Professional
Extended Thinking

Create a process flowchart

Turn written procedures into visual flowcharts that make complex processes easier to follow and share.
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  • Category
    Professional
  • Model
    Sonnet 4.5
  • Features
    Extended Thinking
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    https://claude.com/resources/use-case/create-a-process-flowchart
1

Describe the task

Work with Claude to transform dense process documentation into flowing visual diagrams that show how your system actually works. Through conversation, you'll map out decision points, alternative paths, and volume distributions—turning dense documents into clear visualizations your team can use in real-time.

I'm uploading our enterprise software implementation playbook—42 pages of customer onboarding procedures that nobody can navigate in real-time. We have a few different paths based on data quality, integration capability, resources, and deployment readiness.

Can you help me visualize this so we can see the whole system in one view and understand how customer volume distributes across the different paths.

Create a Sankey flow diagram with organic curved paths. Make it screenshot-worthy with professional, bold typography and a natural color palette. Enable interactive zoom and pan with smooth Bezier curves. Apply Tufte-level information design.

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2

Give Claude context

Provide your process document so Claude can identify the structure, decision points, and flow logic that make up your procedure to map it out visually.

Required context

Upload a file of your procedure document. Click the (+) button in the chat bar to browse through your files, or alternatively, drag and drop files into the chat box area.

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Procedure document
Procedure document

Optional context

Enable Extended Thinking for Claude to think through more complex processes and produce higher quality outputs.

Extended Thinking
3

What Claude creates

Claude analyzes your process documentation and transforms it into an interactive Sankey flow diagram that visualizes implementation pathways and volume distribution across paths. Each implementation phase becomes a clickable card that reveals the detailed documentation behind it.

From Claude

Done! I've created a flowchart of your customer onboarding process. Let me show you what I've mapped out.

Here's what the visualization shows:

The Flow Structure

I've used flowing bands where the width shows you volume—so you can immediately see that most customers (62%) take the primary path, while smaller percentages take the alternatives:

  • Primary Path (sage green, 62%) — Widest band, most common route
  • Alternative Path (terracotta, 23%) — Medium band for data prep
  • Enhanced Path (plum, 12%) — Narrower band for premium service
  • Exit Path (red, 3%) — Thin band showing where customers drop off

Interactive Phase Cards

Click any phase card to see detailed documentation including:

  • Full process overview and qualification criteria
  • Key activities and deliverables
  • Common issues and success factors
  • Timeline and resource requirements

Next steps: Review the flow with your team and let me know if any decision points need adjustment or if there are edge cases I should add.

View your implementation flow visualization

4

Follow up prompts

Continue the conversation with Claude to refine, expand, or explore further.

Export to other formats and platforms

Using connectors like Mermaid Chart, Claude converts artifact diagrams to editable formats, generates shareable links, and provides portable code for cross-platform embedding and team collaboration

Can you convert this artifact flowchart to Mermaid.js format using the Mermaid Chart connector? I'd like an editable playground link to share with my team and the raw Mermaid code so we can embed it in our docs or export to other platforms.

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Add detail to specific sections

Claude can expand on specific parts of the diagram while keeping other sections at their current level of detail, providing deeper understanding where you need it.

The implementation phase has a lot more steps than shown. Can you expand that section to include: technical discovery call, sandbox setup, data mapping session, initial configuration, testing phase, and training? Keep the other sections at their current level of detail.

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Adjust the visual style

Claude can reorganize flow direction and apply color coding systems to separate different owners or stages in your diagram.

Can you reorganize this to flow left-to-right instead of top-to-bottom? Also use colors to distinguish different team owners—sales in blue, customer success in green, implementation in orange.

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5

Tricks, tips, and troubleshooting

Extract structure from messy documentation

Your process document doesn't need perfect formatting. Claude identifies decision points, parallel workflows, and conditional logic from narrative descriptions, bullet lists, scattered emails, or step-by-step instructions. Upload what exists and Claude can map the underlying process structure. You can continue to work with Claude to revise and refine the process as needed.

Make edits as the process evolves

Set up a dedicated Project for process mapping. Then, upload your process documents and flowchart standards to Project Knowledge. When procedures change, start a new conversation in that Project and describe the updates—Claude maintains context on existing diagrams and your conventions, so it updates specific sections while preserving consistency. This transforms flowcharts from static snapshots into living documentation that evolves with your organization, rather than starting from scratch each time something changes.

Ready to try for yourself?

Upload any procedure document and see how quickly text-based processes become clear visual workflows your whole team can follow.
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