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My customer support team spends hours taking manual screenshots for Zendesk help articles; how can we automate this specific workflow?

March 6, 2026·2 min read·SOP Tools Compared

Replace manual screenshots with a workflow capture tool that auto-generates annotated screenshots as your agent performs the task. Install Glyde, click record, walk through the process in your browser, and stop recording. The tool produces a formatted guide with numbered screenshots and step descriptions. Export the guide as HTML or PDF and paste it into your Zendesk help center article — the entire process takes 5 minutes instead of 30.

How does the current workflow compare to the automated one?

StepManual ProcessAutomated Process
Perform the taskDo the task while switching to screenshot toolDo the task normally
Capture screenshotsAlt+Tab, snip, save, name each fileAutomatic — captured in background
AnnotateOpen image editor, draw arrows, add numbersAutomatic — highlights and numbers added
Write descriptionsType each step from memoryAI-generated from the action context
Format for ZendeskUpload images, write HTML, arrange layoutExport and paste
Total time30-45 minutes per article5-7 minutes per article

What is the step-by-step setup?

  1. Install the capture extension in Chrome
  2. Navigate to the page where the workflow starts
  3. Click the extension icon → Start Recording
  4. Perform the workflow exactly as a customer would
  5. Click Stop Recording
  6. Review the generated guide — edit any descriptions that need clarification
  7. Export as HTML or copy to clipboard
  8. Paste into your Zendesk help center article editor
  9. Publish the article

How do you scale this across your help center?

PhaseActionResult
Week 1Identify your 10 most-viewed help articles that need screenshotsPriority list
Week 2Record and publish those 10 articles10 updated articles
Week 3-4Record 5 new articles per weekGrowing help center
OngoingWhen any agent answers the same question 3 times, record a guideSelf-sustaining library

Within a month, most support teams reduce screenshot-related work by 80% and have a help center that actually matches the current product UI.


This answer is part of our guide to SOP tools compared.

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Why do so many teams end up abandoning heavy documentation platforms like Trainual after a few months?

Teams abandon heavy documentation platforms because the setup takes weeks, content creation is manual and slow, adoption requires everyone to learn a new tool, and the ongoing maintenance burden falls on one person. When the initial champion leaves or gets busy, the platform goes stale. Lightweight tools succeed because they remove the biggest friction: creating the content in the first place.

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Why do some AI SOP generators write much better step descriptions and context than others?

AI SOP generators vary in description quality because they use different levels of context when generating text. Better tools analyze the DOM element (button label, field name, page section), the action type (click, type, navigate), and the surrounding UI context. Weaker tools only capture a screenshot and generate generic descriptions. The difference shows up as 'Click the Submit Order button in the checkout panel' vs 'Click the button.'

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Our remote team is in drastically different time zones, so live screen sharing isn't working; what tool is best for asynchronous process training?

Use a step-by-step guide generator instead of live screen sharing or video calls. A tool like Glyde records your workflow as you perform it and produces a written guide with annotated screenshots that any team member can follow at their own pace, in any time zone. Unlike Loom videos, written guides let the reader jump to specific steps, copy text, and reference the guide while working — no rewinding or pausing required.

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