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Tutorial: One-shot process model your entire organisation

Generate a linked Level 1 to Level 4 process model, with roles, RACI and an organisation directory, from your documents in one prompt.

Last updated · 1 min read

On this page
  1. Overview
  2. 1 Prepare relevant documents
  3. 2 Ask for linked process model of your organization, in an agent chat
  4. 3 Observe: Organization renamed, team space created, and process model created
  5. 4 View process maps at levels 1 - 4
  6. 5 View a level 2 process map and the level 3 sub-process it calls
  7. 6 Observe how 3 roles were captured for this process map
  8. 7 Update the RACI from the roles ('Incident management', 'Sales', 'Warehouse')
  9. 8 Review the directory that was auto populated with roles, teams, systems, and data
  10. Try it on your organisation

Overview

You can now automatically generate a linked process model, with metadata, for your entire organisation, from one prompt.

This works on Local Edition (for laptop or desktop), and Cloud Edition.

Below is an example of an organisation doing this to model their operations.

1 Prepare relevant documents

A folder of 15 operating documents with the Order to Cash standard operating procedure open
A folder of 15 operating documents with the Order to Cash standard operating procedure open

2 Ask for linked process model of your organization, in an agent chat

An Agent chat with the 15 documents attached and the one-line prompt
An Agent chat with the 15 documents attached and the one-line prompt

3 Observe: Organization renamed, team space created, and process model created

The Agent summary: four level folders, 15 maps filed, 31 entities extracted
The Agent summary: four level folders, 15 maps filed, 31 entities extracted

4 View process maps at levels 1 - 4

The team space with Level 1 to Level 4 folders
The team space with Level 1 to Level 4 folders

5 View a level 2 process map and the level 3 sub-process it calls

The Level 2 Operations Overview map with the Links panel and Order to Cash expanded
The Level 2 Operations Overview map with the Links panel and Order to Cash expanded

6 Observe how 3 roles were captured for this process map

The Properties panel showing 3 identified roles and the RACI action
The Properties panel showing 3 identified roles and the RACI action

7 Update the RACI from the roles ('Incident management', 'Sales', 'Warehouse')

The RACI matrix across the three roles
The RACI matrix across the three roles

8 Review the directory that was auto populated with roles, teams, systems, and data

The Directory with 21 roles, 1 team, 6 systems and 2 data objects
The Directory with 21 roles, 1 team, 6 systems and 2 data objects

Try it on your organisation

Open the Agent, attach your documents, and ask for a linked process model of your organisation: https://ba-copilot.com/dashboard/agent.

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