Three Ways to Create a Process Diagram – Help Center | Teachme Process

The basic workflow for creating a process diagram is to have the AI generate a draft, then finalize it manually to match your actual operations.
There is no need to draw it from scratch.

Order of steps

Create a draft by conversing with the AI…Describe the target workflow and generate a process diagram by conversing with the AI Agent.
Instruct the AI to make revisions…Tell it where the diagram differs from your actual operations and have it make corrections.
You can also consult it with questions like "Are there any nodes we should consider adding?" or "Are there any sections that should be broken out into a separate process diagram as a detailed process?"
Make adjustments manually…Add any missing nodes and refine the wording.
Enrich node information…Enter Assignment labels, Effort, and Task Type, and link Teachme Biz Manuals.
Try sharing settings and export…Set view and edit Permissions, and export as an image or CSV if needed.

For step 3, the key is to switch views and edit in the format that makes revisions easiest.
The flow view is suited for adjusting the flow, the Swimlane view for reviewing assignments, and the node list for filling in missing information.

Three ways to create a draft

1. Create with AI conversation

Upon request, the AI confirms the necessary information and automatically generates the process while checking in with you for decisions.
Instructions can be provided via keyboard input, voice input, or by attaching images or PDFs.

2. Import existing materials

Upload an existing workflow diagram or task list as a PDF or image, and the AI will organize it into a process diagram.
This is the fastest method for migrating from paper or Excel.

You can also have a process diagram created by referencing Teachme Biz Manuals.
In that case, the Manual linking is performed at the same time.

3. Create manually

Build the diagram by connecting nodes by hand.
You can add and connect the next step in one click using the "+" on an unconnected node or the "+" at the midpoint of an edge.
Use Auto layout to arrange the placement.

Do not try to fit everything onto one diagram

Cramming all branching patterns onto a single diagram makes it hard to read.
For sections that are better separated, set a detailed process on an Execution Node and break it out into a separate process diagram.

Adding information to nodes
https://help.process.teachme.jp/hc/en-us/articles/61439240501913

Tell me about the AI Agent
https://help.process.teachme.jp/hc/en-us/articles/61437450294169