Free Tools to Plan Your Workflows
Use these tools to map your processes and plan automations. When you're ready, we'll implement them as Digital Workers.
Skip to Request a Quote →SOP Builder
Turn a Standard Operating Procedure into a runnable workflow with roles, triggers, and handoffs.
Implement in 3–14 daysIncident Report
Generate an incident intake + routing workflow that creates corrective tasks and closes the loop.
Implement in 3–14 daysRisk Assessment
Build a risk register with scoring, owners, review cadence, and mitigation tasks.
Implement in 3–14 daysRCA Toolkit
Produce a structured root-cause analysis and auto-generate corrective tasks.
Implement in 3–14 daysRACI Matrix
Clarify ownership and generate a project setup plan with responsibilities.
Implement in 3–14 daysProcess Mapper
Map process steps, identify bottlenecks, and generate an automation implementation plan.
Implement in 3–14 daysOnboarding Builder
Create a complete onboarding workflow with tasks, reminders, approvals, and status tracking.
Implement in 3–14 daysQuickBooks Planner
Plan data mapping, sync rules, error handling, and reconciliation between systems.
Implement in 3–14 daysTool Details
SOP → Workflow Builder
Turn a Standard Operating Procedure into a runnable workflow with roles, triggers, and handoffs.
Who it's for
Operations managers, team leads building documented processes
What it outputs
Workflow diagram, task assignments, trigger definitions, handoff rules
Common use cases
- New hire documentation
- Client delivery SOPs
- Internal process standardization
Incident Report → Corrective Action Workflow
Generate an incident intake + routing workflow that creates corrective tasks and closes the loop.
Who it's for
Quality managers, compliance teams, operations leaders
What it outputs
Incident intake form, routing logic, corrective action tasks, status tracking
Common use cases
- Safety incidents
- Quality issues
- Customer complaints
- Service failures
Risk Assessment + Risk Register → Risk System Builder
Build a risk register with scoring, owners, review cadence, and mitigation tasks.
Who it's for
Risk managers, project managers, compliance officers
What it outputs
Risk register, scoring matrix, owner assignments, review schedule, mitigation plans
Common use cases
- Project risk management
- Compliance audits
- Vendor risk assessment
Fishbone + 5 Whys + RCA → RCA Toolkit
Produce a structured root-cause analysis and auto-generate corrective tasks.
Who it's for
Quality teams, operations managers, continuous improvement leads
What it outputs
Fishbone diagram, 5 Whys analysis, root cause identification, corrective action plan
Common use cases
- Quality defects
- Process failures
- Customer churn analysis
RACI Matrix → Role/Ownership Mapper
Clarify ownership and generate a project setup plan with responsibilities.
Who it's for
Project managers, team leads, cross-functional initiative owners
What it outputs
RACI matrix, responsibility assignments, escalation paths, communication plan
Common use cases
- New project kickoffs
- Process handoffs
- Cross-team initiatives
Process Map → Process Mapper + Automation Plan
Map process steps, identify bottlenecks, and generate an automation implementation plan.
Who it's for
Operations leaders, business analysts, automation champions
What it outputs
Process flowchart, bottleneck analysis, automation opportunities, implementation roadmap
Common use cases
- Process improvement
- Automation planning
- Workflow optimization
Onboarding Checklist → Onboarding Workflow Builder
Create a complete onboarding workflow with tasks, reminders, approvals, and status tracking.
Who it's for
HR managers, team leads, customer success managers
What it outputs
Onboarding checklist, task automations, reminder sequences, progress dashboard
Common use cases
- Employee onboarding
- Client onboarding
- Vendor onboarding
QuickBooks Integration Planner
Plan data mapping, sync rules, error handling, and reconciliation between systems.
Who it's for
Finance teams, operations managers, integration leads
What it outputs
Data mapping document, sync rules, error handling plan, reconciliation workflow
Common use cases
- Stripe → QuickBooks sync
- Shopify → QuickBooks sync
- HubSpot → QuickBooks sync