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Using Waybook Shots to Capture Processes

Learn how to use Waybook Shots to capture, edit, and share step-by-step screenshots of your processes directly from your browser

Sophia Terry avatar
Written by Sophia Terry
Updated over a week ago

Waybook Shots is a browser extension for Chrome and Edge that captures your screen as you work through processes. It automatically creates screenshots with editable captions, making it easy to document workflows and share knowledge with your team.

Download Shots by Waybook

Visit your browser's web store and search for "Waybook Shots" or download for Chrome here. Sign in with your Waybook account or create a free account to store your Shots.


How to use Waybook Shots

When you're ready to document a process:

  1. Click the Waybook Shots icon in your browser's top-right corner

  2. Choose what to capture: specific tab, window, or entire screen

  3. A sidebar appears - click Start Recording

  4. Execute the process you want to document (Waybook Shots captures everything automatically)

  5. Click Finish Recording in the sidebar when done

Waybook Shots captures your screen activity and generates screenshots with captions as you work.

Shots by Waybook welcome screen and button to start recording


Editing Your Shot

After recording, you'll see your captured Shot where you can refine it before sharing. This is where you turn raw captures into polished, professional documentation:

Edit Screenshots:

  • Redact sensitive information to protect passwords, personal data, or confidential details

  • Add annotations and highlights to draw attention to important actions or buttons

  • Crop to focus on important areas and remove distracting elements

  • Adjust or rewrite captions to make instructions clearer for your team

Manage Content:

  • Add more screenshots from your video recording to fill any gaps you noticed

  • Reorder screenshots to improve flow and create a logical step-by-step progression

  • Remove unnecessary captures to keep your documentation focused and easy to follow

These editing tools mean you don't need separate screenshot or editing software - everything you need to create professional process documentation is built right in.


Sharing and Importing

Once your Shot is ready, getting it to the right people is effortless:

Share externally:

  • Make your Shot public for anyone with the link to view - perfect for sharing with contractors, clients, or partners

  • Copy the share link to send via email, Microsoft Teams, or any messaging tool

  • Copy an embed link to add visual processes directly into your website, help center, or internal tools

Import to Waybook:

  • Export as Markdown for flexible use across different platforms and tools

  • Import directly into your Waybook to keep all your knowledge in one organized place

When importing, you'll select which Waybook it belongs in, choose the Subject, and Waybook Shots automatically creates a new Document using your Shot's title - no manual setup required.

The result? What used to take hours of screenshots, editing, and formatting now happens in minutes. Your team gets clear, visual documentation while you save time on process creation.


Waybook Shots captures processes as you actually do them, making documentation faster and more accurate than writing everything from memory. Your team gets visual, step-by-step guides that are easier to follow than text-only instructions.

Need help getting started with Waybook Shots? Our support team is here to help you document your processes effectively!

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