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Use case

Process mapping with AI

Use caseBy OpenCharts TeamPublished

OpenCharts is an AI process-mapping tool that turns plain-text descriptions, SOP documents, or PowerPoint slides into structured process maps in seconds. Theo identifies activities, decision points, swimlanes, and handoffs and lays them out automatically. The result is editable and exportable to PNG, SVG, PDF, PPTX, DOCX, and XLSX, with real-time collaboration on every plan and a public MCP server for AI agents.

How it works

  1. 1

    Describe or upload

    Either describe the process in plain English (e.g. ‘customer onboarding for a B2B SaaS’) or upload an SOP PDF/PPTX/image.

  2. 2

    Theo proposes the structure

    Theo identifies activities, decision points, parallel paths, swimlanes, and handoffs, and proposes a complete editable map.

  3. 3

    Refine and add detail

    Drag nodes, add branches, attach data tables, switch between layout modes, and theme the result. Comments and node locking let your team collaborate live.

  4. 4

    Share or export

    Generate a public share link with viewer/commenter/editor permissions, or export to PNG, SVG, PDF, PPTX, DOCX, XLSX, JSON.

What you get

  • Swimlanes, decision diamonds, parallel paths, group containers, and BPMN-style processes
  • Auto-layout: top-to-bottom, left-to-right, radial, force-directed
  • Attach a data table to any node for specs, KPIs, or RACI
  • Real-time multiplayer with live cursors, presence, and threaded comments
  • Export to PNG, SVG, PDF, PPTX, DOCX, XLSX, JSON
  • Templates for onboarding, fulfillment, support, and reviews

Frequently asked questions

Can OpenCharts model BPMN-compliant processes?

Yes. OpenCharts supports BPMN-style nodes (events, gateways, activities, swimlanes) and you can build BPMN diagrams either from the templates library or by describing the process to Theo. For strict BPMN 2.0 XML interchange, see our notes on roadmap items.

Can multiple stakeholders edit the same process map?

Yes. Real-time multiplayer with unlimited collaborators is included on every plan, including the free tier. Comments are anchored to specific nodes for context.

What if my process is documented across multiple PDFs?

Run AI Extract on each PDF and link the resulting flowcharts together via shared nodes or use the AI Chat to compose a single map from the multi-document context. Theo can also accept a Notes project that aggregates the source docs.

How do I keep the diagram in sync with the SOP?

Use version history (free on every plan) to track changes. For SOP-flow parity, export the OpenCharts map as PDF or PNG and embed it back into your SOP, or use a public share link that always points to the latest version.

Are there process-map templates?

Yes. The Templates gallery includes onboarding, fulfillment, customer support, IT change management, and review-cycle templates — all editable and AI-customizable in seconds.

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