🔢 Step Recorder

How it works:
Automatically captures each click, keystroke, or form entry and converts it into step-by-step instructions with screenshots. Often adds arrows, highlights, and sometimes even text annotations automatically.

Best used when:

You want structured, repeatable SOPs: The audience needs a clear “follow these exact steps” guide.
Your process is software-focused: Web apps, CRMs, internal tools—especially when the user interface might be updated frequently.
The user might follow without supervision: the step recorder produces a scannable, visual document that’s easy to skim.

✅ Pros:

Editable after capture.
Easy to maintain.
Can export to docs, PDFs, or embed in LMS/knowledge bases.
Text + visuals = searchable, accessible documentation.

❌ Cons:

Less immersive or engaging for complex decision-making.
Limited for processes that involve non-digital tasks or nuanced interactions.
May feel “dry” for training purposes.

Typical examples:

Onboarding new employees into Salesforce or HubSpot
Setting up an internal software workflow
Repetitive data-entry processes

▶️ Screen Recorder

How it works:
Records video of your screen and optionally your audio. Shows exactly what you do in real time.

Best used when:

You want context, nuance, or explanation: Great for showing why you’re doing something, not just how.
Processes involve judgment calls or complex decision-making: e.g., “Decide which client to prioritize” or “Interpret these results before proceeding.”
You’re training people rather than documenting for reference: Video feels more personal and engaging.
Non-linear or exploratory processes: Some processes aren’t strictly step-by-step, or the steps vary depending on context.

✅ Pros:

Engaging, easy to watch.
Captures real-time interaction and context.
Good for training sessions and asynchronous onboarding.

❌ Cons:

Longer to update or edit
It can be overwhelming if used for very long SOPs.

Typical examples:

Product demos or walkthroughs
Customer support training

Quick Decision Guide

Criteria	Step Recorder	Screen Recorder
Purpose	Referenceable SOP, repeatable steps	Training, context, explanation
Audience	Needs text + visuals	Learners who need to see and hear
Complexity	Linear, repeatable, digital	Non-linear, judgment-heavy, multi-system
Update frequency	High – easy to maintain	Harder to update
Output	Text + annotated screenshots	Video with narration
Engagement	Medium	High

💡 Rule of thumb:

Use Step Recording for “do this exact thing” tasks.
Use Video Recording when showing “this is how and why we do it.”

Using our native screen recorder

What is Whale?

Generating steps from video

Using the Step Recorder

Record your screen from CoCreator

Step Recorder vs Screen Recorder

🔢 Step Recorder

▶️ Screen Recorder

Quick Decision Guide