Workflow Templates
Choose a template and customize with AI
Sales Process Template
Visualize your sales process from lead generation to closing. Customize in 30 seconds with AI. Export to Mermaid for GitHub & Notion. Free to use.
Approval Workflow Template
Visualize your approval process from draft to final decision. Includes legal and finance review steps. Easy AI customization.
PDCA Cycle Template
Visualize the Plan-Do-Check-Act management cycle. From goal setting and KPI definition to execution, evaluation, and improvement.
Marketing Funnel Template
Visualize your marketing funnel from awareness to purchase and loyalty. Map customer acquisition from ads, social, and events.
Recruitment Process Template
Visualize your recruitment process from application to onboarding. Document screening, interviews, offer, and onboarding steps.
Brainstorming Template
Brainstorming template for idea generation and thought organization. Radiate categories and items from a central theme.
Corporate Management Template
Visualize corporate management from strategy to execution and evaluation. Document vision, mid-term planning, and budget management.
Order to Ship Process Template
Visualize the end-to-end order-to-ship process. From order entry, inventory allocation, picking, inspection to shipping. AI-powered customization for manufacturing.
Production Planning Template
Visualize the production planning process from demand forecasting to scheduling, material procurement, and manufacturing orders. MRP/MPS-compatible flowcharts.
Quality Inspection Template
Visualize quality inspection from incoming, in-process, and final inspection to defect handling. ISO 9001-compatible QC flowcharts with AI customization.
Procurement Flow Template
Visualize the procurement process from purchase request, quote comparison, ordering, receiving inspection to payment. AI-powered manufacturing procurement flows.
Equipment Maintenance Template
Visualize equipment maintenance from routine inspection, breakdown response, preventive maintenance to equipment renewal. TPM-compatible maintenance workflows.
New Product Development Template
Visualize the NPD process from concept, design, prototyping, pilot production to mass production. Stage-gate flowcharts with AI customization.
8D Complaint Resolution Template
Visualize the 8D problem-solving process for complaint handling. Team formation, problem definition, containment, root cause analysis, and permanent corrective action.
Inventory Management Template
Free inventory management flowchart template: receiving, storage, dispatch, stocktaking, and reorder points. Customize with AI, export to PNG, PDF, PPTX.
Cost Management Template
Visualize cost management from standard costing, actual cost tracking, variance analysis to cost reduction activities. Manufacturing cost control flowcharts.
Safety KYT Template
Visualize KYT (Kiken Yochi Training) 4-round method. Situation grasp, root cause pursuit, countermeasure planning, and goal setting flowcharts.
Loan Review Process Template
Visualize the loan review process from application, credit assessment, approval, disbursement to monitoring. AI-powered banking workflow templates.
Account Opening Template
Visualize account opening from reception, KYC verification, identity check, account creation to card issuance. Banking and securities customer onboarding flows.
KYC/AML Compliance Template
Visualize KYC (Know Your Customer) and AML (Anti-Money Laundering) workflows. Transaction monitoring, suspicious activity reporting processes with AI.
Insurance Claims Process Template
Visualize insurance claims from incident report, damage investigation, assessment to payout. Life and property insurance claims processing workflows.
Investment Sales Process Template
Visualize investment product sales from client profiling, suitability assessment, product proposal, execution to after-sales service. Fiduciary duty compliant.
Forex & Remittance Template
Free flowchart template for international remittance: request, FX booking, transfer instructions, SWIFT messaging, and confirmation. Edit with AI and export.
Internal Audit Template
Visualize internal audit from planning, risk assessment, fieldwork, findings reporting to remediation follow-up. SOX-compliant audit workflow templates.
Financial Complaint Handling Template
Visualize complaint handling from intake, investigation, resolution, reporting to prevention. Financial dispute resolution and ombudsman-compliant workflows.
Credit Management Template
Visualize credit management from application, credit investigation, rating, limit setting to monitoring. Credit risk management process flowcharts.
Settlement Process Template
Visualize settlement from trade confirmation, matching, netting, fund settlement to delivery confirmation. Securities and banking settlement workflows.
Retail Purchasing Template
Visualize retail purchasing from product selection, buyer negotiation, ordering, receiving inspection to pricing. Retail buying workflows with AI.
Store Operations Template
Visualize store operations from opening prep, customer service, POS operations, restocking to closing procedures. Standardize retail daily operations with AI.
Retail Inventory Management Template
Visualize retail inventory from receiving, display, stock checks, replenishment to stocktaking. Store and warehouse inventory workflows with AI optimization.
Promotion Planning Template
Visualize promotion planning from concept, targeting, media selection, execution to performance measurement. Retail campaign management with AI.
E-Commerce Fulfillment Template
Visualize e-commerce fulfillment from order receipt, inventory check, picking, packing, shipping to delivery tracking. Online store operations with AI.
Customer Complaint Handling Template
Visualize complaint handling from intake, investigation, response planning, customer resolution to prevention. Retail and service complaint management with AI.
New Store Opening Template
Visualize new store opening from site research, lease signing, construction, hiring, merchandising to grand opening. Retail expansion planning with AI.
POS Analytics Template
Visualize POS analytics from data collection, ABC analysis, sales trends, basket analysis to improvement actions. Retail data-driven decision making with AI.
Return & Exchange Template
Visualize return and exchange from request, condition check, refund processing, exchange handling to inventory restocking. Retail return management with AI.
Omnichannel Retail Template
Visualize omnichannel retail from online-offline integration, BOPIS, store pickup, EC coordination to customer data unification. Unified commerce strategy with AI.
Free SDLC Template — Software Development Lifecycle Diagram
Free SDLC diagram covering all 7 phases: requirements, design, development, testing, deployment & maintenance. AI-powered — customize in 30 seconds, export as SVG/PNG. No signup needed.
Incident Management Template
Visualize incident management from detection, impact analysis, initial response, recovery, root cause analysis to prevention. ITIL-compliant workflows with AI.
CI/CD Pipeline Template
Visualize CI/CD pipeline from code commit, build, test, staging to production deployment. Continuous delivery and DevOps workflow templates with AI.
IT Change Management Template
Visualize IT change management from request, risk assessment, approval, implementation, testing to release. ITIL-compliant change management with AI.
IT Helpdesk Template
Visualize helpdesk workflow from user request, categorization, first-line support, escalation to resolution. IT service desk operations with AI.
Security Incident Response Template
Visualize security incident response from detection, initial response, containment, eradication, recovery to post-incident analysis. CSIRT/SOC workflows with AI.
SaaS Onboarding Template
Visualize SaaS onboarding from contract, account setup, initial configuration, training to adoption support. Customer success workflows with AI.
IT Project Proposal Template
Visualize IT project proposals from problem analysis, solution selection, RFP creation, vendor evaluation, approval to project kickoff. System implementation with AI.
Backup & Disaster Recovery Template
Visualize backup and DR from backup planning, data protection, failure detection, DR activation, system recovery to business resumption. BCP/DR planning with AI.
IT Asset Management Template
Visualize IT asset management from procurement, deployment, operations, software license management to disposal. IT asset lifecycle workflows with AI.
AI Agent + Human Collaboration Workflow Template
Design human-in-the-loop workflows: AI agents handle first response while humans review, approve, and take escalations. Free AI collaboration template.
Can't find what you need?
Create custom flowcharts in 30 seconds by talking to AI