Get your Screenshot Automation running

Start by turning real product workflows into repeatable automation recipes, and keep your screenshots accurate and up to date as your product changes. Automatically generate fresh screenshots, detect visual changes, and sync approved updates back to your help center.

How to get started

Four steps to Screenshot Automation

1

Connect & Import

Start with what you have. Connect your help center and bring your screenshots into an organized, searchable library of unique product screenshots.
2

Style & Customize

Make it yours. Define a Custom Style Template for centralized control over the visual identity of your screenshots — from backgrounds and margins to annotations, callouts, and alterations.
3

Automate & Generate

See it in action. Create a secure Login Profile, then turn real product workflows into automation recipes that generate fresh, documentation-ready screenshots.
4

Audit & Sync

Keep it current. Run screenshot audits to compare fresh screenshots against what's live, review changes side by side, and sync approved updates everywhere they're used.

1. Connect & Import

Connect your help center and automatically import the screenshots you're already maintaining — scanning every article, identifying duplicate images, and mapping each screenshot to everywhere it's used.

You get a centralized, searchable library of unique product screenshots, with a clear picture of what you have, where each screenshot appears, and how those visuals are connected across your documentation.

With your screenshot library mapped, you're ready to define the visual standards every screenshot should follow.

2. Style & Customize

Create a Custom Style Template to turn your visual standards into a reusable system that applies to every screenshot you generate. Control backgrounds, margins, borders, shadows, annotations, and callouts from one place, so the same visual treatment stays consistent across your documentation.

Use Alterations to automatically remove unwanted UI elements or blur sensitive information, so every screenshot comes out clean and ready for your documentation.

With the styling in place, you're ready to turn the product workflows behind those screenshots into repeatable automation recipes.

3. Automate & Generate

Create a secure Login Profile to access your demo or staging environment just like a normal user — no plugins, browser extensions, or engineering required. Then use the Screenshot Recipe Builder to recreate the workflow behind each screenshot: navigate to the right page, click a button, open a menu, enter text, and prepare the product in exactly the right state.

Every interaction is recorded and assembled into an automation recipe, turning real product workflows into a repeatable process that can recreate the same product state and generate fresh, consistently styled screenshots again and again as your product changes.

4. Audit & Sync

Schedule Screenshot Audits to automatically generate fresh screenshots from the latest version of your product and compare them against what's currently live across your help center.

Any visual changes are surfaced in a side-by-side review, so you can see exactly what's different before anything goes live. Approve an update once, and the fresh screenshot syncs straight back to your help center wherever it's used — whether that's one article or dozens.

Set the cadence that works for your team — biweekly, monthly, or around every release — and screenshot maintenance shifts from a reactive, manual chore to an ongoing visual governance process that keeps your help center moving right alongside your product.

Proof of concept

Let our team take you through the 4 steps

We'll take a representative set of screenshots from your own help center through the same four-step process, with our Implementation Specialists handling the setup and putting working automation in place for you — at no cost.

By the end, you'll have a clear picture of how the process works against your own product and how it can scale across the rest of your help center.

No cost. No commitment. No engineering required.

Full implementation

Scale it across your help center

Once your first automation recipes are working, our Implementation Specialists can extend the same process across the rest of your help center — creating automation recipes for the screenshots you're already maintaining and bringing each into the same audit-and-approval workflow.

As a complimentary service for new customers, we handle that initial rollout for you, while your team stays focused on reviewing and approving the results.

From there, screenshot maintenance becomes an automated governance process that keeps your help center aligned with your product — long after implementation is complete.

Photo of Randalin Ward

Their methodical approach, automation platform and expert insights made the process seamless and efficient, saving us any number of valuable hours on manual work.

Randalin Ward
Customer Support Manager at Text In Church