MindLab Future AIPick a Shopify workflow, add your store details and approval rules, and get a written SOP with steps, a quality-control checklist and escalation rules you can copy, download or print. It runs in your browser, so nothing you type is sent anywhere. Edit the result before you hand it to a virtual assistant or teammate.
Free Shopify SOP and checklist builder
These SOPs are starting points. Review each step against your store's policies and how your Shopify admin looks today before you rely on them, and add details that only you know, such as supplier contacts and brand wording.
What a good SOP contains
- Purpose: what the task is for, so the person can make sensible calls in cases the SOP doesn't cover.
- Access needed: the minimum permissions for the task. See how to give a VA safe access to Shopify.
- Before you start: the backup or information to collect first. For bulk changes, an export is your rollback; see how to undo a bulk edit or import.
- Steps: short, in order, with one action each.
- A quality-control checklist: what to check before calling the task done.
- Escalation rules: which decisions belong to the owner, such as refunds above a limit and price changes.
- Reporting: what to send, how often and where.
How to use it with a VA
Generate and edit
Build the SOP, then change anything that doesn't match how your store works.
Walk through it once
Do a short screen recording or call for the first run, using the SOP as the script.
Start small
Have the VA do a few items and review them against the checklist before they do more.
Update it
When a question comes up twice, add the answer to the SOP and update the “last reviewed” date.
Pair it with our support reply templates so customer messages follow the same rules.
FAQ
What is an SOP for a Shopify store?
A standard operating procedure is a written, step-by-step way of doing a recurring task, such as uploading products or processing orders. It lets a virtual assistant or new teammate do the task the same way every time and tells them when to ask the owner.
Is the Shopify SOP builder free?
Yes. It is free, needs no account and no email address.
Does the SOP builder send my store details anywhere?
No. It runs in your browser and builds the document on your device. Nothing you type is uploaded. Don't put passwords or customer personal data into any SOP.
Can I edit the SOP after I generate it?
Yes, and you should. Copy it as Markdown or text, or download the .md file, and edit it in your own tool. The generated SOP is a starting point to adapt to your policies and your current Shopify admin.
Which workflows are included?
Uploading new products, processing orders and fulfillment, and handling returns and refunds. We plan to add more based on what people ask for.
Want a hand with your Shopify store?
We build and fix Shopify stores, imports and integrations. Tell us what you are working on and we'll reply within 24 hours.
This guide is general information, not legal or security advice. Shopify's admin screens, limits and plan rules change, so confirm details in the Shopify Help Center. MindLab Future AI is not affiliated with Shopify.