Ask for the written procedure behind a credit decision and you get a shrug, or a binder tab last updated before the ERP upgrade. When that person leaves, the process leaves with them.
In the Studio, documentation is a by-product of building. It contains:
- A flowchart: one box per step, with labeled branches for every decision and every review outcome.
- Inside each box: the step in plain language, the screenshot captured during validation, and a short clip of the step being done.
- Rules and tables, shown in the steps that use them.
Every step was performed and approved before it was written down, so the document records what happened, not what someone believes happens. It is the agent, drawn:
change a step and the chart changes. Every revision is kept, so last quarter's procedure can sit beside this quarter's.
Export it as a PDF, a slide deck, or a shareable page, or email it from the builder. Auditors get the step, the screenshot, and the rule. New hires learn the job from pictures. The author, a year later, recalls the route through a portal the vendor has since redesigned.