Executive Summary

Many small and mid-sized businesses today rely on tacit team knowledge trapped in employees’ heads, recorded calls, and screen sessions, leaving onboarding slow and operations fragile when experts leave or are unavailable. This problem is especially acute across roughly 3 million SMBs where hiring and retention are costly and teams need predictable execution rather than ad hoc tribal knowledge. You could build a productivity platform that uses AI summarization of voice and screen recordings to auto-generate standardized SOPs and written rules, then convert those rules into actionable, automated workflows that integrate with task systems for routing and enforcement. The product should include human-in-the-loop verification, templates and analytics to measure adherence, and exportable rules so teams can enforce policies without replacing existing tools. Early pilots could focus on high-frequency, high-risk processes (customer escalation, compliance checks, onboarding tasks) where automation yields measurable time savings. The timing is favorable: the market is roughly $12.0B (3M businesses × $4K ACV), our Market Score is 88/100 and Revenue Potential 82/100, and recent advances in AI summarization plus SMBs’ increasing willingness to invest in reducing single-expert risk lower both tech and go-to-market barriers. To stand out you’ll need superior data hygiene and privacy controls, best-in-class integrations and a UI that makes AI-generated rules trustworthy—these are harder but differentiating versus medium competition—and realistic trials to prove outcomes (for example, pilots that cut onboarding time by tens of percent).

Market Opportunity

Turn tacit team knowledge into written rules and automated workflows targets a $12.0B = 3M businesses × $4K ACV total addressable market with medium saturation and a year-over-year growth rate of 12% YoY — based on workflow automation, knowledge management, and SMB operations software growth estimates (industry analyst synthesis).

Key trends driving demand: AI summarization of voice and screen recordings is making it practical to auto-generate SOPs from day-to-day work — this lowers the cost of building written rules.; SMBs face hiring and retention challenges, increasing willingness to invest in tools that reduce reliance on single experts and speed onboarding.; Shift from static knowledge bases to actionable workflows that integrate with task systems creates demand for enforcement and routing, not just documentation..

Key competitors include Trainual, Process Street, Scribe.

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Turn tacit team knowledge into written rules and automated workflows

Executive Summary

Market Validation

Market Opportunity

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