Creating process documentation is a pain point that many in the corporate world are familiar with. Creating detailed tutorials for new hires is quite taxing, mainly because it forces you to divert human resources away from productive tasks.

It is also quite time-consuming, which makes the aforementioned resource drain hit harder. The alternative to proper documentation is to assign training officers (who are just senior employees) to new hires. This is even more resource-intensive because one person cannot teach too many people at once.

Wizardshot is a process documentation tool that aims to solve these problems. This AI-powered utility promises to “create step-by-step guides in minutes.”

Today, we are going to review it and see how well it performs its function and whether it is a good alternative to manual process documentation.

So, What Does Wizardshot Actually Produce?

Wizardshot is a tool that works in your browser. It is well-known for “creating tutorials,” but the main question that arises is whether those tutorials are videos or documents.

The answer is “documents.” When you use Wizardshot, it simply runs in the background and records your whole workflow. Then it generates transcribed step-by-step documents with annotated screenshots.

As you progress through your workflow, Wizardshot automatically captures each step, adds context, and organizes it into a clean instructional guide. This is all done with the help of AI so that unnecessary steps are not part of the final documentation.

The result is a scrollable, shareable tutorial that looks more like a written manual with visuals than a recording. This makes it easier to skim, search, and repurpose compared to raw video.

So to summarize, Wizardshot:

• Does not provide videos
  
  
• Provides screenshot-based, transcribed guides.
  
  
• You can share guides via a public link or embed them into knowledge bases.

If this sounds like something you would need, then Wizardshot is the right tool for you.

Wizardshot Ease of Use

The hallmark of any good tool is how easy it is to use. In this area, Wizardshot excels.

You will be surprised at how little effort it requires to use it to its fullest capabilities.

The user is not required to have design skills or technical expertise. They simply turn it on, complete your task, and Wizardshot handles the rest. That’s how easy it is.

In my testing, guides were ready within seconds of finishing the workflow, and the formatting was surprisingly polished. For quick documentation, it genuinely lives up to the “minutes” claim.

Accuracy & Output Quality

The problem with most AI-powered tools is their accuracy. You see, as good as AI has gotten, it's not perfect. You still get the case of “AI hallucinations” where LLMs just assume and say the wildest stuff without any real facts.

Does Wizardshot have that problem? Or other problems with its accuracy or output quality? Well, here is the truth.

Wizardshot does a solid job of:

• Capturing every click and action reliably.
  
  
• Producing legible screenshots with auto-labeling.
  
  
• Creating clean layouts that don’t need heavy editing.

That said, it is not perfect. It does leave out some details during complex workflows. For example, if your workflow required you to toggle between multiple tabs and windows or you had to drag-and-drop images or files into different places, Wizardshot will not explicitly mention these steps.

That’s why you will need to add some clarification manually. So, it’s not a “zero-edit” tool, but it does get you 80% of the way there much faster than manual documentation. This is much better than completely creating something from scratch.

Pros & Cons of Wizardshot

Here’s a comprehensive list of the pros and cons of Wizardshot. After this, we will discuss how users of OutRightCRM can utilize Wizardshot.

Pros

• Extremely fast setup and output.
  
  
• Guides look professional with minimal editing.
  
  
• Browser-based, so no installation headaches.
  
  
• Easy sharing via link or embedding.
  
  
• Great for onboarding, support, and internal training.
  
  
• Completely free, no payment plans or pricing tiers.

Cons

• Only produces screenshot-based documents, not videos.
  
  
• Limited branding/customization options for enterprises.
  
  
• Works best with browser workflows; desktop-heavy processes may be less smooth.
  
  
• Occasional edits still required for clarity.

The important point here is that the pros are far better than the cons, especially the cost. Such great functionality for no money, that’s a win-win in anyone’s book.

As such, there is no reason not to use Wizardshot unless you are specifically looking for a tool to create video tutorials.

Wizardshot + OutRightCRM: A Strong Pairing

Now, how does Wizardshot fit into a CRM workflow, specifically with OutRightCRM? Most readers of this blog are probably users of OutRightCRM, so we thought it prudent to discuss how Wizardshot can help them.

OutRightCRM is all about managing data, leads, and workflows in SuiteCRM and SugarCRM environments. But as any CRM admin knows, the hardest part isn’t setting up the system, it’s getting teams and customers to use it properly. That’s where Wizardshot adds real value. With Wizardshot, OutRightCRM users can do the following things.

1. Onboarding New Users With Ease

To do this, create a Wizardshot guide showing new employees how to log in, add a lead, or generate a report in OutRightCRM.

It completely eliminates the need for hour-long training calls or in-person sessions.

2. Custom Workflow Documentation

OutRightCRM users often build unique workflows. Wizardshot makes it painless to capture these processes step by step. As such, your team will have an accessible resource to use and won’t have to waste time dogging their seniors’ or trainers’ footsteps.

3. Customer Support

Wizardshot is not limited to creating tutorials for employees. It can be used for customer-facing documentation, too.

For example, instead of re-explaining common CRM questions (“How do I sync Google Calendar?”), Support teams can send Wizardshot guides that walk customers through the process visually with annotated screenshots and explanations.

4. Knowledge Base Integration

OutRightCRM helps you manage relationships; Wizardshot helps you teach people how to use those relationships effectively. Embedding guides into your knowledge base ensures your CRM investment delivers ROI.

Together, OutRightCRM manages the what, while Wizardshot simplifies the how.

Final Verdict: Is Wizardshot Worth It?

For teams that need to document workflows quickly, Wizardshot is a game-changer. It’s not bloated with unnecessary features, it’s dead simple to use, and it saves hours compared to manual screenshotting and formatting.

That said, it’s not for everyone. If you need full-on video tutorials or deeply branded documentation, you may find Wizardshot limiting. But if what you want is clarity, speed, and shareable step-by-step guides, it absolutely delivers.

When paired with OutRightCRM, Wizardshot becomes more than a time-saver; it becomes a training and adoption tool that ensures your CRM workflows are actually followed. For most CRM-driven businesses, that’s invaluable.