Creating a new article or record in Pageloop

Learn how to create a new article in Pageloop using the Record Flow or Create Manual options.

Keeping your help center aligned with your evolving product is simple. With Pageloop, you can capture live workflows directly from your interface or draft guides manually from scratch. This guide walks you through the initial steps of creating a new article or record in Pageloop.

Initiating article creation

To begin creating a new article or record, navigate to your Pageloop dashboard and follow these steps:

Click the New button located in the sidebar navigation.
Select either Record Flow or Create Manual depending on your preferred workflow.

Let's explore how these two paths work to help you choose the best approach for your documentation.

Choosing your creation path

Depending on your goals, you can choose between an automated, recording-based workflow or a classic manual draft.

Option 1: Record Flow

The Record Flow feature is a highly efficient way to capture real-time product actions. By using the Pageloop Chrome extension, you can record a workflow and automatically generate an article draft complete with step-by-step instructions and extracted media.

When you select Record Flow, you will choose the browser tab you want to capture, click through the feature as a user would, and then stop the recording to generate your draft. For a detailed walkthrough of this process, see our guide on creating a new article using Flow.

Option 2: Create Manual

If you prefer to write your documentation from scratch or if you are documenting a feature that is not yet live, select Create Manual. This option opens a clean, distraction-free editor where you can manually structure your guide, add text, and upload assets directly.

Next Steps

Once you have initiated your draft, you can refine and enhance your content using Pageloop's powerful editing and AI features:

Learn how to manage your extracted screenshots and AI suggestions in Creating and Updating Articles with Video Flows.
If you need to adjust your AI-generated drafts with specific product notes, see How to use Refine & Run to update articles.
To learn how to navigate your drafts and updates dashboard, check out Navigating the Pageloop UI.

Initiating article creation

To begin creating a new article or record, navigate to your Pageloop dashboard and follow these steps:

Click the New button located in the sidebar navigation.

Select either Record Flow or Create Manual depending on your preferred workflow.

Let's explore how these two paths work to help you choose the best approach for your documentation.

Option 1: Record Flow

Next Steps

Once you have initiated your draft, you can refine and enhance your content using Pageloop's powerful editing and AI features:

Learn how to manage your extracted screenshots and AI suggestions in Creating and Updating Articles with Video Flows.

If you need to adjust your AI-generated drafts with specific product notes, see How to use Refine & Run to update articles.

To learn how to navigate your drafts and updates dashboard, check out Navigating the Pageloop UI.