Turning a document into a process
0 / 4 steps done
Most workflows are already written down somewhere: in a work instruction, a procedure document, a manual from the last audit. Just as prose that nobody reads. The Collector takes a document like that and turns it into a process — with steps, branches and the roles that appear in it.
Two things are worth knowing. It takes a moment: the analysis needs about a minute, and nothing visibly happens during that time. That is normal.
And more importantly: it links rather than duplicates. If the document names a department you already have, the Collector attaches it to the existing one instead of creating a second. Only what is genuinely new is flagged as “to be created”. That is why this order pays off: the more you already maintain, the more cleanly an imported document slots in.
- Open the CollectorThe entry sits at the bottom of the sidebar, a little apart from the other areas. Behind it are four steps: upload, analyze, review, done.
- Drop the documentPDF or Word, one file, up to 20 MB. A work instruction or a procedure document is plenty — nothing has to be prepared.
- Check the proposalOn the left the workflow it read out, on the right departments, roles and locations. The badge tells you what is created fresh — and what gets attached to something that already exists.
- And create itBefore creating, it asks once more and lists what newly enters your organisation. Only your click turns it into a process.
Lesson complete.
All ticked. Best next move: redo what you just saw in your own account — it sticks once you have done it yourself.
Your progress lives in this browser only — no account, no server. Clear your site data and the course starts over.
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Set up your first process in minutes — free for 14 days.