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Using the Step Recorder

Updated over a month ago

Documenting a process can be time-consuming if you’re manually taking screenshots and writing instructions. The Step-by-Step Recorder changes that by automatically capturing every click and action as you work β€” turning your real-time process into a ready-to-use Whale card.

By the time you finish, you’ll have a detailed, visual record of your workflow, complete with screenshots, descriptions, and the option to blur sensitive information.


πŸš€ How It Works

The Step-by-Step Recorder tracks your on-screen actions within the browser you start the session from and takes a screenshot at each step. Once you stop recording, you can fine-tune the results before saving them into a Whale card.


πŸ› οΈ Editing Your Recording

After you stop recording, you can:

  • πŸ–ΌοΈ Edit screenshots to improve clarity

  • πŸ“ Add descriptions to explain each step in more detail

  • πŸ›‘οΈ Adjust blur settings to hide sensitive data

  • 🎨 Customize pointer color for better visibility

  • βš™οΈ Set auto-blur rules for specific elements or fields


🎯 Per-Screenshot Editing Options

For each screenshot, you can:

  • πŸ” Zoom in/out to highlight details or show the bigger picture

  • πŸ›‘οΈ Auto-blur all sensitive areas instantly

  • ✏️ Manually select areas to blur for more control

  • ↔️ Move or delete screenshots to refine the sequence


⚠️ Important: Edit Before You Save

Once you’ve finished your adjustments and created the card, you can’t edit the screenshots further. Make all your changes before saving to ensure your final documentation is clear, accurate, and secure.


πŸ’‘ Why Use the Step-by-Step Recorder?

  • πŸ“Έ No missed steps – Captures exactly what you do, in order

  • ⏱️ Faster documentation – No manual screenshot hunting

  • πŸ” Data privacy control – Blur sensitive details before saving

  • πŸ“š Clearer SOPs – Pair visuals with descriptions for maximum clarity

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