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Precision in Production: Essential Quality Assurance SOP Templates for Manufacturing Excellence in 2026

ProcessReel TeamMay 1, 202631 min read6,170 words

Precision in Production: Essential Quality Assurance SOP Templates for Manufacturing Excellence in 2026

In the intricate world of manufacturing, quality isn't just a buzzword; it's the bedrock of reputation, customer loyalty, and ultimately, profitability. Every product that rolls off the line, every component assembled, and every raw material inspected directly impacts the overall quality narrative of a company. A single deviation, a minor flaw, or an overlooked defect can propagate through the entire production chain, leading to costly reworks, product recalls, compliance breaches, and significant damage to brand trust.

For manufacturers navigating the complexities of global supply chains, increasing regulatory scrutiny, and rapid technological advancements in 2026, the imperative for impeccable quality assurance (QA) has never been stronger. But how do you consistently achieve and maintain such high standards across diverse teams, multiple shifts, and ever-evolving processes? The answer lies in robust, clear, and actionable Standard Operating Procedures (SOPs).

Quality Assurance SOPs are the meticulously crafted blueprints that guide every step of your quality management system. They transform abstract policies into concrete, repeatable actions, ensuring that every team member, from the incoming materials inspector to the final product auditor, understands and executes their tasks precisely. These documents are the unsung heroes preventing defects, ensuring compliance, and fostering a culture of continuous improvement.

However, the creation and ongoing maintenance of these critical documents can be a monumental task. Traditional methods of writing SOPs — often involving hours of observation, manual transcription, and tedious formatting — are slow, prone to inaccuracies, and struggle to keep pace with dynamic manufacturing environments. This article will delve into the critical Quality Assurance SOP templates for manufacturing, offering a definitive guide to their structure, implementation, and the modern approaches that make their creation efficient and effective. We’ll explore how companies are moving beyond static documents to dynamic, visual, and easily updatable SOPs, safeguarding their quality output and competitive edge.

The Indispensable Role of Quality Assurance in Manufacturing

Quality Assurance in manufacturing is a systematic process designed to prevent defects before they occur. It encompasses all planned and systematic activities implemented within the quality system to provide confidence that a product or service will fulfill requirements for quality. Without a strong QA framework, manufacturers expose themselves to a cascade of risks.

The True Cost of Poor Quality

The financial implications of quality failures are often underestimated. Beyond the immediate costs of scrap and rework, there are hidden costs that erode profitability and market standing:

Robust Quality Assurance SOPs are the primary defense against these pitfalls. They act as a living repository of best practices, ensuring that every operator, technician, and quality inspector performs their duties consistently, accurately, and in alignment with established quality standards. This proactive approach significantly reduces defect rates, improves product reliability, and builds a foundation of trust with customers and regulatory bodies alike.

Core Components of Effective Manufacturing QA SOPs

An effective QA SOP for manufacturing is more than just a document; it's a critical operational tool. Its design must prioritize clarity, accessibility, and actionability to ensure it is actually used and understood on the shop floor.

What Makes a QA SOP Effective?

  1. Clarity and Simplicity: Language should be unambiguous, concise, and easy to understand for the target audience. Avoid jargon where simpler terms suffice, or provide clear definitions.
  2. Accuracy and Completeness: Every step must be correct and reflect the current, approved process. Missing steps or incorrect information can lead to significant errors.
  3. Visual Aids: Images, diagrams, flowcharts, and especially screen recordings (for digital steps) are invaluable for illustrating complex actions, tool usage, or inspection criteria. They transcend language barriers and improve comprehension.
  4. Action-Oriented: SOPs should dictate "how" to do something, not just "what" needs to be done. They should specify who is responsible for each step.
  5. Accessibility: SOPs must be readily available at the point of need – whether on a digital terminal on the factory floor, a tablet, or a physical binder. If an operator has to search extensively, the SOP is less likely to be used.
  6. Version Control: A clear system for tracking changes, approvals, and the current effective version is paramount to prevent outdated procedures from being followed.
  7. Review and Update Mechanisms: A defined schedule and process for periodic review and updating ensures SOPs remain relevant and accurate as processes evolve.

Essential Sections for Any QA SOP

While specific content will vary by process, most effective manufacturing QA SOPs share common structural elements:

  1. Title and Document ID: A clear, concise title and a unique identifier for easy reference and version control.
  2. Purpose: Briefly explain why this SOP exists and what quality objective it aims to achieve.
  3. Scope: Define the boundaries of the SOP, specifying which products, processes, or departments it applies to.
  4. Definitions/Abbreviations: Clarify any technical terms or acronyms used within the document.
  5. Responsibilities: Clearly state who is accountable for executing each part of the procedure, including roles like operators, quality inspectors, supervisors, and maintenance personnel.
  6. Materials/Equipment: List all necessary tools, equipment, materials, and reference documents required to perform the procedure.
  7. Procedure: The core of the SOP, detailing each step in a logical, numbered sequence. This is where visual aids are critical.
  8. Safety Precautions: Outline any hazards and necessary safety measures (e.g., PPE, lockout/tagout procedures).
  9. Documentation/Records: Specify what forms, logs, or digital entries need to be completed at various stages.
  10. References: List any external documents, standards, or other SOPs that are referenced within this procedure.
  11. Approval Signatures and Revision History: A record of who approved the document and a log of all revisions, including dates and a brief description of changes.

Key Quality Assurance SOP Templates for Manufacturing

Manufacturing QA spans the entire product lifecycle, from raw material receipt to post-shipment analysis. Here are critical Quality Assurance SOP templates for manufacturing, vital for ensuring consistent product quality and regulatory compliance.

1. Incoming Material Inspection SOP

Purpose: To establish a standardized procedure for receiving, inspecting, and approving raw materials and components to prevent defective inputs from entering the production process. Scope: All incoming materials used in manufacturing. Key Steps:

  1. Material Receipt and Identification:
    • Log date, time, supplier, and quantity upon arrival.
    • Verify against purchase order (PO) and shipping manifest.
    • Assign a unique batch/lot number and quarantine tag.
  2. Visual Inspection:
    • Inspect packaging for damage (e.g., tears, punctures, moisture).
    • Examine material for visible defects (e.g., corrosion, cracks, discoloration, contamination).
    • Verify labeling against specifications (e.g., part number, revision, quantity, date code).
  3. Sampling and Quantitative Inspection:
    • Select samples according to the established Acceptable Quality Level (AQL) or inspection plan.
    • Perform specified tests (e.g., dimensional checks, weight verification, hardness testing, material analysis using XRF or spectrophotometer).
    • Record all measurements and observations on the "Incoming Material Inspection Report" (Form QA-001).
  4. Disposition:
    • Compare results against material specifications.
    • Mark material "Accepted" if all criteria are met. Move to designated storage.
    • Mark material "Rejected" if non-conforming. Segregate in "Non-Conforming Material" area and initiate Non-Conformance Management (NCMR) SOP.
    • Mark material "Hold" if further investigation or testing is required.
  5. Record Keeping:
    • File completed inspection reports. Update ERP/inventory system with material status.

2. In-Process Quality Control (IPQC) SOP

Purpose: To define the procedures for monitoring, inspecting, and testing products at various stages of the manufacturing process to identify and correct defects early. Scope: Specific production lines, assembly stages, or manufacturing cells. Key Steps:

  1. Process Setup Verification:
    • Before starting a new batch/shift, verify machine settings, tooling, and materials against work instructions (e.g., "Setup Checklist Form PROD-005").
    • Perform first-piece inspection according to "First Article Inspection Plan" (QA-FAI-003).
  2. Scheduled Inspections (Patrol Checks):
    • Operators or IPQC technicians perform checks at predefined intervals (e.g., every 30 minutes, every 100 units).
    • Inspect critical characteristics (e.g., dimensions, surface finish, functional parameters, torque values).
    • Use specified gauges, calipers, or test equipment.
    • Record findings on "In-Process Quality Control Log" (Form QA-IPQC-002).
  3. Visual and Functional Checks:
    • At designated workstations, operators perform visual checks for obvious defects (e.g., scratches, burrs, missing components).
    • Conduct functional tests where applicable (e.g., power on, basic operation, leak test).
  4. Deviation Handling:
    • If a non-conformance is identified, immediately stop the process.
    • Quarantine affected units.
    • Notify the supervisor and QA department.
    • Initiate a Non-Conformance Management (NCMR) SOP.
  5. Trend Analysis:

3. Final Product Inspection SOP

Purpose: To ensure that finished products meet all specified quality requirements before release to the customer. Scope: All products prior to packaging and shipment. Key Steps:

  1. Batch/Lot Segregation:
    • Ensure the entire batch/lot is complete and segregated from other products.
    • Verify all in-process checks are complete and signed off.
  2. Sample Selection:
    • Select a statistically significant sample size based on AQL or customer-specific requirements.
  3. Comprehensive Inspection:
    • Visual Inspection: Check for cosmetic defects, proper assembly, labeling, and branding.
    • Functional Testing: Conduct full operational tests according to product specifications (e.g., electrical tests, performance benchmarks, safety checks).
    • Dimensional Verification: Confirm critical dimensions using calibrated instruments.
    • Packaging Inspection: Verify packaging integrity, labeling accuracy, and proper insertion of manuals/accessories.
  4. Documentation:
    • Record all inspection results on the "Final Product Release Form" (Form QA-FPR-001).
    • Attach any test reports or certificates of conformance.
  5. Disposition:

4. Non-Conformance Management (NCMR) SOP

Purpose: To define the process for identifying, documenting, evaluating, segregating, and disposing of non-conforming materials or products. Scope: All non-conforming inputs, in-process items, or finished goods. Key Steps:

  1. Identification and Segregation:
    • Immediately identify and physically segregate non-conforming material using a "Non-Conforming Tag" (NC-TAG-001) in a designated quarantine area.
  2. Documentation:
    • Complete a "Non-Conformance Report" (NCR Form QA-NCR-001), detailing the nature of the non-conformance, identification details, quantity, date, and initiator.
    • Attach relevant evidence (photos, test data).
  3. Evaluation:
    • QA department, in conjunction with engineering and production, evaluates the impact and severity of the non-conformance.
    • Determine if material can be reworked, repaired, regraded, or if it must be scrapped.
  4. Disposition Authority:
    • Obtain formal approval for the proposed disposition from authorized personnel (e.g., QA Manager, Engineering Manager).
    • If "Rework," provide clear work instructions. If "Repair," document repair steps. If "Scrap," ensure proper destruction and disposal.
    • If "Use-as-Is," document justification and customer approval (if required).
  5. Root Cause Analysis and CAPA Initiation:
  6. Record Keeping:
    • Maintain all NCRs, disposition records, and associated CAPA documentation.

5. Corrective and Preventive Action (CAPA) SOP

Purpose: To define a systematic approach for investigating the root causes of non-conformances and other quality issues, implementing effective corrective actions, and identifying and implementing preventive actions to avoid potential issues. Scope: All identified non-conformances, audit findings, customer complaints, and potential risks. Key Steps:

  1. Problem Identification and CAPA Initiation:
    • A CAPA is initiated when a significant non-conformance, audit finding, or customer complaint is identified (triggering a "CAPA Request Form QA-CAPA-001").
  2. Containment Action:
    • Implement immediate actions to prevent further spread or impact of the non-conformance (e.g., product hold, customer notification).
  3. Root Cause Analysis:
    • Form a cross-functional team to investigate using tools like 5 Whys, Fishbone diagrams, or FMEA (Failure Mode and Effects Analysis).
    • Identify the underlying systemic causes, not just the symptoms.
  4. Corrective Action Plan:
    • Develop a plan to eliminate the identified root cause.
    • Define specific actions, responsible personnel, and target completion dates.
    • Actions might include process changes, equipment modifications, or training.
  5. Preventive Action Plan (Optional but recommended):
    • Based on risk assessment or trend analysis, identify actions to prevent similar non-conformances from occurring in the future.
  6. Implementation:
    • Execute the corrective and preventive actions.
    • Update relevant SOPs, work instructions, and training materials.
  7. Verification of Effectiveness:
  8. Closure and Documentation:
    • Once effectiveness is verified, formally close the CAPA.
    • Maintain comprehensive records of the entire CAPA process.

6. Equipment Calibration and Maintenance SOP

Purpose: To ensure that all measurement, test, and production equipment critical to product quality is maintained, calibrated, and fit for use. Scope: All manufacturing and QA equipment requiring calibration or preventive maintenance. Key Steps:

  1. Equipment Identification and Inventory:
    • Maintain a master list of all equipment requiring calibration or maintenance ("Equipment List MAINT-001").
    • Assign unique IDs and track calibration status.
  2. Calibration Schedule:
    • Establish a calibration schedule based on manufacturer recommendations, usage, and criticality.
    • Use an approved external calibration service or qualified internal personnel.
  3. Calibration Procedure:
    • Follow specific calibration work instructions for each piece of equipment (e.g., "Calibration WI-CAL-005 for Digital Caliper").
    • Ensure traceability to national or international standards.
    • Apply "Calibrated" or "Calibration Due" labels.
  4. Maintenance Schedule (Preventive Maintenance - PM):
    • Define PM tasks and frequencies for all critical production machinery.
    • Tasks may include cleaning, lubrication, part replacement, and functional checks.
  5. Maintenance Execution:
    • Perform PM activities according to the schedule and specific work instructions (e.g., "PM WI-MACH-012 for CNC Lathe").
    • Record all maintenance activities on "Maintenance Log MAINT-LOG-002."
  6. Out-of-Tolerance Handling:
    • If equipment is found out of tolerance, immediately remove it from service.
    • Assess the impact on products manufactured since the last valid calibration and initiate a Non-Conformance Management (NCMR) SOP if necessary.
    • Repair and re-calibrate before returning to service.
  7. Documentation:
    • Maintain all calibration certificates, maintenance logs, and impact assessments.

7. Supplier Quality Management SOP

Purpose: To define the process for selecting, evaluating, monitoring, and developing suppliers to ensure the quality of purchased materials and services. Scope: All suppliers providing critical materials or services to manufacturing. Key Steps:

  1. Supplier Selection and Qualification:
    • Define criteria for new supplier selection (e.g., quality certifications, audit results, performance history, financial stability).
    • Conduct initial assessments, including potential site audits.
    • Approve qualified suppliers and add to the "Approved Supplier List QA-ASL-001."
  2. Material/Service Specification:
    • Clearly communicate material specifications, quality requirements, and any specific process controls to suppliers.
    • Establish Supplier Quality Agreements where necessary.
  3. Ongoing Performance Monitoring:
    • Track supplier performance metrics (e.g., on-time delivery, defect rates, non-conformance frequency) using "Supplier Scorecard QA-SS-001."
    • Conduct periodic supplier audits or re-assessments.
  4. Supplier Corrective Actions:
    • If non-conforming materials are received, issue a "Supplier Corrective Action Request" (SCAR Form QA-SCAR-001).
    • Work with suppliers to identify root causes and implement corrective actions.
  5. Supplier Development and De-listing:
    • Collaborate with key suppliers on continuous improvement initiatives.
    • Establish criteria and a process for de-listing suppliers who consistently fail to meet quality requirements.
  6. Record Keeping:
    • Maintain all supplier qualification documents, audit reports, performance data, and SCARs.

8. Traceability and Lot Control SOP

Purpose: To establish a system for identifying and tracking materials, components, and finished products throughout the manufacturing process and supply chain, enabling quick recall and defect isolation. Scope: All materials, work-in-progress, and finished goods that require traceability. Key Steps:

  1. Unique Identification Assignment:
    • Assign unique lot numbers to all incoming raw materials upon receipt.
    • Assign unique batch/serial numbers to work-in-progress (WIP) and finished goods at designated production stages.
  2. Documentation of Material Usage:
    • Record the lot numbers of all raw materials and components used in the production of each WIP batch or finished good.
    • Use production travelers or digital manufacturing execution systems (MES) to link component lots to finished product serial numbers.
  3. Workstation-Level Tracking:
    • Implement scanning or manual entry at each critical production step to track which units pass through which processes, by whom, and when.
  4. Finished Product Traceability:
    • Ensure each finished product or shipment lot has a unique identifier that links back to all manufacturing records, including component lots, IPQC data, and final inspection results.
  5. Recall and Investigation Protocol:
    • In the event of a quality issue or potential recall, the system must enable rapid identification of affected products, components, and customers.
    • Define responsibilities for recall notification and execution.
  6. Record Retention:
    • Maintain all traceability records for a specified period, typically exceeding product shelf life or regulatory requirements.

9. Audit and Regulatory Compliance SOP

Purpose: To ensure the organization consistently meets internal, customer, and regulatory quality standards through systematic auditing and compliance management. Scope: All internal processes, products, and external suppliers subject to audits and regulatory requirements. Key Steps:

  1. Identification of Applicable Standards:
    • Maintain a current list of all applicable regulatory requirements (e.g., FDA 21 CFR Part 820, ISO 9001, IATF 16949, aerospace AS9100) and customer-specific standards.
  2. Internal Audit Program:
    • Establish an annual internal audit schedule (e.g., "Internal Audit Schedule QA-AUDIT-001") covering all relevant processes.
    • Train internal auditors on audit methodologies and relevant standards.
    • Conduct audits, document findings, and issue "Internal Audit Report QA-AUDIT-002."
  3. External Audit Preparation and Execution:
    • Assign a dedicated team for preparing for external regulatory or customer audits.
    • Ensure all documentation, records, and facilities are ready.
    • Designate a primary point of contact and support personnel during the audit.
  4. Audit Finding Management:
  5. Regulatory Reporting and Documentation:
    • Maintain a system for managing all regulatory filings, licenses, and permits.
    • Ensure all required regulatory documents are readily accessible and current.
  6. Compliance Review:
    • Conduct periodic management reviews of the quality management system to assess its effectiveness and ongoing compliance.

10. Training and Competency SOP for QA Personnel

Purpose: To ensure that all personnel involved in quality assurance activities possess the necessary skills, knowledge, and qualifications to perform their duties effectively. Scope: All employees and contractors whose roles impact product quality, with a specific focus on QA department personnel. Key Steps:

  1. Job Role Definition and Competency Matrix:
    • Define clear job descriptions for all QA roles, outlining required skills, education, and experience.
    • Develop a "Competency Matrix QA-COMP-001" mapping required competencies to each role.
  2. Training Needs Analysis:
    • Assess the current skills of employees against the competency matrix.
    • Identify gaps and determine specific training needs (e.g., new equipment operation, updated inspection techniques, regulatory changes).
  3. Training Program Development:
    • Develop or procure training modules, including on-the-job training, classroom sessions, e-learning courses, and external certifications.
    • Utilize visual aids, demonstrations, and practical exercises.
    • For complex digital workflows or software usage in QA, consider creating step-by-step video guides or screen recordings. This is where ProcessReel excels, transforming a QA engineer's walkthrough of a LIMS system or CMM software into an instant, comprehensive training SOP.
  4. Training Delivery:
  5. Competency Assessment:
    • Assess trainees' understanding and ability to perform tasks after training (e.g., written tests, practical demonstrations, supervisor observation).
    • Certify personnel who successfully demonstrate competency.
  6. Training Record Management:
    • Maintain detailed "Training Records QA-TR-001" for each employee, including training dates, topics, assessment results, and trainer information.
    • These records are crucial for audits and demonstrating compliance.

Crafting Superior QA SOPs: Best Practices and Modern Approaches

The effectiveness of your QA SOPs hinges not just on their content, but also on how they are created, presented, and maintained. The manufacturing landscape in 2026 demands efficiency and adaptability.

Modernizing SOP Creation with Visual Documentation

Traditional text-heavy SOPs often fall short in complex manufacturing environments. They can be ambiguous, time-consuming to read, and difficult to translate across languages or skill levels. Visual documentation dramatically enhances comprehension and retention.

Creating SOPs for these multi-tool, digital workflows manually is incredibly challenging. This is precisely where a tool like ProcessReel becomes indispensable. A QA engineer can simply record their screen as they navigate through LIMS to log a new material batch, demonstrate an SPC analysis in Minitab, or show the steps for generating a final product release report in the ERP. ProcessReel automatically captures each click, keystroke, and screen change, then converts it into a visually rich, step-by-step SOP complete with screenshots, text instructions, and a table of contents. This capability significantly reduces the time spent on creating detailed QA documentation, from days to mere minutes. For more on this, explore Mastering Multi-Tool Workflow Documentation: A 2026 Guide to Creating Ironclad SOPs for Complex Processes.

Iterative Improvement and User Feedback

SOPs are living documents. They should evolve as processes are optimized, new equipment is introduced, or feedback from operators is gathered.

  1. Pilot Programs: Implement new SOPs with a small group first to identify pain points and areas for improvement.
  2. Feedback Mechanisms: Encourage operators and QA personnel to provide feedback directly within the digital SOP platform or via dedicated channels.
  3. Regular Review Cycles: Schedule periodic reviews (e.g., annually) to ensure all SOPs are current, accurate, and effective. ProcessReel simplifies this review process significantly because updates can be made by simply re-recording a changed step or adding a new one, rather than rewriting entire sections.

Implementing and Maintaining Your QA SOP System

Developing excellent QA SOPs is only half the battle; effective implementation and diligent maintenance are crucial for their long-term success.

1. Phased Deployment and Training

Don't overwhelm your team with dozens of new SOPs at once. Roll them out strategically:

2. Version Control and Document Management

A robust system for managing document versions is non-negotiable for QA SOPs.

3. Continuous Monitoring and Effectiveness Measurement

SOPs are only valuable if they are followed and if they actually improve quality.

If your defect rate in a particular area remains high despite having a dedicated SOP, it’s a clear signal that the SOP itself might be flawed, difficult to follow, or not being adhered to. This signals a need for review, revision, or additional training. For detailed guidance on how to measure if your SOPs are actually working, refer to this article.

4. Integration with Quality Management Systems (QMS)

Modern manufacturers in 2026 are increasingly integrating their SOP management with comprehensive QMS software. This integration:

Real-World Impact: Quantifying the Value of Robust QA SOPs

The investment in developing and maintaining high-quality QA SOPs yields tangible benefits that directly impact a manufacturer's bottom line and competitive standing.

Example 1: Reducing Rework in a Precision Machining Facility

Example 2: Improving Regulatory Audit Performance for a Medical Device Company

Example 3: Enhancing Supplier Quality Management for an Automotive Parts Manufacturer

The Future of QA SOPs in Manufacturing (2026 Perspective)

As manufacturing continues its journey into Industry 4.0 and beyond, QA SOPs will evolve further.

The cornerstone for adapting to these advancements remains a foundation of accurate, easily accessible, and quickly updateable SOPs. Tools like ProcessReel are not just about efficiency today; they are about building a resilient, adaptable documentation infrastructure that can integrate with future technologies and keep manufacturing quality at the forefront of innovation.

Frequently Asked Questions about Manufacturing QA SOPs

1. How often should manufacturing QA SOPs be reviewed and updated?

Manufacturing QA SOPs should typically be reviewed at least annually, or whenever there are significant changes to:

It's also good practice to have a scheduled, periodic review even in the absence of obvious triggers to ensure continued relevance and accuracy.

2. What's the difference between an SOP and a Work Instruction in a QA context?

While often used interchangeably, there's a distinction:

3. Can small manufacturing businesses truly benefit from extensive QA SOPs?

Absolutely. Small and medium-sized manufacturers (SMEs) often benefit even more disproportionately from robust QA SOPs, despite sometimes perceiving them as too burdensome.

4. How do I get my team to actually follow the SOPs?

Getting genuine adherence to SOPs requires a multi-faceted approach:

5. What role does digital transformation play in modern QA SOP management?

Digital transformation is revolutionizing QA SOP management by making them more dynamic, accessible, and integrated:

Conclusion

The pursuit of manufacturing excellence in 2026 demands more than just good intentions; it requires a meticulously constructed framework of quality. Standard Operating Procedures are the critical enablers of this framework, translating complex quality policies into actionable steps that ensure consistency, prevent defects, and drive continuous improvement. From incoming material inspections to final product release and beyond, comprehensive QA SOP templates for manufacturing are the backbone of a resilient and competitive operation.

By embracing modern approaches to SOP creation, particularly through visual documentation and intelligent tools, manufacturers can overcome the traditional hurdles of documentation. Tools like ProcessReel empower QA professionals and engineers to rapidly capture complex digital and physical workflows, transforming manual screen recordings and narrations into professional, ready-to-use SOPs. This not only saves valuable time but also enhances the clarity, accuracy, and ultimately, the adoption of these vital procedures.

Investing in robust, well-maintained, and user-friendly QA SOPs is not merely a compliance burden; it's a strategic imperative. It's the commitment that safeguards your brand, protects your customers, and fuels your journey towards a future of precision and unwavering quality.

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