Features

Everything you need to create onboarding guides at scale

BoardFlow combines browser recording, automatic step-by-step guide creation, and role-based employee guides into one streamlined workflow. Here's what you get.

Feature 1

Cross-tab browser recording

The BoardFlow Chrome extension records every action you take across all tabs — clicks, form inputs, page navigations, and tab switches — and sends the structured data back to your account in real time.

Unlike traditional screen recorders that produce a video file you have to re-watch, BoardFlow captures machine-readable events. That means your documentation can be searched, edited, and reused without ever scrubbing through footage.

  • Captures clicks, inputs, navigation, and tab switches
  • Works across all browser tabs simultaneously
  • Automatic screenshots at every step
  • No video file to manage or store
🎬

Record your real workflow

Just do the task the way you normally would. BoardFlow captures every step in the background. Stop when done.

📋

Automatic step-by-step guides

Each step includes a title, action description, target URL, and screenshot — formatted for clarity and ready to publish.

Feature 2

Automatic step-by-step documentation

After you stop recording, BoardFlow automatically generates a structured guide from your captured events. Each step includes a numbered title, a plain-English description of the action, the URL it happened on, and a screenshot.

You can review and edit every step before publishing. Add clarifying notes, remove irrelevant steps, or reorder the sequence. Your guide is ready to share in minutes, not hours.

  • Plain-English step descriptions generated automatically
  • Screenshot attached to every relevant step
  • Inline editor to refine any step
  • Share guides via public link

Feature 3

Role-based employee guides

Structure your company into teams and positions — for example, "Engineering → Frontend Developer" or "Sales → Account Executive." Assign specific guides to each position, and every member of that position automatically sees the right checklist.

New hires log in and immediately know what to learn, in what order. No onboarding coordinator needed to walk them through a wiki.

  • Org → Team → Position hierarchy
  • Assign any guide to one or multiple positions
  • New hire sees a personalized checklist on day one
  • Team-level access: members see all guides for their team
👥

Role-based onboarding at scale

One setup. Every new hire for that role gets the same consistent, up-to-date onboarding experience automatically.

✅

Onboarding task checklists

Each employee has a task list. They check off guides as they complete them. Progress is visible to team leads and owners.

Feature 4

Team onboarding checklists and progress tracking

Every guide assigned to an employee's position appears in their personal onboarding checklist. As they read through each guide, they mark it complete. Team owners and managers can see completion status across the entire team.

Employees can also add guides from the broader library to their personal checklist if they want to learn something outside their role. Personal additions are clearly marked and only visible to them.

  • Personal checklist auto-generated from assigned guides
  • Check off tasks as you go
  • Add personal guides from the org library
  • Owner sees team-wide completion progress

More features

Built for real team workflows

Progress tracking

See who has completed which guides across your entire team. Follow up only where needed — no status calls, no micromanagement.

Team invitations

Invite colleagues by email. They join your organization, get assigned to their position, and immediately see their onboarding checklist.

Guide sharing

Share any guide as a public link — no account required to view. Useful for contractors, clients, or anyone outside your org.

Audit documentation

Record compliance workflows and generate audit-ready documentation automatically. Timestamped steps with screenshots you can export at any time.

Multi-tab recording

The extension tracks tab switches so your guide accurately reflects which application each step happens in — critical for cross-platform workflows.

Free during beta

All features available at no cost while we're in beta. No credit card required. Full access from day one.

Start creating onboarding guides today

Free to start. Takes five minutes to record your first guide.

Get started free →