Docuit for Enterprise Workforce Intelligence

When your best people leave,
their knowledge shouldn't go with them.

Docuit automatically captures every fix, configuration, investigation, and workflow your team runs, building an organizational knowledge base that stays even when people don't.

Chrome extension
SSO & OIDC
Admin capture policy
Privacy by design
Org Insights Acme Corp
206
Sessions documented
4/5
Seats active
62 hrs
Documentation time saved
Tools your org documents
Salesforce
64 sessions
Microsoft Azure
41 sessions
GitHub
18 sessions
Recently shared to workspace
Step-by-Step Guide: Azure user and security group setup
Shared by owner
Handoff Document: Salesforce opportunity setup
Shared by owner
Troubleshooting Log: GitHub login recovery
Shared by owner
Enterprise
grade security
SSO, admin controls, and dedicated support
17
document types
SOPs, runbooks, incident reports, handoffs & more
19
languages supported
Global teams, one consistent output standard
<30s
to generate a document
A 45-minute session becomes a structured doc in seconds
Workspace intelligence

Org-wide knowledge,
built from real work.

Your senior engineer just gave notice. They know the system cold, every workaround, every vendor quirk, every undocumented fix from the past three years. Most of it is not written down. In two weeks, it walks out the door with them. Docuit captures work as it happens so institutional knowledge stays with the organization, not the individual.

Org-wide visibility, never individual tracking
Leadership sees how much work got documented, what tools the org relies on, and how much time it saved, all as aggregate numbers. No per-person session logs, no activity rankings, no way to single out one employee.
Shared workspace knowledge base
Team members share documents to a central workspace, building a living knowledge base from real work. New hires onboard against actual guides. Processes stop living in one person's head and become searchable org-wide.
Documentation time: near zero
A 45-minute session becomes a structured document in under 30 seconds. No one sits down to write it up. The record is just there as consistent, professional, ready to share.
Projects, work organized by initiative
Group sessions and documents into projects that anyone on the team can tag their work to. Time and output per project are visible to everyone working on it, not hidden from the people who did the work.
User-initiated. Always private by default.
Users choose when to start a session and what to capture. Nothing happens without their intent. Personal documents stay private. Only what a member chooses to share reaches the team workspace.
Ask Docuit
How did we resolve the Okta SSO issue last month?
From the shared workspace The fix updated the SAML assertion mapping in Okta and re-synced the Azure AD group. It took 22 minutes. A step-by-step guide was generated from that session and shared to the team.
Shared May 14 Okta Admin Session Step-by-Step Guide

Who on the team has experience with CrowdStrike?
Based on shared sessions 14 shared sessions cover CrowdStrike, spanning incident investigations, policy configuration, and a SIEM integration. That's your team's deepest coverage of this tool.
14 shared sessions Security & Compliance
Ask anything about your team's shared work...
Ask Docuit

Query your team's shared
work history in plain language.

Ask Docuit searches your own sessions, and separately, everything your organization has shared to the workspace, and gives you answers grounded in what actually happened.

Search your own work Find anything from your personal sessions for example past research, fixes you ran, steps you took, instantly.
Search shared organization knowledge Query what the team has shared to the workspace to find how a problem was solved before and what steps were taken.
Answers from real work Every answer is sourced from actual shared sessions, with the date and document linked.
See it in action

Watch how a session becomes a document

How it works

Simple for users.
Powerful for the organization.

Step 01

Start a session in any mode

Three capture modes to match your org's needs. Auto-Doc captures everything automatically for up to 30 minutes. Co-pilot lets users add highlights and notes in real time, with no length limit. Focus is manual notes only with zero automatic capture, designed for high-security environments. Admins set which modes are available org-wide.

Step 02

Work normally

Docuit runs in the background capturing actions, steps, and context as the user works across their browser and SaaS tools. The user stays completely focused on the work itself.

Step 03

Generate, share, or surface

Convert your work session instantly into ready to share document types like SOPs, incident reports, handoff docs, research summaries, change logs, and more. Export as PDF or Word. Share to the team workspace.

See it step by step

From starting a session to a finished document. Use the arrows to navigate.

salesforce.com/lightning/o/Opportunity/list
Docuit · click to start
Opportunities
Accounts
Reports
Salesforce
HomeOpportunitiesAccounts
All Opportunities
Total Pipeline
$2.4M
This Quarter
$840K
Closed Won
$310K
Recent Opportunities
NameStageAmount
Acme Corp Q3Negotiation$120K
TechFlow SaaSProposal$75K
GlobalMed IncDiscovery$200K
Docuit
JS
Ready to capture
Capture Mode
Co-pilot
Any length · lightweight
Auto-Doc
30 min · deep capture
Session Type
Step 1: Choose your mode and start
Select Co-pilot (any session length) or Auto-Doc (fully automatic, up to 30 min). Choose session type: Working or Learning and hit Start.
salesforce.com/lightning/r/Opportunity/Acme
Docuit · capturing
Opportunities
Acme Corp Q3
Salesforce
HomeOpportunities
Acme Corp Q3 2026
Amount
$120K
Stage
Negotiation
Close Date
Jun 30
DateTypeNotes
May 26CallDiscussed Q3 terms
May 22EmailSent proposal v2
✦ Saved by Docuit
"Acme negotiation, key decision maker is VP of Procurement"
Docuit
JS
Working · Co-pilot02:14
11
Events
3
Pages
1
Saved
Live Activity · hover to add note
Acme Corp Q3 2026
salesforce.com
VP of Procurement is key decision maker
now
Opportunities are All Open
salesforce.com
1m
CRM Dashboard · Q3 Pipeline
salesforce.com
2m
Step 2: Work normally. Everything is captured.
Docuit tracks every page and action in the live feed. Highlight any text to save it as a note. Hit Stop & Generate when you're done.
app.docuit.ai/share/Z51F6lawbH_tN75Su7eKkXnAI84m
✓ Document ready
Explored Salesforce CRM features via Yahoo search and its website
Prepared by Jane Smith
May 26, 2026
Summary
We looked into Salesforce CRM and visited the Salesforce website to learn about its features.
Session Record
• salesforce CRM (search.yahoo.com)
• Salesforce CRM product page (salesforce.com)
User Highlights
"Attract more prospects, close more deals..." [salesforce.com]
Step 3: Your session is documented automatically
Stop the session and Docuit generates a base document with your full session record, focus areas, tools used, and any highlights you saved. Shareable with a link.
app.docuit.ai/documents/4fa9ed45-8a23-50f9-ac26
Documents
User Highlights
• "Attract more prospects, close more deals, and strengthen customer relationships by uniting sales, service, marketing, commerce, and IT on one integrated platform." [salesforce.com]
Generate a deliverable
Professional
Client ReportExecutive BriefingScreen-Share Notes
Operations
TicketChange LogStep-by-Step GuideIncident Report
Personal
Work LogInvoice
Executive BriefingSelected
⚡ Generate & Preview
Step 4: Pick any of 17 deliverable types
Select from Professional, Operations, Personal, or Academic categories. Format and language set below.
app.docuit.ai/documents/preview/executive-briefing
✓ Deliverable ready
Executive Briefing
Prepared by:Jane SmithDate:May 26, 2026Subject:Salesforce CRM Evaluation
Executive Summary
This briefing summarizes an evaluation of Salesforce CRM capabilities conducted via Yahoo Search and the Salesforce product website.
Key Findings
Salesforce CRM offers an integrated platform uniting sales, service, marketing, commerce, and IT, positioned as the world's leading AI-powered CRM.
Recommendation
Further evaluation recommended including a product demo and pricing review before any procurement decision.
Generated by Docuit · May 26, 2026
⬇ PDF
🔗 Share
Step 5: Your deliverable is ready to share
A polished Executive Briefing that is structured, professional, and ready to send. Download as PDF, export as DOCX, or share a link. Same session, any deliverable, in seconds.
Step 1 of 5
Before and after

What changes when your team's work
documents itself.

Without Docuit
  • Managers ask how work is going and get whatever the team chooses to share
  • Processes live in people's heads and walk out the door when they leave
  • Incident writeups happen days later when steps are forgotten, details are missing
  • New hires ramp slowly because real documentation doesn't exist
  • Audit requests mean scrambling for records that were never captured
  • Documentation quality varies wildly from person to person
With Docuit
  • Leadership sees what got documented and how much time it saved, built automatically from real work
  • Every session produces a structured record so knowledge stays with the organization
  • Incident reports generated in real time with complete, accurate, immediately shareable context
  • New hires onboard against real, current guides built from actual expert workflows
  • Audit-ready records built automatically as work happens
  • Consistent output format across every person on every team, available when needed
The business case

What Docuit is worth
in time saved alone.

Documentation isn't free, it just looks free because the cost is invisible. Every SOP written manually, every incident writeup reconstructed from memory, every onboarding guide that doesn't exist yet. Here's what it adds up to.

Per session
15 - 45 min
saved per documented session
Writing a session up manually by reconstructing steps, formatting, sharing can take 15 - 45 minutes on average. With Docuit: under 30 seconds.
10-person team · 25 sessions/month
62 hrs
saved per month
At a conservative $40/hr fully loaded cost, that reclaimed time is worth far more than an Enterprise subscription.

Estimates based on industry averages for knowledge worker documentation time. Your actual savings will vary by team size and session frequency.

Sample outputs

Professional documents,
ready to share.

Real documents generated by Docuit from real sessions available in pdf and word format.

← Scroll to see all →

Step-by-Step GuideMicrosoft Azure
Step-by-Step Guide
Prepared by:Jane SmithDate:2026-04-09
Overview

Creating a new internal user and security group within Microsoft Azure for the DOCUMATEIT.COM organization.

Prerequisites
  • Azure portal access with user and group creation permissions
Steps
  1. Navigate to "Users" in the Azure portal
  2. Click "Create new user" and complete the Basics tab
  3. Enter name, job title, department, employee ID, hire date
  4. Navigate Assignments → Review + create → click "Create"
  5. Navigate to "Groups" → "Create new group"
  6. Select "Security" type, enter name and description
  7. Select "Assigned" membership type → click "Create"
Expected Outcome

New internal user and security group created in Azure Active Directory.

Troubleshooting LogGitHub
Troubleshooting Log
Prepared by:Jane SmithDate:2026-04-09
Issue

User unable to log into GitHub. Repeated attempts returned "Incorrect username or password."

Steps Taken
  1. Navigated to github.com/login (credential error)
  2. Initiated password reset at github.com/password_reset
  3. Completed account verification puzzle
  4. Entered email verification code on device verification page
  5. GitHub dashboard loaded, login successful
Resolution

Resolved via password reset and device verification. Login confirmed successful.

Handoff DocumentSalesforce CRM
Handoff Document
Prepared by:Jane SmithDate:2026-04-09
Overview

Setup of new sales opportunity in Salesforce. Next person should review current state and proceed with next sales steps.

Completed This Session
  • Created "Marketing" opportunity $10,000 · Close 5/31/2026 · Stage: Negotiation · 60%
  • Created "Email" follow-up task due April 11
  • Created "Log a Call" task due April 11
Recommended Next Steps
  • Review the "Marketing" opportunity and its tasks
  • Update stage based on next conversation
  • Confirm details on the "John Smith" account
Research SummarySIEM Research
Research Summary
Prepared by:Jane SmithDate:2026-04-09
Research Goal

Identify and evaluate the best SIEM tools for enterprise environments.

Sources Reviewed
  • CrowdStrike: Next-Gen SIEM and threat detection
  • Palo Alto Networks: SIEM vs XDR comparisons, Best SIEM Tools 2026
  • Splunk: Enterprise pages and Gartner Magic Quadrant
Key Findings
  • Leading platforms: Palo Alto Cortex XSIAM, Rapid7 InsightIDR, Datadog, Fortinet
  • CrowdStrike leads on speed of threat detection
  • Splunk dominant for large enterprise deployments
Summary

Foundational understanding of SIEM landscape, covering key players and differentiators, ready to inform vendor selection.

Why teams choose Docuit

Valuable for leadership.
Frictionless for individuals.

Docuit works from both sides: leadership gets a clear, aggregate picture of what's getting done, without changing how anyone on the team works or watching what any one person does.

For leadership & managers

Knowledge retention, without watching individuals.

  • Org dashboard: aggregate usage, tools in use, and time saved at a glance
  • Consistent documentation quality across every team member
  • Institutional knowledge stays with the org when people leave
  • Audit-ready records created as work happens
  • Capture policy, workspace isolation, team permissions, instant access revocation
For individual contributors

More time doing the work. Zero time writing it up.

  • Start a session when you want nothing captured without your intent
  • 17 document types: SOPs, incident reports, research summaries, handoffs, and more
  • PDF and Word export ready to share.
  • Personal dashboard: all your documents, searchable, anytime
  • 19 languages and consistent output.
Use cases

Built for teams where missing records cost the most.

Where undocumented work means lost time, repeated mistakes, or real compliance exposure.

IT & Operations

Infrastructure changes, configurations, and operational fixes documented as they happen, giving every engineer a consistent, shareable record with no extra effort.

  • Change logs and runbooks generated automatically
  • Onboarding guides built from real expert workflows
  • Incident records ready for post-mortems

Security & Compliance

Traceable, time-ordered records of security investigations and remediation work structured and ready for audits, reviews, and compliance reporting.

  • Incident reports and remediation logs
  • Audit-ready records built as work happens
  • Consistent format across every analyst

Training & Onboarding

Capture expert workflows once. Automatically transform them into guides, SOPs, and training materials without anyone sitting down to write them up.

  • SOPs generated from actual expert sessions
  • Step-by-step guides in 19 languages
  • Knowledge stays when experienced people leave
Security & privacy

Built for IT-managed environments.

Designed to fit your existing security policies and infrastructure, not asking you to work around them.

Identity & access

Connects to your existing identity provider for single sign-on, so there's no separate user management to maintain.

Data & privacy

Users control exactly what gets captured. Nothing is recorded without intent, and personal documents stay private by default.

Admin controls

Admins manage capture policy, workspace access, and permissions from a central dashboard, with the ability to revoke access instantly.

Get started

Stop losing knowledge.
Start capturing it automatically.

Talk to us about a pilot for your team. Setup is quick, and we'll get you up and running fast.

Enterprise deployments are set up with our team from day one. contact us to get started.