Features
Everything How2MapIt does.
Process mapping
Map a process once, as deep as the work goes.
From your SOPs to a process everyone can follow.
- Four ways to start
- Who, when, how and why
- Decisions and hand-offs
- Sub-processes
- Work instructions
- Screens with markers
- Role lanes
- Your org chart
- Cost and time
- Outcomes and deliverables
- Your own fields and lists
- My work
How do you want to start?
- Upload a documentWe find every process inside it. You pick which to build.
- Describe the processSay how the work is done. We draft it for you to correct.
- Suggest from a promptName the process. The AI drafts one for you to edit.
- Start on a blank canvasDraw it yourself, as deep as the work goes.
AI
AI that follows your processes.
Drafts processes, checks every activity and connects to the AI assistant your team uses.
- Build from your documents
- Logic check
- AI apps that follow your processes
- Suggest from a prompt
- Suggestions, one at a time
- Not for AI apps
- Re-confirm only real changes
- Your company profile
Your AI assistantConnected as you · one company
ConnectedReads
Request a new laptopPublished
- Approve the request
- Line manager
- Approve a non-standard specification
- IT Asset Manager
- ✓Sees only what you can see
- ✓Edits drafts, if you allow it
- ✕Can’t publish or delete
- ✕Can’t remove Not for AI apps activities
Operations manual
Everyone gets their part of the work.
Each user sees the activities their roles perform, in order, on the web and on their phone.
Go to Operations ManualChanged since you confirmed itOpen the account and load the signing powersRead and confirm
To do 3Changed 1Confirmed 0
Business Current Account Opening0 of 1 confirmed
Request a new laptop0 of 3 confirmed
Compliance
Know who has read the current version.
Approvals, read confirmations, risks and controls, and evidence an auditor can check.
- Read confirmations
- Risks, controls and rules
- Evidence packs
- Review and publish
- Versions and history
- Control tests
- Owners and review dates
- Who is current
Business Current Account Opening
Version 10 · currentPublished 18 Sep 2026
Version 5Published 9 Sep 2026
Version 4Published 8 Sep 2026
RoleConfirmed
Customer Service OfficerLast read version 4
Financial Crime Analyst✓ Current
Operations OfficerLast read version 5
Consultants
Build it once. Apply it to every client.
Partners keep template processes in their own workspace and apply them to clients as drafts.
- Packs
- Apply a pack
- Roles mapped to the client’s
- Work in client spaces
- Template workspace
- Partner access the client controls
- Every change stamped
- Clients using each pack
A pack of 3 template processesFrom your template workspace
- Business Current Account Opening
- Account Closure and Final Settlement
- Debit Card Issue and Replacement
Each process bringsSub-processesRisksControlsRulesFiles
Client A3 drafts
Client B3 drafts
Client C3 drafts
Each client reviews its drafts. Nothing is published until they say so.
Security
The right people see the right processes.
Access levels, Microsoft sign-in, and each company’s data kept apart.
- Access levels
- Access per process
- Microsoft sign-in and sync
- Invite-only sign-in
- Separate company spaces
- Several companies, one sign-in
- Read-only for auditors
- Your logo
Access levelsMicrosoft sign-in
- Admin
- Manage people, access and the company’s settings
- Can edit
- Build and change processes, manage and accept risks
- Can review
- Approve and publish to your team
- Can view
- Read every process