I want to share a great tool with you that I found that I think is helpful in all sorts of business settings and personal. It’s called Scribe, the website is Scribehow.com. I’ll put a link down here in the comments below. So check that out.
But Scribe helps you document how to do something, a procedure, any place that you are on a website or in any kind of a document you can jot down the process just by having it record each step and create a system or a procedure that can be duplicated by other people.
Or even if it’s something that I do once a year, I’m starting to document how I do it so that next year when I have to do it, I don’t have to feel my way through it again, I’ll remember what I did.
So let me give you a quick glimpse into how Scribe works. First off, an important piece is free, no charge. So this is no excuse. Everybody needs to be getting on board with this and documenting their procedures. It’s straightforward. Once you’ve installed it, you’ll just click on the little button in your Chrome extension, and you can sign into Scribe and record a meeting or, I’m sorry, record a process.
So let’s take a look at a simple one that they have here on their website. They have examples of several different ways that these can be used. You can take a look. They also have some samples at the bottom here. So let me run you through one of these samples. First off, how to allow a guest to modify an event in a Google calendar. So this one is just going through you’ll see after you’ve recorded it. It will show you the easy steps.
So here’s a step by step first, start by creating an event. Name it and add the guess as you usually would under more options, then you’ll wanna click the more options button. And it’s showing you highlights of where to click on each screenshot of the process all the way through, and it will walk you around. So this one was 5 steps.
It’s a couple second long. Obviously, you could see how you can use this more detailedly if it’s a bigger website and multiple steps. So, for example, if you have a point of sale system that you utilize, that you have to download reports or balance something to, you can record how to do that.
Here’s another one with job listings on LinkedIn, how to manage those, where they’re gonna walk you through step by step, where to go on the website, where to click on each part, collect job post click on the job, you’ll see the list of applicants, and there you go.
So give this a shot, it’s super easy and straightforward, and you can start doing it in multiple ways. It is fabulous for sharing with others. You can even embed things on a website or create tutorials and training for new people and processes. Take a look, let me know what you think. What’s your favorite part?
I’m Donna Bordeaux with PYOPAccounting.com. Please follow us on Facebook and Instagram. Make sure you check out our blog and our website from the link below. Subscribe to our YouTube channel and hit the bell to be notified when we post. To contact me, email me at donna@pyopaccounting.com.
Donna Bordeaux, CPA with PYOPAccounting.com
Creativity and CPAs don’t generally go together. Most people think of CPAs as nerdy accountants who can’t talk with people. Well, it’s time to break that stereotype. Lively, friendly, and knowledgeable can be a part of your relationship with your CPA as demonstrated by Donna and Chad Bordeaux. They have over 50 years of combined experience as entrepreneurial CPAs. They’ve owned businesses and helped business owners exceed their wildest dreams. They have been able to help businesses earn many times more profit than the average business in the same industry and are passionate about helping industries that help families build great memories.
