ASYNCHRONOUS WORKFLOW AUDIT

Staff Guide: How To Record
Your Workflow Screen Recording

No long meetings, interviews, or technical jargon required. Simply record a 5-to-10 minute video of your daily screen as you perform your regular administrative or operational tasks.

Why We Do This

You do not need to prepare slides or clean up your desktop. We want to see how you actually get work done so we can eliminate repetitive keystrokes.

Get Free Loom
STEP 01 // TOOL SETUP2 MINUTES

Install Loom (Or Use Any Screen Recorder)

Go to Loom.com and add the free Chrome extension or download the desktop app. You can also record using Zoom, Teams, or Windows screen record if you prefer.

Pro Tip:
Select “Screen Only” or “Screen + Camera”, ensure your microphone is active, and select your main working monitor.
STEP 02 // WHAT TO RECORD5–10 MINUTES EACH

Pick 1 or 2 of Your Most Repetitive Tasks

Choose the task that takes up the most time or involves tedious copy-pasting between emails, spreadsheets, and accounting software.

OPTION A

Accounts Payable / Invoicing

Opening supplier bills from email, verifying line items against purchase orders, and manually typing them into Xero or MYOB.

OPTION B

Job Scheduling & Dispatch

Receiving customer job requests, creating tickets or calendar events, notifying field staff, and copy-pasting site addresses.

OPTION C

Customer Intake & CRM Entry

Taking leads from forms, emails, or phone notes and manually creating customer profiles, sending quotes, or updating status spreadsheets.

STEP 03 // WHAT TO SAY WHILE RECORDINGTALK ALOUD

The 4 Simple Prompts to Answer

As you click through your screen, just talk out loud and touch on these 4 questions:

01
Where does this information originate?
e.g. "This bill arrives as a PDF in our accounts@ inbox from the vendor."
02
What manual steps do you take next?
e.g. "I open Xero, click New Bill, type the supplier name, copy-paste the invoice number, and match it to our job code."
03
Where do you get stuck or double-check things?
e.g. "Sometimes the line item prices don't match our quote, so I have to text the site manager."
04
How many times per week do you do this?
e.g. "We process about 40 to 60 of these every week, taking roughly 2 to 3 hours a day."
STEP 04 // HOW TO SUBMIT

Send Your Loom Link to Woodslogic

Once you click “Stop Recording” in Loom, copy the shareable link and send it through using either method below:

Option A
Submit via Intake Portal →
Paste the Loom link directly into our online diagnostic form.
Option B
Direct Email Dispatch
Email the link directly to Hunter Woods.
All video submissions and proprietary business processes are held under strict non-disclosure.