Guide a client through setup
Share a route through account settings, onboarding forms or configuration screens without booking another call.
Process documentation software
Document the process where the work happens
Roadbook captures a browser workflow as you complete it, creates a shareable route, and guides the next person step by step on the live website.
1Owner records the workflow
Clicks, fields and page locations become a route.
2Roadbook creates a link
The process is ready to hand off without a meeting.
3Recipient completes the work
Guidance appears while they use the real system.
The fit
Roadbook is built for repeatable browser tasks
It is most useful when the hard part is remembering where to click, what to enter and what comes next.
Hand off recurring admin work
Record the approved path for CRM updates, reporting, publishing and other browser-based routines.
Help a teammate finish the task
Keep the learner inside the application, with the next target highlighted at the moment of action.
Compare formats
“Process documentation” describes several different tools
Choose based on what the recipient must do after opening the documentation.
| Tool type | Best for | Typical output | Recipient experience |
|---|---|---|---|
| Knowledge base | Policies, explanations and searchable reference | Articles and collections | Read, then switch to the system |
| Screenshot guide | Portable visual instructions | Text with annotated images | Compare screenshots with the current UI |
| Video guide | Demonstration, voice and context | Recorded or generated video | Watch, pause and repeat the actions |
| Checklist platform | Recurring work that needs assignment and tracking | Runnable checklists | Check off work across one or more systems |
| Roadbook | Repeatable tasks performed in a web interface | Shareable guided route | Complete each step on the live page |
Workflow
From expert action to repeatable process
- Open the process.
Start at the same page and account state your recipient will use. - Record the correct route.
Click, type and submit as you normally would. - Review the steps.
Remove detours and confirm the target for every action. - Send the short link.
The recipient opens the route on the real website.
Enough context to guide the next action
Each recorded step stores the action type, target location and a visual reference. In follow mode, the rest of the page dims and the next target stays visible. A completed action advances the route.
Use Roadbook when completion matters more than documentation output. If your main requirement is a PDF, formal policy approval or a central wiki, pair it with a document system instead.
Buying checklist
Questions to ask before choosing a tool
About the work
- Is the process performed mainly in a browser?
- Does the recipient need to finish it immediately?
- Will the interface change often?
- Does the workflow include sensitive information?
About the output
- Do you need PDF or document export?
- Do you need video narration?
- Do you need assignments and completion reporting?
- Can recipients install a browser extension?
Related resources
Compare the approaches
Make the next handoff easier to follow
Record unlimited routes with Founding Pro for $14.99 once.