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Steptree

Documentation with AI

Do the job once. Steptree writes the SOP. Your AI can read it.

Record any task on Windows or Mac. Steptree writes the step-by-step SOP with the goal, screenshots and judgement calls. You approve it, your team follows it, and Claude, Codex, GitHub Copilot or Steptree AI can read it.

Start freeSee how it works

Free to start, no card: 300 AI credits a month and 2 recordings.

  • Records any app on your computer
  • Captures the why, not just the clicks
  • Nothing is published until a person approves it
  • Connect your AI on every plan

Why it exists

Most of how your team works was never written down

It lives in people's heads instead of SOPs. Here is why it stays there.

  • Nobody has time to write it down

    Someone has to sit with the person who does the job, screenshot every screen, write it all up, and keep it right forever. It never reaches the top of anyone's list.

  • And what does get written goes stale

    A screen moves. A rule changes. A step gets skipped. Nobody goes back to edit the document. Within months your team trusts the person, not the page.

  • So your AI can't help with it either

    Ask a general AI how your team does a job and it guesses. The judgement behind each step, and why one path beats another, was never written anywhere it could read.

So Steptree starts by watching somebody do the job — judgement calls included.

How it works

Record the job once. Steptree writes the SOP. A person approves it.

You do the job one time, at your normal speed. It costs you nothing else.
The long version
  1. Two colleagues at one screen, one pointing something out to the other.

    Record the job once

    Press record and do the job at your normal speed, in either desktop app on Windows or Mac. It records any app on your computer. Every click, field and screen is captured. When you make a judgement call, flag it there and then.

    Takes as long as the job takes. No script and nothing to write.

    See the two apps
  2. Two people going over handwritten notes on a desk between two laptops.

    Read the SOP Steptree wrote, and approve it

    Press Create and Steptree writes the SOP: the goal, the steps with screenshots under them, and each judgement call with the reason you gave. Fix anything wrong, like any document, then approve it.

    Nothing is published until a person approves it.

    See what an SOP holds
  3. A lit meeting room seen through glass in an otherwise dark office at night.

    Your team follows it. Your AI reads it.

    Share it with your team, or as a link anyone can open without signing in. Connect Claude and it answers from your SOPs instead of guessing. In the Steptree App, Steptree AI answers from them too, and can do the steps with you.

    Your AI can read your SOPs on every plan, the free one included.

    Who can read it, and how

The SOP it writes: the goal, the steps and the judgement calls

The goal, and the steps with screenshots under them. Plus the two things a recording cannot see on its own: the judgement calls you make, and the traps that only catch out a first-timer. You flag those as you work.

Something wrong? Fix it, like any document. Then approve it, and it is the SOP your team follows. When a screen changes, record the job again and you have a new draft in minutes.

Library / Finance / Month-end reconciliation

Month-end reconciliation

Goal

Get the accounts and the payment system to agree to the cent, with every difference either explained or passed on, before the 3rd.

Steps

  1. 1Download last month's settlement report from the payment provider.
  2. 2Load it into the accounts and run the automatic match.
  3. 3Work through whatever didn't match, oldest first.

Decision point

A gap over $500 that isn't just a timing difference — Send it to the controller instead of writing it off. At that size it has usually happened before.

Things to know

The provider's report uses UTC and the accounts use local time, so the last few hours of the month always look unmatched on the first pass.

Before anyone relies on it

A person approves it, and you choose who reads it

Four things true on every plan. None of them is a setting somebody has to find.
Security in full, including what we have not built
Password fields are never recorded
Password boxes and anything marked secure are skipped while the recording happens. Emails and card numbers are stripped from typed text before it is stored.
Nothing is published until a person approves it
Every SOP arrives as a draft. Its owner, a manager of its team or an admin publishes it, and there is no setting to skip that.
You choose who can read each SOP
Keep it private, share it with its team, or make a link anyone can open without signing in. A person decides, one SOP at a time.
Your AI reads with a key you control
Each person connects their own AI with a personal key that expires on a date they choose. It sees what they can see, and it is read-only unless they allow edits.

The basics are covered too. Each workspace is sealed off inside the database, credentials are encrypted and never sent to an AI model, and nothing you record is used to train one.

An empty office corridor lined with glass-walled meeting rooms.

Where it records

Any app on your computer, not one browser tab

Steptree records the software your team already uses on Windows or Mac: the ERP, Excel, the old system nobody replaced, and the browser too. Record in either app. The difference is which AI reads the SOP afterwards.
The two apps, and who needs which

  • Steptree App

    Windows and macOS

    Generate documentation, record steps and use with Steptree AI

    Chat in the app. It answers from your documentation and can do the steps with you, one approved action at a time.

  • Recording App

    Windows and macOS

    MCP

    Generate documentation, record steps and use with Claude, ChatGPT or Copilot

    Your AI reads your SOPs over MCP, the standard AI tools use to connect. On every plan, the free one included.

    Works with ChatGPT, Claude, Claude Code, Codex, GitHub Copilot in VS Code and Cursor.

Free, no card. Both downloads are on the Download Tools page once you sign in.

Who it's for

Find the one that sounds like your week

The same product, described in the words your own trade uses.

Honest comparisons

Why not just do it another way?

You have three real alternatives. Each one is genuinely good at something. Here is where each one stops.
The full comparison

  • Why not write the SOPs ourselves?

    You can, and a well-written SOP is worth having.

    It costs days of somebody's time per process, so it waits behind everything else. Steptree writes the first draft from one run-through, with the judgement calls you flag, not just the clicks. When a screen changes, record it again and you have a new draft in minutes.

  • Why not a screen recording, or a folder of screenshots?

    Both are quick, and a record of the job is better than nothing.

    A recording shows what was clicked. An SOP also needs the why: the goal, the judgement calls and the traps. Steptree asks for the goal before you start and lets you flag each judgement call as you go, in any app on your computer, not one browser tab.

  • Why not paste our procedures into a chat?

    A general AI is quick, and it can tidy up a procedure you already have.

    It has never seen how your team does the job, so somebody pastes the context in every morning and it guesses at the rest. Connect Claude to Steptree once and it searches your SOPs instead. In the Steptree App, Steptree AI answers from them too.

Do one real job once, and read the SOP Steptree writes

Record it on Windows or Mac. Steptree writes the SOP with the goal, the steps and the judgement calls. Approve it, share it with your team, and connect your AI. Free to start, no card.

Start freeCompare plans
Someone at a wall of sticky notes talking a seated team through a process.