Trace is workflow documentation software built on a simple belief: documenting how work gets done should not be a separate job.
Most teams rely on outdated SOPs, scattered Google Docs, or shoulder-tap training that disappears the moment someone leaves. Trace fixes this by meeting people where they already work, with three ways to build a guide.
Screen recording. Start a recording, complete your task, and Trace automatically captures every click as an annotated step, building a polished process guide in real time.
Voice transcription. Talk through your workflow as you do it. Trace's AI transcription converts your narration directly into a structured, step-by-step guide, ready for minimal editing. No writing required.
Import Wizard. Already have SOPs in PDF or Word? Upload existing documents and Trace consolidates them into the same searchable, structured format as natively built guides, so your institutional knowledge lives in one place.
Where Trace stands apart is Paths. Most standard operating procedure tools assume every process is linear, but real work rarely is. Paths lets you embed decision points directly inside a guide so one document handles every version of a workflow, whether a new hire is onboarding, a team is navigating an exception, or a process branches based on role or situation. One guide, built for every version of the work.
Guides export instantly to PDF, Word, PowerPoint, and interactive HTML with no manual formatting required. A built-in redaction tool protects sensitive information before sharing, and end-to-end encryption keeps your knowledge base secure. An upcoming web viewer portal lets anyone access guides in their browser with no app installation, removing the last barrier to organization-wide adoption.
Trace is built for operations, HR, IT, customer success, and any team responsible for process documentation, employee onboarding, and keeping procedures consistent as the organization grows.