Use cases
Process documentation

Create process documentation online with Clypp videos: Simplify your workflows

Easily create, automate, and share process documentation online with Clypp’s documentation automation software, designed to streamline workflows and improve team efficiency.
Female technician with safety helmet and tablet in front of control panel – training video on industrial maintenance
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What is process documentation?

Process documentation is the process of recording and organizing workflows, tasks and procedures in a clear, structured format. It provides teams with a reliable reference to ensure consistency, streamline operations and improve collaboration across the organization. By using documentation software like Clypp, businesses can automate and simplify the creation of process records, saving time and ensuring accuracy.

Key Points:

  • Step-by-step instructions: Provide clarity and accountability for task execution.
  • Dynamic and ongoing: A living document that evolves with organizational changes.
  • Consistency and quality: Standardizes workflows to eliminate guesswork and improve outcomes.
  • Variety of formats: Process documentation can be presented in multiple formats, e.g. as a video, checklist, flowchart or guide.

Why is process documentation essential?

Faster task completion and efficiency

Structured process documentation equips employees with clear, step-by-step instructions, enabling them to complete tasks efficiently without repeated explanations. This streamlines workflows and reduces wasted time.

Enhanced training and onboarding

Clear documentation provides new employees with immediate access to the information they need and shortens the learning curve.

Higher collaboration and engagement

Process documentation aligns team members by providing a unified approach to workflows, reducing misunderstandings and fostering smoother collaboration.

Reduced knowledge gaps:

Documentation ensures continuity even when key employees leave, capturing institutional knowledge and preventing critical information from being lost.

Continuous process improvement

By documenting and regularly reviewing workflows, organizations can identify inefficiencies, refine tasks, and improve the overall quality and consistency of operations.
Decision Making

How to document processes effectively with Clypp

Step 1: Define the scope and capture the process

  • Identify the process: Determine the workflow you want to document, including start and end points. 
  • Understand your audience: Adjust complexity and language based on user needs. Beginners need detailed instructions, while experts may only require key highlights.
  • Choose a recording method: Record your process step by step using screen capture, webcam, or a mix of both. Audio-only recording is also available for verbal explanations.
  • Convert existing documents: Upload a process guide, SOP, or training manual, and let Clypp transform it into a structured video.
  • Use external media: If your process involves offline steps, simply film them with your phone and upload the footage.
  • Guided workflow creation: Take advantage of Clypp’s guided recording feature, complete with note-taking for structuring your documentation. AI-generated scripts can also be used for a more polished presentation.

Step 2: Enhance and refine the documentation

  • Editing features: Trim unnecessary parts, adjust audio, blur sensitive details, add text overlays, and zoom in on critical steps to make the documentation as clear as possible.
  • Voice customization: Choose between your own narration or an AI-generated voice. The script can be fine-tuned to ensure accuracy, and translations can be generated for multilingual documentation.

Step 3: Finalize with structured descriptions and subtitles

  • Automatic subtitle translation: Make process documentation accessible to global teams by translating subtitles into different languages.
  • Detailed descriptions & visuals: Add context with AI-generated descriptions and integrate screenshots directly from the video to create a comprehensive, easy-to-follow process guide.

Benefits of using Clypp to create process documentation

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Efficient documentation creation

Clypp simplifies the creation process, reducing production time by up to 75%. Teams can quickly create documentation online while boosting productivity and operational efficiency.
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Improved collaboration and clarity

Video-based documentation fosters better teamwork by providing visual clarity and reducing misunderstandings in complex processes. Teams can create process documentation that aligns everyone on clear, actionable steps.
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Global accessibility

With multilingual support and seamless integration into tools like SAP and Microsoft Teams, Clypp enables consistent, high-quality process documentation across regions. Its adaptability makes it ideal for hybrid and remote teams.
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Cost-effective and scalable

Clypp replaces repetitive training sessions with reusable video documentation, saving time and resources. By reducing the need for external support, it lowers costs while enabling in-house teams to efficiently create high-quality process documentation.
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Enhanced accuracy and retention

Engaging video formats improve knowledge retention and minimize errors, making processes easier to follow and execute consistently.
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AI-powered assistance for smarter creation

Clypp’s AI features take process documentation to the next level. They assist with generating, refining, and enhancing content, saving significant time.The platform minimizes errors, improves accuracy, and ensures employees or customers absorb processes effectively.
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Types of process documentation i can create with Clypp

Software and system documentation

  • New software rollout: Installation, training, and troubleshooting guides.
  • Existing software: Updates, integrations, and support protocols.
  • FAQs: Quick solutions and tutorials for common issues.

Operational process documentation

  • Manual processes: Step-by-step assembly, maintenance, and safety protocols
  • Standard Operating Procedures (SOPs): Clear workflows for routine tasks and compliance.

Training and knowledge sharing

  • Manual processes: Step-by-step assembly, maintenance, and safety protocols.
  • Standard Operating Procedures (SOPs): Clear workflows for routine tasks and compliance.

Customer and stakeholder resources

  • Product and support documentation: User manuals and troubleshooting FAQs.
  • Project documentation: Change management plans and implementation guides.

Compliance and safety documentation

  • Regulatory compliance: Legal and audit-ready documentation.
  • Health and safety: Emergency response plans and risk assessments.

What our users say about Clypp’s knowledge management tool

66 %
Reduction in time to create multilingual content
4x
faster creation of documentation
Videos are much more popular with our employees and customers than manuals. That's why I've tested many video tools and none of them were anywhere near as easy to use as Clypp. It allows us to create more content in a short space of time than ever before - and in the highest quality.
Dr. Bernd Grillenberger
Knowledge Manager | Elementar Analysensysteme GmbH
4x
faster process documentation
2 weeks
from kickoff to active use in production
For us, digitalization means introducing new digital processes and at the same time involving all employees in the digital transformation process. Thanks to the automated and intuitive approach, everyone can use Clypp to capture their expert knowledge and share it with colleagues. This makes Clypp the ideal tool for driving forward the digital transformation in our company.
Claus Hiltensberger
SAP Project Manager | Rational AG

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