Turn recorded walkthroughs into SOPs and run a brokerage's back office on Claude projects
Kate Hulbert, marketing director at Bozeman Real Estate Group in Bozeman, Montana, in an Inman column
Over three months they moved every process into Notion and set up a Claude project for each department. Staff record themselves doing a task, a transcript-to-SOP skill turns the recording into steps and checklists, and an SOP-to-Notion skill publishes it with the required fields. New hires ask Claude how things are done. Blog posts go from an admin's outline through a fact-checker skill and then an SEO/GEO optimizer skill, and every content piece is checked against brand guidelines.
From $17/mo (checked prices)
Medium · or we do it from $149/mo
Claude, Notion, Dropbox
The problem
Processes lived in managers' heads, scattered Word documents and a messy shared drive. When a long-time staff member left, the brokerage struggled to keep marketing quality and voice consistent, and the blog went quiet.
What happened
Self-reported: a blog post went from five to six hours to under an hour, and an SOP now takes minutes instead of the hours she expected. Her caveat: it was a leadership-level rebuild (they also moved their server to Dropbox), not a quick fix.
Quoted in the source: Kate Hulbert, marketing director, Bozeman Real Estate Group. Source: Inman: How we rebuilt our brokerage's back office with AI workflows (2026-09-30) · Added 2026-10-14. Results as reported by the source; we haven't independently verified them.
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How to set it up yourself
- Pick one department and put its processes in one shared place (Notion, Google Drive, etc.).
- Record yourself doing a task and have AI turn the transcript into a step-by-step SOP with a checklist.
- Create a Claude project per department loaded with those SOPs and your brand guidelines.
- Point new hires to the project for how-to questions.
- Build a content workflow: outline, AI fact-check, AI SEO pass, human final read.
Copy-paste prompt
Here is a transcript of me doing [task]. Turn it into an SOP with: purpose, when it happens, step-by-step instructions, a checklist, and the tools and logins needed. Keep my wording where it explains why a step matters, and list anything I skipped or left unclear.
Tools used
Claude
AI assistant for writing, long documents, analysis and coding help.
From $17/mo billed annually ($20 monthly) (checked 2026-10-13)
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Checked prices: Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-13)
Rather not do it yourself?
We'll set this up in your tools, in your voice, tested. $149/mo with setup included (6-month minimum), or $497 pay-once. Satisfaction guarantee: we'll fix it until it works, or refund your setup fee. Terms. We reply within 1 business day.
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