Capture and transfer team know-how

Make SOPs, training docs, & step-by-step guides for any process. Cut documentation time by 80%.

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Trusted by 350+ teams globally

How growing agencies scale with Trace

Download the guide to explore how Trace fits in your workflow and organization.
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How it works

We get it, finding the start point to documentation is overwhelming.
Use Trace to document as you go.

Demo video
Capture your process
Generate process documents while you're in the flow of work. Capture steps across any software tools.
Review and customize
Further elaborate on the rationale behind your steps using headers, texts, quotes and other formats.
Share instantly
Get your docs in the hands of customers and teammates fast. Share a link or embed in tools like Notion.
impact

Save time on documenting
and sharing processes

Make how-to guides and documentation on the fly

Create step-by-step instructions effortlessly, saving time and ensuring consistency. Capture and share knowledge instantly as you work.

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Standardize processes

Streamline operations by transforming your team's unique workflows into repeatable, standardized guides. Enhance efficiency and minimize errors across your organization.

  • Software User Guides
  • Standard Operating Procedures
Create once for a lasting knowledge base

Think 'Google drive' for company know-how. Create interactive user guides just once, and establish a lasting repository of knowledge.

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FEATURES

Built for growing teams and enterprises

Capture on browser and desktop
Just click your process and auto generate guides with our Chrome Ext and Desktop App.
Customize with precision,
blur sensitive info
Easily adjust click placements, and customize colors, fonts, and blur screenshots.
Branching steps
Account for varying scenarios. Direct users to different parts of your guide.
Precise & Custom Permissions
Control who can view, edit, or manage user guides, keeping sensitive info secure.
Public links, Embeds, Video/PDF exports
Embed guides in your knowledge base or website. Notion, Guru, Zoho and more.
Security
Share with confidence with best practices and strict adherence to PDPA guidelines.
Functions

How Teams Use Trace

Consolidate your team's expertise and relieve key members from handling the same repetitive questions.

HR & Onboarding
Get new hires up to speed quickly with easy, step-by-step guides.
Change Management
Help teams navigate transitions smoothly with clear, adaptable workflows.
Self-service IT support
Empower employees to solve IT issues independently with accessible guides.
Creating SOPs
Build consistent, reusable standard operating procedures in minutes.
Customer Support
Enable customer success teams with visual guides that make answers easy.
Software Adoption
Boost adoption rates with interactive walkthroughs for any new tool.
Testimonials

Why teams love Trace

Product & SOP documentation

"Our knowledge base keeps up
with our product.
No more friction, no more backlog”

Aarya J.
Customer Success, Avie AI
B2B SaaS

Product & SOP documentation

"Our knowledge base keeps up with our product. No more friction, no more backlog”

Aarya J.
Customer Success, Avie AI
B2B SaaS

Quick coworker guidance

"Finally, our team knows my best practices and
hack-arounds”

Samantha L.
Operations Lead, Hire Digital
Talent matching consultancy

Quick coworker guidance

"Finally, our team knows my best practices and hack-arounds”

Samantha L.
Operations Lead, Hire Digital
Talent matching consultancy

Customer & new hire onboarding

"My new hires can self-serve without constantly asking
for help”

Kong QH.
‍Co-Founder, Moonbeam
E-commerce

Customer & new hire onboarding

"My new hires can self-serve without constantly asking for help”

Kong QH.
‍Co-Founder, Moonbeam
E-commerce

FAQ

How does Trace work?
Trace captures your clicks and actions within your browser or desktop to create step-by-step guides. These guides can then be customized and shared for team-wide use.
Does Trace support desktop capture?
Yes! The macOS and Windows desktop app is available for download here.
Can I record my voice?
Yes! Simply describe what you're doing as you go through your steps. Trace AI will automatically segment your speech into the right description boxes. No need to time your speech perfectly—just speak naturally.
How can I share my guides with others?
You can share your guides effortlessly by generating shareable links within Trace or embedding them directly onto platforms like Notion, Webflow, Zendesk, Guru, and more.
What is the difference between using Loom and Trace?
While Loom excels at screen recording for presentations, asynchronous meetings, and quick communications, Trace focuses on creating interactive, step-by-step guides.

This approach makes the content clearer and easier to digest, especially for process documentation and training that is intended to be widely used and sustained over time within an organization.
Got a burning question?
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Schedule a demo

Get a full walk through. See how Trace fits in your organization and way of working.

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