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Start
Refund request received
Check the order and payment
Over £500?
Finance approves
Process the refund

Handling customer refunds

Support
Version 1 Public Access No owner

Steps

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No steps defined

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Device security

IT
Version 1 Public Access No owner

This policy has no sections yet.

Template Library

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WORKFLOW
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Customer refund handling

Refund requests from first contact to payout, with the approval thresholds built in.

FinanceUse Template →
SOP
Featured

Incident response

What to do in the first hour, who to tell and what to write down.

OperationsUse Template →
SOP
Featured

Supplier onboarding

Checks to run before the first order, and who signs them off.

OperationsUse Template →
WORKFLOW
Featured

Employee onboarding

Day one to day ninety, with the handoffs between IT, HR and the manager.

PeopleUse Template →
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Customer refund handling

workflow

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Finance
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Magic Import

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Operations handbook 2026.pdf 2.4 MB

Analyzing Your Documents

Extracting procedures from Operations handbook 2026.pdf

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Extracted Content

Found 2 SOPs

Raising a purchase order

Who can raise one, the approval thresholds and the paperwork to attach.

Finance

Onboarding a new supplier

Checks to run before the first order, and who signs them off.

Operations

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Video to SOP

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Describe it, AI draws the workflow AI drafts the steps, you edit Policies too, from one sentence Or start from a proven template Import the docs you already have Talk it through, AI writes it up Upload a walkthrough, get the steps Capture clicks live in Chrome