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Practical guides for documents and workflows

Choose the right tool, prepare your information, and review the results. Explore these FormBlessed and CopyCat guides.

Start with the source of your information. If you already have the answers in a document or workbook, the form-filling guides explain how to prepare those sources and check the values placed on a supported website. They also explain when Chrome’s saved contact details may be enough. Filling fields still leaves you responsible for reviewing and submitting the form.

If you want to document a task you perform on screen, start with the recording guides. Learn how to review a CopyCat recording, export instructions for Claude Code, or turn a tutorial into a procedure with ownership and exception rules. An exported instruction file needs separate testing, and an exported tutorial needs review before it becomes an SOP. Choose a guide below for the steps and limits that apply to your task.