Loom is a video messaging tool that allows you to quickly record and share videos of your screen, your camera, or both. It’s an effective way to deliver clear communication, reduce unnecessary meetings, and visually explain complex information.
At InvestorKit, we use Loom to save time, improve knowledge sharing, and support our clients and team members with more engaging, asynchronous communication.
What is Loom Used For?
Loom enables our team to:
- Create training and onboarding videos
- Record walkthroughs of tools, systems, or documents
- Deliver quick updates and feedback
- Support clients with clear visual instructions
- Supplement SOPs and internal wikis with demonstrations
Loom helps us communicate clearly, consistently, and efficiently - whether you're working with a team member or a client.
Getting Started with Loom
You can access Loom via:
- Web browser (Google Chrome or Microsoft Edge)
- Loom desktop app (recommended for screen + camera recording)
- Mobile app (iOS or Android)
To get started:
- Go to www.loom.com
- Sign in with your work email
- Install the Chrome extension or desktop app if prompted
- Choose whether to record your screen, camera, or both
- Click record and start your message
- Share the video link that Loom generates once you're done
All Looms are automatically saved and accessible from your account dashboard.
First Loom Example: Inspiration
If you're unsure where to start, here's an example of a strong first Loom that introduces who you are, what you do, and how you work:
This is a great reference point for your own Looms—whether you're recording a team intro, client update, or internal training.
Common Use Cases at InvestorKit
Use Case | Description |
Internal Training | Record walkthroughs of processes, tools, or systems |
Team Updates | Share asynchronous updates and feedback |
Client Support | Explain reports, tools, or next steps in a visual format |
SOP Demonstrations | Pair visual walkthroughs with documented procedures |
Onboarding | Create consistent welcome and instructional content for new team members |
Best Practices
- Keep videos focused (aim for under 5 minutes)
- Speak clearly and keep your background tidy and professional
- Use your camera where appropriate to maintain connection
- Give your Loom a clear title and description before sharing
- Always review the video before sending to clients or using it in documentation
Training and Resources
Support
For Loom access, technical help, or guidance on how to apply it in your role:
- Submit a Helpdesk ticket for any access or technical help via helpdesk@investorkit.com.au
- Speak with your leader for best-practice examples or templates