30Process capture
Document a repeatable task in 20 minutes
Capture trigger, inputs, exact steps, checks, exception path, and owner while someone performs the task once.
BEFORE
AFTER
01 / Do it yourself
From zero to working.
Read the complete sequence before starting. Use a test account or non-production copy whenever the workflow touches important business data.
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01
STEP 1
Record the task once with the operator narrating decisions.
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02
STEP 2
Write the trigger, inputs, steps, and expected output.
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03
STEP 3
Add screenshots only where a choice is not obvious.
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04
STEP 4
Ask another person to run it and mark the first revision.
02 / Check before you change
Useful guardrails.
✓Do not document passwords
✓Name the process owner
✓Include last-reviewed date
✓Archive superseded versions
Do it for me
Stuck? Send this page to Chaitanya.
Message at any hour with the guide link and a screenshot. Get a quick answer, a guided working session, or a complete setup configured for your workflow.