Flowingly makes it ridiculously easy to share your SOPs—whether you're broadcasting them across the business, sending them to contractors or customers, or embedding them in process maps and workflows.
Watch the Video:
In this guide, you’ll learn how to:
Categorise your SOPs so people can find them internally
Share them with external users (hello, contractors)
Embed SOPs into your processes for added context
Before You Begin
Make sure you have:
Admin access (if you want to make SOPs public)
SOPs published to the correct category (so they appear in the right place)
Optional: Single Sign-On (SSO) set up for seamless internal access
Step 1: Make SOPs Easy to Find Internally
Check the Category
Your SOP must be in the right category so it shows up in the SOP library.
If not, just go back, edit, and re-publish it to the correct one.
Search & Filter Tools
Category Filters: Works just like filtering process maps.
Description Search: Users can search by keywords like “Planner”.
Recently Updated: Filters SOPs updated in the last 90 days.
Tags: Use them to find SOPs related to specific tools or systems.
💡Pro Tip: Use consistent tags and descriptions—your future self will thank you.
Step 2: Share SOPs Externally
Want to send an SOP to a contractor or embed it on a website? Here’s how:
Go to the Library
Click the little lock icon beside the SOP.
Make it Public
This gives you:
A public URL (shareable link)
An embed code (perfect for websites or intranets)
🔐 Need it locked down?
You can still embed SOPs but require sign-in, which works beautifully with SSO.
Step 3: Embed SOPs in Your Processes (Yes, Really)
This is where Flowingly shines.
Open your process map or workflow.
Click on the relevant step (e.g. “Initiate Project”).
Head to the Designer tab.
Add the SOP section to the step form.
Choose the SOP (e.g. Add a Task in Microsoft Planner).
Tidy up the name and appearance if needed.
Users can:
Expand the SOP in full view
Step through the instructions right from the form
This means no more “how do I do this again?” messages mid-process.
✅ Recap
Categorise your SOPs properly so people can find them
Make SOPs public or embed them (with or without sign-in)
Add SOPs directly into workflows for context and clarity
💡 Flowingly is lets you embed full SOPs inside your processes. Use this to create clear and comprehensive knowledge and training resources for your entire organisation.