Internal SOP — AI working pattern

Screenshots to reports.

A repeatable way to turn a pile of screenshots and quick notes into a clean, shareable report — without writing or designing it yourself. You organize the evidence; an AI agent does the writing and layout. This is the pattern behind the Design Gap Reports SOP, generalized — that one's a recipe for a specific job, this is the technique underneath it.

Owner: Pablo Esparza Jiménez Worked example: PayWise Kiosk audit
The pattern, in three moves
01 — You

Collect

Screenshot or photograph whatever you're documenting. No editing, no writing yet — just capture it.

→
02 — You

Organize

Lay the images out on a visual board — grouped, ordered, marked up — so the story is obvious just from the layout.

→
03 — The agent

Assemble

Hand the board to an AI agent and ask for the report. It reads the organization you already did and writes and designs around it.

Why this is worth learning

You don't need to be a designer or a writer to produce a document that looks like one. Your job is staying the expert on what's actually in the screenshots — what's wrong, what changed, what matters. The agent's job is turning your organization into a well-made document. The clearer you organize in step 2, the less the agent has to guess, and the better it gets on the first try.

Where else this pattern works

The kiosk audit happened to be a UI-vs-design report, but the pattern isn't about UI bugs — it's about any job where you're holding a pile of visual evidence and need a document out of it:

The skill that actually matters: an "agent-ready" board

Step 2 is the one worth practicing. An agent can only work with what your layout already tells it — so the organizing you do before you ever open Claude is most of the job.

Group what belongs together

If two things are being compared, put them in the same row or column, in a consistent order, every time. The comparison should read from the layout alone.

Mark up the image, not a separate list

Circle it, arrow it, box it — directly on the screenshot. A note that travels with the image survives being handed off; a separate list of comments gets lost or misread.

Label only what isn't obvious

If the grouping already says "these two are being compared," you don't need a caption that says it again. Save words for what the picture can't show.

Don't try to make it pretty

Rough circles and crooked boxes are fine — even better, they read as genuine. Presentation is the agent's job, not yours.

Briefing the agent
1

Hand over the board — the FigCraft/Figma file, plus any raw material it was built from (video, photos, links).

2

Say what it's for and who it's going to — a report nobody will read is a different document from one a specific person has to act on.

3

Say to use your material, not invent its own — the agent should build the report from what's actually on the board, not design graphics to explain it.

4

Review the first draft like any draft — correct wording, swap an image, reorder a section. Ask for the update on the same document rather than starting over.

Build a report from this board [FigCraft/Figma file + any source video or links]. It's for [who], to help them [do what]. Use the screenshots and notes as they are — don't invent diagrams or graphics to explain something the board already shows. [Any structure you already know you want: group repeating issues up top, one section per item, etc.]
See it already done

Design Gap Reports

This pattern turned into a step-by-step recipe for one repeat job: reporting a UI/design mismatch to a developer. Use it as a template for writing up your own repeat task the same way.

Open the SOP →
Quick-start checklist
  1. Screenshot everything relevant — don't pre-edit down to "the important ones"
  2. Lay them out on a board, grouped so the comparison or sequence is obvious
  3. Mark up directly on the images — one colour, circles and arrows
  4. Separate anything that repeats across items from what's specific to one
  5. Brief the agent: the board, who it's for, use-real-material-only, structure if you have one
  6. Review the draft and ask for changes on the same document, not a new one