FILE / 01
Capture with consent
Record the walkthrough only after everyone agrees. Keep the call recording, notes and screenshots tied to the process.
Turn the call into something you can build
Call Capture.
Call Capture turns a consented Zoom walkthrough into a plain-English brief with the draft automation and supporting artifacts kept together. Your subject matter expert can read it, correct it and approve it before anyone builds.
Call Capture / review draftIllustrative workflow
SME review in progress
Turn a Zoom walkthrough into a clear brief
01
Open the invoice queueSME evidence · 00:04:12
02
Approve or send for reviewRule captured · needs confirmation
03
Save the decisionAcceptance check added
Customer-owned data and evidenceView detail
FILE / 02
Write the steps down
Show what starts the task, what happens next and what counts as done.
FILE / 03
Include the awkward bits
Capture decisions, exceptions and the questions people normally forget to mention.
FILE / 04
Let the SME correct it
The person who knows the work can review the brief before it becomes a build request.
FILE / 05
Keep the artifacts close
Link important points back to the call, screen, note or draft artifact that supports them.
FILE / 06
Hand over a useful brief
The developer gets a clear scope instead of a meeting recording and a guess.
Next move
Make the first process legible.
Illustrations on this page are examples of the workflow, not promises about a finished product.