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Changelog

Follow new updates and improvements to BA Copilot.

One-shot process model your entire organisation

You can now automatically generate a linked process model, with metadata, for your entire organisation, from one prompt.

This works on Local Edition (for laptop or desktop), and Cloud Edition.

Below is an example of an organisation doing this to model their operations.

1 Prepare relevant documents

A folder of 15 operating documents with the Order to Cash standard operating procedure open

2 Ask for linked process model of your organization, in an agent chat

An Agent chat with the 15 documents attached and the one-line prompt

3 Observe: Organization renamed, team space created, and process model created

The Agent summary: four level folders, 15 maps filed, 31 entities extracted

4 View process maps at levels 1 - 4

The team space with Level 1 to Level 4 folders

5 View a level 2 process map and the level 3 sub-process it calls

The Level 2 Operations Overview map with the Links panel and Order to Cash expanded

6 Observe how 3 roles were captured for this process map

The Properties panel showing 3 identified roles and the RACI action

7 Update the RACI from the roles ('Incident management', 'Sales', 'Warehouse')

The RACI matrix across the three roles

8 Review the directory that was auto populated with roles, teams, systems, and data

The Directory with 21 roles, 1 team, 6 systems and 2 data objects

Try it yourself: Model your organisation

Organization Process Directory

Keep the people, teams, systems, data objects, and responsibilities in your organization-space process maps consistent. BA Copilot can identify these items from generated and imported maps, then collect grounded suggestions in one shared directory.

Review uncertain matches before accepting them, merge duplicates, add aliases, and record relationships between entries. You can also build a RACI matrix, export directory or RACI data as CSV, and optionally include directory data in PDF and Word exports.

Private maps outside an organization space do not contribute to the shared directory. Organization members can view it, while owners and collaborators can make changes.

Open the Organization Process Directory.

Linked Process Maps

Connect a high-level activity to the saved subprocess map that explains how the work is done. Links are anchored to tasks, subprocesses, or call activities, so each relationship has a clear place in the parent map.

Use canvas badges or the Links sidebar to move between parent and child maps. Previews load when you request them, and the child map shows which parent activity calls it. Editors can create and remove links, while viewers can browse them.

You can also ask BA Copilot to generate linked Level 4 child maps, subject to your remaining map allowance.

Open a saved process map and choose Links in the right sidebar to use Linked Process Maps.

Earlier updates