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 — 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.
🚀 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.
🛠️ Editing Your Recording
After you stop recording, you can:
🖼️ Edit screenshots to improve clarity
📝 Add descriptions to explain each step in more detail
🛡️ Adjust blur settings to hide sensitive data
🎨 Customize pointer color for better visibility
⚙️ Set auto-blur rules for specific elements or fields
🎯 Per-Screenshot Editing Options
For each screenshot, you can:
🔍 Zoom in/out to highlight details or show the bigger picture
🛡️ Auto-blur all sensitive areas instantly
✏️ Manually select areas to blur for more control
↔️ Move or delete screenshots to refine the sequence
✅ Edit Anytime — Even After Saving
Screenshots and annotations added during a Step Recorder session now persist correctly when you reopen a step image for further edits — so you can go back into a saved card and keep refining screenshots, blur areas, and annotations whenever you need to. We still recommend reviewing your steps before saving so your documentation is clear, accurate, and secure from the start, but touch-ups after the fact are fully supported.
🎥 Note: Step images sourced from an uploaded or recorded video now load correctly every time — previously, some video-frame-sourced step images could appear blank.
💡 Why Use the Step-by-Step Recorder?
📸 No missed steps – Captures exactly what you do, in order
⏱️ Faster documentation – No manual screenshot hunting
🔐 Data privacy control – Blur sensitive details before saving
📚 Clearer SOPs – Pair visuals with descriptions for maximum clarity