> ## Documentation Index
> Fetch the complete documentation index at: https://klarity.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Capturing current state — quick reference guide

> The three ways to document your current-state processes in Klarity, and when to use each.

export const NeedHelp = () => <Note>
    <strong>Need help?</strong> Use the in-app chat — click the chat bubble in the bottom-right corner of Klarity Architect (staffed 24×5) — or email <a href="mailto:support@klarity.ai">support@klarity.ai</a>.
  </Note>;

## Overview

Klarity is an AI platform that helps you and your team capture your work, identify improvement opportunities, and create structured documentation of how work happens in minutes. This guide outlines how to document the reality of how your current-state processes work.

Klarity supports three primary methods for generating process documentation:

* **Companion** — a continuous capture method that lets you work as you normally do and updates multiple processes at the end of your session.
* **AI Interviewer (Analyst)** — a real-time guided interview where Klarity's AI observes and captures your process walkthrough.
* **Existing files** — use pre-recorded videos (from Zoom, Teams, etc.) and existing documents (docx, pdf, xlsx) to generate documentation.

## When to use each method

| Method             | When to use                                                                                        | Value                                                                 |
| ------------------ | -------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------- |
| **Companion**      | Processes are undefined, informal, or inconsistent. You want broad visibility without pre-scoping. | Reveals hidden processes. Minimal effort. Natural workflow.           |
| **AI Interviewer** | A specific, known process to capture end-to-end in one session.                                    | High-quality structured flows. Q\&A or exploratory modes.             |
| **Existing files** | Documentation or recordings already exist.                                                         | Fast ingestion. Validates execution vs. documented. Identifies drift. |

## Best practices for recording

* Record the entire activity start to finish.
* Verbally explain what you're doing and why.
* Share your entire screen.
* Discuss metrics and pain points.

## Option 1: Continuous capture (Companion)

1. **Configure role profile:** Enter your role and regular work details.
2. **Start session & share screen:** Click **Start Session** and share your full screen.
3. **Work normally:** Companion pieces together activities. Pause, mute, or resume anytime.
4. **Review activity timeline:** Every 30 minutes, Companion produces an activity summary.
5. **End session & submit:** Click **End Session** and update activities to the Process Index.
6. **Review report & signals:** Review the summary and share signals.

<Frame>
  <video autoPlay loop muted playsInline src="https://mintcdn.com/klaritydocs/ayYfMBxsaKM-Xerx/images/companion-start.mp4?fit=max&auto=format&n=ayYfMBxsaKM-Xerx&q=85&s=f9e7b60af0f5e3d12c8c189339a0514f" aria-label="Walkthrough of starting a Klarity Companion session: configuring the role profile, clicking Start Session, and sharing the screen to begin continuous capture." data-path="images/companion-start.mp4" />
</Frame>

<Frame>
  <video autoPlay loop muted playsInline src="https://mintcdn.com/klaritydocs/ayYfMBxsaKM-Xerx/images/companion-submit.mp4?fit=max&auto=format&n=ayYfMBxsaKM-Xerx&q=85&s=ca03b88a0993a78b780083aaec36f20f" aria-label="Walkthrough of ending a Companion session and submitting captured activities to the organizational Process Index." data-path="images/companion-submit.mp4" />
</Frame>

## Option 2: AI Interviewer

1. **Configure session:** Allow mic, test audio, select output template.
2. **Start session & share screen:** Share full screen or the relevant window.
3. **Record your session:** Perform the process, explaining steps and decisions.
4. **End session & review:** The AI may ask follow-ups. A document is generated and an email notification is sent.

<Frame>
  <video autoPlay loop muted playsInline src="https://mintcdn.com/klaritydocs/236MVH64i-O8oUtZ/images/ai-interviewer-start.mp4?fit=max&auto=format&n=236MVH64i-O8oUtZ&q=85&s=de173f63bb427713f665087d71084258" aria-label="Configuring and starting an AI Interviewer session: selecting a mode (Observation or Q&A), allowing microphone access, and sharing the screen to begin." data-path="images/ai-interviewer-start.mp4" />
</Frame>

## Option 3: Existing file upload

* **Supported formats:** docx, pdf, xlsx, mp4, wmv, webm
* **File limit:** Max 5 files per process

1. **Upload files & configure:** Drag and drop files, select a template, specify an output folder.
2. **Generate document:** Click **Run Operation**. Output is ready in 5–10 minutes.

<Frame>
  <video autoPlay loop muted playsInline src="https://mintcdn.com/klaritydocs/236MVH64i-O8oUtZ/images/file-upload-flow.mp4?fit=max&auto=format&n=236MVH64i-O8oUtZ&q=85&s=fc8ace5e44947e10c0bc604336f7d1ac" aria-label="Uploading files to Klarity by dragging and dropping documents or recordings, selecting an output template, and clicking Run Operation to generate the process document." data-path="images/file-upload-flow.mp4" />
</Frame>

## Reviewing outputs

1. Access the generated output via the email link.
2. Review for accuracy and completeness.

<Frame>
  <video autoPlay loop muted playsInline src="https://mintcdn.com/klaritydocs/ayYfMBxsaKM-Xerx/images/template-output.mp4?fit=max&auto=format&n=ayYfMBxsaKM-Xerx&q=85&s=25ad7b9ec8947b27339fdef52007b468" aria-label="Reviewing the generated Analyst output document produced from a captured process using a selected output template." data-path="images/template-output.mp4" />
</Frame>

<NeedHelp />