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SPlusUser Manuals

S+ User Manual Update from Live System

Automatically update and enrich existing S Plus user manuals — identify new features, add missing sections, and embed screenshots using a screen recording or live system browsing via Cowork mode.

Automation Name

S Plus User Manual Update from Live Instance

This automation takes an existing S Plus (S+) Strategy Management System user manual and updates it by comparing the live system against the current documentation. Claude identifies missing features and sections, writes new content, updates the version number, and embeds screenshots — producing an updated, versioned manual in minutes.

Two Ways to Add Screenshots

You can provide screenshots to Claude in two ways:

MethodWhat You DoMode RequiredBest For
Screen Recording (recommended)Record a short video walkthrough of the system, upload it with the manualStandard Claude chat or CoworkQuick updates, no browser access needed
Live System BrowsingProvide the instance URL and let Claude navigate the system directlyCowork mode only (desktop app with browser access)Comprehensive audits, Claude explores every page

Tip: If you don't have Cowork mode or prefer a faster workflow, record a 3-5 minute screen recording of the system and upload it alongside the manual. Claude will extract the relevant screenshots from the video and match them to the correct sections.


Prompt

Option A: With Screen Recording (Works in Standard Claude Chat)

────────────────────────────────────────────────────────
CONFIGURATION (change these values per client)
────────────────────────────────────────────────────────
Language         : [AR]                ← EN or AR
Version From     : [1.1]              ← current manual version
Version To       : [1.2]              ← new version number
Year             : [2026]
────────────────────────────────────────────────────────

I have an existing user manual (.docx) for the S+ system.
I also have a screen recording video where I walk through
every screen of the system and name each section as I navigate.

Please:
1. Open the attached user manual and review its current structure,
   sections, and content
2. Watch the video and identify every system page/feature shown
3. Compare what is shown in the video against what is documented
   in the manual — identify any missing features, pages, or sections
4. For each missing feature found:
   - Add a new section to the manual matching the existing heading
     style and formatting
   - Write clear, concise descriptions in the configured language
   - Include bullet lists for sub-features where appropriate
5. For each new section, extract the relevant screenshot from the
   video that shows that page/feature
6. Embed all screenshots into the document with borders matching the
   existing screenshot style in the manual (same border color,
   sizing, and positioning)
7. Update the version number from [Version From] to [Version To]
8. Preserve the existing document structure — do not reorganize or
   remove existing content, only add what is missing
9. Update the navigation/home page section if new menu items exist
10. Save the final document as:
    "RM User Manual S+ [Language] V[Version To].docx"

Important:
- Match the existing RTL/LTR text direction throughout
- New headings must use the same Word styles (Heading1, Heading2)
  as existing sections so the Table of Contents can be updated
- The TOC will need a manual refresh in Word after generation
  (right-click TOC → Update Field → Update Entire Table)

Option B: With Live System Browsing (Requires Cowork Mode)

────────────────────────────────────────────────────────
CONFIGURATION (change these values per client)
────────────────────────────────────────────────────────
Instance URL     : [https://your-system.example.com/#/splus/strategy-map/2/18]
Language         : [AR]                ← EN or AR
Version From     : [1.1]              ← current manual version
Version To       : [1.2]              ← new version number
Year             : [2026]
────────────────────────────────────────────────────────

I have an existing user manual (.docx) for the S+ system.
The live system is accessible at the Instance URL above.

Please:
1. Open the attached user manual and review its current structure,
   sections, and content
2. Navigate to the live system instance URL and systematically
   explore every page and feature accessible from the main navigation
3. Compare what exists in the live system against what is documented
   in the manual — identify any missing features, pages, or sections
4. For each missing feature found:
   - Add a new section to the manual matching the existing heading
     style and formatting
   - Write clear, concise descriptions in the configured language
   - Include bullet lists for sub-features where appropriate
5. Take a screenshot of each new page/feature from the live system
6. Embed all screenshots into the document with borders matching the
   existing screenshot style in the manual (same border color,
   sizing, and positioning)
7. Update the version number from [Version From] to [Version To]
8. Preserve the existing document structure — do not reorganize or
   remove existing content, only add what is missing
9. Update the navigation/home page section if new menu items exist
10. Save the final document as:
    "RM User Manual S+ [Language] V[Version To].docx"

Important:
- Match the existing RTL/LTR text direction throughout
- New headings must use the same Word styles (Heading1, Heading2)
  as existing sections so the Table of Contents can be updated
- The TOC will need a manual refresh in Word after generation
  (right-click TOC → Update Field → Update Entire Table)

Required Setup

Choose Your Mode

Screen Recording PathLive Browsing Path
WhereStandard Claude chat or Cowork modeCowork mode only (desktop app)
What you provideManual (.docx) + screen recording videoManual (.docx) + live instance URL
ScreenshotsExtracted from your videoCaptured live by Claude from the browser
Setup neededNone — just upload filesOpen Claude desktop app, switch to Cowork mode, grant browser access, log into the system in Chrome first

Required Inputs

#InputPurposeNotes
1Existing user manual (.docx)Current manual to be updatedUpload as attachment in the conversation
2aScreen recording (video)Video walkthrough of the systemOption A: Record 3-5 min showing each page, say section names aloud
2bLive system URLInstance URL for Claude to browseOption B (Cowork only): Must be accessible from your browser — Claude uses your session

Note on Cowork access: When using Option B, Claude browses the live system through your local browser session. If you are already logged into the system in Chrome, Claude will have the same access. Make sure you are logged in before starting.


Recording a Screen Walkthrough (Option A)

If you choose the screen recording path, follow these guidelines for the best results:

How to Record

  1. Open the S+ system in your browser and log in
  2. Start a screen recording (any tool: OBS, Loom, Windows Game Bar, Mac Screenshot)
  3. Navigate through every page in the system, following the main navigation order
  4. Say the section name out loud as you navigate each page (e.g., "This is the Performance Dashboard", "This is the Reports page")
  5. Pause 2-3 seconds on each screen before moving to the next
  6. Cover all pages in order — especially any pages you suspect are missing from the manual
  7. Stop recording and save the video

Recording Tips

  • Maximize the browser window for cleaner screenshots
  • Close unnecessary tabs and notifications
  • Keep the recording under 5 minutes — Claude processes video efficiently
  • Resolution: 1080p or higher for crisp screenshot extraction
  • If the system has dropdown menus, open them on camera so Claude can see the sub-pages
  • For filter bars or view toggles, click through each option to show all views

What Claude Does with the Video

Claude watches the recording and:

  1. Identifies each system page shown in the video
  2. Matches pages to existing manual sections
  3. Finds pages that are not documented in the manual
  4. Extracts the relevant video frame as a screenshot for each new section
  5. Crops and embeds the screenshot with matching border style

Live System Browsing (Option B — Cowork Mode)

When using Cowork mode with a live instance URL, Claude does the exploration automatically.

How Claude Explores the System

  1. Main navigation bar — clicks each top-level menu item
  2. Dropdown menus — expands sub-menus to find nested pages
  3. Dashboard pages — identifies chart types, filter options, and data views
  4. Detail pages — checks for linked pages accessible from the main views
  5. Filter bars — documents filter and view toggle options

Cowork Setup Steps

  1. Open the Claude desktop app
  2. Switch to Cowork mode
  3. Grant browser access when prompted
  4. Select a working folder where the output file will be saved
  5. Open Chrome and log into the S+ system before starting
  6. Navigate to the main page so the system is loaded and ready
  7. Paste the Option B prompt with the instance URL

Tip: For best results, open the live system in Chrome and navigate to the main page before starting the Cowork session. This ensures you are already logged in, the system is loaded, and Claude can start exploring immediately.


Description

S Plus (S+) is an enterprise Strategy Management System used by government entities and large organizations. As the system evolves between versions, the user manual needs to be updated to reflect new features, pages, and UI changes.

This automation eliminates the manual comparison process. Whether you provide a screen recording or a live URL, Claude identifies gaps, writes new content, and embeds screenshots — all matching the existing document's formatting.

What Gets Updated

ComponentWhat Claude Does
New SectionsIdentifies pages not covered in the manual and adds full sections
Navigation ItemsUpdates the home page / navigation section if new menu entries exist
ScreenshotsExtracted from video or captured live — embedded with matching border style
Version NumberUpdates the document version from the old to the new number
DescriptionsWrites clear feature descriptions in the configured language (AR or EN)
Existing ContentPreserved as-is — Claude only adds, never removes

Screenshot Style Matching

Regardless of which method you use (video or live browsing), Claude analyzes the existing screenshots in the manual and replicates:

  • Border color (e.g., blue #002060 in the S+ manual)
  • Border width (matching the existing line weight)
  • Image sizing (consistent width with the document layout)
  • Centering (images centered in the content area)

Typical New Sections Found

When updating from an earlier S+ version, Claude commonly identifies these missing areas:

SectionDescription
Performance DashboardsExecutive and KPI performance dashboard views
ReportsReport generation page with export options (PDF/Word)
Organization DetailsPer-entity detail pages with KPI cards and charts
Map View TypesStrategy map filter bar with view toggle options (List, Strategic, Board, KPI Status)
Operational PlansOperational plan descriptions linked to initiatives

Scaling to Other Clients

To reuse this automation for a different client or system:

What to ChangeWhere
Instance URL / VideoOption B: point to new system — Option A: record new walkthrough
LanguageConfiguration block — switch AR/EN and text direction
Version NumbersConfiguration block — set current and target versions
Manual FileReplace with the client's existing manual
System NameIf not S+, update references in the prompt (e.g., P+, Diwan)

Everything else — the exploration logic, screenshot extraction, section generation, and formatting — is handled automatically.

Works With Other Systems

This automation is not limited to S+. It works with any web-based system where Claude can:

  • View pages via screen recording or navigate via URL (Cowork)
  • Read Arabic or English UI text
  • Extract or capture screenshots
  • Compare against an existing manual structure

Examples: P+ (Program Management), Diwan (Committee Management), or any custom web application.


Best Practices

  • Choose the right path — use a screen recording for quick updates; use Cowork with live URL for comprehensive system audits
  • For Cowork: log into the system first — open the system in Chrome and verify you can access all pages before starting
  • For recordings: say section names aloud — this helps Claude match video frames to the correct manual sections
  • Provide the instance URL in the prompt (Cowork path) — Claude needs the direct URL to the main page
  • Specify the language clearly — tell Claude whether the manual is in Arabic (AR) or English (EN) so new content matches
  • Test with one section first — if unsure, ask Claude to update just one section as a preview before doing the full manual
  • Refresh the TOC in Word — after receiving the updated file, open in Word, right-click the Table of Contents, and select "Update Field" then "Update Entire Table"
  • Review screenshots — verify that all captured/extracted screenshots show the correct pages and are properly sized
  • Keep the existing manual intact — Claude is instructed to only add content, never remove or reorganize existing sections

Customization Options

Add any of these lines to the end of the prompt for specific adjustments:

  • Specific sections only: "Only check and update the Performance Dashboard and Reports sections"
  • No screenshots: "Do not add screenshots — only add missing text content"
  • Different screenshot style: "Use a black border instead of blue for new screenshots"
  • Add operational content: "Also add descriptions for operational plan features linked to each initiative"
  • Different output location: "Save the file to the Desktop/Clients/ClientName folder"

Quality Checklist

After receiving the updated manual, verify the following before client delivery:

CheckWhat to Verify
VersionVersion number updated correctly on the cover page
New SectionsAll features visible in the system have corresponding sections
ScreenshotsEach new section has an embedded screenshot (from video or live capture)
Screenshot StyleNew screenshots have the same border color and sizing as existing ones
LanguageAll new text matches the document language (AR or EN) — no mixed languages
Heading StylesNew headings use the same Word styles (Heading1, Heading2) as existing sections
RTL/LTRText direction is consistent throughout the document
NavigationHome page / navigation section updated with new menu items
TOCTable of Contents refreshed in Word to include new sections
Existing ContentNo existing sections were removed or reorganized
FormattingBullet lists, paragraph spacing, and fonts match existing content
File NameOutput file follows the naming convention with correct version

Comparison: All Three Approaches

AspectManual Generation (Template-Based)Manual Update (Screen Recording)Manual Update (Live Browsing)
ModeStandard Claude chatStandard Claude chat or CoworkCowork mode only
InputSource manual + branded templateExisting manual + screen recording videoExisting manual + live system URL
What it doesTranslates and reformats from scratchIdentifies gaps, extracts screenshots from videoIdentifies gaps, captures screenshots live
ScreenshotsPlaceholders (or Phase 2 with video)Extracted from your recordingCaptured directly from the live system
Use caseNew client onboardingQuick version updatesComprehensive system audits
Time~5 minutes~10-15 minutes~15-20 minutes

Summary

StepScreen Recording PathLive Browsing Path (Cowork)
Step 1Upload manual + videoUpload manual, paste URL in prompt
Step 2Paste Option A promptPaste Option B prompt
Step 3Claude watches video, finds gapsClaude browses system, finds gaps
Step 4Extracts screenshots from video framesCaptures screenshots from live pages
Step 5Embeds screenshots, adds new sectionsEmbeds screenshots, adds new sections
Time~10-15 min~15-20 min
OutputProduction-ready updated manual (.docx)Production-ready updated manual (.docx)

This turns what used to be a 2-3 day manual comparison and update effort into a 15-minute automated session — with real screenshots and consistent formatting that matches the existing document style.

This automation is part of the BC Automations consulting toolkit. Use it alongside the S+ User Manual Generation automation for a complete manual lifecycle — generate once, then update from the live system for every new version.

Try this automation now with Claude AI

BC Automations