When it comes to running your business, the list of administrative tasks can seem never-ending. If you have employees (or plan to hire some!), you’ll know how important it is to document your processes – everything from how to access and edit your company’s Canva templates, to setting up a new company Slack channel or navigating the existing business Google drive file/folder structure.
Many business owners don’t realize just how important it is to document these processes until it’s too late… like when a new employee or contractor is starting *tomorrow* and nothing is in place to assist with their onboarding.
I’m going to share a free tool that automates process documentation so you can do it once, then have it forever!
What IS this amazing tool? It’s called Scribe.
If you’ve never heard of Scribe, listen up! I learned about this tool early last year and have used it to create many guides and process workflow docs for clients (and myself). As always, I’m going to be real: the process is not 100% hands-off. You’ll need to refine the steps after they’re recorded and make some tweaks before your document is ready to use. However, compared to doing it manually, the time it will take you to document any process or workflow is greatly reduced.
Why Scribe Is a Powerful, Useful Tool for Creating Process Documentation
1. Automatic Documentation
- Scribe automatically captures your clicks, keystrokes, and screen activity.
- Instantly converts your workflow into clear, step-by-step guides with screenshots.
2. Professional Formatting (No Effort Needed)
- Steps are neatly numbered and paired with screenshots.
- Saves time compared to manually creating how-to guides in docs or PDFs.
3. Efficient
- What used to take hours (manual docs) now takes minutes.
- Great for creating Standard Operating Procedures (SOPs), onboarding docs, support guides, and training materials.
4. User-Friendly
- No technical skills needed.
- Browser extension is lightweight and easy to use.
5. Flexible Sharing Options
- Share guides via URL, PDF, or embed them into Notion, Confluence, or Help Desks.
- Quick and seamless distribution across teams.
6. Edit and Customize Easily
- Add, delete, or reorder steps.
- Insert custom text, blur sensitive content, or highlight key elements.
- Add branding or callouts.
7. Collaborative and Scalable
- Invite team members to view or edit.
- Version control helps maintain consistency across documentation.
8. Secure and Private
- You control visibility and permissions (public, private, team-only).
- SOC 2 certified — suitable for regulated industries.
How to Maximize the Free Version of Scribe
Features of the Free plan:
- Create & share up to 10 guides
- Chrome Extension access
- Basic customization (edit text, rearrange steps)
- Capture web processes
- Sharing via link and as a video; can also embed in other tools (e.g. wikis, knowledge bases, etc)
If you want to take your business’ process documentation to the next level, give Scribe a try!
Have a question? Email me; I’m happy to help!
Want to find out how I could help your business add simple tech automations to increase efficiency and productivity? Book a free discovery call with me!