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How to start using Puzzle

What is a Workspace and how do I use them?

Brian Ragone avatar
Written by Brian Ragone
Updated over 5 months ago

Whether you're looking to visualize a simple process or document how your entire organization works, Puzzle makes it easy to plan, build, and improve how your people, processes, and systems work together.

What is Puzzle?

Puzzle is an visual relational database for your business operations designed to help teams visualize and document their processes and systems, and collaboratively improve how work gets done within their organization. By providing a centralized platform for every team to diagram how their processes interconnect, Puzzle makes change management a breeze.

What can you do in Puzzle?

Whether you're an Agency creating processes for your clients or an Organization going through change management, Puzzle provides the tools to help your teams document and share their workflows in a visual canvas.

Process & System Documentation β€” make your processes reliable at scale.

Sync and connect your workflows from your favorite systems β€” Zapier, Make, Hubspot, Apollo.io. Consolidate documentation and monitor your automations across apps. Get the big picture and the nitty-gritty details on a real-time canvas.

Onboarding & Training β€” Empower every employee to be your best employee.

Streamline how you onboard and keep your team up to speed. Puzzle makes your processes and policies instantly accessible in a visual way, so your people always have the knowledge they need to do their jobs.

Change Management β€” Enable your teams to contribute to a better future.

Unlock productivity and get everyone on the same page with process changes. Connecting people, processes, and knowledge makes it easy to systemize, eliminate redundancies, and make change management a breeze.


How Puzzle is organized

Puzzle's structure is designed to create a seamless connection between users, their roles within an organization, and the processes they contribute to. Here's an overview of how Puzzle is Organized:

Term

Description

Workspaces

An object representing a single Company (i.e. Acme Inc)

Sections

An object representing a process containing multiple steps.

Steps

An object represents a series of actions to complete a part of the process.

Tools

An object representing the tools associated with completing the process

Roles

An object representing the role associated with completing the process.

Teams

An object representing a set of roles.

Video Guide: How Puzzle Works


Additional Resources

For more information about Puzzle, please email [email protected] πŸ“§
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