AI Guide Builder

Never Write IT Documentation Manually Again

StepByStep360 automates your MSP documentation. It extracts frames and transcribes audio from screen recordings, building structured IT Glue-ready guides in minutes.

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  • Generates DOCX + PDF directly
  • Powered by Advanced Vision & Audio AI
  • Native IT Glue-style Formatting
  • Service Desk Mode — push notes to Autotask
  • Multi-Tenant SaaS Architecture
StepByStep360 app — My Recordings library showing recordings being processed into guides

Automated Workflows

Advanced vision and audio processing pipeline running sequentially behind the scenes to build your guide.

IT Glue + Autotask Native

Headers, Table of Contents, and architecture boxes for IT Glue. Service notes pushed directly to Autotask tickets with one click.

Multi-Tenant SaaS

Role-based access controls for MSP teams, distinct client workspaces, and shared templates.

Integrates and outputs natively for your stack

● IT Glue
◆ Autotask
▲ Hudu
■ Confluence
◆ SharePoint
▶ ConnectWise
◉ Microsoft 365
▣ pfSense
◈ Proxmox
2
Product modes
Guide Builder · Service Desk
6
Output types
Notes · Guides · Transcripts · More
5
AI note formats
Standard · Brief · Detailed · Customer · KB
DOCX
+ PDF export
IT Glue–style structured output
∞
Tenants & roles
multi-org with JWT + 2FA
The Problem We Solve

Stop Spending Hours Writing What You Just Recorded

MSPs and IT teams record walkthroughs every day. StepByStep360 turns those recordings into polished documentation automatically — no copy-pasting screenshots, no manual step-writing.

Before: frustrated tech staring at blank document. After: complete IT Glue documentation generated by StepByStep360 AI.
How It Works

From Recording to Published Guide in Minutes

Three steps. No manual writing. No screenshot pasting. Upload your recording and the AI pipeline handles everything.

1
🎬

Upload or Record

Drop an MP4 into the browser or capture directly with the built-in recorder. Any screen walkthrough, demo, or training video works — audio optional.

  • Drag-and-drop or chunked browser upload
  • MP4, MOV — any resolution
  • Audio-only recordings supported
  • Multiple recordings queue automatically
2
⚙️

AI Processing Pipeline

Three AI systems work in sequence — no configuration required. Frames are extracted, audio transcribed, then advanced vision AI reads both and assembles structured steps.

  • Video engine extracts key frames automatically
  • Audio model transcribes narration accurately
  • Vision AI reads frames + transcript context
  • Pass-2 polish merges and refines steps
3
📄

Export Your Documentation

The finished guide appears in your library — structured, styled, and ready. Export as IT Glue–ready Word DOCX, PDF, or copy steps directly into any documentation system.

  • IT Glue–style Word exports with TOC + headers
  • PDF with branded project header
  • Numbered steps, code blocks, tables
  • Architecture callouts and phase sections
AI processing pipeline: MP4 Upload → Frame Extraction → Audio Transcription → AI Vision Analysis → Step Assembly → IT Guide Export
Autotask Integration

Close Tickets Faster — AI Writes the Service Notes

Switch to Service Desk Mode before you record. StepByStep360 links the ticket, transcribes the call, generates AI service notes in 5 formats, and pushes everything to Autotask in one click.

1

Link Your Ticket Before You Start

Toggle between Guide Mode and Service Desk Mode at any time. In Service Desk Mode, link an existing Autotask ticket or create a new one — before you hit record. The session is categorized automatically.

Support Calls Training Sessions Client Meetings
  • Search existing Autotask tickets by company name
  • Create a new ticket directly from the recording screen
  • Screen Recording or Audio Only — your choice
  • Analysed as support, training, or meeting session automatically
StepByStep360 Service Desk Mode — ticket linking before recording
StepByStep360 — Choose output type with 6 options
2

Choose Your Output Type

After recording, select exactly what you need. Six AI-powered output modes — from concise call notes to full technical analysis — each built for a different audience and purpose.

Call / Meeting Notes Step-by-Step Guide Transcript Only Full Analysis
  • How-to (concise) or Technical Instruction Manual guide types
  • 4 IT Glue export styles: Implementation, App Ops, Monitoring, Project Completion
  • Extract Key Frames or Audio for standalone review
  • Standard in-app steps for quick internal reference
3

AI Notes in 5 Formats — Refine with Chat

The Service Call Review delivers AI-generated service notes instantly in 5 formats. Not happy with the tone or detail? Use the built-in AI chat to refine it in plain English before a single character hits your ticket.

Standard Brief Detailed Customer-Friendly KB Article
  • Quick prompts: "Make this more concise", "Add root cause analysis"
  • "Make customer-friendly" rewrites for client-facing notes
  • "Format as knowledge base article" with one click
  • Key frame screenshots auto-selected and attached to the time entry
StepByStep360 Service Call Review — 5 AI note format tabs with AI chat refinement
StepByStep360 — Full transcript with Submit to Autotask button
4

Full Transcript + One-Click Autotask Push

Expand the full spoken transcript for reference or compliance. When you're ready, one click submits the AI notes, time entry, and selected screenshots directly into the Autotask ticket — no copy-pasting, no tab-switching.

  • Full call transcript captured and available for review
  • Time entry with start/end time and billable flag pre-filled
  • Screenshots attached directly to the Autotask time entry
  • Ticket status updated automatically on submit (Complete, In Progress, etc.)
pfSense IPSec VPN — Site-to-Site Tunnel Setup ✓ COMPLETED
AI Recording Summary
Alex Morgan configured a site-to-site IPSec VPN tunnel on pfSense 2.7 for Acme Financial. Phase 1 and Phase 2 policies were established with IKEv2 and AES-256 encryption. Tunnel tested and confirmed operational.
Service Notes
Standard Brief Detailed Customer KB Article
Refine with AI — tell it what to change
Make this more concise Add root cause analysis Make customer-friendly Format as KB article
↓ Download DOCX ↓ Download PDF
✓
Pushed to Autotask
Ticket T20260101.0042 · Acme Financial Corp
Built for Every IT Scenario

Perfect for Any Tech on Your Team

From simple helpdesk tasks to massive cloud deployments, StepByStep360 scales to the complexity of the job.

Level 1 Helpdesk

Standardizing basic troubleshooting SOPs and creating quick-reference materials for end-users.

Infrastructure Engineers

Documenting complex cloud deployments, firewall rules, and server architectures without writing a thesis.

Client Handovers

Generating polished Project Completion Reports to justify project billing and secure client sign-off.

Works on Any Technology

If You Can Record It, We Can Document It

From Microsoft 365 helpdesk SOPs to pfSense firewall configs to Proxmox infrastructure builds — StepByStep360 reads what's on screen and writes the guide.

Microsoft 365 Admin Center documentation
Helpdesk SOP

Microsoft 365 Admin

Add users, assign licenses, configure mailboxes — documented as a clean SOP in minutes.

View Standard Guide →
pfSense IPSec VPN configuration documentation
Network Engineering

pfSense Firewall

VPN tunnels, firewall rules, IPSec Phase 1 & 2 — documented step-by-step with code blocks.

View Technical Guide →
Proxmox VE infrastructure documentation
Infrastructure

Proxmox VE

VM clusters, HA configurations, HAProxy load balancer — full IT Glue implementation guides.

View IT Glue Guide →
Total Data Sovereignty

Bring Your Own Storage

Don't want your data on our servers? Connect your own Amazon S3 or Wasabi bucket. We process the video and drop the guide directly into your storage.

  • Zero AI Training: Your private data and client configurations are never used to train our AI models.
  • Zero Retention: Videos are processed in memory and purged immediately.
  • Tenant Isolation: Strict logical separation between your different client organizations.
  • BYOS Support: Full control over where your sensitive documentation lives.
S3 Storage Configuration UI Mockup

StepByStep360 Pays For Itself on Day One

Document building, service notes, and detailed ticket closures can take as long as the technical work itself. When 50% of your billable time is lost to writing guides, your margins vanish.

Let AI do the heavy lifting so your engineers can focus on billable work.

Time math — per technician, per year
Avg. service notes written per day 3 tickets
Time writing notes manually (per ticket) 15 min
Working days per year 250 days
Total time writing notes per year 187 hours
Time saved with StepByStep360 (AI writes in <1 min) ~180 hours recovered per tech
"StepByStep360 completely transformed our IT Glue instance from an empty graveyard to our most valuable asset."
TB
Tom Bridge
Operations Director, Acme MSP
ROI Comparison Graphic
Pricing

Plans that scale with your MSP

Simple pricing based on usage. No hidden fees.

Standard License

$99/mo per tech
  • ✓ Unlimited cloud video rendering
  • ✓ Access to all 4 guide templates
  • ✓ BYOS (Bring Your Own Storage)
  • ✓ Multi-tenant dashboard
Start 14-Day Free Trial
Why StepByStep360

Built for MSPs. Not a Generic Screen Recorder.

Scribe and Loom are great general tools. StepByStep360 is purpose-built for MSPs — with IT Glue, Autotask, and multi-tenant built in from day one.

Feature StepByStep360 Scribe.how Manual / Screenshots
AI Vision reads screen content ✓ Yes Partial ✗ No
Audio transcription included ✓ Yes ✗ No ✗ No
IT Glue–style DOCX + PDF export ✓ Yes PDF only ✗ No
Autotask ticket push (notes + time entry + screenshots) ✓ Yes ✗ No ✗ No
AI service note format options (5 formats) ✓ Yes ✗ No ✗ No
AI chat refinement before publishing ✓ Yes ✗ No ✗ No
Multi-tenant MSP workspace ✓ Yes ✗ No ✗ No
Bring Your Own Storage (S3 / Wasabi) ✓ Yes ✗ No ✗ No
Works from uploaded video (not browser-only) ✓ Yes Browser only Manual
FAQ

Common Questions

Everything you need to know before starting your trial.

How is this different from Scribe.how?

Scribe captures clicks and screenshots. StepByStep360 uses AI Vision and Audio to understand what's on screen, reads your narration, and writes steps that explain the why — not just the clicks. Plus Autotask integration, IT Glue export, and multi-tenant are all built in.

Does it work with ConnectWise or other PSAs?

Autotask is natively integrated today. ConnectWise Manage support is on the roadmap. The exported DOCX and PDF work with any documentation system including IT Glue, Hudu, Confluence, and SharePoint.

Is my client data safe?

Yes. Videos are processed in memory and purged immediately — never stored on our servers long-term. You can also connect your own Amazon S3 or Wasabi bucket so documentation never leaves your infrastructure.

How long does processing take?

A typical 10-minute recording is fully processed — frames extracted, audio transcribed, AI guide assembled — in under 3 minutes. Longer recordings scale proportionally. Service Desk notes are ready even faster.

What's included in the free trial?

The 14-day free trial includes full access to all 6 output modes, all IT Glue export styles, Autotask integration, AI chat refinement, and the multi-tenant dashboard. No credit card required.

Can I set up multiple clients / tenants?

Yes. The multi-tenant architecture is designed for MSPs managing multiple client organizations. Each client workspace is logically isolated with role-based access controls and JWT + 2FA authentication.

Stop Writing Documentation Manually.

Record your screen once. StepByStep360 writes the guide — structured, styled, and ready to publish in IT Glue.

Start Free Trial View Samples →
No credit card required DOCX + PDF export Multi-tenant ready