> ## Content Index
> Fetch the complete content index at: https://blog.jestor.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# How to Document a Process Where the Work Actually Happens
- URL: https://blog.jestor.com/document-process-where-work-happens/
- Published: 2026-09-17T22:29:47.000Z
- Updated: 2026-09-17T22:29:47.000Z
- Author: Bruno Bannach

To **document a process** in a way that survives, the documentation has to live where the process runs. Documentation stored elsewhere goes out of date because nobody sees it while working.

## Why process documentation decays

Every company has written its processes down at least once. Few have documentation that still matches reality.

- Documents written during a project and never revisited
- Steps changed in the system but not in the document
- Nobody able to find the documentation when they need it
- New joiners trained verbally because the written version is wrong

## Where documentation can live

- **On the record**, as a document attached to the card it describes
- **In a shared document**, for process-wide reference
- **As an AI agent's knowledge base**, so people can ask instead of read
- **Inside the form**, as an embedded video explaining how to fill it in
- **On the app's home page**, as instructions next to the navigation

## How to set it up in Jestor

1. Write the process documentation as a document in **Jestor**.
2. Attach relevant documents to the records or cards they describe.
3. Embed an explanatory video inside the form so instructions sit where the work is.
4. Attach the documentation to an **AI** agent as its knowledge base.
5. Add a welcome block on the home with initial instructions for new users.

## Why choose Jestor for living documentation?

**Jestor** lets the same document serve as both reading material and an agent's knowledge base, which means updating the policy updates the answers people get when they ask.

Because documents connect to records, the documentation for a process sits beside the process rather than in a separate system that nobody opens.

## Frequently Asked Questions

### Can documentation become an AI knowledge base?

Yes, by attaching it to an agent. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can I put instructions inside a form?

Yes, including an embedded explanatory video.

### Can a document be attached to a record?

Yes, and a record can hold several.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.