No More Email-Chain Docs. Make Your Client Documentation Life Simple.

Writing documentation and tutorials in emails or Word documents is exhausting work. 

As a developer, answering questions like, “How do I do X with my website?” can feel like a non-stop revolving door.

Before scribe tools, I’d spend hours writing step-by-step guides, explaining things like how to add a new WordPress user or use specific plugins. I’d take dozens of screenshots, only to use half or less. Then I’d wonder why the guides  looked like novels, and I’d spend even more time trying to make the instructions look less intimidating and more approachable.
 

 

The Problem With Emails, Words Docs, and PDF Documentation

Most of us default to one of three options that don't quite work:

  • Long emails that are easy to overlook and hard to reference later.

  • Word docs and PDFs that become instantly outdated and require constant version updates.

  • Verbal explanations during calls that are hard to remember afterward.

Using these methods turns documentation into a big production.

 

Enter Scribe and Loom: Your New Documentation Dream Team

Scribe and Loom solve different problems, but together they cover almost every client tutorial scenario you'll encounter.
  • Scribe automatically captures your workflow as you click through it and generates a step-by-step guide with screenshots and click pointers. Think of it as screen recording that outputs text and images instead of video.
  • Loom records your screen, voice, face, and then uses AI to add subtitles and break your video into searchable chapters. It's perfect when you need to show the bigger picture or walk through something more complex.
Here's when to use each one. 
 
 

When Scribe Wins: Repeatable Technical Processes

Scribe shines for processes you'll teach over and over again. The kind of tutorials where the steps don't change, but the client does.

The tutorials you're probably repeating constantly:
  • How to purchase a specific web hosting plan
  • How to add a blog post in your CMS
  • How to invite us to your domain registrar account (eg. GoDaddy)
You do the process once while Scribe records. It automatically captures every click, generates screenshots, and creates numbered steps with descriptions. Then you can edit the text, add highlights to screenshots, and even redact sensitive information with built-in image editing tools.
 
Instead of creating multiple Word docs or PDFs that need updating every time a tool's interface changes, everything lives in one cloud location. You just update the Scribe guide once. Everyone who has the link sees the current version. No versioning chaos, no outdated files floating around client inboxes.
 
 
 
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An example of a Scribe tutorial we frequently share with out clients

 

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Examples of the different types of steps you can create in Scribe, and how to redact sensitive information in images using Scribe’s image editing tool.

 

 

When Loom Takes Over: Context and Bigger Pictures

Loom is ideal for tutorials that need more context or a bigger picture view.
Use it when you want to:
  • Provide a broader perspective than Scribe’s step-by-step screenshots allow.
  • Walk through multi-step workflows that occur outside the browser, which Scribe can’t capture.
  • Show clients where to find things in complex UI or filter systems
Loom's AI features make these videos way more useful than they used to be. The auto-generated subtitles mean clients can watch without sound. The automatic video chapters let them jump to the exact section they need.
 
 
kass blog 3 An example of a Loom video, and the video captions/transcript it auto generates based on what you say
 

How to Use Them Together

Documentation feels less like a chore when you combine both tools strategically.

Start with Scribe for your foundational, repeatable processes. Build a library of these guides that your team can reference and share with clients instantly.

Use Loom for client-specific situations, strategic explanations, or anything that benefits from your personality and context.
 
 
Real example from our workflow:

We have a Scribe guide for "How to Purchase Web Hosting" It's an 11-step process that rarely changes, so every client gets the same link.

For a more complex tutorials such as "How do I search for this specific filter in my CMS?" or "How do I format this link for my blog post?" we send a quick Loom video. Recording takes just a few minutes, but it saves hours of back-and-forth emails and gives clients a clear, visual explanation.

 

Making Client Education Easier for Everyone

Client education doesn't have to be a constant drain on your time. With the right tools and a bit of upfront investment, you can turn repetitive tutorials into reusable resources that make both you and your clients happier.

Scribe handles your repeatable technical processes. Loom covers everything else. Together, they free you from the cycle of recreating the same tutorials and give you time back for the work that requires your unique expertise.
 

 

About the Author: 

Kassandra Poon is the Lead Web Developer at ZGM Modern Marketing Partners. Code is her passion and Coco's bubble tea is her muse. She loves turning technical challenges into intuitive, approachable solutions that anyone can understand.
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