CliqRelay is an open-source platform designed to streamline the creation of step-by-step documentation by automatically capturing user interactions within a web browser. By observing clicks, navigation, and input events, the tool generates structured, text-based guides without requiring manual screenshotting or repetitive writing. The project is built with a focus on privacy and transparency, offering a fully open-source solution under the Apache 2.0 license that can be self-hosted, ensuring complete control over sensitive data and organizational workflows.

The core functionality of CliqRelay revolves around its browser extension, which quietly monitors user activity to build ordered workflow guides. As a user navigates through a process, the tool automatically saves screenshots of the current tab and records specific click coordinates to provide visual clarity. It generates template-based captions for each step, which can be further customized or edited inline by the user to ensure documentation accuracy. Once a recording session concludes, the structured guide can be exported into professional formats such as PDF, with future support planned for JSON, Markdown, and HTML.

Some of the key features are:

• Automatic Workflow Capture: Seamlessly records interactions, clicks, and page navigations into an ordered step-by-step sequence.
• Smart Screenshot Detection: Captures full-page images during clicks and overlays visual indicators to highlight interactive elements.
• Auto-Generated Step Captions: Automatically creates descriptive titles for each captured action that are fully editable.
• Local-First Privacy: Ensures all recordings and data processing remain on the local machine unless the user decides to share or export them.
• Browser-Based Operation: Functions as a lightweight browser extension compatible with Google Chrome and other Chromium-based browsers, as well as Firefox.
• Export Capability: Allows users to convert documented workflows into professional PDF files for easy sharing and distribution.
• Self-Hostable Infrastructure: Supports local deployment for compliance-heavy environments, providing full sovereignty over stored data.

To use CliqRelay, a user installs the extension, activates the recording mode, and proceeds through their desired workflow as they normally would. The platform handles the underlying capture and documentation logic in the background. After the workflow is finished, the user can review the generated guide, adjust captions, and refine notes before exporting the final product into a document format. This process significantly reduces the time needed to create standard operating procedures or training materials.

Some common use cases include:

• Customer Support: Generating consistent, step-by-step resolution guides to handle frequently reported issues and streamline agent onboarding.
• Employee Onboarding: Creating repeatable, visual training paths for new hires, covering everything from system setups to internal tool usage.
• Sales Operations: Standardizing discovery-to-close workflows for sales teams to ensure consistent demo procedures and sales motions.
• HR Processes: Converting static, manual policy documents into interactive and clear workflow guides for benefits enrollment and internal compliance training.
• IT & DevOps: Maintaining accurate, up-to-date runbooks for deployment pipelines and incident responses to minimize reliance on tribal knowledge.
• Product Teams: Capturing and standardizing development toolchain workflows, including local environment setup and release processes.