Use Case

The easiest way to document any process

BoardFlow records your screen actions and turns them into clean, editable process documentation in minutes. Stop writing SOPs from scratch — record them instead.

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Why process documentation fails at most companies

Every team knows they should have process documentation. Most don't, because creating it manually is genuinely painful. You have to open a doc, take screenshots at every step, describe each one in plain language, format it nicely, upload it somewhere people will actually find it, and then maintain it every time the process changes.

The result: companies either have outdated documentation nobody trusts, or no documentation at all and rely on human memory to keep things running. When key employees leave, institutional knowledge walks out the door with them.

BoardFlow changes the economics of process documentation. Instead of spending 2–4 hours writing up a process, you spend 10 minutes recording it. The guide writes itself.

What BoardFlow documents automatically

Standard Operating Procedures (SOPs)

Record any repeatable process — from expense reporting to deploying a release — and BoardFlow generates a numbered SOP with screenshots and plain-English descriptions.

Software walkthroughs

Show teams how to use a new tool, navigate your CRM, or run a report. Record it once and assign it to everyone who needs to learn it.

Compliance and audit trails

Record compliance-sensitive workflows and generate audit-ready documentation. Timestamped steps with screenshots give auditors exactly what they need.

Knowledge base articles

Use BoardFlow recordings as the foundation for knowledge base content. Share guides via public link or use the structured guide directly as your article.

From recording to published SOP in minutes

The BoardFlow workflow for process documentation is straightforward:

  1. Record: Open the Chrome extension, click record, and perform the process as you normally would. BoardFlow captures every browser action in the background.
  2. Review: Stop the recording and review the auto-generated guide. Edit step titles, add context notes, remove any accidental actions.
  3. Assign: Assign the guide to the relevant positions in your org. Everyone in those roles sees it in their guide library immediately.
  4. Share: Share the guide via public link or assign it to relevant positions so employees find it in their onboarding checklist automatically.

When the process changes, re-record in minutes. The updated guide replaces the old one for all assigned users automatically.

Start documenting your processes today

Free during beta. Record your first process in under 5 minutes.

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