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Using Shots by Waybook

Create SOPs with screenshots and editable captions using Shots by Waybook our Chrome extension

Sophia Terry avatar
Written by Sophia Terry
Updated over 5 months ago

Shots by Waybook, our extension for Google Chrome, allows you to easily capture processes. As you execute activities and processes, Shots will capture screenshots with editable captions to streamline your workflows and share knowledge effectively.

Our user-friendly Chrome extension empowers you to document processes with ease, and we're excited to show you how. Let's dive in!

Download Shots by Waybook :

To download Shots by Waybook, visit the Chrome Web Store and search for Shots by Waybook or click here to download. Be sure to sign in with your Waybook account or create your free account to store your Shots.

How to use Shots

Whenever you are ready to record your SOP follow these steps;

  1. In Chrome, navigate to the webpage or application you need to execute the process.

  2. Click on Shots by Waybook in the top-right corner of your browser. If you don't have Shots pinned, it will appear under your extensions.

  3. A sidebar will appear, click the "Start Recording" button.

    Shots by Waybook welcome screen and button to start recording
  4. Now, execute the process you want to document. Shots will capture everything on your screen or you can focus on a specific area, highlighted via the yellow-orange box on your screen.

  5. Once you've completed the process, click the "Stop Recording" button in the sidebar or click the Waybook Chrome Extension icon to bring back the sidebar to select it.

How to Edit Shots

Once you stop recording, you'll be taken to the SOP that you have recorded and can review and edit your recording.

  1. On this page, you'll see a list of all the process steps you have documented running down the page.

  2. Set the title for this SOP you have created and add a description for the Shot below.

  3. To edit a step, select the header to change the screenshot title. Under the screenshot, you can add a caption to provide more detail and information.

  4. Feel free to move the order of screenshots or add a text step - you'll find the option to do so under the last recorded screenshot.

  5. Once the Shot is finalized, scroll down to the bottom of the page and either export it as a Markdown, share the link with the team, or add it directly into your Waybook.

    Button showing how you can export Waybook, either using embed, import, or a link
  6. When importing your shot into Waybook, you may be asked to select the Waybook it should live within. Next, you'll be asked to select the Subject and we'll automatically set the title of your Shot as the name of the new Document within that Subject.

Creating SOPs with screenshots and editable captions in Waybook is a powerful way to document and share your processes effectively. By following these simple steps, you can streamline your workflows and ensure that your team has access to accurate and easy-to-follow procedures.

If you have any further questions or need assistance, don't hesitate to reach out to our friendly support team. We're here to help you every step of the way!

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