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Documentation Tool for Consultants

Are you exhausted from the tedious process of manually describing every step with screenshots in your browser? Introducing Stepsy, a process documentation tool meticulously crafted to streamline the creation of instructional content within the web browser for consultants. 

19 Jun 2024 • 6 mins read

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What You Can Do with Stepsy?

Onboarding Step-by-step Guides

develop comprehensive onboarding guides for new team members or clients, detailing each step with screenshots and AI descriptions in seconds

Training Manuals

create detailed training manuals for various tasks or software applications and facilitate learning within your organization

SOPs

build a documented collection of guidelines that outlines the precise steps that need to be followed to carry out a regular task for your teammates

Troubleshooting Guides

build troubleshooting guides to help your users address common issues or errors they may encounter while using specific software or completing certain tasks

Knowledge Base Articles

make online documentation that answers a frequently asked question or provides instructions for solving a problem your customers commonly encounter

Our free AI-powered tool for generating documentation makes creating, managing, and sharing instructions in your browser a breeze. Just perform your process, and Stepsy will capture everything else!

Stepsy revolutionizes data processing, productivity, and efficiency, recognizing the paramount importance of time in today’s fast-paced world. Imagine obtaining a free guide or SOP within seconds! Experience the transformative potential of automation with Stepsy, where we eliminate the time-consuming task of manually documenting workflows in your browser.

Successfully onboard your clients and make them highly rate your work with the help of quick step-by-step guides. What used to take hours, now takes seconds — allowing you and your team members to focus on what truly matters: innovation and growth.

How to Capture a Process with Our Documentation Tool

Step 1. Get started

Begin by downloading our extension for free. Once installed, simply navigate to the website you want to document. Then, open the Stepsy icon in your Chrome toolbar and click the “Record a Guide” icon to initiate the process.

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Step 2. Capture the Process

Your every mouse click generates a screenshot along with a corresponding AI description, efficiently translating your actions into a comprehensive guide.

If you want a break? No problem! Stepsy provides a pause and resume function within the recording dialog box.

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Step 3. Edit and Publish your results

Once you’ve captured your process, it’s time for customization. Our documents are easily editable. You can get creative by adding lines, rectangles, arrows, and more. Tailor your guide to suit your organizational goals and preferences with ease.

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When you're ready to share your knowledge, simply click the "Finish and share" button and publish it as a Google Docs document directly to your Google Drive. 

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Key Features of Our Documentation Tool

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Collaboration Features

We promote collaboration! Once you are finished, share the guide with your clients or the world effortlessly. If you want to send large files saved in formats like PDF or Word via email or file-sharing services, it can lead to some difficulties. Stepsy integrates seamlessly with Google Drive, making your documents easily shareable online via your own GDrive. 

Also, unlock the potential of seamless collaboration with Stepsy's team subscription feature. Add users to your workspace, manage them, and build documentation faster and easier. After all, when your team thrives, so do you.

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AI-Tuned Step Description Capabilities

Gone are the times when you had to do the tedious work of manually describing each move and screenshot. Let us care about it. Just do your work in the browser. Stepsy automatically captures your clicks and auto-generates text descriptions. Our AI-powered maker guarantees clarity and precision.

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Intuitive Image Editor Tools

Everybody knows that visual content matters! With Stepsy, you don't have to do tons of manual screenshots. With every click, you will get a picture.

Moreover, no need for other software tools, we have a built-in image editor with a versatile toolset to customize your guides and manuals. Highlight key areas with rectangles and lines, add arrows for directional guidance, and use text boxes to create detailed explanations. Have any browser data you want to conceal? No problem, blur it.

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Keep Your Screenshots Safe

Your privacy is our priority. Your screenshots never leave YOUR space. Everything happens in YOUR browser and then gets exported directly to YOUR GDrive or YOUR local workstation. We do not store any of your captured screenshots on our servers, ensuring that your sensitive information remains private and secure. 

Testimonials of Consultants

What our users talk about us:

As a consultant, clear and concise documentation is essential. Stepsy has revolutionized the way I create step-by-step guides. Now, I can easily generate professional guides with just a few clicks, saving me valuable time and impressing my clients

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John Strolger Marketing Consultant

Stepsy has become an indispensable tool in my consulting arsenal. Stepsy simplifies the creation of employee onboarding guides and ensures consistency across my projects. Also, sharing documentation has never been easier!

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Sarah Vernell HR Consultant

I've tried numerous documentation tools in the past, but none compare to Stepsy. Its flexibility and ease of use make it the perfect solution for creating SOPs. Privacy is important for me and my clients. And the fact that my screenshots never leave my space is phenomenal!!!

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Michael Ayre Management Consultant

As a consultant, clear and concise documentation is essential. Stepsy has revolutionized the way I create step-by-step guides. Now, I can easily generate professional guides with just a few clicks, saving me valuable time and impressing my clients

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John Strolger Marketing Consultant

FAQs

Our answers and advices

Is this documentation tool for HRs and trainers free?
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Does Stepsy offer a free trial of the paid plan?
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Can I use Stepsy for different types of documentation?
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Still have a questions?

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