Flowingly’s AI SOPs make it ridiculously easy to capture and share how-to guides directly from your browser. But before you can start recording your masterpiece, there are a couple of things to tick off.
This guide walks you through getting set up — from checking if SOPs are enabled, to installing the required browser extension, to recording your first SOP.
🎥 Watch the Video
Here’s a quick walkthrough:
✅ What You Need Before You Begin
SOPs must be enabled for your Flowingly account
A Chrome or Edge browser
Permission to install browser extensions
If you’re locked down by IT, you’ll need to contact your system admin
🛠 Step-by-Step Instructions
1. Check that AI SOPs are Enabled in Flowingly
Open Flowingly
Look for the SOPs icon in the left-hand navigation
Or go to the Library and check if there’s a "SOPs" section
💡 If you don’t see either, SOPs aren’t enabled on your account.
→ Contact your internal admin or reach out to Flowingly Support to get it switched on.
2. Install the SOP Browser Extension
Grab the Chrome extension or Edge extension here OR head over to the Chrome Web Store or Microsoft Edge Add-ons store and search for "Flowingly SOP"
Click Add to Chrome (or Edge)
⚠️ If you get a permissions error or can’t install extensions yourself
→ Contact your IT team or system admin — they’ll need to do it for you.
3. Refresh Flowingly & Start Recording
Once the extension is installed, go back to Flowingly
Hit Refresh
The “Record SOP” button should now be green and clickable
Click it, and start capturing your process
Tips & Troubleshooting
"Record SOP" button missing or greyed out?
Double-check that the extension is installed correctly (look under your browser’s extensions list)Can’t install the extension?
Try switching to a different supported browser (Chrome or Edge)
If it’s locked down, contact your IT department
Still not working?
Refresh the Flowingly tab after installing
If all else fails, ping Flowingly Support
What’s Next?
Try recording your first SOP — something simple like “how to create a Task in Microsoft Planner”
Got stuck? Our team’s happy to help — just reach out.