To get started, sign in with your provided credentials. Once logged in, you'll land in your company workspace, where you can begin building your workflows and teams.

If you're new to workflow management, we recommend exploring our built-in tutorials and guides within the app. These resources will help you get acquainted with the features and functionalities.

To create your first Section and Step, navigate to the relevant section of your workspace and use the "Add Section" or "Add Step" buttons. You can then customize and structure them as needed.

In the Team Builder section, you can assign roles to team members by selecting the role and team member's name. This helps clarify responsibilities within your organization. Please take a look at this guide for more information.

The Templates feature in the Puzzle app allows you to save, reuse, and share pre-designed process flows or sections, streamlining your workflow creation.

To create a template, select the section you wish to save as a template, provide details like name and description, and decide whether to make it public.

Start by creating Sections that represent your departments or processes. Then, add Steps within each Section to outline specific tasks. Use Teams to assign roles and responsibilities within your organization.

If you accidentally created a workspace and need to delete it, you can make it inactive first. Once inactive, the delete button will be enabled, and you can delete the workspace. You can delete the workspace if you have permission to view it.

To invite team members, go to your Company Workspace > click on the People's tab > click on "Add Users" located at the bottom left part of the canvas > send an invitation to your team member's email address. To learn more about managing your team members' accounts, go to this Step.

In the Team Builder section, you can assign roles to team members by selecting the role and team member's name. This helps clarify responsibilities within your organization.

Comments allow you to discuss and collaborate on specific Steps, while Tasks help you break down work into actionable items. These features enhance communication and task management.

Yes, you can customize roles to match your organization's specific job titles and responsibilities. This flexibility allows you to tailor roles to your unique needs.

To create a View, click the "[◉] Public/Shareable Views: button, add a view, and select the section/workflow you want to share. A link will be generated to share with team members or external collaborators. To learn more about creating or managing your Views, check out our help article here.

Yes, you can choose to make templates public, allowing all members of your workspace to access and use them, fostering collaboration and uniformity.

You can share content with external collaborators or clients by creating a View and selecting the sections/workflows you want to share. You can then share the View's link with external parties.

Click Forgot your Password on the login page and enter your email address, and we'll send a password reset link to your inbox.

No, we are currently only operating on a desktop.

If you encounter issues or errors, refer to the app's Get Support Center at the bottom right corner of your workspace. You can also fill out this form to report any product issues, feature requests, and quality issues that you’ve detected.

If you encounter issues or errors, refer to the app's Get Support Center at the bottom right corner of your workspace. You can also fill out this form to report any product issues, feature requests, and quality issues that you’ve detected.

For plan updates, use the support widget to navigate to the billing portal, enter your subscription email, and follow the confirmation link in the email. Once in the billing portal, easily explore options to modify your Puzzle App plan, be it transitioning between tiers, adjusting agency numbers, or changing billing frequencies.

For a comprehensive step-by-step guide, follow the link to access the full article on managing your Puzzle App account.

To cancel your Puzzle App subscription, access the support widget, click on "Billing Portal (For Admins Only)," enter your subscription email, and follow the confirmation link in the received email to access the billing portal. There, you'll find straightforward options to cancel your subscription.

For a comprehensive step-by-step guide, follow the link to access the full article on managing your Puzzle App account.

Adding a new tool is simple. Just navigate to the desired step, click on "Add a Tool," choose "New Tool," input its name and website, and the system auto-finds the favicon. Hit save to finish. If the favicon isn't found, email [email protected] with tool details for manual addition.

No limit, as the Puzzle app is designed to scale with your organization. You can add new Sections, Steps, and Roles as your business expands.

Templates help you save time by providing pre-designed, customizable structures that can be applied to various workflows, ensuring consistency and efficiency.

Great question! We are excited to announce that an activity log will be launching soon.

No, Puzzle is primarily a documentation, training, and observability tool that sits on top of all of your tools ("tool of tools," so you're able to see how they work together). You’d use it to plan what you’re going to build & automate.

Yes, Puzzle integrates with various software and tools. Currently, we offer integration with HubSpot. For more details on how to integrate HubSpot with Puzzle, please click here. Stay tuned for updates on additional integrations!

Yes! Use labels on connectors to indicate branching and IF / THEN statements using Conditional step type.

The Puzzle app is designed to scale with your organization. You can add new Sections, Steps, and Roles as your business expands. This scalability ensures the app remains a valuable tool as your needs evolve.

If a team member leaves, you can reassign their roles and responsibilities within the Team Builder section.

Not at the moment, but you can take a screenshot instead! Our product team is currently working on adding a "PDF" feature. While we don't have a specific release date yet, it is a feature we plan to implement soon.

There isn't a way to "hide," but you can technically "archive" a step as a status. This will place an archive block on the step, but it will not be permanently deleted from your workspace until you choose to delete it.

The Step Cost Calculator automatically calculates the cost of each process step based on the time required, the frequency of occurrence, and the hourly rate of the responsible role.

Follow these steps:

It provides clear, quantifiable proof of cost savings, enhances transparency, aids in better decision-making, increases efficiency by reducing manual calculations, and gives you a competitive edge by showcasing the financial impact of your processes.

Yes, by comparing the cost of manual processes with automated ones, you can clearly show the financial benefits and return on investment to stakeholders.

The Team Designer allows you to create roles, assign them to process steps, and ensure each role has an associated hourly rate, facilitating accurate cost calculations.

Go to the Team Designer section in Puzzle, create the necessary roles, assign them to relevant process steps, and ensure each role has an associated hourly rate. If the associated role is salaried, you can divide their annual salary by the total working hours in a year (2080 working hours) to calculate the equivalent salary).

Unlike traditional diagramming tools like Miro and Lucidchart, Puzzle not only creates process diagrams but also calculates the financial impact of your processes, helping you demonstrate the value of your work.

The calculator estimates the cost per run, monthly step cost, and annual step cost for each process step.

You need to know the time each process step takes, how often it occurs, and the estimated hourly rate for the role responsible for that step.

Puzzle's HubSpot integration allows seamless synchronization of HubSpot workflows and forms directly into the Puzzle platform. It provides users with easy-to-understand synced flowcharts, real-time insights, and effortless mapping of workflows, saving time and effort in workflow management.

Currently, the integration syncs All Workflows types and All Forms within your HubSpot instance.

It's live as of August 22nd, 2024. Users are able to fetch all workflow types — Contact, Company, Deal, Ticket and Custom Workflows into their diagrams.

You can follow the below steps.

For a comprehensive step-by-step guide, follow the link to access the full article on HubSpot Integration Guide.

Puzzle's Make integration synchronizes Make Scenarios with Puzzle's workflow canvas, providing automatic, visually rich documentation. Benefits include real-time updates, enhanced collaboration, and saving time through automated, accurate documentation.

When logging into Make, check the URL to find your account's hosting region (e.g., US1, US2, EU1, EU2). Select the correct region in the dropdown menu in your Puzzle Workspace during integration.

In the Workflows tab, toggle the integration sidebar, click the sync icon to fetch scenarios, and select scenarios to add by clicking the ➕ button next to each workflow. This will show up to 50 historical runs and links to specific workflows and runs in the connected steps.

If you have existing steps in your Puzzle map that correspond to Make scenarios, click into those steps, click the "Sync" icon, find the related scenario in the list, and click + to associate the step with the workflow seamlessly.

Ensure that you have correctly entered the API token, Team ID, and selected the correct region. Double-check your settings and check Puzzle's support documentation or contact [email protected] for further assistance if issues persist.

Yes, you can view up to 50 historical runs and access specific workflow links from the connected steps in Puzzle.

Any changes in your Make scenarios are reflected in real time within Puzzle, keeping your documentation and workflows up-to-date without requiring manual updates.

Puzzle continuously develops and enhances its integration capabilities, offering greater efficiency, flexibility, and innovation in process automation. Stay tuned for new features and improvements.

Yes! Your feedback is valuable in shaping our roadmap. Please fill out this form to report any product issues, feature requests, or quality issues that you’ve detected.

Stay tuned for upcoming integrations with Zapier and more. Puzzle is committed to empowering users with tools that streamline processes and drive efficiency.

The Zapier integration allows you to automate the creation of steps in Puzzle workflows triggered by events in over 5,000 apps. This enhances efficiency by reducing manual data entry and streamlining project management processes.

Follow these steps:

For a comprehensive step-by-step guide, follow the link to access the full article on Using Zapier Import Action!

Yes, you can connect multiple Puzzle workspaces to Zapier. For each workspace, generate a unique API key, create a new connection in Zapier, and rename each connection to reflect the specific workspace.

Any event from over 5,000 apps that Zapier integrates with can trigger the Puzzle integration. This includes events from Gmail, HubSpot, Monday.com, Asana, ClickUp, and many more.

Common use cases include:

If you encounter any issues, double-check the API key and workspace connections. Ensure that you have selected the correct trigger events and configured the step details properly. If problems persist, contact Puzzle support for assistance.

Yes, you can set up separate Zaps for different teams, each connected to their respective Puzzle workspaces. This allows for tailored automation of workflows across various teams and projects.

To set up the Zapier integration, make sure you're logged in to your Zapier account, then go to your Puzzle workspace, navigate to the Tools section, and find Zapier in the sidebar or tool library. If it’s not added, click the “➕” button to add it to your canvas. From there, click the Zapier box to open the sidebar, and select the purple sync icon to connect your Zapier account.

For a comprehensive step-by-step guide, follow the link to access the full article on Integrating Zapier with Puzzle!

Yes, Puzzle allows you to connect and manage multiple Zapier accounts. Once you’ve integrated an account, you can sync multiple automations from different accounts into your workflows.

After integrating your Zapier account, navigate to the Workflows tab in your Puzzle workspace > Toggle Integration Sidebar > Click the "🔄" icon to fetch all your existing Zapier automations. From the list, simply click the “+” icon next to the Zap you want to add to your canvas.

To connect an existing step in your Puzzle diagram to a Zapier automation, click into the step, select the "🔄" icon, and find the corresponding Zapier automation from the list. Click the “+” icon to sync it with that step, and a link to the Zapier workflow will automatically appear.

If you want to disconnect a step from a Zapier automation, click on the step in your canvas to open the sidebar. Then, click the purple sync icon and select the “Disconnect Step” button at the bottom of the sidebar.

Yes, when you sync your Zapier automations with Puzzle, they will be automatically updated. You can refresh the automation list by clicking the sync icon to ensure your workflows are always current.

If there’s an issue with your Zapier automations, Puzzle helps you visualize where errors occur within the broader workflow. You can click the Zapier step in the canvas to review and adjust the automation. If further troubleshooting is needed, you can open the Zap directly in Zapier via the live link provided in Puzzle.