ideal-direct-sop-assistant

What problem does it solve?

Manual execution of Ideal Direct finance and supply chain SOPs is time-consuming, error-prone, and lacks a consistent audit trail across payroll, hours, orders, and audits.

Core Features & Use Cases

• Browser automation of SOP workflows across WorkSmarter, SharePoint, and ClickUp using Playwright MCP.
• Data validation & audit trails to ensure accurate payroll and procurement records with verifiable screenshots.
• Scope across multiple SOPs including F.4.B (joiners/leavers), F.4.E (working hours), SC.15.A (purchase orders), and F.18.A (PDM audits) for end-to-end process automation.

Quick Start

Activate the Ideal Direct SOP Assistant and run SOP F.4.B to update payroll joiners/leavers for the current fortnight. Then run SOP F.4.E to summarize working hours for the same payroll period. If needed, run SOP SC.15.A to add a purchase order to the CU system. For audits, run SOP F.18.A as part of the regular cycle.