Process documentation for how the work actually runs — not how it's supposed to.
BPMN process libraries with owners, frequency, and citations. Searchable, versioned, and embeddable in SharePoint, Confluence, or Notion. AI ingests your existing SOPs — Process builds the repository your QMS lead has wanted for years.
- Operations14
- Customer Success9
- People & HR7
- Finance6
- Security & IT6
- ▸ Owned
- ▸ Stale (90d+)
- ▸ Linked to a control
- ▸ Drafts
Owner: J. Wei · Frequency: monthly · Avg: 7 days
Used by Ops & Quality teams at
Three things every "BPMN tool" half-does.
A repository, not a folder
Every process has an owner, a frequency, citations, and a freshness state. Search by owner or department; filter by "stale 90 days" or "linked to a SOC 2 control."
- →Owner · frequency · citations · freshness
- →Version history with diff view
- →Filter / sort / search across the whole library
AI ingest of existing SOPs
Point Process at your SharePoint, Confluence, or shared drive. AI extracts every existing procedure, drafts the BPMN, and asks you to confirm owners and frequencies. Repository backfilled in days, not quarters.
- →PDF · Word · Confluence · SharePoint · Notion
- →Suggested owners from existing metadata
- →Auto-tagged to QMS / SOC 2 / ISO controls
Embedded where work happens
Drop a live process diagram into SharePoint, Confluence, Notion, or an internal portal — it stays in sync with the source. Your team reads the process where they already work.
- →iframe + Confluence macro + Notion block
- →SSO read-only viewer
- →"Last reviewed" stamp always current
BPMN 2.0 compliant — plus the notations Ops actually uses.
Strict BPMN 2.0 for audits. Swimlane, value-stream, EPC, and SIPOC for the work your team actually does day to day.
Audit-grade BPMN 2.0 export to .bpmn, .xml, PDF, or Visio. Round-tripping with Signavio and Bizagi works.
Three jobs every Ops / Quality lead has had this year.
Two days to a real library — not six months.
Point Process at your SharePoint or Confluence. AI reads every Word doc, PDF, and wiki page, extracts the procedure, drafts a BPMN diagram, suggests an owner. You confirm. You're done.
Spot the stale processes in one screen.
One screen tells you which processes are out of review, which have no owner, and which have been deprecated. Bulk-send review requests with one click. Auditors love the report.
Read the process where the work already lives.
Embed a live process in your Confluence, SharePoint, or Notion page. Edit it once in Process, and every embed updates. Your team reads it where they already are — no "go look at the wiki."
How Process compares.
| Creately Process | Signavio | ARIS | Visio | |
|---|---|---|---|---|
| Strict BPMN 2.0 | Partial | |||
| AI ingest of existing SOPs (PDF / Word / Confluence) | ||||
| Repository with owner / frequency / citations | ||||
| Live embed in Confluence / SharePoint / Notion | Partial | |||
| Per-team pricing (not per-seat enterprise) | ||||
| Agent-callable (MCP / Claude / Cursor) | ||||
| Open format (RDM) — own your data | ||||
| Sub-1-hour onboarding | ||||
| Enterprise process-mining |
As of Oct 2026. Honest call: process-mining (analysing event logs to discover the actual process) is a Signavio / ARIS strength we don't ship today. Flag anything inaccurate at hello@creately.com.
Per-team. Not per-seat.
Ops, Quality, and Customer Success teams pay for the team — not for every viewer. Readers across the company are free.
Up to 5 editors · unlimited readers.
- ✓BPMN 2.0 + 6 notations
- ✓Unlimited processes
- ✓Embed in Confluence / SharePoint / Notion
- ✓AI ingest from up to 100 docs
Up to 20 editors · multi-department.
- ✓Everything in Team
- ✓SAML SSO + SCIM
- ✓Linked to compliance controls (Compass-ready)
- ✓Unlimited AI ingest
- ✓Agent skills (MCP, Claude, Cursor)
- ✓Audit log + version diff API
Multi-org · regulated · global.
- ✓Everything in Business
- ✓Data residency: US / EU / AU / ME
- ✓On-prem option
- ✓Compass / Atlas bundle pricing
- ✓Dedicated success manager
Annual billing saves 20% · Non-profits and education get 50% off · Readers always free.
The questions QMS owners ask before they migrate.
- What is Creately Process?
- Creately Process is a process documentation platform that connects flowcharts and BPMN maps to a shared process repository. Teams can document steps, owners, systems, controls, and source citations, then use that information in maps, reviews, and exports.
- What is the difference between Creately Process and process mapping software?
- Process mapping software helps teams draw how work flows. Creately Process also maintains the records behind the diagram, including ownership, source documents, evidence, and review history. Its repository gives teams a common reference for keeping documentation current.
- Can Process import existing SOPs and procedure documents?
- Creately Process can extract procedures from text-based PDF and DOCX files, then present the drafted steps and source references for review. It also supports BPMN 2.0 XML imports, plus inventory data from CSV and spreadsheets. Scanned or image-only PDFs are not supported for text extraction.
- What process notations does Creately Process support?
- Creately Process supports flowcharts and BPMN 2.0, including pools, swimlanes, events, gateways, and subprocesses. Teams can model cross-functional responsibilities and export BPMN 2.0 XML for compatible tools. Process documents the workflow; executing it requires a workflow engine.
- How is Creately Process priced?
- Process pricing depends on your Creately subscription and the documentation and review capabilities your team needs. Compare current Creately plans and contact the Process team to confirm repository, evidence, and governance options for your organization.
- What security controls does Process provide for SOPs and internal documentation?
- Creately Process uses folder and document roles to control who can read and edit internal procedures. Encryption protects hosted data, and enterprise identity controls support centralized access management. Creately’s security overview provides the current security and compliance details.
- How does Process support compliance evidence, version history, and exports?
- Process connects documented steps with source citations, control references, and review history. Teams can export BPMN 2.0 XML, inventory CSV, images, and PDFs. Creately Compass brings process evidence into broader compliance reviews and audit-pack preparation.
Stop sharing PDFs called "process v7 FINAL.pdf".
Build a living library.
Free 14-day trial. Import your SharePoint / Confluence / Visio in under an hour.
Process is built by the team behind Creately.