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What Is a Workflow Video?

A workflow video documents how a process is done from start to finish, so others can follow the same steps.

Workflow Video

A workflow video records the steps of a process in order, capturing how something actually gets done rather than describing it in a document. It shows the real screens and actions, so a viewer can repeat the process the same way.

For example, you record a workflow video of how a monthly report gets built so a colleague can do it next time.

How Does a Workflow Video Work?

  1. Map – Lay out the steps of the process.
  2. Record – Move through each one on screen.
  3. Narrate – Explain what you do and why.
  4. Chapter – Mark the steps so viewers can navigate.
  5. Share – Store it where the process is done.

Why Is a Workflow Video Important?

  1. Consistency – Get the process done the same way each time.
  2. Handoff – Pass a process on without sitting beside someone.
  3. Retention – Keep know-how when people move on.
  4. Support – Answer how-it-is-done questions once.

Related Articles & Terms

Explore more resources and related glossary terms.

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