Process documentation software

Process documentation software

Helpable is process documentation software for growing teams. The AI writer drafts articles from the files you already have, tasks become procedures with an owner and a review date, every change is kept in the version history and one search finds it all.

  • AI drafts from your files
  • Owners and review dates
  • One search for everything
Helpable knowledge base with an article about a standard office clean and the AI writer panel for adding your own documents or links

Why processes stay undocumented

Every team knows it should write things down. These are the reasons it rarely happens, or doesn't last.

  • It all lives in a few heads

    The people who know how things work are also the busiest, and every question lands on their desk.

  • Files everywhere

    Some steps sit in a Word file, some in a PDF from years ago and some in an old chat thread.

  • Writing takes too long

    Starting from a blank page feels like a project, so it keeps moving to next month.

  • Documents go stale

    Once written, nobody owns the document, and after a few changes nobody trusts it.

From scattered files to processes people use

Five steps, each handled by a part of Helpable.

  1. Draft from what you have

    Give the AI writer a PDF, Word file or link and say what the article should cover. You get a draft to check and publish.

    Draft from what you have: how it looks in Helpable
  2. Put it in one place

    Organize articles in categories, with pages under pages, in an internal knowledge base for the team.

    Put it in one place: how it looks in Helpable
  3. Turn tasks into procedures

    Write repeatable tasks as numbered steps with images and checklists, one owner and a review interval.

    Turn tasks into procedures: how it looks in Helpable
  4. Share every change

    Publish a new version with a change summary, announce it to the people involved and ask them to confirm.

    Share every change: how it looks in Helpable
  5. Teach it to new people

    Let AI draft a training from the articles and procedures you pick, with lessons that link back to the source.

    Teach it to new people: how it looks in Helpable

Documented fast, kept current, found in seconds

Start from the files you have, keep every change on record and let people find the answer themselves.

Start from the files you have

Add a PDF or Word file, tell the AI writer what to write and get a draft article. You check it, adjust it and publish.

  • PDF, Word, TXT, Markdown and CSV
  • Links work as sources too
  • You review before publishing

Every change on record

Each version shows what changed, who published it and when. Go back to an earlier version when you need to, and read confirmations stay tied to the version people saw.

Found with one search

Type a word and get the matching procedure, article and training in one list, so nobody has to ask where something is.

What you get to document your processes

The parts of Helpable that get processes written down and keep them right.

  • Procedures

    Write each process as numbered steps with images and checklists inside the steps. Anyone can follow a task from start to finish and get the same result.

  • AI writer

    Turn existing Word files, PDFs and links into draft articles you review. The processes you already wrote down get a head start.

  • Knowledge base

    Background and the why go into articles with categories and pages under pages, next to the procedures. The structure matches how your team thinks.

  • Document version control

    Each published version of a procedure keeps a short summary of what changed. You always know which version applies and why it changed.

  • Read and acknowledge

    Ask the people who do the work to confirm a new version with one click. You see per person who confirmed and who is still pending.

  • Team roles and permissions

    Roles decide who may edit and publish, and every procedure has one owner. Processes stay right because someone is responsible for each.

  • Training with AI

    Let AI draft a training from your documented processes, with a quiz. New hires learn the process before they do it.

New · Answers

Your team finds the answer on its own in seconds, with the source

Employees ask a question in their own words and get a short answer from your own articles, procedures and documents, with a link to the exact page it came from. You stop being the person everyone asks.

  • Answers come from your own knowledge
  • Every answer shows where it came from
  • Says so plainly when it doesn't know
  • Each person only sees what they may see
  • Works with your existing documents
  • You approve every new article

Start with the documents you already have

Upload your handbook or policies. Helpable makes them searchable right away and suggests articles you check, change and approve. Nothing goes live until you say so.

A gap becomes a to-do

When the answer isn't there, Helpable says so and the question lands on your list of things to write down, with no name attached.

Who it is for

Teams that have grown past the point where you can just ask the person next to you.

  • Teams on location and at client sites

    Cleaning, installation and maintenance teams where the know-how sits with the owner and a few long-time staff.

    In practice: The way your best cleaner handles a new office building becomes the written process for everyone: numbered steps, photos of the result and a checklist before leaving. One owner keeps it right.

    See how
  • Shift teams with new and temporary staff

    Hospitality, retail and warehouse teams that open, close and count stock the same way every day.

    In practice: Opening, cash-up and stock counts get written down once, with the steps in order. A new employee follows them on the shop's tablet, and the store manager stops explaining it every Saturday.

    See how
  • Office and client teams

    Agencies, accountancy firms and real estate offices where every client project should run the same way.

    In practice: An agency documents how a project runs from brief to launch, one procedure per phase, each with an owner. New project managers follow the same route, and the review date shows when it needs a check.

    See how
  • Startups and software companies

    Teams that document how support, sales and engineering work, so new hires can get up to speed on their own.

    In practice: Support, sales and engineering each document their handoffs, such as escalating a bug or passing a deal to onboarding. New hires read the current version, and the history shows who changed what.

    See how
  • Care, childcare and education teams

    Teams with intake, medication and incident processes that everyone has to follow the same way.

    In practice: Intake, medication and incident processes each get numbered steps and an owner. When a process changes, you publish the new version with a summary of what changed, and the team confirms it.

    See how
Made for teams in
Pricing

A plan that grows with your team

Try Helpable free for 14 days, no credit card needed. Then pick the plan that fits your team.

Grow when you need to

Add these to Business and up, any time. You only pay for what you use.

  • More people

    Add people one by one as your team grows, for a fixed price per person on every plan.

    $9/month

  • A second help center

    A help center and handbook for another brand, location or client.

    $10/month

  • Only your brand

    Remove “Powered by Helpable” from your help center. Included in Business Max.

    $19/month

  • Cancel any time
  • Data stored in the EU

Questions about process documentation software

Can't find your answer? We're happy to help.

What is process documentation software?

Process documentation software helps you write down how your company works and keep it current. Helpable does this with a knowledge base for explanations, procedures for step-by-step tasks, an AI writer, version history and one search.

Which files can the AI writer use?

The Helpable AI writer drafts an article from PDF, Word, TXT, Markdown and CSV files, or from links. You tell it what to write, check the draft and publish it yourself.

Can I upload all my documents at once?

Yes. In Helpable you upload documents such as PDF and Word files; Helpable processes them, makes them searchable and suggests article drafts you check and approve. Nothing is published until you say so.

When should I use an article and when a procedure?

In Helpable an article suits explanations, policies and background, and a procedure suits a repeatable task with numbered steps. Procedures add an owner, a review interval and read confirmations per version.

How does Helpable keep documentation current?

Helpable gives each procedure an owner and a review interval, and shows the next review date. Every published version is kept with a change summary, and you can announce an update and ask people to confirm it.

Can I see older versions?

Yes. Helpable keeps a version history for articles and procedures, so you can see what changed and go back to an earlier article version. Read confirmations are stored per version.

How is this different from a shared drive?

A shared drive stores files; Helpable gives every process an owner, a version history and one search across articles, procedures and training. You also see who confirmed the latest version of a procedure.

What does Helpable cost?

Helpable starts at $29 per month for Business, with 3 team members, one internal knowledge base, procedures, read confirmations and the AI writer. Business Plus is $89 per month for 5 members and adds training with quizzes and due dates.

Can I try Helpable for free?

Yes. Helpable has a free trial of 14 days on Business Plus, and you don't need a credit card to start.

Is my data safe and where is it stored?

Helpable stores your data in the EU, which helps when clients ask about GDPR. Roles decide who can edit and who can only read, and the app works in English and Dutch.

Write down your first process this week

Pick the process people ask about most, give the AI writer the file you already have and publish the result in Helpable.

  • 14 days free
  • No credit card needed
  • Cancel any time