How to create an SOP from a screen recording

1. Do the procedure for real

   while recording with Zoomr, in a test or demo account if it touches customer data.

2. Open the Guide tab

   in the editor.

3. Rename it

   to the procedure's name ("How to issue a refund in Stripe").

4. Add an introduction:

   who this is for, when to use it, and anything to check before starting.

5. Tighten the steps.

   Merge trivial clicks, delete detours, and add text-only steps for decisions ("If the customer paid by bank transfer, skip to step 6").

6. Export to your knowledge base:

   Markdown for Notion/Confluence/GitHub, HTML for an intranet page, PDF for printing or audits.

Keep SOPs current

• Save the recording. When the interface changes, record again and press Rebuild in the Guide tab.
• Add the date and app version to the introduction.
• Pair the written guide with the video for training. Some people learn better by watching.