Capture Lab Docs

1. Getting Started

System Requirements

Capture Lab runs on:

• Windows 10 or later (64-bit)
• macOS 12 Monterey or later (Intel and Apple Silicon)

Minimum hardware:

• 4 GB RAM
• 500 MB free disk space
• Stable internet connection for dashboard sync

Installing the Desktop Agent

1. Download the Capture Lab installer from the Downloads section in your dashboard.
2. Run the installer and follow the on-screen prompts.
3. Once installed, the Capture Lab agent icon appears in your system tray (Windows) or menu bar (macOS).
4. Sign in with the same account you use for the Capture Lab dashboard.

The desktop agent runs quietly in the background. It only records when you explicitly start a workflow recording session.

macOS Permissions

On macOS, the agent requires two system permissions before it can record:

The app will prompt you to enable these the first time you start a recording. Windows enables the necessary permissions automatically.

Connecting to the Dashboard

1. Open the Capture Lab dashboard at app.capturelab.ai.
2. Sign in with your organization credentials.
3. Your desktop agent automatically links to your dashboard account. Recorded workflows appear within a few minutes of completing a session.

If workflows are not appearing, check that the desktop agent is running and connected — the tray or menu bar icon should show a green indicator.

2. Recording Workflows

Starting a Recording

1. Click the Capture Lab icon in your system tray or menu bar.
2. Select Start Recording.
3. Enter a task description (e.g., “Booking a flight on Expedia”). This helps organize your recordings later.
4. Perform the workflow you want to capture — navigate between apps, fill out forms, copy data, or complete any desktop process as you normally would.
5. When finished, click Stop Recording from the tray or menu bar.

A floating recording indicator appears on your desktop showing the session ID, your task description, and a red “Recording in Progress” badge.

What Gets Captured

During an active recording session, the agent captures:

Nothing is captured outside of an active session. All data stays on your local machine until you explicitly sync it.

Cross-Application Tracking

The agent follows your workflow across any desktop application — browsers, spreadsheets, CRMs, internal tools, and more. Recordings are automatically broken down into discrete steps with timestamps, application context, and action types.

Multiple Executions

Record the same workflow several times to surface variations, identify bottlenecks, and build a canonical process model. The dashboard aggregates multiple executions to show conformance rates and common deviations.

Smart Filtering

After you stop a recording, the agent automatically cleans up noise from the captured data without affecting the raw capture:

• Adjacent scroll merging — consecutive scroll events within 5 seconds are merged into a single event
• No-op click removal — clicks that don't change the screen are removed
• Repeated click filtering — 3+ rapid clicks at the same position are reduced to one
• Clipboard deduplication — duplicate copy operations with the same content are reduced to one

These filters typically reduce action count by 30–40% without losing meaningful data.

3. Privacy & Data Control

Automatic PII Detection

After you stop a recording, Capture Lab automatically scans all captured screenshots for personally identifiable information (PII) including email addresses, faces, credit card numbers, Social Security numbers, form fields, and names.

Each screenshot receives a color-coded status badge:

• Green (“Clean”) — no PII detected
• Orange — PII detected, review recommended
• Gray (“Unscanned”) — not yet processed

You can choose to review and edit detections before saving, save without reviewing, or discard the recording entirely.

Per-Action Privacy Editing

In the action timeline, each action has a privacy editing link. The privacy editor lets you:

• See auto-detected PII highlighted with color-coded confidence bounding boxes
• Toggle blur on or off for individual detections
• Draw rectangles to manually select areas to blur
• Choose between Blur (pixelation) or Redact (solid black box)
• Blur the full screen in one click for highly sensitive frames

Privacy Settings

App Blacklisting

Under Settings > App Privacy Blacklist, you can exclude specific applications from being recorded. Add apps from a list of currently running applications and toggle them on or off. When you switch to a blacklisted app during recording, frames and actions from that app are automatically excluded.

Use this for banking apps, email clients, password managers, or any application you don't want captured.

4. Dashboard & Analytics

Recordings Overview

The dashboard shows all recordings in a grid. Each card displays:

• Thumbnail, duration, and task description
• Privacy status badge (Clean / Protected / Partial / Unscanned)
• Sync status badge (Synced / Local)
• Date recorded, action count, and frame count

Filter by search, date range, sync status, or sort by newest, longest, most actions, or name.

Recording Detail View

Click any recording card to drill in:

• Screenshot viewer — navigate frames with arrow keys, see frame counter
• Action timeline — every captured action with type icon, coordinates, timestamp, and expandable screenshot preview
• Editing — double-click the title to rename; click the delete icon to remove (with a 5-second undo window)

Workflow Analytics

Once synced, the web dashboard turns your raw recordings into actionable intelligence:

• Workflow list — browse all captured workflows with search, sort, and filtering. Each workflow shows execution count, average duration, automation potential score, and complexity rating.
• Workflow detail — drill into any workflow to see its steps, execution history, and AI-generated insights. The Playbook tab shows the canonical process flow, variant paths, conformance rates, and common deviations.
• Execution timeline — view a chronological timeline of all executions across your organization to spot patterns and usage trends.
• Overview dashboard — high-level metrics including total automatable time, top automation opportunities, and organization-wide charts.

5. Syncing to the Cloud

How to Sync

Single recording: click the cloud icon on a recording card. All recordings: click Sync All in the dashboard header.

A confirmation modal shows the number of sessions, total frames, PII summary, and a reminder that only blurred versions of screenshots are uploaded — originals remain local.

What Gets Uploaded

Sync Status

A status widget in the bottom-right corner of the app shows:

• Active upload count and progress
• Completed and failed uploads (with a Retry button)
• Authentication status warning if not signed in

6. Agent Deployment

Once Capture Lab identifies a high-potential workflow, you can deploy an AI agent to automate it.

• Automation scoring — every workflow receives an AI-generated automation potential score based on repetitiveness, complexity, and step consistency.
• One-click deployment — from the workflow detail page, deploy an agent that replicates the recorded process.
• Execution monitoring — track deployed agents in real time with success rates, execution logs, and error handling.
• Human-in-the-loop — configure agents to pause and request human approval at critical decision points.

7. SOP Ingestion

Already have documented standard operating procedures? Upload them to jumpstart the automation pipeline.

• Document upload — import existing SOPs in PDF, DOCX, or Markdown format.
• Automatic parsing — Capture Lab extracts steps, decision points, and application references from your documents.
• Recording alignment — uploaded SOPs are matched against recorded workflows to validate completeness and identify gaps between documentation and actual practice.
• Faster agent creation — SOPs combined with recordings give agents a richer understanding of the intended process, improving accuracy and reducing setup time.

8. FAQ & Troubleshooting

What data does Capture Lab collect?

Capture Lab only records during active sessions that you explicitly start and stop. During a session, it captures screen activity, application names, window titles, and user actions (clicks, keystrokes, navigation). Recordings are processed into structured workflow data and stored securely. Raw screen recordings are deleted after processing.

Capture Lab does not record outside of active sessions, does not capture passwords entered in secure fields, and does not monitor personal activity.

Is my workflow data shared with other companies?

No. Your workflow data belongs to your organization and is never shared with other companies. Each organization's data is fully isolated. Capture Lab does not use your data to train models for other customers.

Which operating systems are supported?

The desktop agent supports:

• Windows 10 or later (64-bit)
• macOS 12 Monterey or later (Intel and Apple Silicon)

The web dashboard works in any modern browser (Chrome, Firefox, Safari, Edge).

My recordings are not appearing on the dashboard

1. Check that the desktop agent is running — look for the Capture Lab icon in your system tray (Windows) or menu bar (macOS).
2. Verify the icon shows a green connection indicator. If it shows grey or red, click it and select Reconnect.
3. Ensure you are signed into the same account on both the desktop agent and the dashboard.
4. Recordings typically appear within 2–5 minutes. Longer workflows may take additional processing time.

The desktop agent is using too much CPU or memory

1. Close the agent and reopen it to clear any temporary state.
2. Make sure you are running the latest version — check for updates in the agent menu.
3. If the issue persists, contact support with your system specs and agent version.

How do I uninstall the desktop agent?

• Windows — Open Settings > Apps > Apps & features, find Capture Lab, and select Uninstall.
• macOS — Quit the agent from the menu bar, then drag Capture Lab from your Applications folder to the Trash.

Uninstalling the agent does not delete your workflow data from the dashboard.

How do I check for software updates?

Open the agent, go to Settings, and click Check for Updates. If a newer version is available, click Download & Install and restart the app when prompted.

9. Support

For additional help, reach out to us: