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Botree™ Workflow Discovery

Welcome to Botree™ Workflow Discovery

Describe the workflows you'd like Botree™ to optimize or build training around. You don't need every detail—share what you know, tag the steps that cause friction, and we'll work with you to fill in the rest.

See example workflow documents →

Your details

Tell us who you are so we can follow up about your workflows. If this submission gathers knowledge from several people, add each person so we know who contributed what.

Who should we follow up with?

We'll use this to reach out about next steps.

The organization whose workflows we're mapping.

Which kind of engagement are you after? Leave on “Not sure” if you’re unsure.

When would you like the project to begin?

Share project-level context: your goals, the outcomes you're after, and any constraints or deadlines. Keep anything specific to a single step in the workflow editor below—use that step's description and tags (e.g. flag it as a “Pain Point” or “Bottleneck”). Use this box only for context that applies across all steps or to the project as a whole.

Workflows

Describe one or more workflows you'd like Botree™ to optimize and capture as standard operating procedures, or build training materials around. Just fill out the parts of the workflow you're familiar with—Botree™ can combine your responses with your coworkers' to build the full flow chart.

Step 1

Select steps that must be completed before this step

Step 2

Select steps that must be completed before this step

Workflow Graph Preview

Visualize workflow dependencies. Click a step to jump to it, or right-click it to change its dependent steps.