Discovering and Personalizing Pre-Built Initiatives

Browse, customize, and share pre-built business process initiatives.

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Browsing Initiatives

You can find pre-built initiatives by:

  • Browsing system pages (e.g., the Workday page shows related initiatives like Talent Acquisition)
  • Searching or browsing by domain (Finance, HR, etc.)
  • Filtering by initiative type
  • Exploring the homepage

What an Initiative Page Shows

Each initiative page includes:

  • Header — Initiative name, pains and Moveworks solutions, common systems supported, plugin count, and domain tags.
  • Hero Images — The most powerful plugins are previewed in a carousel of mock chat hero images. You can edit these hero images to contain any media you’d like. By default, there are two.
  • Business Process Flow — A visual flowchart showing tasks broken down by persona (e.g., Employee → Manager → Admin Team).
  • Jobs to be Done — An expandable list of tasks with all the plugins that power each one.
  • Share/Save — Actions to save to your workspace or share with stakeholders.

Customizing an Existing Initiative

If your process differs from the template, click Generate and describe the change in plain language (e.g., “Add a manager approval step after the employee submits the expense report”). The initiative updates live to reflect your workflow.

Customizations can also be made manually. The title, description, hero images, process flow, systems, and plugins are all editable either through the Generate feature or through direct editing.

Use the Generate feature to describe changes in natural language. The initiative updates automatically based on your input.

Option 2: Manually Edit

Directly edit the title, description, hero images, process flow, systems, and plugins by clicking on the elements you want to change.

Saving and Sharing

You can save an initiative to your workspace to revisit later. You must be logged in to save. You can also share a link with stakeholders or dev teams to align on what to build.

Your changes are private — they only appear in your workspace and are never published to the public Marketplace. You must press the save button to persist your changes.