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AMS · Connected business workflows

Diagrams — See the thinking. Share the direction.

Map processes and relationships on a visual canvas before they become complicated work.

Who this helps

Teams agreeing how work should move before assigning responsibilities or configuring rules.

The situation

People disagree about when creative work is ready to become launch assets because the review step is implicit.

Fictional example: a process map connects Creative brief, Visual direction, Review and Launch assets. This website example makes no live changes.

Follow the example, step by step

  1. Name the starting point

    What you do
    Place the creative brief at the beginning of the process.
    What changes
    The diagram has a clear starting node.
    Why it helps
    Everyone can agree on what must exist before work begins.
  2. Show the work that follows

    What you do
    Connect the brief to Visual direction.
    What changes
    A connector explains the order of the first two stages.
    Why it helps
    The relationship between input and creative work is visible.
  3. Make review a decision

    What you do
    Place Review between Visual direction and Launch assets.
    What changes
    The decision-shaped node separates preparing work from proceeding with it.
    Why it helps
    The team can discuss what the reviewer needs to decide.
  4. Walk through the whole process

    What you do
    Review the connected path with the people responsible for the work.
    What changes
    The complete map shows the route from the brief to launch assets.
    Why it helps
    You can resolve missing steps before translating the agreement into tasks or rules.

What your team gains

The team has a visible process to discuss, including the decision between preparing work and releasing it.

Make those relationships visible, so the team can discuss the same picture.

Inside Diagrams

Visual canvas

Arrange the thinking spatially instead of burying it in a paragraph.

Nodes & connections

Show sequence and relationships between parts of a workflow.

Process mapping

Explain a delivery flow, a decision path or a campaign plan.

Reusable context

Keep the diagram accessible as the work develops.

Access controls

Manage who can open and work with a diagram.

Share links

Use the available sharing controls for the intended audience.

Questions and requirements

Will this diagram move tasks through the process?

No. A diagram explains a process. Executable behavior must be configured separately in Automations or performed by the team.

Can other people review the map?

AMS supports diagram collaboration and sharing under the applicable access settings. Diagrams require an eligible paid plan.

Requirements and limits

Diagrams require a paid plan. Drawing a workflow does not itself create an executable automation.

Understand the next tool here

Read how each connection helps before choosing whether to open another page. Moving between tools does not itself configure an automatic handoff.

Projects & tasks — read how it fits

Use the agreed process when your team creates tasks and decides how to track progress.

Give every task an owner, a deadline and the context to move forward.

Fictional example: Nour moves the Autumn launch creative brief from In progress to Review.

Before you use it

Available views and actions depend on your access. Time tracking and automations require an eligible paid plan.

Optional: explore the full Projects & tasks story ↗
Automations — read how it fits

Implement a suitable repeated step as a separately configured executable rule.

Turn repeatable decisions into workflows your team can inspect, test and control.

Fictional example: a high-priority task entering In review is assigned to Layla by a configured workflow.

Before you use it

Automations require a paid plan. Triggers and actions are filtered by permissions, scope, connected account capabilities and configuration.

This page simulates a task-status rule locally; it does not execute a server workflow or send notifications.

Optional: explore the full Automations story ↗

Choose your starting point