Once your Capture has been processed, you’ll see extracted content from your video or audio file. This is where your expertise comes in -- reviewing, refining, and activating the process so it works in the real world.
Why Review Your Capture?
Way We Do Capture does the heavy lifting -- but a human-in-the-loop review ensures accuracy, clarity, and accountability.
You’re checking that:
The steps reflect how the work should be done
The language matches your business standards
Nothing critical has been missed
The process is ready for your team to follow
Think of this step as moving from captured knowledge to creating an operational system.
Opening Your Capture (Ready for Review)
When your Capture has finished processing, it will display a status of “Ready for Review”.
To begin reviewing:
Navigate to Manual
Under "Captures in progress", locate the Capture tile with the status of “Ready for Review”
Click on the tile
This will open the generated process so you can begin reviewing and refining it.
Using the Review Tools
The Review Capture page gives you full control to refine and validate the generated process.
What You Can Edit
You can directly adjust:
Title – Ensure it clearly describes the process
Overview – Refine the summary to match your business context
Step Titles – Make each step concise and action-oriented
Step Content – Clarify instructions and add missing detail
Selecting the Best Images
Way We Do Capture provides a selection of images extracted from your video.
You can:
Click the primary image to enlarge it
Select the smaller thumbnail images to move it to the primary image location
Choose the most relevant image for each step to become the primary image
Ensure visual clarity for training and usability
Using the Transcript and Time Codes
To validate accuracy, you can:
View the original transcript of your recording
See time codes linked to each step
This allows you to:
Jump back to the exact moment in the video
Confirm what was said or done
Quickly resolve any ambiguities
Finalizing Your Review
Once you’ve completed your edits and are satisfied with the process:
Click Create Process
This action:
Inserts all reviewed content into an Activated Checklist
Moves your Capture into an operational format for training or workflow
Inserting into an Activated Checklist
After clicking Create Process, your Capture becomes an Activated Checklist, ready for further refinement and use.
Activated Checklists:
Turn procedures into live, trackable training or workflows
Allow team members to tick off steps as they complete them
Provide timestamps and audit trails
Ensure consistency across your operations
Assign Roles and Dependencies
To make your process fully operational, define who does what -- and in what order.
Assign Roles
Each step should be assigned to a role.
This ensures:
Clear accountability
Scalability as your team grows
Consistency regardless of who performs the task
Examples:
Technician
Office Admin
Operations Manager
Set Dependencies
Dependencies control how the workflow progresses.
They ensure that:
Steps are completed in the correct sequence
Critical actions aren’t skipped
Work flows smoothly between roles
You can:
Require steps to be completed before others begin
Structure sequential or parallel activities
Reduce bottlenecks and confusion
From Steps to Instant Flowcharts
As you:
Refine step titles
Assign roles
Add dependencies
…Way We Do automatically transforms your process into an Instant Flowchart (swimlane diagram).
This gives you:
A visual map of the process
Clear visibility of who is responsible for each step
Insight into how work flows between roles, people, and AI
It’s not just documentation -- it’s a visual operating system for how work gets done.
What Good Looks Like
A well-reviewed Capture is:
Clear and easy to follow
Visually aligned with the steps
Verified against the original recording
Assigned to the right roles
Ready to be executed and tracked
Reviewing your Process Capture is the step that turns AI-generated content into a reliable, real-world system.
Refine the details.
Validate with confidence.
Activate the workflow.
Now your process isn’t just documented -- it’s ready to run, every time.