If no relevant pre-built initiative exists yet, you can create one. Navigate to Create > Initiatives, scroll to the Generate button above the business process flow, and describe your process in plain language.
The quality of the generated initiative depends on the quality of your input.
Good input: A detailed description of a business process with stakeholders, tasks, pain points, and chronology — for example, describing how expense reports move from submission through approval to reimbursement, including where bottlenecks occur.
Less effective input: A request to build a single plugin (e.g., “How do I build a Book Time Off plugin?”). Initiative Designer is designed for end-to-end process mapping, not individual plugin creation.
When you describe your process, Initiative Designer:
This happens live — you will see your custom initiative appear in seconds.
The generated initiative is a starting point. You can:
For details on customization options, see Customizing an Existing Initiative.