Refund a damaged order
Use this when a customer reports a damaged item. It takes about a minute in the payments portal.
1. Go to portal.example.com/orders.
2. In Search orders, type the order number.
Use cases
Autodocs use cases: SOPs, how-to guides and browser automation
Teams use Autessa Autodocs to turn the tasks they do in web apps into step-by-step guides with screenshots and into workflows that replay those tasks: operations SOPs, support articles, IT how-tos, onboarding guides and no-code website checks.
By team
Which teams use Autodocs, and for what?
REFUNDS, ACCOUNT CHANGES, VENDOR PORTAL CHORES
Operations and back office
Record the task once for an SOP with screenshots. Replay the workflow from an Autobot on a schedule, and the SOP’s screenshots stay current from those runs.
The feature behind it →ANSWERS THAT WALK CUSTOMERS AND AGENTS THROUGH A PRODUCT
Customer support
Publish guides to the knowledge base so the support chatbot answers from them, with a highlighted screenshot for every step.
The feature behind it →ADMIN CONSOLE HOW-TOS, ACCOUNT SETUP
IT and system admins
Document admin consoles step by step, and give a guide its own agent so a teammate can just ask for it to be done.
The feature behind it →NEW-HIRE GUIDES FOR EVERY WEB TOOL
Training and onboarding
The person who knows the job records it once; the guide is written for them, ready to edit and publish.
The feature behind it →CHECKING SIGN-UP, SIGN-IN AND CHECKOUT STILL WORK
Product and QA
Replay recorded flows as no-code checks; every step is reported as passed, healed, failed or skipped.
The feature behind it →MONTHLY STATEMENT DOWNLOADS, PORTAL EXPORTS
Finance and accounting
Record the download once and let an Autobot replay it every month, asking you for a one-time code when the portal needs one.
The feature behind it →KEEPING A LARGE HELP LIBRARY ACCURATE
Documentation and enablement
Runs refresh screenshots and list the steps each site changed, so reviews focus only on what moved.
The feature behind it →MAKING AI AGENT WORK REPEATABLE AND REVIEWABLE
AI and automation teams
Autobot browser work arrives as draft docs with every step shown; written steps become workflows.
The feature behind it →By industry
Autodocs across industries
Wherever work happens in a browser, the same pattern applies: do it once, document it, replay it.
| Industry | How teams use Autodocs |
|---|---|
| Government and public sector | Procedures for permit, records and benefits portals, documented by staff who do them, with drafts reviewed before publishing. |
| Healthcare administration | Step-by-step guides for scheduling and billing portals; passwords and one-time codes stay out of the docs. |
| Financial services | Repeatable portal downloads and account maintenance with each step’s result reported. |
| E-commerce and retail | Order, refund and catalog tasks documented for support and replayed for routine work. |
| SaaS companies | Help-center articles that refresh their screenshots, plus no-code checks of key flows. |
| Professional services | Client-portal procedures captured once and handed to an Autobot. |
FAQ
Use case questions
What is process documentation software used for?
To write down how work gets done so anyone can repeat it: SOPs, work instructions, onboarding and support guides. Autodocs writes those guides from a recording and also automates the task.
Can Autodocs write SOPs?
Yes. Any procedure done in a web browser can be recorded once and becomes a numbered SOP with a highlighted screenshot per step.
Does Autodocs work with any website?
It records in a real browser, so it works with websites you can reach and sign in to from that browser.
Which task will you record first?
Pick the one you explain most often.
No extension to install · nothing is published until you publish it
100% customizable, code and all
Make Autessa Autodocs fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours