Most teams know their procedures are out of date. Writing them takes days, and the moment an application changes, the document is wrong again. ProcessIQ removes that busywork. The browser recorder captures each click, the field you typed into and the value you entered, along with a crisp screenshot of the screen. The SOP generator then turns that raw capture into readable instructions with numbered steps, highlighted hotspots, expected results and a short purpose statement for every section.
How it works
- Step 1
Record the task
Open any web application — ERP, HCM, CRM or an in-house tool — start the recorder and perform the process once, exactly as you would at work.
- Step 2
Review the draft
ProcessIQ groups your clicks into logical steps, writes plain-language instructions and lets you rename steps, retake a screenshot or add notes.
- Step 3
Approve and publish
Send the SOP through the review queue. Approved procedures are versioned, searchable and ready to export or share with the whole team.
What you get
- Numbered steps with annotated screenshots and the exact field values used
- Version history, so you always know which procedure applied on which date
- Reviewer and approver workflow with a full audit trail for compliance
- Export to PDF or Word, or keep everything inside the shared workspace
- Re-record a single step when the application changes instead of starting over
- Content is generated locally inside the platform — your data never goes to an outside AI service
Who uses it
Finance teams use ProcessIQ SOPs to document period-end close and invoice processing. HR teams capture hiring, onboarding and absence management. IT and project teams build complete procedure libraries for new system go-lives and quarterly release updates, so support desks have a single, trusted answer to every “how do I…?” question.
Frequently asked questions
- How long does it take to create an SOP?
- Usually the time it takes to perform the task once, plus a few minutes of review. A 20-step procedure that used to take a day to write can be ready in under half an hour.
- Which applications can I document?
- Any application that runs in a browser tab, including Oracle, SAP, Workday, Salesforce, ServiceNow and your own internal web tools.
- Can I edit the generated SOP?
- Yes. Every step title, instruction and screenshot can be edited, reordered or replaced before you send the procedure for approval.