Trails.so

Turn recorded processes into shareable step-by-step guides with automatic screenshots and editing tools.

Productivity & Office Document ManagementFree Trial

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$29Starting price

16KMonthly visits

20Popularity

About Trails.so

Trails is a platform that simplifies creating step-by-step guides by recording processes automatically, eliminating the need for manual screenshots and notes. Users can walk through a process, and Trails generates a visual guide that can be edited with tips, annotations, and blurred sections for privacy. Guides can be shared via link, embedded in knowledge bases, or exported as PDFs. The service offers unlimited public guides for users on its free plan, making it accessible for teams. Trails supports use cases in operations, customer support, and training by standardizing workflows and providing easily updated self-service documentation. It is designed for teams that need consistent, up-to-date process documentation without the overhead of manual creation or maintenance.

Key features

Automatic process recording with screenshots
Visual guide editing with tips and annotations
Privacy controls with blurred sections
Multiple sharing options (link, embed, PDF export)
Unlimited public guides on free plan
Standardized workflow documentation
Self-service knowledge base integration
Team collaboration features

Use cases

Creating internal SOPs for operations teams
Building customer support knowledge bases
Training new employees with visual guides

Pros

Automatically converts rough recordings into polished step-by-step guides and videos
Supports multiple input methods including Chrome extension, desktop app, and video uploads
Offers unlimited public guides on the free plan
Provides AI-powered voiceovers and advanced animations for videos
Includes built-in redaction and encryption for sensitive data protection

Cons

Free plan limits guides to public only, with private guides requiring a paid plan
Advanced features like SAML SSO and HIPAA compliance are restricted to higher-tier plans

Frequently asked questions about Trails.so

What is Trails.so and what does it do?

Trails.so is a platform that converts process recordings into polished step-by-step guides and training videos automatically. It eliminates manual screenshot capture and editing by transforming rough recordings into professional documentation.

Who is Trails.so designed for?

Trails.so is designed for teams in operations, customer support, HR, training, IT, sales, and consulting who need to standardize workflows, create self-service documentation, or train stakeholders efficiently.

Does Trails.so offer a free plan?

Yes, Trails.so offers a free plan that includes unlimited public guides, basic guide creation, and core features. Private guides and advanced functionality require a paid subscription.

Can Trails.so integrate with other tools?

Trails.so allows guides to be shared via links, embedded in knowledge bases, or exported as PDFs. It does not list direct integrations with other platforms, but exported content can be used across various workflows.

How does Trails.so handle sensitive or confidential information?

Trails.so provides on-device redaction and encryption to protect sensitive data. It also supports role-based permissions and SAML SSO for controlled access, with SOC 2 Type II compliance for enterprise security.

How do I get started with Trails.so?

Users can start creating a guide instantly without a credit card by using the Chrome extension, desktop app, or uploading a video. The platform guides users through recording, editing, and sharing their guides.