Zero-effort documentation

Any app. Any click.
It writes itself.

Auto-generate SOPs, runbooks, training documentation, and process flows from any workflow. InstaGuide captures every click across desktop apps and browsers — then writes the guide for you.

Start for FreeWatch Demo

Free plan available. No credit card required.

See it in action

Watch the 60-second demo

One capture, three artifacts: step-by-step guide, screenshots with click indicators, and an auto-built process flow. See exactly what lands in the dashboard.

youtube.com/@instaguide

Works with every application

SalesforceSAPHubSpotServiceNowWorkdayQuickBooksZendeskOracleNetSuiteMicrosoft 365
How It Works

Documentation as fast as you work

Skip manual screenshots and typing. Capture your actions in real-time.

videocam
Step 1

Record

Click record and perform your workflow naturally. Every click, keystroke, and screenshot is captured automatically.

auto_awesome
Step 2

InstaGuide Generates

Writes clear step-by-step instructions from each screenshot, then reviews the result for duplicates, vague descriptions, and voice consistency — applying high-confidence fixes silently.

ios_share
Step 3

Share

Export as polished PDF or interactive HTML. Share with your team or publish to your knowledge base.

app.salesforce.com/leads/new
SF
CLICK HERE
Recording Step 3
InstaGuide — Generating Guide
Step 1: Open Salesforce Lead Form
Navigate to the Leads section and click “$1”
Step 2: Fill in Contact Details
Enter the lead's name, email, and company information
Step 3: Writing description...
CRM Lead OnboardingComplete
PDF
Share
8
Steps
3
Apps
Done
Status
1
Open Salesforce
2
Fill Contact Form
3
Switch to HubSpot
4
Send Welcome Email
The Dual-Capture Engine

Browser or desktop. We capture it all.

One unified platform. Two powerful ways to document your entire tech stack.

language

Chrome Extension

Browser Extension

Identifies DOM elements to create deep, interactive guides for any SaaS tool with zero manual cropping.

app.salesforce.com/leads
S
Submit
Recording
Step 3 of 5
Pause
Stop
  • One-click recording from toolbar
  • Floating control panel
  • Side panel live preview
  • Voice narration support
  • Auto-capture click coordinates
Install Extensionarrow_forward
desktop_windows

Desktop App

Standalone Application

Document enterprise software like SAP, Excel, or creative tools like Photoshop with pixel-perfect, cross-app accuracy.

IG
InstaGuide Desktop
SELECT CAPTURE TARGET
Screen 1 - Main
Selected
Screen 2 - Extended
Click to select
Start Recording
Settings
  • Works with every desktop application
  • Screen or window selection
  • Multi-display support
  • Offline-first with background sync
  • System tray integration
Download Apparrow_forward
Privacy by default

Sensitive data, redacted automatically.

Every captured screenshot is scanned for emails, phone numbers, SSNs, credit cards, API keys, and more. Sensitive regions are blurred before the step is ever saved.

7
Enter customer details
ClickRedacted (3)

The redacted view is what every reader sees. The original is destroyed (Permanent mode) or gated behind a role permission (Permission-based mode).

Pick what gets scanned.

Off by default — your org admin opts in and chooses the categories. Toggle whole groups, or drill into individual detectors.

Contact info
Email addresses, phone numbers
Government IDs
US SSN, driver’s license
Financial
Credit cards, IBAN, bank accounts
Credentials
API keys, JWTs, private keys, URL secrets
Permanent
Original destroyed. Same view for everyone. All plans.
Permission-basedPRO+
Reveal originals only to roles with the right permission.
Visual Intelligence

Visualize logic, not just steps

Auto-generated process flow diagrams for complex, branching workflows.

account_treeProcess Flow11 Steps · 3 Apps
1
Open Salesforce
salesforce.com
2
Create New Lead
salesforce.com
3
Fill Contact Form
salesforce.com
4
Assign Lead Owner
salesforce.com
APP CHANGE
5
Switch to HubSpot
hubspot.com
6
Import Contacts
hubspot.com
7
Sync Lead Data
hubspot.com
APP CHANGE
8
Open Outlook
outlook.com
9
Send Welcome Email
outlook.com
10
Schedule Follow-up
outlook.com
✓
Onboarding Complete
3 apps documented
Features

Built for scale. Designed for teams.

Powerful tools that make your guides clear, professional, and easy to follow.

description

Auto Descriptions

InstaGuide analyzes each screenshot and writes clear, actionable step-by-step instructions automatically.

No manual writing needed
auto_awesome

Built-in Improvements

After capture, Insta reviews every guide for duplicate steps, vague descriptions, voice inconsistencies, and missing section breaks — applying the high-confidence fixes silently.

Less editing, every time
ads_click

Click Indicators

Green "CLICK HERE" callout badges with pulsing dots highlight exactly where to click.

Visual precision on every step
edit_note

Annotations

Add circles, arrows, rectangles, text labels, and blur regions to highlight what matters.

Rich markup tools
account_tree

Process Flow

Auto-generated visual flowcharts grouped by domain. See the complete workflow at a glance.

Cross-app visualization
mic

Voice Narration

Speak while recording. InstaGuide transcribes and syncs your narration to each individual step.

Hands-free documentation
output

PDF & HTML Export

Export as polished PDF or interactive HTML with dark mode and progress tracking.

Share-ready output
group

Share & Collaborate

Share guides with org members at view or edit access. Comments, audit log, custom roles, and project folders keep teams in sync.

Built for teams
code

Embed where teams work

One iframe snippet drops a guide into Notion, Confluence, SharePoint, or Zendesk. Edit the source — every embed updates on the next load. No re-paste, no re-export.

Auto-updates everywhere
shield_lock

Your AI. Your bucket.

Enterprise customers can plug in their own Anthropic, Azure OpenAI, Gemini, or Snowflake credentials — and point screenshots and audio at their own S3, Azure Blob, or GCS bucket.

De-risked Enterprise
Use Cases

One tool, infinite uses

From onboarding new hires to documenting complex workflows.

Employee Onboarding

Build a comprehensive SOP library in one afternoon.

Stop repeating the same Zoom screenshare. Capture key processes once and let new hires learn at their own pace.

Automated guides for HR platforms
Standardize software setups across departments
Get Startedarrow_forward
1
Open Workday Portal
workday.com
2
Create Employee Profile
workday.com
3
Assign Department & Role
workday.com
APP CHANGE
4
Setup Microsoft 365
admin.microsoft.com
5
Send Welcome Email
outlook.com
✓
Onboarding Complete
3 apps documented
AI Flexibility

Your AI, your rules

Choose the AI model that fits your organization's security and compliance requirements. No vendor lock-in.

encryptedData Sovereignty
sync_lockNo Vendor Lock-in
Claude

Claude

Anthropic

Azure OpenAI

Azure OpenAI

Microsoft

Gemini

Gemini

Google

Snowflake Cortex

Snowflake Cortex

Snowflake

10x
Faster than manual documentation
Zero
Manual writing required
Any
Application, browser or desktop

Start documenting
in 60 seconds.

No credit card required. Free plan available.

Create my first guideSchedule a demo