Turn any meeting into a step-by-step guide
Upload a Zoom, Teams, Google Meet, or Loom recording — InstaGuide reverse-engineers the workflow into a searchable, editable, embeddable guide. Or record live from the extension while you demo. No other doc tool does this.
Works with recordings from
Meeting Mode
Customer discovery + product demo
- 1Log into the admin dashboard
- 2Open the Integrations settings tab
- 3Connect the customer's data source
- 4Configure sync frequency + field mapping
- 5… 20 more steps
The meeting-to-doc gap
Every meeting is a documented workflow. Most just get lost.
Without Meeting Mode
The video sits in a folder
- •Someone demos a workflow in a Zoom call. Recording auto-saves.
- •It goes into a shared drive titled “Zoom_Recording_2026_07_08.mp4”.
- •Nobody watches the full 47 minutes to find the 4-minute part they need.
- •The next new hire asks the same question in Slack — someone re-explains from scratch.
With Meeting Mode
The video becomes a guide
- ✓Upload the recording. Get back a structured, searchable guide in ~15 minutes.
- ✓Screenshots at every meaningful moment; step descriptions in plain language.
- ✓Meeting Highlights + Participants blocks capture the surrounding context.
- ✓Embed in Notion. Export to PDF. Search inside every step. Update when the tool changes.
Two ways to use it
Record it live, or upload it after
Both paths produce the same output. Pick the one that matches your situation.
Record during a meeting
Use the InstaGuide Chrome extension. Voice narration on by default; every click captured. The guide is ready seconds after you click Stop.
- 1.Extension icon → Start Recording → pick Meeting Mode
- 2.Enter what you're demoing (“New customer setup”)
- 3.Run your demo — your voice becomes step descriptions
- 4.Click Stop — guide lands in your dashboard
Best for: sales demos you want to send as follow-up, training sessions you're actively hosting.
Upload a saved recording
The meeting already happened. Drag the video file into the dashboard and let InstaGuide reverse-engineer the workflow.
- 1.Dashboard → Imports → Import recording
- 2.Attach the video (up to 1 GB) + optional transcript (.vtt/.srt)
- 3.Optional: opt into segment review to curate before building
- 4.Come back in ~15 minutes — guide is ready
Best for: retroactive documentation, splitting a long onboarding call into multiple focused guides.
In practice
Meetings aren't just demos
A real meeting is a mix — discovery, discussion, training, status updates, sometimes a demo tucked in the middle. Meeting Mode handles the whole spectrum. Six patterns teams actually use:
Customer walked you through their workflow
A prospect spent 30 minutes showing you their current process — the tools, the workarounds, the pain points. Upload the recording, opt into segment review, and turn the walkthrough segment into an internal “how our customer does X today” guide the product team can reference in planning.
Product training session → 4 focused guides
You attended (or delivered) a training call that covered several workflows in your tool of choice — account setup, integration config, invite flow, reporting. Upload with segment review, split each topic into its own guide so team members can jump to just what they need.
10-min demo inside a 50-min discussion
Someone spent the first 10 minutes demoing a workflow they built; the rest was open Q&A. Segment review surfaces the topic list — check just the demo segment, ignore the rest, and produce a single clean guide from the 10-minute portion. No manual clipping, no re-recording.
Cross-team status meeting → per-topic guides
A weekly cross-functional sync where three team leads each showed something they shipped. Instead of everyone remembering what was demoed, upload the recording and split into per-owner guides — attached to the meeting notes for teammates who couldn't attend.
Subject-matter expert explained a process
A 45-minute conversation with an internal expert about how a specific process works — with 10 minutes of context-setting and a tangent about an adjacent tool. Segment review lets you drop the tangents and combine the actual explanation into one tidy reference guide.
You're presenting live — capture as you go
You're actively walking a customer or teammate through a workflow. The InstaGuide Chrome extension records your clicks and voice narration in real time. The finished guide lands in your dashboard seconds after you click Stop — ready to share as the follow-up.
Why this is unique
No other doc-automation tool ingests meetings
Every category competitor waits for you to click through your workflow again. InstaGuide accepts your existing recording as input.
| InstaGuide | Scribe | Tango | Guidde | |
|---|---|---|---|---|
| Upload a saved video and get a structured guide back | ✓ | — | — | — |
| Record clicks + voice during a live meeting | ✓ | Limited | Limited | Limited |
| Split one recording into multiple guides | ✓ | — | — | — |
| Optional VTT/SRT transcript for accurate attribution | ✓ | — | — | — |
| Meeting Highlights + Participants blocks in the guide | ✓ | — | — | — |
| Output is searchable text + screenshots (not video) | ✓ | ✓ | ✓ | — |
Competitor feature availability current as of publication. See dedicated Scribe, Tango, and Guidde comparisons for full breakdown.
Privacy by design
Your recordings are ephemeral
The guide is the deliverable; the video is input. We don't keep the source recording after processing.
During processing only
Videos land in secure cloud storage while Insta extracts steps, screenshots, and highlights — usually 10–20 minutes for a one-hour recording.
Auto-deleted after
Once the guide is generated and saved to your dashboard, the source video is deleted from cloud storage automatically.
Safety-net cleanup
Anything a failed run left behind is purged within a few days. Recordings never become permanent InstaGuide storage.
FAQ
Questions teams ask about Meeting Mode
Turn your next meeting into a guide
Meeting Mode is included on Pro, Business, and Enterprise. Start your 15-day Pro trial — no credit card needed.