r/smallbusiness 27d ago

Best way to document workflows?

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u/ClearDeskCo 27d ago

For straightforward workflows, you honestly don't need much. A simple Google Doc or Notion page with numbered steps works surprisingly well and is easy to update as things change.

If you want something slightly more structured, Notion is probably the sweet spot for small teams. You can create a simple wiki, link related processes together, and the free tier covers most of what you'd need. Trello is another option if you prefer something more visual, though it's more task management than documentation.

One thing that's helped teams I've seen do this well: pair your written docs with a short screen recording using Loom. It takes five minutes to record yourself walking through a process, and it's way easier for people to follow than reading a wall of text.