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Workflow: Customer onboarding / Project trackingKey steps: Approvals / Requests / UpdatesOutcome: Completed requests / Confirmed resultsUpdate anytime without rebuilding the whole guide
iGenFlow
Recording workflow

Create business process manuals from real workflows

Capture workflows across ERP, CRM, finance, operations, support, and internal tools. iGenflow turns each process into a clear step-by-step guide for onboarding, training, customer delivery, and daily operations.

Document workflows across the tools your team already uses

Collaboration & internal tools

Microsoft 365, Google Workspace, Notion, Slack, Confluence, ClickUp, Asana, Monday.com, Basecamp

ERP & finance systems

SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics 365, Odoo, Sage Intacct, QuickBooks, Xero

CRM & customer support

Salesforce, HubSpot, Zendesk, Freshdesk, Pipedrive, Zoho CRM, Intercom

Dev, IT & service workflows

Jira, GitHub, GitLab, Jenkins, ServiceNow, Linear, Trello

E-commerce & operations

Shopify, WooCommerce, Stripe, Airtable, ShipStation, Square

What a business process manual should solve

For ERP, CRM, finance, support, operations, and internal systems, a process manual should make approvals, purchasing, customer onboarding, order handling, and daily work easier to train, deliver, and maintain.

01

Capture the workflow as your team works

Record the real steps your team already follows, from login to final submission.

02

Turn long workflows into clear sections

Auto-generate step outlines and sections so readers can find what they need faster.

03

Share guides anywhere

Publish by link, export to PDF, Word, PPT, or HTML, or send a shareable Flow.

04

Reduce onboarding time

Help new team members learn business systems without repeated hand-holding.

05

Update only the changed steps

When the process changes, edit or continue recording only the parts that changed.

See the workflow in seconds

A faster way to document, explain, and share business processes.

Full workflow path

Show every step from start to finish, so teams understand the complete process.

Step outline

Jump to any step with a clean outline view for long business workflows.

Export anywhere

Share the guide in the format your team, customer, or knowledge base already uses.

Keep guides up to date

Update steps anytime without starting over or rebuilding the whole document.