Discovering and Personalizing Pre-Built Initiatives
Discovering and Personalizing Pre-Built Initiatives
Browse, customize, and share pre-built business process initiatives.
Discovering and Personalizing Pre-Built Initiatives
Browse, customize, and share pre-built business process initiatives.
You can find pre-built initiatives by:
Each initiative page includes:
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.
Directly edit the title, description, hero images, process flow, systems, and plugins by clicking on the elements you want to change.
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.