates.
Capture
Turn meeting transcripts, notes and existing files into structured drafts.
Create
Generate SOPs and policies with AI, built on your own branded templates.
Govern
Approvals, sign-offs, version control and published states.
Comply
Regulatory references, jurisdiction-aware suggestions, review scheduling.
Know
Ask questions and search across your approved repository.
Improve
Inline and AI editing keep every document current, accurate and useful.
Outcomes your business will actually feel.
Scale output, not headcount
Create and maintain far more documentation with the team you already have — no extra hires just to keep it all up to date.
One standard as you grow
Every document follows the same structure, no matter who writes it or how big you get.
Speed to compliance
Transcripts and existing documents become structured SOPs and policies in minutes, not days.
Operational IP you own
The knowledge of how your business actually works becomes protected intellectual property the moment it’s captured.
Shared institutional knowledge
The AI assistant turns your repository into searchable knowledge your whole team can draw on.
Built-in governance
Approvals, sign-offs and immutable published versions create a defensible trail.
You can have the best AI in the world. But if it reads from bad documentation, you get bad answers.
That’s why Process Pilot governs your source of truth first — so every AI answer is drawn from documentation that’s structured, current and approved. Good information in, trustworthy answers out.
AI that works from reviewed and approved business documentation.
Not a generic chatbot. Process Pilot’s assistant answers from your governed repository — so people get the official version, not guesswork.
Generate from messy source material
Structured SOPs and policies with purpose, scope, RACI, KPIs and risks.
Ask the business what it already knows
Search and Q&A grounded in your approved knowledge base.
Responsible by design
AI suggestions stay clearly separate from approved, published content.
Prove who did what — and when.
Every document moves through a controlled lifecycle. Published versions are locked, changes are tracked, and reviews are scheduled — so an audit is a link, not a scramble.
Upward review & sign-off
Route drafts from employee to manager to owner, with delegation and an audit trail.
Immutable published versions
The approved version is preserved, with full history you can defend.
Scheduled reviews
Owners are prompted to revisit documents before they drift out of date.
Draft
AI generates a structured first version from your inputs.
Suggest & edit
Tracked changes, inline comments and @mentions — colour-coded per user.
Review
Approvers accept changes with an AI change summary to flag concerns.
Published
Version increments, the record locks, and it’s audit-ready.
Documenting how your business is governed and how it operates is an asset. Start owning it.
Every process, policy and decision is know-how which your business runs on. Left in people’s heads it’s fragile and vulnerable to loss. Captured and governed in Process Pilot, it becomes Operational IP — documented, protected and yours.
Owned, not borrowed
Know-how locked in individuals walks out the door with them. Documented, it stays within the business as an asset you control.
Protected & continuous
Immutable, version-controlled records keep the business running smoothly even when the people change.
Valued when it counts
Documented operations are what buyers, investors and auditors look for — making your business more resilient and more sellable.
Anyone who wants quality, structured and scalable documentation.
You don’t need a documentation team. Whether you’re a team of one or a whole department, Process Pilot helps you create and maintain SOPs, policies and processes faster — with the people you already have.
“It’s all in my head, and writing it up eats the time I actually bill for.”
Draft professional, structured documents in minutes — and look as organised as a company ten times your size.
“Everyone does the same task a little differently, and it lives in their heads.”
Standardise how work gets done and keep one version everyone can trust.
“Every new starter learns differently, and slowly.”
Turn how you work into repeatable SOPs so onboarding and training run themselves.
“Compliance evidence is always a last-minute scramble.”
Approvals, version history and scheduled reviews keep you audit-ready by default.
“I produce the same kinds of documents over and over.”
Draft polished, branded, structured documentation in a fraction of the time.
Take the 20-second path finder on our pricing page and we’ll match you to a plan.
Start free. Scale when you’re ready.
Every plan starts with a 14-day free trial of full Professional features — no credit card required.
- Unlimited SOPs & policies
- AI SOP generation · 1M tokens/mo
- Knowledge assistant
- Email support
- Everything in Starter, plus:
- 20 team members · 3M tokens/mo
- Version control & history
- Sign-off tracking & review scheduling
- Priority support
- Everything in Professional, plus:
- Unlimited team members
- SSO & advanced security
- Custom AI limits & integrations
- Dedicated support & SLA
Turn what your business knows into
Operational IP you own.
Start free today, or book a walkthrough and we’ll show you Process Pilot on your own processes.