The ScreenSteps Blog for Onboarding, Training, and Enablement

How to Create a Step-by-Step Procedure With Screenshots in Minutes

Written by John Julien | Feb 25, 2026 4:04:31 PM

Creating a step-by-step procedure with screenshots used to mean one thing: a lot of manual work.

You would open Word or Google Docs, take screenshots one by one, paste them into the document, draw arrows in another tool, resize everything, and then try to keep the formatting from falling apart.

And if the process changed? You started over.

Today, there’s a much easier way.

The fastest way to create a step-by-step procedure with screenshots is to record the process and use AI to automatically generate structured instructions and images.

Instead of building documentation from scratch, simply record yourself walking through the procedure and let AI turn it into a structured, step-by-step guide automatically.

Here’s how it works.

Creating Step-By-Step Procedures, Without Typing a Single Word

In the short video below, Jonathan shows how a simple screen recording becomes a fully structured procedure inside ScreenSteps.

What used to take an hour of formatting can now be done in minutes.

Step 1: Record the Process

Instead of typing instructions from memory, start by recording yourself completing the task.

Walk through the workflow naturally. Click where you would click. Enter what needs to be entered. Explain key decisions as they happen.

You are not formatting.
You are not inserting screenshots manually.
You are simply demonstrating the procedure.

This ensures your step-by-step guide reflects how the process actually works.

Step 2: Automatically Generate a Step-by-Step Procedure With Screenshots

When the recording is finished, ScreenSteps uses AI to transform it into a structured guide.

It automatically:

  • Breaks the workflow into clear, numbered steps
  • Captures screenshots at the right moments
  • Formats everything into a clean layout

Instead of starting from a blank page, you now have a complete first draft of your procedure with screenshots already in place.

Step 3: Refine and Enhance the Guide

Once the draft is generated, you can quickly improve clarity and structure.

  • Tighten the wording of a step

  • Split a long workflow into sections
  • Turn instructions into a checklist
  • Add decision points for complex scenarios 

Because ScreenSteps is built specifically for creating step-by-step procedures with screenshots, the formatting stays intact. Updating a screenshot or editing a step is easy and doesn't break the entire document.

Why This Is Faster Than Word or Google Docs

You can absolutely create procedures with screenshots in traditional tools. Many teams still do.

But that usually involves manually capturing and pasting images, struggling to resize and align screenshots, dealing with formatting trouble, and eventually ending up with a graveyard of outdated SOPs.

ScreenSteps removes that friction by combining recording, AI-generated steps, and structured formatting in one place.

The result is documentation that is easier to create and easier to maintain.

How Is ScreenSteps Different From Scribe?

Tools like Scribe also allow you to capture workflows automatically. But there is an important difference.

Scribe focuses primarily on recording and generating a document from that recording.

ScreenSteps is built for teams that need more than a one-off document.

With ScreenSteps, you can:

  • Organize procedures into a structured knowledge base
  • Add decision trees and interactive checklists
  • Maintain and update guides over time
  • Standardize formatting across teams
  • Deliver procedures where employees actually work

In other words, ScreenSteps is not just a capture tool. It is a full platform for creating, managing, and improving step-by-step procedures with screenshots.

If you are evaluating both tools, we break down the differences in detail here: ScreenSteps vs. Scribe: Two Tools, Two Approaches to Sharing How-To Knowledge

Who ScreenSteps Is Built For

ScreenSteps is especially helpful for teams responsible for documenting processes such as:

  • Operations leaders building SOPs
  • HR teams creating onboarding guides
  • IT departments documenting internal systems
  • Managers standardizing recurring workflows

If you regularly need to create step-by-step procedures with screenshots, the difference in speed and consistency is significant.

Create Your Next Step-By-Step Procedure in Minutes

If you are working on a documentation project and need to create multiple step-by-step procedures with screenshots, it is worth seeing exploring ScreenSteps.

Schedule a demo to watch a live walkthrough turn into a finished guide in minutes.

Or explore a short recorded demo to see how ScreenSteps helps teams create, share, and maintain trusted procedures without the manual formatting work.