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Three sources. One connected process.

Your processes, kept current.

Document how work runs, who owns it and what needs attention. Keep your processes, people and sources connected in one system of record.

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Process docs go stale. The work moves on. The docs fall behind.

SOP last edited · Day 0Today · Month 12
DAY 0MO 3MO 7MO 11WrittenTool changesOwner leavesStep movesThe workThe SOPDrift
Fig 0.1. The gap between the doc and the work.

  1. Day 0

    The procedure matches the work.

    Someone wrote the standard operating procedure (SOP) carefully. It matched the work the day it went out.

  2. Month 3

    A tool changes.

    IT switches laptop vendors. The SOP still says to order from the old one.

  3. Month 7

    An owner leaves.

    The lead who owned the checklist moves on. The SOP still names them.

  4. Month 11

    A step moves.

    Laptops now ship before the start date. The SOP still says day one.

25%
of the workweek is spent searching for information, according to Atlassian’s 2025 survey.Atlassian, State of Teams 2025
49%
of U.S. employees strongly agree they know what’s expected of them at work.Gallup, first half of 2026

Start with what you already have. Documents, notes and meetings.

Turn your documents, spreadsheets and meeting notes into suggested steps, owners and systems. Review what Jumpstart finds, then build your process.

Kickoff: new-hire ITGoogle Meet notes · Google Drive · Aug 21

DanaMaya starts on the 6th, same team as last quarter.

JohnAdmin rights need the hiring manager’s sign-off now.

JordanI’ll confirm her start date in Workday.

Onboarding checklist v3Upload · Aug 14

2. Confirm the role and start date.

3. Create Okta, Google Workspace and Slack accounts.

4. Hand the laptop over on day one.

IT access trackerUpload · 42 rows
RoleGroupsApprover
Account ExecutiveSales, CRMDana Reyes
Payroll SpecialistFinance, ADPSam Patel
Start-date checksGoogle Drive · Aug 19

Owner: Jordan Lee, People Ops.

Check each start date against the signed offer in Greenhouse.

Talk it throughOnboarding interview · Jordan Lee · 2:14

What new hires complain about most is waiting on a laptop.

Reviewed and published · Aug 26

5 of 5 sources
Decision point

Admin rights need the hiring manager’s approval

Steps

Confirm the role, create accounts, hand over the laptop

Step

Grant access by role: Sales and CRM for Account Executives

Person

Jordan Lee confirms the role and start date

Matches “Jordan Lee” in this destination.Update the existing recordKeep bothDon’t publish
Action item

Look at shipping laptops before day one

Jumpstart reads uploads, web pages and Google Drive files. Talk it through is part of onboarding.

Know how the work runs. And who owns each part.

Meridi is a system of record for how your work runs. Each process connects its steps, people, systems and sources. The operating model maps how those processes connect.
IT Account Setup & System Access
Verified
  1. 1

    Confirm role & start dateDecision point

    Match the signed offer to the HR record.

  2. 2

    Create accounts

    Okta profile, Google Workspace email and Slack.

  3. 3

    Grant role-based accessDecision point

    Assign app groups by role. Admin rights need approval.

  4. 4

    Ship laptop

    Hand over on day one.

  5. Hands off to First-Day Orientation · People Ops

Step 3 of 4 · Decision point

Grant role-based access

Assign app groups by role. Admin rights need approval.

Assigned Stakeholder
John Smith
Required Systems
Okta
Estimated Duration
15 min

Decision Criteria

Admin rights need the hiring manager’s approval. Every other role gets its standard app groups.

Record the tools every step runs on. Whatever your company runs on, the record names it.

  • Okta
  • Google Workspace
  • Slack
  • Greenhouse
  • Workday
  • DocuSign
  • ADP
  • Notion
  • Lattice

Then the checklist changes.

Know what needs another look. Review what changed. Decide what to update.

IT Account Setup & System Access

IT Account Setup & System Access

John Smith

VerifiedNeeds review
  1. 1

    Confirm role & start dateDecision point

    Match the signed offer to the HR record.

  2. 3

    Create accounts

    Okta profile, Google Workspace email and Slack.

  3. 4

    Grant role-based accessDecision point

    Assign app groups by role. Admin rights need approval.

  4. 2

    Ship laptop

    Ship five business days before the start date.

The next new hire gets a laptop before day one.

Across the whole business. See how teams and processes connect, and which ones need attention.

Sample workspace34 processes
  • Verified30
  • Needs review2
  • Stale1
  • Missing owner1

See what depends on each process. People, tools and work, connected.

Follow a process to the people, tools and documents it relies on. See the handoffs to other teams and the work it supports.

People & responsibilities

  • John SmithOwner · Accountable
  • Jordan LeeResponsible
  • Dana ReyesConsulted

Systems

OktaGoogle WorkspaceSlackGreenhouseWorkday5 systems

Knowledge

  • Onboarding checklist v4
  • Kickoff: new-hire IT
  • IT access tracker

Process flow

  • Offer & ContractUpstream
  • First-Day OrientationDownstream

Process

IT Account Setup & System Access

VerifiedChanged Sep 22

IT Operations · Owner John Smith

  1. 1Confirm role & start date
  2. 2Ship laptopMoved
  3. 3Create accounts
  4. 4Grant role-based access

SOPs

New-hire IT setupNeeds review

Pain pointsOn Discovery

New hires wait on laptops in their first weekFrom a voice note · Jordan Lee

Action items

  • Confirm Maya’s start date
  • Order six laptops

ProjectsOn Delivery

Q4 Sales hiringRuns on the current steps

Milestone · Six AEs readyOct 3

Project plan · 4 stages

  • Flagged for review
  • Runs on the current steps
  • Connected

Fig 3.1. The people, tools and work connected to IT Account Setup.

Meridi AI

Put your process knowledge to work. With Meridi AI.

Ask what a change affects, draft updated steps or plan the follow-up. Meridi AI uses your records and shows its sources. You decide what to apply.

See what you can ask.

Harborline’s laptops now ship before day one. What happens next?

Projects, milestones and status updates are available on Delivery.

MeridiExample conversation

We’re moving laptop shipping before day one. What needs to change?

Three follow-ups from this change

Earlier shipping affects People Ops, IT and the linked SOP:

  1. People Ops: get the address earlier

    Missing from the current steps

    There’s no address check before shipping. Add one so IT has what it needs.

  2. IT: bring the preparation forward

    John Smith · Order six laptops · Open

    The order is still open. Confirm it in time to ship five business days before the start date.

  3. The SOP: replace the day-one handover

    New-hire IT setup · still says day one

    The process changed; the linked SOP still describes the old timing.

First-Day Orientation is the next handoff. Check its checklist with People Ops before changing it.

Evidence reviewed (3)

  • Process · IT Account Setup · steps, owners and handoffs
  • Action item · Order six laptops · Open
  • SOP · New-hire IT setup · 4 steps

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The Gap 1:49

A narrated film, 1 minute 49 seconds, with captions. The narration, scene by scene:

Read the narration

  1. 1. The gap

    Every company writes down how its work gets done. On the day it’s written, it’s right. Then a tool changes. An owner moves on. A step moves earlier. The work changes a little every month, and the document stays where it was.

    A new-hire IT setup SOP is written. A chart follows the work as it changes at months 3, 7 and 11 while the SOP stays where it was, and the space between them is named: the gap.

  2. 2. Change keeps coming

    And change keeps coming. In 2022, the average employee went through ten planned changes at work, up from two in 2016.

    A counter rises from 2 to 10 planned changes per employee. Source: Gartner, via Harvard Business Review, 2023.

  3. 3. Why it happens

    The change is decided in a meeting, an email, a new version of a checklist. The real process lives in someone’s head. So new hires follow last quarter’s steps, and the person who knows answers the same questions again.

    Meeting notes, an email, a spreadsheet and two versions of a checklist scatter around the person who knows. A new hire picks last quarter’s checklist, and the same question arrives three times.

  4. 4. Meridi

    Meridi brings it together. Jumpstart reads what you already have and suggests the steps, owners and systems. You review them, and the owner verifies the process.

    The scattered sources fold into one process. Jumpstart reads three sources and suggests its steps, owner and systems. After review, the owner verifies it.

  5. 5. Something changes

    When something changes, Meridi flags the process for review.

    Onboarding checklist v4 arrives, and the process moves to Needs review.

  6. 6. Drafted when you ask

    Ask Meridi, and it drafts the update. You review it, and apply what’s right.

    Meridi proposes one change, moving Ship laptop to step 2 so it ships before day one, and you apply it.

  7. 7. Verified, and the SOP follows

    The owner verifies it. Every SOP written from the process is flagged, so its owner knows to update the guidance.

    The owner verifies the process again. The SOP written from it moves to Needs review and lists the upstream change.

  8. 8. Connected

    Each process is connected to the people, systems and work around it, across the whole business.

    The process’s people, systems, work and handoffs, then the onboarding processes and the wider operating model.

  9. 9. Ask

    So when the next change comes, you can ask what it affects, and get an answer from your own records.

    Meridi answers what moving laptop shipping before day one affects, and lists the records it reviewed.

  10. 10. End card

    Meridi. Trust the process.

    Meridi. Trust the process. Start free at meridi.ai.