Are you searching for a tool that redefines process management and workflow optimization? Puzzle offers a suite of innovative features designed to streamline your operations, foster collaboration, and enhance visibility across your processes.
From robust integrations to advanced functionality like cost calculators, AI-powered note generation, and deep documentation, Puzzle stands out as more than just a workflow tool—it’s your ultimate process management companion.
HubSpot Integration: Visualize Your CRM with Nearly No Effort
With Puzzle’s HubSpot integration, you can seamlessly connect your HubSpot Workflows and Forms directly within Puzzle’s workflow canvas. This integration provides you with a clear way to keep your system documentation updated without ever needing to leave the Puzzle platform.
Key Benefits
Effortless Integration: Incorporate HubSpot workflows into your Puzzle processes with just a few clicks, saving time and effort.
Real-Time Insights: Access essential information such as workflow IDs, creation dates, and enrollment data directly in Puzzle.
Seamless Mapping: Easily map existing HubSpot workflows and visualize them in the context of your processes, adding manual steps or notes as needed.
Time-Saving Functionality: Quickly connect HubSpot workflows to relevant Puzzle steps to maintain data consistency and efficiency.
This integration enhances visibility across your workflows, allowing you to monitor processes and respond to changes with ease.
Make Integration: Visualize and Automate Your Scenarios with Ease
Puzzle’s Make integration lets you sync your flowcharts with Make Scenarios, allowing for real-time accessibility and visibility of your automations. Say goodbye to manually updating your documentation, as Puzzle keeps the visual representations of your Make scenarios in sync with just a few clicks.
Key Benefits
Automatic Documentation: The integration automatically generates visual documentation for Make scenarios, saving time and increasing accuracy.
Real-Time Updates: Stay informed of any changes in your Make scenarios as they reflect in real time on Puzzle’s platform.
Enhanced Collaboration: Team members can easily access and understand workflows, fostering better collaboration and transparency.
This integration ensures that everyone has a clear, accurate view of how Make automations function within your Puzzle workflows, enabling better coordination and control.
Zapier Integration: Manage Automations with Confidence
Puzzle’s Zapier integration offers a unique way to manage your automations within workflows. With this feature, you can sync and visualize your Zaps to understand how each automation functions in context. Instead of feeling overwhelmed by lists of Zaps, you’ll have a visual overview, making adjustments easy and error-free.
Key Benefits
Easily Manage Zaps: Locate and edit Zaps within broader workflows, eliminating confusion and improving efficiency.
Visualize Automations: Puzzle displays Zaps in a way that makes it easy to understand connections and dependencies.
Team Alignment: Non-technical team members can follow and understand automated processes, making collaboration seamless.
Confident Adjustments: Understand the impact of changes across workflows, reducing errors and boosting confidence in adjustments.
With this integration, managing complex automations becomes a straightforward, intuitive process, ensuring everyone on the team can stay aligned.
Conditional Step Coloring: Add Visual Cues to Your Workflow
Conditional Step Coloring in Puzzle allows you to automatically highlight process steps based on specific conditions. Whether identifying draft steps, tracking tool usage, or managing role-based responsibilities, this feature provides instant clarity to complex workflows. By applying color codes dynamically, teams can easily pinpoint critical elements, streamline presentations, and improve decision-making.
Key Benefits
🎨 Instant Visibility: Automatically color-code steps based on status, roles, or tools focuses viewers when presenting.
📊 Enhanced Decision-Making: Identify key steps and process bottlenecks quickly for better process evaluation.
👥 Improved Collaboration: Make workflows clearer for teams and stakeholders who are navigating your documentation
⚡ Faster Change Management: Easily track process updates and dependencies for procedural changes you're making across teams.
Conditional Step Coloring is a powerful way to bring structure and clarity to workflows, making it easier to present, refine, and manage operations.
Step Cost Calculator: Financial Visibility Across Workflows
Gain clarity on the financial aspect of your processes with the Step Cost Calculator. By assigning hourly rates to roles, you can calculate the costs of specific steps and soon your entire workflow, ensuring transparency and informed ROI on automating certain steps to easily justify how you streamline operations.
Key Benefits
💰 Cost Awareness: Understand the financial implications of each step in your process diagrams
📊 Data-Driven Decisions: Use cost insights to optimize resources and make key decisions around your team or tech stack.
⚡ Seamless Integration: No more flip-flopping from excel to diagram, now you can easily incorporate costs directly in your workflow visualization.
This feature allows teams to allocate resources effectively, manage budgets, and make data-driven decisions to maximize your change management efforts.
Tool Canvas: Manage Your Tech Stack with Cost Tracking
The Tool Canvas provides a clear, interactive overview of your tools and their connections to workflows. It helps teams visualize relationships, dependencies, and integrations for better system coordination. The latest update introduces Tool Cost and Renewal Inputs, allowing users to track expenses and set renewal alerts directly within their workflows.
Key Benefits
🌟 Big-Picture Clarity: Understand how tools and processes interact at a glance within a relational database between your diagrams and tools.
🔄 Identify Dependencies: Spot gaps or overlaps in your systems for easy troubleshooting when systems error out.
🧾 Expense Tracking: Track tool monthly or annual costs and renewal schedules effortlessly in a visual tool canvas.
With these enhancements, the Tool Canvas helps teams visualize their tech stack and simplifies tech stack planning, ensuring smooth operations and cost efficiency.
Entities and Attributes: Simplify Endpoint Tracking and System Updates
Puzzle’s Entities & Attributes feature is a game-changer for documenting and managing how endpoints across all your tools connect to your operational processes. This feature helps system builders reduce errors, minimize downtime, and make confident, informed updates by providing a clear view of your automation landscape.
Key Benefits
🔍 Easily Search Endpoint Usage: Visualize where endpoints are used without sifting through every automation, saving time and reducing guesswork.
✅ Confident System Changes: Understand how fields interact across automations, minimizing risks during updates.
📊 Streamlined Process Visualization: Assign and track endpoint usage in visual process diagrams for a comprehensive view of your systems.
By empowering teams with clear, actionable insights, the Entities & Attributes feature transforms how you approach system documentation and process optimization.
AI-Generated Notes for Sections and Steps
Leverage AI to automate note creation for steps and sections, ensuring consistency and saving time. Puzzle’s AI features write process notes for you tailored to your processes, streamlining documentation and collaboration.
Key Benefits
🤖 Streamlined Documentation: Automate your written documentation to quickly add foundational instructions for each step and process
📋 Consistent Insights: In one click, AI will consider the step's tool and title to generate notes aligned with your steps and workflows.
🚀 Save Time: Focus on execution while AI handles the details.
Deep Documentation: Step and Section Sidebars
Puzzle’s Step Sidebar and Section Sidebar features enable teams to embed detailed notes, links, and Loom videos directly into your steps and sections. This functionality allows you to combine your written and visual documentation to foster team alignment by keeping essential details in one place.
Key Benefits
🗂️ Centralized Resources: Keep critical notes and details at your fingertips directly within your visual process diagrams
🔗 Integrated Knowledge: Embed links, looms video walkthroughs, and references directly into process steps to create a visual playbook for your business
👥 Enhanced Collaboration: Invite your team members to ensure team alignment with easy-to-access documentation.
Conclusion
With powerful integrations and advanced features, Puzzle is more than a process management tool—it’s a strategic partner for optimizing your workflows. Whether automating tasks, visualizing tools, or calculating costs, Puzzle offers everything you need to stay ahead. Explore these features today and take your process management to the next level!