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    Tango for Nonprofits: Auto-Generate Step-by-Step Training Guides

    Stop spending hours writing training documentation. Tango captures every click you make and instantly generates polished, screenshot-based guides, so you document processes while you do them, not after.

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    What Tango Does

    Tired of watching onboarding guides go out of date the moment you finish writing them? Tango solves the documentation bottleneck that affects nearly every nonprofit: the processes are in people's heads, and writing them down takes more time than anyone has.

    Tango works through a Chrome browser extension (or desktop app on paid plans). You click Record, perform your process as you normally would, click Stop, and Tango instantly produces a formatted, screenshot-annotated guide with AI-generated step descriptions. A 10-step Salesforce data entry process becomes a shareable guide in under 10 minutes, with no manual writing required.

    The resulting guides can be shared via link, embedded in SharePoint, Notion, Confluence, or Slack, exported as PDF, or, on Enterprise plans, pinned directly inside web applications so staff and volunteers see guidance exactly where they need it.

    Best For

    Organization Size

    • Small nonprofits (free tier, up to 10 users)
    • Mid-sized teams needing unlimited documentation
    • Multi-site organizations with rotating staff

    Use Cases

    • Volunteer onboarding and system training
    • Documenting CRM and donor database processes
    • Creating grant portal submission guides
    • Reducing knowledge loss during staff transitions

    Ideal Roles

    • Operations managers
    • Volunteer coordinators
    • IT and database administrators
    • Executive Directors managing all-staff training

    Key Features for Nonprofits

    Auto-Capture Documentation

    Install the Chrome extension, perform your process, and stop recording. Tango instantly generates a formatted guide with screenshots, annotations, and AI-written step descriptions, no writing required. Document any web-based tool your nonprofit uses.

    Embed Anywhere Your Team Works

    Share guides via link or embed in SharePoint, Notion, Confluence, Guru, Slack, Teams, Zendesk, and more. Guides live where your staff and volunteers actually look for help, not in a forgotten folder.

    Salesforce and CRM Documentation

    Tango has dedicated support for Salesforce and works with any web-based nonprofit platform: Bloomerang, DonorPerfect, Neon CRM, grant portals, and more. Document data entry, reporting, and administrative processes once and share with your entire team.

    Sensitive Data Protection

    One-click blur tool removes personally identifiable information from screenshots before sharing. Enterprise tier includes automatic PII detection across text and images. Critical for nonprofits handling donor or client data in training materials.

    Viewership Analytics

    Pro and Enterprise tiers show who viewed each guide, which steps users completed, and where they dropped off. Identify training gaps, confirm that volunteers completed onboarding, and improve guides based on real usage data.

    Browser Automation (New in 2025)

    Convert documented guides into automations that handle repetitive tasks: CRM data entry, form submission, and routine navigation. Staff supervise and intervene at any point. A practical option for small teams managing high-volume administrative work.

    How Tango Uses AI

    Tango's AI is focused on three specific areas: auto-generating documentation, detecting sensitive information, and automating repetitive tasks. Here's what's genuinely AI-powered and what is not.

    What's Actually AI-Powered

    AI-Generated Step Descriptions

    Tango automatically writes a description for each step based on what it captured, including the element clicked, the page context, and the action performed. The result is usually accurate enough to use with minimal edits, saving the time you'd normally spend writing each step manually.

    Automagic Titles

    AI analyzes the captured workflow and suggests a title for the guide automatically, based on the application and actions it observed. Reduces the friction of starting a new documentation project.

    PII Detection (Enterprise)

    AI scans screenshots and text for personally identifiable information and flags it for blurring before guides are shared. Particularly valuable for nonprofits documenting processes that involve client or donor data.

    Browser Automation Agent (2025)

    Converts captured guides into AI-powered automations that can execute repetitive tasks independently. The AI handles the click-by-click execution while staff supervise and can override at any step.

    What's NOT AI (Standard Features)

    • Screenshot capture is automated, not AI-driven. The tool detects clicks and captures the screen using standard browser APIs.
    • Guide sharing, embedding, and PDF export are standard features. No AI involved in delivery.
    • Viewership analytics use standard tracking. AI does not interpret patterns or surface recommendations.

    AI Transparency Note

    Tango's AI-generated step descriptions are helpful but not perfect. Steps involving typed text (passwords, form inputs) are not captured automatically and must be added manually. Always review AI-generated descriptions before sharing guides with staff or volunteers, particularly for processes with compliance or accuracy requirements.

    Real-World Nonprofit Use Case

    Imagine a social services nonprofit that relies on a rotating pool of 40 volunteers across three sites to enter client intake data into Salesforce. The organization's program manager spent an entire day each quarter writing and updating a 12-page PDF guide, only to have volunteers call with the same questions week after week because the screenshots were already outdated.

    After switching to Tango, the manager recorded herself completing the intake process once in Salesforce. The guide was ready in under 15 minutes, embedded in the nonprofit's SharePoint intranet, and accessible on any device. When Salesforce updated its interface two months later, updating the guide took 10 minutes instead of a full day, because re-recording the process automatically replaced the outdated screenshots.

    The viewership analytics revealed that volunteers consistently dropped off at step 7 (adding a secondary contact), allowing the manager to add a clarifying note at that step. The volume of support questions dropped significantly, and new volunteers completed onboarding documentation with less staff oversight.

    Pricing

    Free

    $0/month

    • Up to 15 active workflows
    • Up to 10 users per workspace
    • Browser capture (Chrome extension)
    • Basic sharing and exports
    • Tango branding on exports
    • No desktop app, analytics, or custom branding

    Pro

    $22/user/month (annual) or $26/month

    • Unlimited workflows
    • Browser + desktop app (Mac and Windows)
    • Custom branding (remove Tango watermark)
    • Voice transcription
    • Viewership analytics and insights
    • 14-day workflow version history
    • Workspace roles and permissions

    Enterprise

    Custom pricing (contact sales)

    • Everything in Pro
    • In-app guided walkthroughs (Pins and Nuggets)
    • Automatic PII detection and blurring
    • SSO and SCIM authentication
    • Translate guides into 10 languages
    • 365-day version history and audit logs

    Note: Pricing information is subject to change. Please verify current pricing directly with Tango at tango.ai/pricing.

    Nonprofit Discount: 15% Off

    Tango offers a 15% discount on Pro and Enterprise plans for verified 501(c)(3) nonprofit organizations. With the discount applied to the annual Pro plan, pricing drops to approximately $18.70/user/month.

    How to Apply:

    1. Email [email protected] from your organization's email
    2. Attach your 501(c)(3) determination letter
    3. Tango's support team will verify and apply the discount

    Tango does not have a TechSoup listing. The nonprofit discount is applied directly by the Tango support team. The same 15% discount is also available to students and faculty with a .edu email address.

    Learning Curve

    BeginnerNon-technical staff can use Tango effectively within 30 minutes

    Time to First Guide

    • Install Chrome extension: 2 minutes
    • Record first process: as long as the process itself
    • Review and share guide: 5-10 minutes
    • Total first guide: under 20 minutes

    Technical Requirements

    • No coding required
    • Chrome browser (or any Chromium-based browser)
    • Desktop app for non-browser software (Pro+)

    Support Available

    • Detailed help center with tutorials
    • Email support (priority on Pro)
    • Dedicated onboarding (Enterprise)
    • Widely adopted across teams in nonprofits and enterprises

    Quick Win: Your First Tango Guide in Under 20 Minutes

    Want to see immediate value? Pick one process your team asks about repeatedly. It could be how to enter a new donor in your CRM, how to submit a grant report, or how to run a standard filter in your database.

    1. Install the free Tango Chrome extension at tango.ai
    2. Click the extension and press Start Capture
    3. Perform the process as you normally would
    4. Click Stop Capture when done
    5. Review the auto-generated guide, add any missing text inputs, and share the link

    You'll have a shareable, embeddable guide ready in under 20 minutes, and that same guide will answer your team's next ten questions about that process.

    Integrations and Compatibility

    Embed Destinations

    Places where guides can be embedded or shared

    • Microsoft SharePoint and Teams
    • Notion and Confluence
    • Slack, Jira, and Zendesk
    • Guru (knowledge management)
    • Dropbox, Microsoft Word, Adobe Acrobat
    • Shareable link or PDF export

    Works With (via extension)

    Applications Tango can document

    • Salesforce (dedicated support page)
    • Any web-based CRM or donor database
    • Google Workspace (Gmail, Drive, Docs, Sheets)
    • Grant portals and government systems
    • 5,000+ web-based tools (compatible with 99% of web apps)
    • Desktop software like Excel, HRIS, ERP (Pro/Enterprise desktop app)

    Platform Availability: Web-based (any modern browser for viewing/editing). Capture via Chrome extension (free) or desktop app for Mac ARM/X64 and Windows 10/11 (Pro/Enterprise). No mobile app available. SSO via Microsoft, Okta, and Google Identity (Enterprise).

    Pros and Cons

    Pros

    • Fastest documentation tool available: Creates polished guides as fast as you can perform the process, no writing time required
    • Genuinely beginner-friendly: Award-winning ease of setup; non-technical volunteers and staff can use it immediately
    • Works with every web tool you use: No integrations to configure for documentation; it captures anything in the browser
    • Free tier available: 15 workflows and 10 users is meaningful for very small organizations evaluating the tool
    • Analytics show where staff get stuck: View drop-off points in guides to improve training materials over time

    Cons

    • 15-workflow free tier is very limited: Organizations with more than a handful of documented processes will need a paid plan quickly
    • Per-user pricing scales steeply: 25 users on Pro = $550/month annually, which is significant for volunteer-heavy organizations
    • Typed text not auto-captured: Unlike Scribe, Tango does not record text you type in form fields. You must manually add these inputs to guides
    • Best features require Enterprise: In-app guided walkthroughs (the most powerful training feature) require Enterprise pricing
    • No mobile capture: Guides cannot be created from a smartphone or tablet

    Alternatives to Consider

    If Tango doesn't feel like the right fit, these alternatives serve similar needs:

    Scribe

    The most direct competitor. Scribe auto-captures typed text (a key advantage), offers richer editing, GIF output, and costs slightly less ($12-23/user/month with a 25% nonprofit discount). Better choice if you need to document processes involving significant text input, or if the per-user price difference matters for your team size.

    Loom

    Where Tango creates screenshot-based step-by-step guides, Loom creates narrated video walkthroughs. Loom is better for communicating context, explaining reasoning, or showing emotion (like a board update). Tango is better for referenceable, searchable documentation that staff follow step by step. The 75% nonprofit discount makes Loom very affordable. Consider using both tools for different documentation needs.

    Trainual

    A full employee training and playbook platform with AI-powered content generation. Trainual is a better fit if you need structured learning paths, employee testing, and comprehensive onboarding programs rather than just process documentation. It's significantly more expensive ($249-399/month), but includes a 50% nonprofit discount and a more complete training system.

    Why choose Tango over these alternatives: Tango's combination of speed, browser automation, in-app guided walkthroughs (Enterprise), and ease of use makes it the right choice if your primary need is fast, accurate process documentation with the option to guide users directly inside your web applications. If you need video or comprehensive training programs, Loom or Trainual may serve you better.

    Getting Started with Tango

    1

    Install the Free Chrome Extension

    Go to tango.ai and install the Chrome browser extension. No credit card required for the free tier. Create your workspace and invite up to 10 team members to join for free.

    2

    Document Your Most-Asked Process First

    Pick the one process your team asks about most often. Click Record in the extension, perform the process in your browser, and click Stop. Review the auto-generated guide, add any text input steps that were not captured, and verify accuracy before sharing.

    3

    Embed Guides Where Your Team Works

    Use the embed code or share link to place guides in SharePoint, your knowledge base, Slack channel descriptions, or Notion pages. Staff and volunteers find documentation where they already look for information, not in a separate system they have to remember to check.

    4

    Apply for the Nonprofit Discount (If Upgrading)

    If the free tier's 15-workflow limit isn't enough, email [email protected] with your 501(c)(3) determination letter to apply for the 15% nonprofit discount on Pro plans before upgrading. This brings Pro pricing to approximately $18.70/user/month on the annual plan.

    Need Help with Implementation?

    Setting up a documentation system that your whole team actually uses takes more than just installing a tool. If you'd like help choosing between Tango, Scribe, and Loom, building a documentation strategy, or training your team to document processes consistently, we're here to help.

    Contact Us to Learn More

    Frequently Asked Questions

    Does Tango offer a nonprofit discount?

    Yes, Tango offers a 15% discount on Pro and Enterprise plans for verified 501(c)(3) organizations. Email [email protected] with your determination letter to apply. The discount is applied directly, not through TechSoup. With the discount, the annual Pro plan drops to approximately $18.70/user/month.

    What is the free tier limit for Tango?

    Tango's free tier allows 15 active workflows and up to 10 users per workspace. The workflow limit is a hard cap on guides that are currently active. You can archive older guides to make room for new ones, but you can only have 15 live at any time. Most nonprofits with more than a handful of documented processes will find this limiting and need a Pro plan.

    Can Tango capture processes in Salesforce and other nonprofit CRMs?

    Yes. Tango works with virtually any web-based application through the Chrome extension, including Salesforce (with dedicated support), Bloomerang, DonorPerfect, Neon CRM, and grant portals. For non-browser software like Excel or desktop HRIS systems, the desktop app (Pro/Enterprise) is required. Tango claims compatibility with 5,000+ web apps.

    How does Tango compare to Scribe for nonprofits?

    Both auto-capture browser processes as step-by-step screenshot guides. Scribe automatically captures typed text, offers more editing flexibility, GIF output, and a lower starting price with a 25% nonprofit discount. Tango is stronger on in-app guided walkthroughs (Enterprise), browser automation, and integration ecosystem. For most nonprofits, the decision comes down to whether typed text capture matters and which tool's pricing works better for your team size.

    How long does it take to create a guide with Tango?

    Creating a guide takes about as long as performing the process itself, plus a few minutes to review. A 10-step process that takes 5 minutes to complete results in a guide ready for sharing in under 10 minutes total. This is the core value: documentation happens at the speed of work, not after it.

    Can Tango guides be embedded in Confluence, SharePoint, or Notion?

    Yes. Tango guides can be embedded in SharePoint, Notion, Confluence, Guru, Slack, Microsoft Teams, Jira, Zendesk, Dropbox, Adobe Acrobat, and Microsoft Word. Guides are also shareable via direct link or exportable as PDF. This makes it easy to place documentation where staff and volunteers already look for it, rather than in a separate system.

    Resources

    Official Tango Resources

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