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ScreenSteps
by ScreenSteps
What ScreenSteps is
ScreenSteps is an AI-powered platform for creating, locating, following, and maintaining employee procedures. Its capture tools can turn spoken explanations, screen captures, and prompts into standard operating procedures. Depending on the plan, teams can publish procedures and articles, decision trees, checklists, and courses. The Sidekick browser extension places guidance inside web applications employees already use. ScreenSteps provides version history, content analytics, custom domains, SSO, an API for managing content and users, and iframe embedding for other web applications. Listed integrations include Active Directory, Azure Entra ID, Basecamp, Glean, Okta, OneLogin, Salesforce, Service Cloud, Slack, and Teams. The company describes the product for accuracy-critical teams such as credit unions, banks, law firms, and contact centers, and says it is primarily team software without a single-user license. Operations Standard starts at $6,000/year with a 15-day trial; Operations AI starts at $9,000/year.
Who it suits
It suits teams that need structured procedures and in-work guidance, particularly in accuracy-critical settings. Buyers should expect team licensing rather than a single-user plan.
What it does well
- AI captures SOPs from speech, screens, and prompts
- Sidekick shows guidance inside web apps
- Supports decision trees, checklists, and courses
- Offers API and iframe embedding
- Includes version history and content analytics
What to know first
- No single-user license is offered
- No free plan
- Operations Standard starts at $6,000/year
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Operations Standard | Starting at $6,000/year; annual billing, with monthly payment also available · procedures & articles · decision trees · checklists · video recording · change notifications · content certifications · SSO · 1 custom domain | $6,000 a year |
| Operations AI | Starting at $9,000/year; annual billing, with monthly payment also available · Everything in Operations Standard · AI knowledge capture · AI content optimization · AI Smart Search · courses · Sidekick · audio recording | $9,000 a year |
| Enterprise | Custom pricing · Everything in Operations AI · AI authoring assistant · AI duplicate & conflict checker · custom AI prompts · enterprise identity management · advanced governance tools · 5 custom domains | On request |
As screensteps.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
ScreenSteps combines procedure authoring, AI capture, browser guidance, and publishing tools for teams. Its paid, team-focused plans target organizations that need governed operational knowledge.
Facts from ScreenSteps's own pages
- API and embedding
- The ScreenSteps API can manage content and users and publish content to third-party platforms; iFrames can embed ScreenSteps content in other web applications. · screensteps.com, 11 Oct 2026
- Publishing audience
- both · screensteps.com, 20 Sept 2026
- Company history
- The company says brothers Greg and Trevor DeVore created ScreenSteps while working as instructional consultants. · screensteps.com, 11 Oct 2026
- Content analytics
- Yes · screensteps.com, 20 Sept 2026
- Custom domain
- Yes · screensteps.com, 20 Sept 2026
- Desktop editor
- The downloads page offers a desktop editor for macOS 10.12.6 or later and Windows 11, 10, and 8. · screensteps.com, 11 Oct 2026
- Free plan
- No · screensteps.com, 20 Sept 2026
- Headquarters
- McLean, Virginia, United States · screensteps.com, 28 Sept 2026
- Implementation
- Implementation plans include a kickoff call, self-paced courses, help-center access, a Find & Follow workshop, and coaching sessions. · screensteps.com, 11 Oct 2026
- Integrations
- The integrations page lists Active Directory, Azure Entra ID, Basecamp, Glean, Okta, OneLogin, Salesforce, Service Cloud, Slack, and Teams. · screensteps.com, 11 Oct 2026
- Intended customers
- ScreenSteps describes its platform as designed for teams in accuracy-critical settings, including credit unions, banks, law firms, and contact centers. · screensteps.com, 11 Oct 2026
- In-work guidance
- The Sidekick browser extension delivers ScreenSteps guides within web apps employees already use. · screensteps.com, 11 Oct 2026
- Knowledge capture
- Its AI-powered capture tools can create SOPs from spoken explanations, screen captures, and prompts. · screensteps.com, 11 Oct 2026
- Procedure formats
- The platform supports procedures and articles, decision trees, checklists, and courses, depending on plan. · screensteps.com, 11 Oct 2026
- Product
- ScreenSteps is an AI-powered procedure and knowledge platform for creating, finding, following, and maintaining employee procedures. · screensteps.com, 11 Oct 2026
- Security
- ScreenSteps states that it is a SOC 2 Service Organization. · screensteps.com, 11 Oct 2026
- SSO support
- Yes · screensteps.com, 20 Sept 2026
- Support
- The help center lists support chat hours as 9am–6pm EST Monday through Friday, excluding major US holidays. · help.screensteps.com, 11 Oct 2026
- Team licensing
- ScreenSteps says it is primarily designed for teams and does not offer a single-user license. · screensteps.com, 11 Oct 2026
- Version history
- Yes · screensteps.com, 20 Sept 2026
Where ScreenSteps stands on Freedom251
- Knowledge base software#78 of 138
- Software Tutorials#18 of 28