Changelog
What we shipped, what we changed, and what we're announcing across SOPX product and the company.
SOPX helps operations teams turn videos and PDFs into structured, searchable SOPs. This changelog tracks every feature release and company milestone as we build.
The ROI calculator is rebuilt. Pick your industry and answer four quick questions. You see when SOPX pays for itself, with the full price and setup time included. It also suggests the plan that fits your needs. Then download a two-page PDF for your boss or finance team, or copy a link with your numbers. No sign-up and no email needed.
Read more Work out your ROIA step can now hold video clips and images together. Add a CAD drawing, a photo of a tool or a close-up of a label next to the video. Readers switch with a thumbnail strip. Each clip keeps its own trim and annotations. PDF, Word and Markdown exports show every item in order. On every plan.
Read more Add Images Next to Video in One SOP StepPhoto came out sideways? Click Edit image to rotate, straighten and crop it in the step. On a video, click Annotate clip and draw a box or arrow. It shows only for the seconds you pick. Each clip also has a Detail, a still picture you can crop and mark up. The original is always kept. On every plan.
Read more Timed Video Annotations and Photo Editing for SOPsYou told us per-user pricing slowed your rollout. Every operator who only reads SOPs needed a paid seat, so SOPs stayed with a few people. We listened. Each plan is now a flat monthly fee with creators included. Viewers are included too. They read SOPs and complete training paths. Bring your teams on board, and your price stays the same as usage grows. Need more creators? Add them anytime.
Read more See plans and pricingPut SOPs in a training path and assign it to people or teams, with a due date. Each person reads step by step, then confirms Read & understood with an optional signature. Tick Requires retraining on a new version and everyone reads it again. Download a PDF record per person or a CSV of all records. On every plan.
Read more SOP Training Records in Manufacturing: Assign and Sign OffYou can now embed a procedure on your website, help center, or partner portal. It is made for procedures you share outside your company, with customers, suppliers, or service partners. If a procedure has "Anyone with the link" access, click Embed next to the public link. Choose scroll view or step by step, then copy the embed code or link. Embeds are public, so keep internal procedures out.
Read more Embed SOPs on Your Website, Help Center, or Partner PortalOur Terms now include a fair use policy. Unlimited features on paid plans, like AI-generated SOPs and translations, stay unlimited. Usage should fit your plan and team. If an account goes far beyond that, we email the account owner first and find a solution together. The one exception is suspicious activity, like a sudden spike of mass conversions. We may pause it right away and tell the owner.
Stop pasting the same AI instructions into every new procedure. Go to Settings > AI instructions and create reusable prompts. Pick a template before you generate a procedure and it prefills the AI instructions field for you.
Organization admins can now hide features their team does not use, for a simpler interface. Tasks and Runs can be switched on or off for now. Switching a feature off hides it for everyone in the organization. Nothing is deleted, so it all comes back when you switch it on again.
Filmed a step sideways? Rotate that one clip without touching the rest of the video. Open Edit mode > Edit clip > Frame > Rotate and turn the clip in 90 degree steps. If the clip has annotations, check them after rotating and move them back into place.
The dashboard has a new layout. Search is better, so you find the right procedure faster. You also get a clear overview of your procedures and the tasks waiting for you, all in one place when you open SOPX.
Record your screen without leaving SOPX. Choose New Procedure > Record screen, turn on your microphone, add an optional camera bubble and countdown, then record a tab, a window, or your whole screen. Floating controls in Chrome and Edge let you pause, mute, or stop. Stop, review the clip, and AI turns it into a step-by-step SOP. Every plan.
Read more Record Your Screen and Turn It Into an SOP With AIAdd ISO 7010 safety signs to your SOPs. 40+ common warning, PPE, prohibition, and emergency signs are built in. AI adds them to the top of the steps that need them and lists them in a Safety Symbols table in the procedure details. Add or remove icons in the editor, guide the AI with your own instructions, and find them in PDF, Word, PowerPoint, Markdown, and SCORM exports. Every plan.
Read more ISO 7010 Safety Symbols in SOPs and Work InstructionsSend a new version through several approval stages in order. Admins build approval chains in Settings > Approval flow. Each stage has a name, like QA or HSE, and one or more approvers. Authors pick a single approver or a chain when they submit. The last approval publishes the version, and the approvals show on the procedure and its exports. Enterprise plan.
Read more Multi-Step SOP Approval Workflow: Approval Chains and ISO 9001Notifications now cover the moments that matter for collaboration: procedures shared with you, published or archived, comments and replies, uploads that finish, and new people joining your organization. Turn each category on or off in Settings > Account > Preferences, separately for in-app and email. Let the quieter updates arrive as one daily digest instead of a stream.
Export any procedure as a zip holding a Markdown file plus the step images. Plain text that drops straight into a wiki, a docs site, a knowledge base, or a repo, and diffs cleanly when the procedure changes. Included on the Enterprise plan, available as a paid add-on on Pro.
Read more How to Export an SOP to PowerPoint or MarkdownExport a procedure as a Training Package in SCORM 1.2 format, with the step videos included. Upload the zip to your LMS and assign it like any other course, so completion is tracked where you already track it. The export takes a few minutes to build. Included on the Enterprise plan, available as a paid add-on on Pro.
Read more How to Get Your SOPs Into Your LMS with SCORM ExportDecide who documents which job without leaving SOPX. Create a task, assign it, give it a due date, and the assignee gets an email and an in-app notification. They link the procedure to the task and close it, and you get notified. Link an existing SOP instead and a completed task is that person confirming they read it. Available on every plan.
Read more Plan SOP Creation with Tasks: Who Documents What, by WhenExport any procedure as a PowerPoint deck with the step video clips embedded, not just stills. One slide per step, with the step title and description alongside the clip, so a training session or a toolbox talk runs straight from the SOP without rebuilding it as slides. Included on the Enterprise plan, available as a paid add-on on Pro.
Read more How to Export an SOP to PowerPoint or MarkdownPick how a QR code looks before you print it: Label with the procedure title and Document ID, Badge for the branded code alone, or Plain. Add a two-letter language code, then size it. Card fits a badge holder or toolbox, A6 sticks on the machine, A5 suits a line board. Download a PNG, print, or take a print-ready PDF. The branding add-on puts your logo and colors on it.
Read more Print QR Codes for SOPs and Work Instructions at the MachineHover the insert line between any two steps and pick From another procedure. Search for the SOP, tick the steps you want, or Select all to fold a whole procedure into the one you are building. They are placed at that exact position with their video clips, annotations, and form fields intact, and the procedure history records what came from where.
Read more Reuse Steps Across SOPs, and Add Tables to Any ProcedureDuplicate is now in the three dots menu on a procedure and on its card. Choose which version to copy, name it, and give it a document number. You get a fresh draft you own, with every step, image, annotation, form field, and translation carried over. It lands in the same workspace and inherits that access, while per person shares and public links are deliberately not copied.
Read more Reuse Steps Across SOPs, and Add Tables to Any ProcedureInsert a table into any step description or into the SOP details section at the top of a procedure, with floating controls for adding and removing rows and columns. The AI adds them too: ask for one in the additional prompt, describe it in a SOP details section, or let it decide when the data is genuinely tabular. Tables carry through translation and PDF and Word export.
Read more Reuse Steps Across SOPs, and Add Tables to Any ProcedureUpload up to 5 videos and 5 PDFs for the same procedure and the AI reviews them together to produce one coherent SOP. Each PDF gets a role: Procedure, which the steps are built from, or Additional info, read for context that enriches the document. Videos are always Procedure. Included on the Enterprise plan.
Read more Multi-File AI Generation: One SOP From Several Videos and PDFsNew organizations now open to a starter set instead of an empty library: a short product how to, plus a full sample procedure written for the industry you pick during onboarding. Manufacturing, food and beverage, logistics and warehousing, field services, healthcare, laboratory and pharma, hospitality, construction, automotive, retail, and professional services each have their own.
On phones and tablets, Add image and Add video now open a short menu: take a photo, record a clip, or choose from the gallery. The camera opens straight away on the rear lens, so you can capture a step at the machine and attach it without leaving the editor. Works in the step editor and in Run mode image fields. Android had no camera option here before.
Give any procedure a unique Document ID like SOP-PROD-014, the identifier auditors ask for. It follows the procedure across every version and language, uses your own numbering convention, and warns you about accidental duplicates without ever blocking a save. Directly supports ISO 9001 Clause 7.5 document control. Available on every plan.
Read more Approval Flow and Procedure History: SOP Document ControlEvery procedure now keeps an automatic, read-only timeline of what changed, who changed it, and why, from the first draft to the version on the floor today. Created, submitted, approved, changed, published, restored, each with a name and a timestamp. Built for audits, with no manual changelog to maintain. Available on Pro and Enterprise.
Read more Approval Flow and Procedure History: SOP Document ControlTurn on approvals and nothing publishes until an approver signs off. A clean path: draft, submit for review, then approve and publish or request changes with a reason. My Reviews gives every approver a personal queue with a badge. An optional four-eyes rule blocks self-approval. Off by default. Available on Pro and Enterprise.
Read more Approval Flow and Procedure History: SOP Document ControlFeedback now lives on the procedure itself, not in scattered chats. Leave a comment on the whole procedure, a single step, or the Procedure Details, reply in threads, and resolve it when it is handled. Frontline staff can flag a problem with comment access without being able to edit. Available on every plan.
Read more Comments on SOPs: Discuss a Procedure Where the Work HappensSharing got simpler. Two ideas now cover who can do what: your org role (Owner, Admin, Creator, Member) and a share's access level (view, comment, edit, manage). Shared workspaces grant the whole team the right access by role, with nothing to set up. Restricted workspaces keep procedures scoped to specific people. There is no private toggle: add a person, a workspace, or a link and it is shared.
Get visibility into how your procedures are used. See who viewed what and when, your most popular procedures, public view counts, and your most active team members. Review run results in one place to confirm steps were completed and signed off.
Read more SOP Analytics: See Who Actually Uses Your ProceduresAttach forms and checklists to specific steps so workers confirm they understood and executed each one. Choose from 10 field types, including text, number, yes/no/na check, date, choice, dropdown, multi select, image, and signature. Each run can end with an optional note and a signature, giving you proof the procedure was actually followed.
Read more Run Mode: Execute an SOP as a Checklist Workers Complete and SignOpen any procedure in a distraction-free, presentation-style view that shows one step at a time. Built for operators following along on the floor, where a cluttered screen full of menus gets in the way. Just the current step, big and clear, with simple controls to move forward and back.
Set up reusable SOP templates with the Procedure Details every real SOP needs: purpose, scope, responsibilities, safety, and more. The AI fills each section from the same video or PDF that produces your steps, and the header ships in your PDF and Word export. Three templates included (Standard, Safety-Focused, Minimal), up to 20 sections each, managed by owners and admins.
Add your logo and brand colors across the whole platform, and carry them onto the public SOPs you share with contractors and customers. Procedures look like they belong to your company, not ours, the moment someone opens a link or scans a QR code. Available as an add-on on the Enterprise plan. Contact us at [email protected] to turn it on.
The original videos, PDFs, and images you uploaded to generate a procedure are now downloadable, including every image extracted from a PDF. Open the SOP, click the three-dot menu, and choose Version media to see every source file. Useful for archiving raw footage, sharing it with a supplier, or re-cutting a video outside SOPX without uploading it again.
Bundle every SOP for a machine, line, or department behind one shareable URL or QR code. Open a workspace, open the folder, and click Share. The link or QR opens a view of every procedure inside, no account needed. Print the QR next to the equipment and operators land on the right set of procedures without searching.
SOP generation just got a big upgrade. Videos and PDFs come back as structured SOPs noticeably faster, with cleaner step breakdowns, sharper captions, and better handling of long documents. Less editing on your first draft, less waiting on the upload screen.
Onboarding is more personalised, so new users land in a setup that fits how their team works. Team invites now send automatic reminders if someone hasn't accepted yet, so nobody misses them. Save and Cancel buttons in the SOP editor moved up to the header where you'd expect them, and a handful of small reliability fixes landed too.
Microsoft signup is live. If your team's already on Microsoft 365, one click and you're in, no new password to remember. That makes three signup options: Microsoft, Google, or email and password. Use whichever your team already logs into every day.
Signup is now a few clicks faster. Once you're in, invite teammates straight from the welcome flow so the rest of the operations team can open, review, and edit SOPs together right away. Less waiting between sign up and the first published SOP.
SOPX is end-to-end self-serve. Sign up, get 14 days on Pro with 5 AI-generated SOPs and 3 AI translations. When the trial ends, upgrade to a paid plan directly inside the app. No sales call, no contract negotiation, no calendar tag. The full path from first SOP to paying team in one afternoon.
Mark up exactly what an operator should focus on. Drop arrows, rectangles, ellipses, text, and callouts directly on a step's video frame or image. Annotations show on thumbnails by default, and a Detail view reveals the fully annotated key frame. The result: fewer 'wait, which valve?' questions on the floor.
Group people into teams that match your org chart. Grant or restrict access at the workspace or individual SOP level. Production sees production. Maintenance sees maintenance. Sensitive procedures stay scoped to the right people without locking everything else down.
Read more Teams and Workspaces: Organize and Share SOPs at ScaleOrganize SOPs by department, site, or use case. Workspaces hold related procedures together, folders nest inside for finer structure. Production, maintenance, quality, and onboarding can live side by side without stepping on each other. Teams with 200+ SOPs in a flat list have been asking for this since launch.
Read more Teams and Workspaces: Organize and Share SOPs at ScaleUpload any PDF procedure and the AI parses it into a structured digital SOP. Steps, descriptions, and even embedded images and carousels come across automatically. Most teams have years of documentation locked in PDFs. Now those become searchable, translatable, and version-controlled in a few minutes.
AI-generated SOPs are now fully editable. Insert custom steps with single images or image carousels, useful when the camera missed an angle or you want to drop in a reference photo from a manual. Reorder, replace, or delete any step the AI produced. Your edits stay through future re-runs.
Search now spans the entire workspace. Type a part name, a setting, a piece of jargon, and SOPX returns matching SOPs along with the exact steps where the term appears. Useful when an operator needs the right procedure mid-shift, not five minutes of clicking through folders.
Translate any SOP into 50+ languages in seconds. Context-aware AI preserves operational meaning instead of swapping words one for one. Critical for shop floors with mixed-language workforces, and the top request from our user interviews.
Two months of rebuilding paid off. SOPX is live as a self-serve SOP platform. Sign up, record any process on your phone or screen, and the AI returns a structured SOP with steps, descriptions, and trimmed video clips. Share by link or QR code. No sales call, no implementation project. Ready in under 10 minutes.
Read more Introducing SOPX: Turn Process Videos into Step-by-Step SOPsAfter 30+ interviews with operations business owners, CEOs, managers, training managers, and plant supervisors, we had enough signal to commit. The verdict was clear: the prototype worked, but the product needed to be self-serve. No demos, no setup projects. Sign up, upload a video, get a SOP. We tore down most of TagPlan AI and started rebuilding from the AI layer up.
Read more From TagPlan AI to SOPX: How a Feature Became a ProductThree days in Bilbao at Enlit Europe 2025, in the startup zone. We came to show our field inspection product. The conversations that mattered most ended up being about the early SOPX prototype. Utility and manufacturing managers from across Europe asked if they could try it. That pushed SOPX to the front of our roadmap.
SOPX started inside TagPlan, our field inspection SaaS. Customers kept asking the same thing: how do we document physical processes without spending weeks on it? After 20+ interviews with utility, field service and manufacturing teams, the gap was obvious. We built a proof of concept that would become SOPX.
Read more From TagPlan AI to SOPX: How a Feature Became a Product
