Workflow Canvas
Plan, document, and interconnect every process with dedicated sidebars to house training & technical requirements on each step.
Team Designer
Drag & drop role cards to see how those roles contribute across processes in a connected relational database for your business operations.
Tool Canvas
Gain complete visibility into how tools power your workflows, enabling more intelligent decisions and a streamlined operations experience.
Shareable Views
Bundle sections to share with internal teams or external stakeholders who only need to understand a few pieces of your operations.
Team Collaboration
Comment on process steps or sections to start feedback cycles, empower teams with unified decision-making, and fuel engagement.
Step Cost Calculator
Easily showcase exact cost savings for every process step you streamline and deliver financial clarity to your stakeholders.
Integrated Maps
Create synced maps in a few clicks from your HubSpot workflows and forms, Zapier zaps, and Make scenarios.
Reusable Templates
Browse The Component Library for Business Operations, categorized by department, to get inspired to build your own scalable processes.
Conditional Coloring
Set rules that color your diagrams automatically, so you can spot draft steps, automations, and specific tools or roles at a glance.
Connect Data Fields
Turn your process diagrams into living documentation that clarifies where data lives, how it moves, and which systems depend on what.
Synced Documentation
Show different versions of the same process without duplicating work, keeping every view in sync while tailoring visibility for any audience.
Embed Videos
Embed videos to bring your playbooks to life, adding YouTube, Tela, Kommodo, or any iframe-based guide directly into steps, sections, teams, and tools.