stepsy.co

What It Is

Stepsy is a step-by-step guide creation tool for SOPs, software workflows, user manuals, and training materials. It primarily works as a Chrome extension: users click through a process on a website as usual, while Stepsy automatically captures screenshots for each step and generates descriptions. The guide can then be edited and exported to Google Docs, saved to Google Drive, or saved locally as HTML.

Core Features and Collaboration

Its core value lies in reducing the cost of creating process documentation: click to record, automatic screenshots, and AI-enhanced step descriptions and summaries make it well suited for quickly turning repetitive web-based tasks into standardized documents. The built-in image editor supports annotations such as lines, rectangles, and highlights, while paid plans also offer sensitive data masking, automatic deduplication, and brand removal. For teams, the Team plan includes a team workspace and supports adding users, but the website does not specify more advanced enterprise collaboration features such as role-based permissions, approval workflows, or version management.

Pricing and Security

Pricing is fairly straightforward: Free is free; Personal costs $7/user/month, about $72 annually, or $119 for lifetime access; Team starts at $17/month for 3 users, about $168 annually, or from $249 for lifetime access. After authorizing Google Drive, users receive a 7-day Pro trial by default. On security, the company emphasizes that screenshots do not leave the user’s space, processing happens in the browser, and exports go directly to the user’s own Google Drive or local workstation. However, it does not disclose compliance certifications such as SOC 2, ISO 27001, or GDPR.

Pros, Cons, and Who It’s For

The strengths are that it is extremely easy to use, requires no technical background, generates documentation quickly, and integrates smoothly with Google Docs/Drive. It is suitable for IT operations teams, consultants, HR teams, trainers, and startups creating process guides and onboarding materials. Its limitations are a strong dependency on Chrome and the Google ecosystem, along with limited information on open APIs, webhooks, granular permissions, and compliance. It is therefore less suitable for large enterprises with strict requirements around internal controls, private deployment, and auditing.

Access from China and Alternatives

Users in China need to pay particular attention to the accessibility of Google Drive/Docs, so the overall assessment is “partially restricted.” Payment methods are also only described broadly as online billing and payment methods, with no clarification on whether common domestic Chinese payment options are supported. For teams working in China, Feishu Wiki, Yuque, and Notion may be worth evaluating. Similar overseas alternatives include Scribe, Tango, Guidde, and Process Street.