Process & Workflow Templates
Process and workflow diagram templates — approval workflows, order fulfilment, support flows, incident management, and decision trees to standardise how work gets done.
9 templates
14 Lessons From OpenAI
A numbered isometric cube staircase — 14 stacked lessons crowned by a logo cube, in the style of the viral "lessons learned" infographics
Product Launch Countdown
A 10-cube isometric countdown to launch day — numbered steps stacking up to the rocket on top
Approval Workflow Diagram Template
Map a multi-step request, review, and sign-off flow with escalation and rejection paths
Order Fulfillment Process Diagram
Visualize the end-to-end flow from order placement through picking, packing, and delivery
Customer Support Flow Diagram
Chart ticket intake, triage, routing, and resolution across support tiers
Incident Management Process Diagram
Trace detection through triage, response, resolution, and post-incident review
Change Management Workflow Diagram
Map the request, assessment, approval, and rollout flow for controlled changes
Decision Tree Diagram Template
Map branching yes/no decision logic that links conditions to clear outcomes
Employee Onboarding Process Diagram
Plan pre-boarding through provisioning, training, and first-week ramp-up
About process diagrams
Process and workflow diagrams show how repeatable work gets done: who starts it, which steps follow, where decisions and approvals happen, and how it ends. This category covers approval workflows, order fulfillment, customer support routing, incident and change management, employee onboarding and yes-or-no decision trees. It also includes two Pro cube-stack templates for numbered lists and countdowns.
Operations managers, support leads, IT service management teams, HR and anyone writing a standard operating procedure use them. They matter most when a process crosses teams, because handoffs are where requests stall, get duplicated or disappear. A diagram also gives new staff a quick overview before they read the full written procedure.
A good process flow diagram has one clear trigger and a defined end state. Each step starts with a verb, such as Verify receipt or Allocate inventory. Every decision shows all of its branches, including rejection, escalation and rollback, so nothing dead-ends. Add the owner and expected time to the steps that matter. If a diagram needs more than about a dozen steps, split out a subprocess rather than shrinking the text.
Which template should you pick?
- Pick Approval Workflow Diagram Template when a request needs validation, review and sign-off, with escalation and rejection paths.
- Pick Decision Tree Diagram Template when branching conditions lead to clear outcomes such as approve, review, reject or escalate.
- Pick Order Fulfillment Process Diagram or Customer Support Flow Diagram when documenting an operational flow from intake to delivery or resolution.
- Pick Change Management Workflow Diagram or Incident Management Process Diagram when IT changes and outages need defined approval, communication and review steps.
- Pick Product Launch Countdown or 14 Lessons From OpenAI, both Pro templates, when a numbered list should become a shareable isometric cube stack.
Or generate one from a prompt
- “Purchase approval workflow: employee submits request, budget check, manager approval under $1,000, finance and director approval above, rejection with reason, purchase order issued.”
- “Customer support flow: email, chat and phone intake, auto triage by topic, knowledge base deflection, tier 1 agent, tier 2 escalation, resolution, CSAT survey.”
- “Returns process for an online store: customer requests a return, eligibility check, prepaid label, warehouse inspection, refund or replacement decision, restock or dispose.”
Paste any of these into the AI flowchart maker to get an editable, animated diagram in seconds.
Tips for customizing process templates
- Start every step with a verb and keep labels short, so the diagram still reads when exported at small sizes.
- Draw every branch of each decision, including rejected and escalated paths, so no request can dead-end.
- Add the owner and a target time to steps that cause delays, such as Finance approval (2 business days).
- Use the Steps or Pipeline style for strictly sequential processes, and the Hub or Radial style when many steps connect to one central queue or system.
- In the Pro cube-stack templates, change the number of cubes by adding or deleting nodes, and rewrite the heading to state the takeaway.
Learn more: Flow chart examples you can copy