Embed Loom videos directly on tasks and in templates

Loom videosHere at Pixie, we're big fans of Loom. 

If you're not familiar with it, Loom is a simple screen recording tool that allows you to record your video and screen at the same time, and instantly share a link so that other people can view it. 

And from conversations with our customers, we know that Loom has many uses...

  • Sending some personalised feedback or a response to a client e.g. showing them how to find something in Xero 
  • Giving feedback to team members on a piece of work they've completed

...and the one that we want to focus on today...

Creating training videos to ensure consistency in the service that you're delivering.

Using training videos for the different tasks and workflows in your accounting firm is a great way to make sure that your team understand what to do, can pick up tasks they're not overly familiar with, and also makes sure tasks are completed to the same high quality. 

Which is why the ability to embed Loom videos on your tasks and workflow templates inside Pixie is a gamechanger.

Check out the Loom video below (I know, ironic) to see how you can use this in your accounting firm.

For existing customers, this new feature is available in all Pixie accounts now. If you have any questions, please reach out to our support team in-app and we'd be happy to help you.

If you want to see this feature in action, you can book on to one of our upcoming demos or start your free trial of Pixie today.

This release is part of a series of new feature releases and updates in July. Keep an eye out for more releases in the coming weeks. Or, if you really can't wait, let us know your name and email below and you'll be one of the first to get notified!

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