Screen Recording Guidelines

Record Your Screen and Let AI Do the Rest

People can record themselves doing work using our free AI recording tool. (See 1,500+ examples.) Our AI learns the job and maps out a detailed process flow diagram to manage it, in minutes.

All of this in minutes. And it's free.

Have complex jobs with many decision paths and exceptions? No problem. Our AI captures all the nuances. Screen recordings from different people, each showing a different variation, are seamlessly woven into a single comprehensive process diagram.

This process diagram then becomes the blueprint for what happens next…

AI Employees also learn from the recordings to follow the blueprint, make independent decisions, and perform all the work on their own, exactly the way you want it done, no matter how complex.

Pro tip: Even if you don't plan to automate the work right away, this AI solution allows you to quickly and easily document any process in minutes. Well-documented processes provide lasting value. They accelerate onboarding for new employees, preserve institutional knowledge through staff turnover, reveal inefficiencies, ensure consistent execution across your team, and increase the overall value of your company.

Getting Started

How It Works

Use our free AI recording tool to capture your job demonstrations. When you finish recording, the video automatically uploads to ProcessPlan. AI then maps your process flow diagram, and an AI Employee learns the work from your screen recordings. Approve the quote for fine-tuning, and our team gets the AI Employee ready for production.

Download Recorder

Get our free AI recording tool.

Record Your Job

Perform a job while narrating everything you do.

Auto Upload

Your recording uploads securely when finished.

AI Processing

AI maps your process, and an AI Employee learns the work.

The Important Part

Recording Guidelines

The quality of your recording determines the quality of your result. Two things matter most: narrate clearly, and keep everything on screen.

Narration Is Critical

The more detail you provide in your narration, the better your process diagrams will be and the more your AI Employees will learn.

Speak clearly and describe every action you take on screen
Read aloud any text you are reading or referencing
Explain what you are clicking and why
Describe what you type into fields and forms
Share your thought process and decision-making reasoning
Mention any conditions or exceptions to the normal process

Screen Recording Best Practices

Use a single monitor: do everything on one screen so everything is captured.
Keep all information on screen: don't refer to information on another monitor or your desk that the AI cannot see.
Record the complete process: perform every step from start to finish, including login procedures. AI can only automate what's shown.