Create Easy Step-By-Step Processes With Clarify – Tool Review

By Joel Widmer | Tools & Resources

Dec 11

clarify-screenshot-softwareIf you’re anything like me, you have a specific way you like things done in your business and there isn’t much margin for error.  When there’s a process in my business that needs to be recorded, often times a screencast is overkill. I’ve found that, especially in longer processes, employees or subcontractors won’t take the time to watch a video screencast more than once because it takes too long to find the specific step they need to refer back to. It’s a pain to try to find that exact step!  That’s why I love Clarify.



Clarify is an application for the Mac that makes it easy to document processes on your computer with screenshots, annotations and instructions all in one place.  It saves my team and I time by creating simple processes for each part of the business so that literally anyone can understand any part of the company no matter how complex it is.

How I use Clarify
I use Clarify to capture every part of my business that is repeated more than once.  My rule is if I wake up tomorrow and suddenly forget how everything at Fluxe works, could I pick up where I left off?  Or am I relying too much on my memory? Therefore everything that can be documented is captured on Clarify.

For Fluxe this includes things like how to upload blog posts, how to  do industry research for new clients and prospects  and how to create monthly performance reports for clients.  Anything that you do on your computer you can capture.

After using Clarify for several months, here’s what keeps me coming back:

  • You can quickly export any process to Evernote, Dropbox, PDF or send by email.
  • Clarify makes  it easy to go back and change out different steps in your process if you need to update them.  Here’s a quick trick that will make updating processes in Clarify a breeze:  Keep them in a shared Dropbox  folder with your team. That way anybody who needs to update a process has access to it and can change it and it will be automatically updated for you.
  • The ability to create annotations inside the pictures as well as write text with step-by-step instructions at the top of each picture is probably my favorite thing about Clarify.

Things I’d like to see
The biggest feature that Clarify doesn’t have that I would like to see is the ability to take multiple screenshots in the same step for more complex processes.  That’s the only downside to using this screenshot software compared to a screencast video.  But it does allow you to make numbered steps inside of one picture which has been a good substitute.

What processes do you create for your business? And how do you capture them?  Let me know in the comments!


About the Author

Joel Widmer is the Founder & CEO of Fluxe Digital Marketing—a content marketing shop that helps smart businesses create, produce and promote their content through a unique one-on-one interview process. When he’s not working, Joel can be found trying new restaurants with his wife and son.

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(2) comments

David Jaworski August 13, 2014

John told me you were using Clarify and hence my search that led to finding your article on it. Great tool! I have done screencasts (I have used Screenflow on the Mac or Camtasia or Jing on the PC) and native Mac and PC screen capture capabilities, Evernote capture tools, OneNote, Skitch, and many other tools. I love that Clarify works with Evernote and more!

Documenting processes, creating instructions for training, etc… Clarify is going to get a lot of use in my toolbox! Thank you!


    Joel Widmer August 14, 2014

    Hey Dave, That’s great to hear! Please let me know what you think of it! I’ve found hybrid screen capture/annotation tools are best for long processes with several steps. When you are referencing the process it’s much easier to find step 12 out of 30, for example, on a PDF or Evernote Note as opposed to trying to find the exact spot on a screencast video.

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