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title: Discovering and Personalizing Pre-Built Initiatives
position: 0
excerpt: 'Browse, customize, and share pre-built business process initiatives.'
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hidden: false
metadata:
title: ''
description: ''
robots: index
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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

<video src="https://files.buildwithfern.com/moveworks.docs.buildwithfern.com/33b74b8d76fcb4e4d5457564b82b9816ca8b9c5b6020bcd0e32df6f57d11e1e3/docs/assets/video/initiative-designer/browsing-initiatives.mp4" autoPlay loop playsInline muted controls />

## 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.

<video src="https://files.buildwithfern.com/moveworks.docs.buildwithfern.com/5abdb66a11babcb349673649c2d29176ce68e1a433d3aa596c955fa7ba92526b/docs/assets/video/initiative-designer/customizing-generate-prompt.mp4" autoPlay loop playsInline muted controls />

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.

### Option 1: Generate (Recommended)

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

<video src="https://files.buildwithfern.com/moveworks.docs.buildwithfern.com/eb0aa029851ac8123c844ea9ca766990a41551ab18096f620516d216eb634b47/docs/assets/video/initiative-designer/generate-recommended.mp4" autoPlay loop playsInline muted controls />

### 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.

<video src="https://files.buildwithfern.com/moveworks.docs.buildwithfern.com/8215a0191a7b4ac2b3225e385c47eb714f5f388e9d2b13564843a742bc9a96cb/docs/assets/video/initiative-designer/manually-edit.mp4" autoPlay loop playsInline muted controls />

## 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.

<video src="https://files.buildwithfern.com/moveworks.docs.buildwithfern.com/38f4ea8d1cbf27791f5b76e1beb3e88142cb01ed00c41185530acf3082893c65/docs/assets/video/initiative-designer/save-and-share.mp4" autoPlay loop playsInline muted controls />