How to use Notavi

Everything Notavi does, step by step.

Capture your work on a shortcut you set, let Notavi write it up (or write it yourself), keep every version and one source of truth, then export it in any layout or language — all kept in storage you own.

Capture

You do the task; Notavi grabs the steps.

A session is one continuous chunk of work that becomes one step-by-step guide (SOP). Work through the thing you're documenting and grab each step as you go — nothing is recorded unless you ask for it.

Captures only when you ask.

No keylogging, no capturing on every click. Notavi grabs a step only when you press a capture shortcut — and you get two, both of which you can set yourself (defaults Ctrl + D and Ctrl + L). The first press begins a session automatically.

The mouse-on-the-step technique

Press the capture shortcut while your cursor is over the thing you're describing — the button you just clicked, the field you just filled. That cursor position is the cue Notavi uses to know what's active in the step.

Three capture modes

  • FullscreenThe whole display — best when context across windows is the point.
  • WindowJust the focused window — Notavi crops out the desktop and dock.
  • SelectionDrag a region — best when one panel or dialog is all that matters.

In the editor, every screenshot can be zoomed and panned to frame exactly what matters — reset the crop any time; the original capture is always intact. The capture shortcuts fire in Screenshot mode; switch back to it if a capture isn't landing.

Notavi's capture toolbar — the mode picker with Fullscreen, Window, Selection and Screenshot, plus Upload and Note.
The capture bar — pick a mode, then grab steps on your shortcut.

Write it up

By hand, or let AI do it.

Documenting is free: build a guide entirely by hand — add steps, text, and sections, and arrange them however you like. Or submit the session for the optional AI writeup, and Notavi returns a titled step for every screenshot with an instruction paragraph, plus a document title for the whole SOP. Either way, everything is editable in place.

  • Edit anythingClick a title or instruction to rewrite it; commit with click-out or Esc.
  • Reorder stepsMove a step with its up/down arrows — the numbering reflows automatically.
  • Insert contentUse + Text, + Image and + Section to add callouts, extra shots, or chapter headings.
  • AI is optionalThe AI writeup is a paid convenience — never required to document.

Markup tools on every screenshot

Blur permanently redacts anything sensitive — names, IDs, internal links. Do it before submitting if it shouldn't reach the AI either. Arrow points at the thing that matters (one or two per step). Text box drops a label right on the image.

A guide open in Notavi's editor — title, department, tags, summary and the +Text / +Image / +Section controls above the first step.
Build and edit by hand.
A step's screenshot with markup applied — a blur over a sensitive field, a mint arrow, and a text-box label reading 'Insert printer name from printer list'.
Blur, arrow and text-box markup.

Version history

Documentation with a memory.

Real procedures change. When you make a new version, the current one is archived to history and a fresh version is created — and every revision carries a plain-language note on what changed, so a guide is always current, never quietly out of date.

  • Minor or majorA small fix bumps a minor version; a rewrite bumps a major one. The whole lineage stays intact.
  • Automatic changelogNotavi writes the "what changed, when, and who" note for each version in plain sentences.
  • Restore any versionReopen an earlier version to read it, or make it current again without losing the newer ones.
  • Branch itStart a new version from the existing guide, or from a blank one under the same lineage.
Notavi's version rail — v2.0, v1.1 and v1.0 with a change note and View / Make current / Extract controls.
Every version, with one-click restore.
The 'Create a new version' dialog — choose a new minor (v1.1) or major (v2.0) version.
Minor tweak or major rewrite.

Duplicates & search

One source of truth.

When a new guide looks like one you already have, Notavi flags it right in the editor and scores how alike they are. Review the pair side by side — down to which steps match, differ, or appear in only one — then decide.

  • Merge as a new versionFold the two into one authoritative guide, kept in the version history.
  • Cross-referenceLink related guides instead of merging, so both keep their own place.
  • Keep separateDecide they really are different — Notavi remembers your call. Nothing changes until you choose.
  • Search everythingFind any guide by title or keyword across every folder in seconds.
Notavi duplicate review — two near-identical guides with a 96% match score and Merge / Cross-reference / Keep separate.
Flagged automatically, with a score.
Notavi search — a keyword narrows the whole library across every folder to the matching guides.
Search every folder at once.

Your library

Every procedure in one place.

All your SOPs live in one library. Group them into folders, pin the ones you reach for most, and move a guide between folders whenever you reorganize — each card shows its current version at a glance.

The Notavi library — folders and favorites down the left, a grid of versioned step-by-step guides on the right.
Folders, favorites and version badges.

Export & languages

Ship it in any layout — or any language.

Open the export panel, choose a template and format, and Notavi turns your SOP into a real file. Optionally translate it on the way out — the words are translated while your screenshots stay exactly as captured.

  • Template styleStandard (one step per row), Two-column (instruction + shot), or Quadrant (2×2 grid).
  • FormatHTML (self-contained), PDF (print-ready), or Word (.docx, editable).
  • OptionsInclude the changelog table, add step hints, and open the folder after export.
  • 11 languagesPick a language and the exported file comes out translated; a "machine-translated" note travels with it.
Notavi's export panel — template style (Standard / Two-column / Quadrant), format (HTML / PDF / Word), and options.
Template, format and options.
The export language picker open, listing all eleven languages from English and Spanish to Japanese and Korean.
Eleven languages, on export.

See real exports of the same kind of SOP — two layouts and two languages. Open one and read the whole thing:

Your storage, your control

Your SOPs live in storage you own.

Point Notavi at a folder in the cloud storage you already use — OneDrive, iCloud, Dropbox, Proton, SharePoint, any cloud — and your documents sync across every device through that service. Notavi never hosts your files; they stay under your account, right where you can see them.

  • Any cloud you already own
  • Never used to train AI
  • We don’t keep your content

Live sync keeps up with changes made outside the app — rename or move a file in Finder or Explorer, or let one arrive from another device, and it appears in Notavi on its own. Files still downloading from your cloud show a clear indicator until they're ready.

The Notavi library in dark theme — the same organized grid of versioned guides, kept in storage you own.
Notavi's Settings — the SOP storage location pointing at a cloud-storage folder you own, with a Change button, and the working-language selector set to English.
In Settings, point your library at any folder in a cloud you own — and choose the working language new SOPs are written in.

Ready to try it?

Free to build your own library · Apple Silicon Mac (M1+) · Windows 10/11