# Tools to describe business procedures **URL:** \ **Category:** Second Brain for Teams\ **Created:** [August 27, 2021, 6:33am UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949 "2021-08-27T06:33:25Z")\ **Posts on this page:** 11\ **Page:** 1
**Author:** ![mgiammarco](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mgiammarco/32/4033_2.png) [@mgiammarco](https://community.fibery.io/u/mgiammarco)\ **Post date:** [August 27, 2021, 6:33am UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949/1 "2021-08-27T06:33:25Z")
Hi, I have just discovered that I need a tool to automatize business procedures that I have only in my mind and I have to explain each time to new team members (with time lost, human errors and so on) I have found two tools process.st and [autopilot.io](http://autopilot.io) that cover this use case. I wonder if I can replicate them with Fibery or you plan to add these features to Fibery to create “computerized” second brain. Thanks, Mario ---
**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\ **Post date:** [August 27, 2021, 6:39am UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949/2 "2021-08-27T06:39:31Z")
Can you elaborate on the specific features of these two tools that you have found to be useful for you? Perhaps you can describe an example showing how you envisage the ideal tool would behave… ---
**Author:** ![mgiammarco](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mgiammarco/32/4033_2.png) [@mgiammarco](https://community.fibery.io/u/mgiammarco)\ **Post date:** [August 27, 2021, 6:50am UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949/3 "2021-08-27T06:50:45Z")
They are difficult to summarise but they let you basically generate very complex check lists with workflow so you can transfer your experience in a written way. Imagine an junior IT that can follow a workflow like “do these steps, if the result is this, go there and do other steps, otherwise call a senjor” (and the call to a senjor become a task obviously with prefilled data of what he has done). ---
**Author:** ![mgiammarco](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mgiammarco/32/4033_2.png) [@mgiammarco](https://community.fibery.io/u/mgiammarco)\ **Post date:** [August 27, 2021, 9:28am UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949/4 "2021-08-27T09:28:56Z")
Or a check list to onboard a new customer (what to do in an ERP, what to do in CRM and so on) ---
**Author:** ![mgiammarco](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mgiammarco/32/4033_2.png) [@mgiammarco](https://community.fibery.io/u/mgiammarco)\ **Post date:** [August 27, 2021, 2:56pm UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949/5 "2021-08-27T14:56:35Z")
Basically following a startup/finance course I learned that a company that does not depend from its ceo or founder has a greater value. By “not depend” it means that its staff has a procedure for each thing that may happen so it does not need to call the CEO each minute to take a decision. So it is like having a “second brain” and in my opionion it fits with your “second brain” research and development. ---
**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\ **Post date:** [August 29, 2021, 8:34am UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949/6 "2021-08-29T08:34:52Z")
I can imagine a number of ways in which Fibery could be used to ‘encourage’ people to follow standardised workflows: - You could create checklists in documents that help ensure that no steps are missed. In this case, you’d probably want users to make a copy of the document where they can tick off as they go, each time a specific checklist needs to be followed. - You could define a ‘process step’ type, where each entity of that type is a single step of a given process. You can then link process step entities together (a type self-relation) to create a process flow chain that a user should follow. - You could make use of buttons to dynamically create a list of steps to be followed one after the other, e.g. pressing the ‘Next step’ button automatically adds a new step to the list, based on some values in the previous step. The buttons could also be used to create the artefacts necessary for the process. - You could use automation rules to notify users if they edit an entity but have not fully completed all the required fields. And you can combine one or more of the above as needed. Overall, I don’t think Fibery can be a like-for-like replacement for the tools you mentioned, but it can do a lot of useful stuff 🙂 If you want to provide a detailed example of a simple workflow, I might be able to create a demo template to show you what is possible. ---
**Author:** ![mgiammarco](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mgiammarco/32/4033_2.png) [@mgiammarco](https://community.fibery.io/u/mgiammarco)\ **Post date:** [September 8, 2021, 2:10pm UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949/7 "2021-09-08T14:10:21Z")
The fact is I am already using fiber and it is great for its “spreadsheet” like approach. I use it for scrum/okr and so on. But a BPM enhancement would be very cool. I prefer to use only one tool and link my processes (tasks and steps) to documents, meetings and other fibery entities. ---
**Author:** ![mgiammarco](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mgiammarco/32/4033_2.png) [@mgiammarco](https://community.fibery.io/u/mgiammarco)\ **Post date:** [September 26, 2021, 6:35pm UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949/8 "2021-09-26T18:35:07Z")
> [@Chr1sG](#): > > You could create checklists in documents that help ensure that no steps are missed. In this case, you’d probably want users to make a copy of the document where they can tick off as they go, each time a specific checklist needs to be followed. Regarding this point, what is a quick way to copy a template and assign to someone to fulfill? Can I print documents? ---
**Author:** ![mgiammarco](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/mgiammarco/32/4033_2.png) [@mgiammarco](https://community.fibery.io/u/mgiammarco)\ **Post date:** [September 27, 2021, 11:10am UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949/9 "2021-09-27T11:10:42Z")
I have found another tool casual.pm that is very interesting. Basically it let’s you create a workflow of tasks drawing them in a whiteboard. Then again you can clone workflow and execute them. You probably can use the whiteboard feature of Fibery to simulate it. But, again, this thread is in the forum “second brain for teams”. I would like to underline that fibery is the “universal tool” versatile like a spreadsheet. I so can say that fibery can model “process” types of management (scrum, kanban and so on) but it cannot yet model “workflows”. ---
**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\ **Post date:** [September 27, 2021, 11:20am UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949/10 "2021-09-27T11:20:51Z")
> [@mgiammarco](#): > > what is a quick way to copy a template and assign to someone to fulfill? You can create new entities and add content to rich-text fields in entities using automation (buttons or rules). Is that what you mean? Otherwise, you can use automation to add documents to an entity (with the files extension enabled)… > [@mgiammarco](#): > > Can I print documents? Fibery doesn’t have native printing, but you can export to markdown. ---
**Author:** ![Haslien](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/haslien/32/493_2.png) [@Haslien](https://community.fibery.io/u/Haslien)\ **Post date:** [January 22, 2022, 12:43pm UTC](https://community.fibery.io/t/tools-to-describe-business-procedures/1949/11 "2022-01-22T12:43:56Z")
I’m a bit late, but I just discovered this topic. > [@mgiammarco](#): > > what is a quick way to copy a template and assign to someone to fulfill? This specific question I think can be done using a small guide I made. You then assign the person to the created entity that uses the template. Basically you use a field dropdown to determine the template (rich text field content) loaded. > [@\[Quick guide\] Using automation to populate template in child from parent](https://community.fibery.io/t/quick-guide-using-automation-to-populate-template-in-child-from-parent/2146): > > I am sharing code for using Automations to populate a rich text field from a linked parent. Scroll to the very bottom for another video that shows the entire process. Parent Type has a Rich Text field named My Template. Child type has the default Rich Text field called Description. Goal: Copy the content of Parent Type/My Template into Child type/Description when I create a new Child type that has a link to Parent Type. Video demo: Setup This is the relationship I have: [image… At the bottom I go quickly over using multiple templates, which can act as conditional logic.