Document the task while you do the task
Start a capture, complete the deployment, configuration, or fix, and let Trails record each click and detail. Engineers stay focused on the work instead of rebuilding it later from memory.
Turn every IT task into a guide your team can reuse
Trails helps technical service leads and IT managers document deployments, fixes, and end-user workflows while the work happens. Then publish a polished step-by-step guide and video for engineers or customers.
The old way vs. with Trails
Documentation should keep pace with the work instead of becoming another project after the ticket, deployment, or customer rollout is finished.
xThe old way
With Trails
A ten-minute task becomes an hour of Snipping Tool screenshots, Word formatting, annotations, redaction, and PDF cleanup
Record the task as you complete it and publish a polished guide and video in minutes
Vendor documentation tells half the story, so engineers piece together two products, old screenshots, and undocumented internal choices
Capture the complete workflow across every tool, including the configuration choices your team actually follows
Senior engineers repeat the same deployment steps and service-desk fixes while newer teammates wait for an answer
Give every engineer a clear, searchable process they can follow without another interruption
Simple setup and migration questions become tickets that pull the service desk away from higher-impact work
Send users a step-by-step answer they can follow on their own time before they need to raise a ticket
Every interface change makes screenshots stale and turns documentation into a backlog no one wants to own
Update the affected Trail once so the current process stays live everywhere it is shared
Document the work while you do the work.
Get a polished guide and video in minutes
Trails turns the workflow into clear written steps and a narrated video. Teammates and end users can skim, search, follow, or watch the same answer in the format that works for them.
Publish into the IT stack you already run
Link or embed each Trail in your service desk, PSA, documentation platform, knowledge base, or team channel. Keep your source of truth and give people the answer where they already look.
Keep client secrets and admin data out of the guide
Use smart blur and on-device redaction to hide credentials, customer data, tenant details, and other sensitive information before a capture is uploaded or shared.
Scale the team, not the tribal knowledge.
Give every engineer a complete, current process, and give end users more answers they can follow without opening a ticket.
IT departments
Keep the service desk moving without another interruption
Turn proven fixes, Microsoft 365 tasks, access procedures, and internal workflows into guidance engineers can find when the issue appears. New and experienced teammates follow the same process without waiting for the person who knows it by heart.
Managed service providers
Deliver the same standard across every engineer and customer
Document deployments, packaged services, onboarding, and customer-facing fixes in the way your MSP wants them done. Give engineers one complete process and customers an answer that looks polished and on-brand.
“Everyone can do it themselves. It was a 50-person company. No one asked a question.”
Joe Samuels
Technical Service Lead, Beacon IT
What IT teams document with Trails
Capture the work your engineers repeat, the answers your service desk sends, and the customer processes that need to look polished.
Deployment runbooks and SOPs
Capture product deployments, Microsoft 365 administration, SSO configuration, and packaged-service rollouts exactly the way your team should repeat them.
Service-desk fixes and troubleshooting
Turn a proven resolution into a searchable answer the next engineer can follow, with the full context vendor documentation leaves out.
End-user onboarding and migrations
Give employees or customers clear setup, account migration, and self-service guides that prevent simple questions from becoming tickets.
Security and access procedures
Standardize identity, device, password-manager, and security workflows while redacting the secrets and customer details visible during the task.
Put every answer where IT teams already look.
Link or embed Trails from the service desk, PSA, documentation, knowledge, endpoint management, and communication tools your team already checks.
Service desk & PSA
IT documentation
Endpoint & team channels
Built for sensitive, fast-changing IT work.
On-device redaction
Hide client secrets and sensitive details before captured images leave the device.
Guide and video together
Create written steps and a naturally narrated video from the same workflow.
Searchable steps
Let engineers jump to the exact step instead of scrubbing through a recording.
Team permissions
Control who can view, create, edit, and manage guides in the workspace.
Version history
Keep every change and restore an earlier version when a process needs to roll back.
Customer-ready branding
Give every end-user guide a consistent, professional look without manual formatting.
Flexible export
Share as a link or export to PDF, HTML, and Markdown for the systems you already manage.
75+ languages
Translate guides and narrated videos for global employees and customer environments.
What our customers have to say
It helps us build critical docs quickly that are really easy for our customers to follow.
It's a user-friendly platform that lets us turn complex workflows into simple walkthroughs. It gives us speed on our end and usability on the customer's end. Exactly what we need when we don't have enough time.
Andy Ju
Head of Product at ClassRanked
It helped me stop being the single point of failure.
I'm director-level. I shouldn't be doing every small thing, and I definitely can't teach the same task on Zoom three or four times. Trails let me document it once and delegate with confidence.
Michael Silver
Special Projects Director at Degy Entertainment
It's simple, polished, and works across devices.
We're a public school district supporting a wide range of technology and the ‘how do I do this?’ questions never stop. Trails gives us a better way to create actionable training for parents and staff. It’s a no-brainer for us.
Adam McGraw
Director of Instructional Technology
The automatic video generation. It’s amazing.
Having the video AND the step-by-step instructions written out below with screenshots is killer. Great for all kinds of learning styles.
Mike Styer
Owner, Mike Styer Photography
It’s the easiest way I’ve found to create documentation that people actually use.
We previously used Scribe for guides, but still had to rely on tools like Canva and Vimeo for video. Trails feels like an AI-first approach: guide-to-video, video-to-guide, the full workflow in one place.
Fatima Jaferi
Sr. CS Enablement Manager at Canary Technologies
Listen to Fatima’s Story 👇
Frequently asked questions
No. Keep the documentation system your team already trusts. Trails helps engineers create and update the practical walkthroughs that live inside it, with written steps and video generated from the same workflow.
The logos show common places IT teams link or embed Trails; they do not all represent native, two-way integrations. You can use a share link or embed wherever the destination supports it. Confirm app-specific automation or data-sync requirements with our team.
Yes. Smart blur and on-device redaction help you hide credentials, customer data, account details, and other sensitive information before captured images are uploaded or shared.
Yes. Start the browser extension, complete the task as normal, and Trails turns the captured workflow into written steps and a video. Engineers can then make a quick wording or redaction pass before publishing.
Yes. Use the same workflow to create internal deployment and troubleshooting documentation or polished end-user guides for onboarding, migrations, setup, and self-service support.
Capture the complete deployment or support process once, including your MSP's configuration choices, and give every engineer the same current steps. The guide can also be branded and shared directly with customers when the task is self-service.
Edit the affected Trail and keep the current version available anywhere it is shared. Version history preserves previous changes so the team can restore an earlier version if needed.
Yes. Workspace roles and per-guide permissions control who can view, create, edit, and manage content.
