New customer first win
Context → minimum setup → core action → visible success → next best workflow.
- ✓State the outcome first
- ✓Remove optional setup
- ✓End on proof of success
Walkthrough templates
Start with a proven structure, then make it yours.
Use these outlines to plan a crisp recording for onboarding, feature launches, support, training, and internal operations.
Clear by designOne outcome. Every step editable.
6Starter structures
1 outcomePer walkthrough
< 3 minRecommended first draft
Template library
Choose the job this walkthrough needs to do.
Each template gives the recording a clear beginning, outcome, and next action.
Feature launch
Problem → what changed → three-step use → when to use it → launch call to action.
- ✓Show the before/after
- ✓Use a realistic example
- ✓Link related documentation
Support answer
Symptom → likely cause → exact fix → verification → escalation path.
- ✓Use the customer view
- ✓Call out destructive actions
- ✓Keep one issue per guide
Standard operating procedure
Trigger → prerequisites → ordered actions → quality check → handoff record.
- ✓Explain decision points
- ✓Show the system of record
- ✓Name the owner
Role training
Goal → tools → common workflow → exception → practice task.
- ✓Teach the why
- ✓Separate policy from clicks
- ✓Include a review checkpoint
Release validation
Change → test account → steps → expected result → evidence and sign-off.
- ✓Use stable sample data
- ✓Capture the release version
- ✓Record the final result
Recording checklist
A strong source makes a better AI draft.
A few minutes of preparation improves every downstream step.
Prepare the screen
Close unrelated tabs, hide sensitive information, reset the workflow, and choose realistic sample data.
Narrate naturally
Explain intent and decisions, not every mouse movement. Pause briefly between meaningful stages.
Review before publishing
Correct names, timing, captions, and AI narration; then preview every clickable step.
Pick a template and record the real workflow.
CapyCue will turn the source into an editable first draft you can refine.