For operations & small business

Create standard operating procedures by doing the work once

Stop writing SOPs from a blank page. Record the procedure the correct way and Stepwright turns it into a consistent, screenshotted, narrated SOP — then update it in minutes when it changes.

Free plan, no credit card. Works on Windows and in the browser.

Everyone agrees the team needs SOPs, but writing them from a blank page is the task that never reaches the top of anyone's list.

The SOPs you have are inconsistent — different formats, different levels of detail — depending on who wrote them and how much time they had.

A procedure written once and never touched is wrong within months, so people quietly stop following it.

Screenshots are pasted in by hand, so the moment an interface changes, the SOP no longer matches what's on screen.

How Stepwright handles it end to end.

Stepwright creates standard operating procedures by recording a task once and automatically producing a numbered SOP — a screenshot and written instruction for every step, drawn from your screen and your spoken narration. Every procedure comes out in the same consistent format, can carry your branding, and is updated in minutes when the process changes.

How to create an SOP by recording your screen

You do not need a tool to do this. The manual version works, and it is worth understanding before you automate any of it — because the parts that are slow are not the parts most people expect.

  1. 1

    Decide where the procedure starts and stops

    Most unusable SOPs fail here rather than in the writing. Pick the trigger that starts the work and the state that means it is finished — 'from the refund request landing in the queue to the customer receiving confirmation'. Anything outside that belongs in a different document.

  2. 2

    Run the procedure once, on real work

    Do the task at normal speed on a genuine case, not a rehearsed example. Rehearsed runs skip the branches — the approval that is sometimes needed, the field that is only filled in for EU customers — and those branches are what readers get stuck on.

  3. 3

    Record your screen and narrate as you go

    Say what you are doing and, more importantly, why. 'I'm checking the order date because refunds over 30 days need a manager' is the sentence that makes an SOP useful. Any screen recorder will do this.

    With Stepwright: The recording is the input. There is no separate writing stage afterwards.

  4. 4

    Turn the recording into numbered steps with screenshots

    Scrub through, capture a screenshot at each meaningful click, crop each one to the region that matters, and write one instruction per screenshot. This is the slow part — expect roughly an hour of editing per ten minutes of recording.

    With Stepwright: Steps, screenshots and crops are generated from the recording, and your narration becomes the instruction text.

  5. 5

    Redact anything that should not be shared

    Real work means real data on screen: customer names, invoice totals, internal account IDs. Blur them before the SOP leaves your machine. Doing this by hand is the step people quietly skip, which is how customer data ends up in a wiki.

    With Stepwright: Sensitive regions can be blurred on the generated screenshots before the guide is shared, and recordings are processed and stored in the EU (AWS Frankfurt).

  6. 6

    Have someone who has never done the task follow it

    The author is the worst possible reviewer — they fill gaps from memory without noticing. Watch someone else attempt the procedure using only the document, and fix every point where they hesitate.

  7. 7

    Put it where the work happens, and set a review date

    An SOP filed in a folder nobody opens is the same as no SOP. Link it from the tool the task is performed in, and diarise a review — most procedures drift within two quarters, and a confidently wrong document is worse than a missing one.

Steps 1, 2, 6 and 7 are judgement calls that no tool should make for you. Steps 3 to 5 are mechanical, and they are where the hours go — which is the part Stepwright is built to remove.

01 /04

Perform the procedure once

Open Stepwright and do the task the correct way on your Windows desktop or a web app, narrating the key decisions as you go. That single run is all the input the SOP needs — there's no separate writing pass.

02 /04

Stepwright drafts the SOP for you

It produces a consistent, numbered procedure: a screenshot for every step with the click target highlighted, plus written instructions drawn from your narration. Every SOP comes out in the same clean structure, no matter who recorded it.

How to Process a Refund

S
By Sarah Chen
billing refunds support
Prerequisites
Admin dashboard access
Customer order ID
Processing the Refund
1
Open the order details
Navigate to Orders → Search and enter the order ID.
2
Initiate the refund
Click Refund and select the reason code.
💡 Tip
Partial refunds need manager approval first.
3
Confirm and notify customer
Review the refund summary and click...
8 steps · 4 min read
Live
Captured from expert

03 /04

Brand it and share it

Apply your own branding, then publish a link or export to PDF, HTML, or Markdown for your SOP library, wiki, or training platform. Redact anything sensitive on paid tiers before it goes out.

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04 /04

Keep it accurate as the work changes

When a tool or step changes, update the SOP in minutes so it always matches what's actually on screen — the difference between a living procedure and a document people learn to ignore.

Stepwright: keep it accurate as the work changes

What your team gets out of it.

SOPs actually get created

Recording a task you already know how to do is far easier than writing it from scratch, so the procedures finally get documented instead of staying on the someday list.

Consistent format every time

Every SOP follows the same numbered, screenshotted structure regardless of who recorded it — no more patchwork of half-finished docs.

Screenshots that match reality

Because the images are captured from the real run, the SOP shows exactly what the user sees — and updating keeps it that way after interface changes.

The reasoning is preserved

Narration in your own voice captures why a step matters, so an SOP teaches the judgement behind the procedure, not just the clicks.

Your branding, your library

Custom branding and export to PDF, HTML, or Markdown mean finished SOPs slot straight into your existing library or training platform.

Private and redactable

Guides are private by default and encrypted in transit and at rest, with redaction on paid tiers for any sensitive data captured on screen.

Frequently asked questions.

What is the fastest way to create an SOP?

Record yourself doing the task once. Stepwright captures a screenshot and written step for each action as you perform the procedure, then assembles a numbered SOP. No writing steps or pasting screenshots into a document by hand.

How is this different from an SOP template in a doc editor?

A template still leaves you to write every step and capture every screenshot manually. Stepwright generates those from a single recording, so the first draft is done automatically. You can then export to PDF, HTML, or Markdown and store it wherever your SOPs live.

How do I stop SOPs from going out of date?

When the underlying process changes, update the SOP in minutes instead of manually editing screenshots and steps. From the desktop app you record only the part that changed and the rest of the guide stays exactly as it was, including any edits you made by hand. Because updating is so cheap, procedures stay accurate rather than drifting away from what's on screen.

Can I match SOPs to our company branding?

Yes. You can apply custom branding to your guides so SOPs look like part of your own documentation, then export or share them for your library or training platform.

Stop running standard operating procedures from memory

Record one process and watch it become a shareable step-by-step guide. No writing, and the free plan needs no credit card.