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Step-by-step help for every part of Yatri Playbook. Search, or pick a topic.
All topicsGetting startedCapturePhones and tabletsEditing and AISharing and exportsTeamYour brand and billingTroubleshooting
27 articles
- What Yatri Playbook doesRecord a process once and get a step-by-step guide with a screenshot for every step.Read
- Create your account and workspaceSign up, name your workspace, and invite your team.Read
- Make your first guideInstall a capture app, press Start, do the task, press Done.Read
- The browser extensionCapture anything you do in Chrome or Microsoft Edge, on Mac, Windows or Linux.Read
- The desktop appCapture any program on macOS or Windows: Excel, Tally, SAP, Outlook and more.Read
- Keep private details privateBlur emails, numbers and anything else before readers see it.Read
- Capture your iPhoneUse your iPhone in iPhone Mirroring on your Mac. Each tap is a step.Read
- Capture an iPad or another screenShow the screen on your computer with AirPlay or a cable. A step is taken each time the screen changes.Read
- Capture an Android phoneConnect with a USB cable. Each tap is a step, with the app's name.Read
- Edit a guideChange text, reorder steps, and add tips, alerts and sections. Everything saves as you type.Read
- Edit screenshotsBlur, crop, zoom on the click, highlight with labels, and move or hide the cursor.Read
- Write with AIRewrite a guide, describe one step, draft a page from your guides, or improve a process.Read
- Translate a guideMake a copy in one of 17 languages, including Hindi, Tamil, Bengali and Marathi.Read
- Share a guideChoose who can see it, then send the link by email or WhatsApp.Read
- Embed in Notion, Confluence or a websitePaste the embed code. When you publish, every embed updates.Read
- Show a guide as slidesOne step per slide, with Play to go through them by themselves.Read
- Export as PDF, Word, HTML or MarkdownDownload a guide or a whole page in the format your readers use.Read
- Combine guides into PagesPut several guides together with headings and notes: SOPs, onboarding, training.Read
- Roles and peopleOwner, admin, creator and viewer, and what each one can do.Read
- Comments and verificationDiscuss a guide or a step, and mark guides as checked so readers can trust them.Read
- InsightsSee which guides are read, by whom, and where readers come from.Read
- Your brandShow your own logo on shared guides, embeds and exports, for ₹499 a month or ₹4,999 a year.Read
- Cancel, renew and refundsStop the monthly renewal any time. Nothing is lost when Your brand ends.Read
- Mac permissions for the desktop appAllow Screen Recording and Accessibility, and fix switches that are on but not working.Read
- Installing on WindowsGet past the download and SmartScreen warnings.Read
- A capture app will not connectWhat to check when the code does not work or the app says it is not connected.Read
- Security and privacyHow your guides, screenshots and accounts are kept safe.Read