Workflow Automation

Diagramming

This form is here to help map out your essential daily processes so they can be automated for better efficiency. The more detailed your answers, the easier it’ll be to create a seamless workflow that saves you time and effort.

Once submitted, we’ll review your process and follow up if we need any clarification. Plus, the most well-outlined submission will win a gift card! So, let’s dive in and get started.

What Happens Next:

Within 48 hours, we’ll provide you with a digital version of your mapped process.
You’ll receive a custom PDF that breaks down your workflow, identifies areas for improvement, and offers actionable steps to boost efficiency.

Click here to see how to fill out the form

How to Start: Simply select the departments below using the checkboxes to indicate which processes you'd like to streamline.

How should I fill out the fields?

Step 1: Start

What triggers the process?

(Example: A customer places an order, a report is received, etc.)

Step 2: Action

List the key steps involved in completing this process.

Action 1:
Action 2:
Action 3:
Action 4:
Action 5:

Step 3: Finish

How do you know the process is complete or successful?

(Example: The product is delivered, the report is submitted, etc.)

Workflow Picture Example

Name *

Company Name *

Departments *

Finance

Human Resources

Sales

Marketing

Websites

Services

Supply Chain

Please select all departments for which the processes will be outlined.

Finance Department Manager

Who leads the department and is familiar with all processes?

Finance Process Description

How often do you do the finance process you're describing?

Daily

Multiple times a day

Weekly

Monthly

Quarterly

Yearly

How much time do you spend on this finance process?

You can upload an image and add more details in the description field above.
The fields are not mutually exclusive

Where do you think is the biggest finance process bottleneck?

Would you rather upload an image of the finance process than write it out?

Yes

You can upload an image and add more details in the description field above.
The fields are not mutually exclusive

Finance Process Image

Snap a picture of your workflow on a whiteboard, paper or even drawn in MS Paint and upload it here. We support all file formats

Human Resources Department Manager

Who leads the department and is familiar with all processes?

Human Resources Process Description

How often do you do the HR process you're describing?

Daily

Multiple times a day

Weekly

Monthly

Quarterly

Yearly

How much time do you spend on this HR process?

Where do you think is the biggest HR process bottleneck?

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Would you rather upload an image of the HR process than write it out?

Yes

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Human Resources Process Image

Snap a picture of your workflow on a whiteboard, paper or even drawn in MS Paint and upload it here. We support all file formats

Sales Department Manager

Who leads the department and is familiar with all processes?

Sales Process Description

How often do you do the sales process you're describing?

Daily

Multiple times a day

Weekly

Monthly

Quarterly

Yearly

How much time do you spend on this sales process?

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Where do you think is the biggest sales bottleneck?

Would you rather upload an image of the sales process than write it out?

Yes

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Sales Process Image

Snap a picture of your workflow on a whiteboard, paper or even drawn in MS Paint and upload it here. We support all file formats

Marketing Department Manager

Who leads the department and is familiar with all processes?

Marketing Process Description

How often do you do the marketing process you're describing?

Daily

Multiple times a day

Weekly

Monthly

Quarterly

Yearly

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

How much time do you spend on this marketing process?

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Where do you think is the biggest marketing bottleneck?

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Would you rather upload an image of the marketing process than write it out?

Yes

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Marketing Process Image

Snap a picture of your workflow on a whiteboard, paper or even drawn in MS Paint and upload it here. We support all file formats

Website Manager

Who leads the department and is familiar with all processes?

Website Process Description

How often do you do the website process you're describing?

Daily

Multiple times a day

Weekly

Monthly

Quarterly

Yearly

You can upload an image and add more details in the description field above.
The fields are not mutually exclusive

How much time do you spend on this website process?

You can upload an image and add more details in the description field above.
The fields are not mutually exclusive

Where do you think is the biggest website bottleneck?

You can upload an image and add more details in the description field above.
The fields are not mutually exclusive

Website Process Image

Snap a picture of your workflow on a whiteboard, paper or even drawn in MS Paint and upload it here. We support all file formats

Service Handling Department Manager

Who leads the department and is familiar with all processes?

Services Process Description

How often do you do the service handling process you're describing?

Daily

Multiple times a day

Weekly

Monthly

Quarterly

Yearly

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

How much time do you spend on this service handling process?

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Where do you think is the biggest service handling bottleneck?

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Would you rather upload an image of the process than write it out?

Yes

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Services Process Image

Snap a picture of your workflow on a whiteboard, paper or even drawn in MS Paint and upload it here. We support all file formats

Supply Chain Department Manager

Who leads the department and is familiar with all processes?

Supply Chain Process Description

How often do you do the supply chain process you're describing?

Daily

Multiple times a day

Weekly

Monthly

Quarterly

Yearly

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

How much time do you spend on this supply chain process?

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Where do you think is the biggest supply chain bottleneck?

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Would you rather upload an image of the supply chain process than write it out?

Yes

You can upload a image and add more details in the description field above.
The fields are not mutually exclusive

Supply Chain Process Image

Snap a picture of your workflow on a whiteboard, paper or even drawn in MS Paint and upload it here. We support all file formats

Submit

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