Your Deliverables

After the interview is complete, Linc AI automatically generates three deliverables for each documented workflow.

Standard Operating Procedure (SOP)

A structured document including purpose, scope, roles and responsibilities, step-by-step procedure with decision points, inputs and outputs, error handling, and revision history. SOPs follow your organization's branded template if an admin has configured one.

Language: you can hold your interview in any language, but the generated SOP, BPMN diagram, and flowchart are always written in English (system, product, and team names are kept as-is). There is currently no way to generate them in another language.

Screenshots: when your process was screen-recorded, the AI may automatically embed screenshots from the recording next to the relevant steps, each with a short caption. Click any screenshot to open it full-screen; clicking the enlarged image again (or Actual size) switches to full resolution. Press Esc or the × to close. (In the SOP editor a click selects the screenshot instead — use the Full size button in its small toolbar there.) Screenshots never show people on camera: each one is checked before it's added, and a frame filled by a video-call view of the participants is left out. For a meeting recorded by the meeting bot, screenshots come only from moments when a screen was being shared.

Editing the SOP

Click "Edit" to open the rich-text editor:

• Format text (bold, italic, underline, strikethrough), headings, bullet and numbered lists, blockquotes, tables, and links; fonts, colors, highlighting, and alignment. Ctrl+S saves, Ctrl+Z undoes.
• Add your own screenshot with the camera button — pick an image (PNG, JPEG, WebP, or GIF, up to 15MB) and give it a caption. You can also paste a screenshot from your clipboard (Ctrl+V) or drag an image file from your computer into the document; it's added where your cursor is (or where you dropped it) with an empty caption to fill in. Images that come along when you copy text from a web page aren't brought in — copy the image itself (right-click it and choose "Copy image"), then paste that.
• Move a screenshot by dragging it to a new spot in the document. Edit its caption by clicking the caption text, or delete it with the trash icon in its toolbar.
• Annotate, crop and redact open the screenshot full-screen, so even small text is easy to mark precisely; the SOP shows a faded copy until you finish.
• Annotate a screenshot: click it, then Annotate in its toolbar. Pick a shape (arrow, box, or circle) and a color, then drag on the screenshot to draw — an arrow at the button to click, a box around the field to fill in. Use the Select tool to move, recolor, or delete a mark, then click Done (or press Esc). Marks are saved with the SOP and everyone who views it online sees them. (They don't yet appear in the downloaded Word file, which shows the plain screenshot.)
• Crop a screenshot — for example to cut out a webcam window or a person's name: click it, then Crop in its toolbar. Drag the box, or its handles, around the part you want to keep (drag on the darkened area to draw a new box), then click Apply (or press Enter; Esc cancels). The cropped-away part is removed from the image itself, so it is gone from what everyone sees in the SOP and from every download. Marks that lay entirely on the cropped-away part are removed; the rest move with the image.
• Redact a screenshot — for anything a crop can't cut off, like a name in a table, an e-mail address or a face in the middle of the screen: click it, then Redact in its toolbar. Drag a box over each thing to hide (the × on a box removes it), then click Apply (or press Enter; Esc cancels). The boxes are painted solid black into the image itself, so what's under them is gone from what everyone sees in the SOP and from every download.
• Changing a crop or redaction later: while the editor is open — even after you click Save — click the screenshot and choose Crop again to widen or move the box (the full original is shown, so you can bring a cropped-away part back), or Redact again to remove a box with its ×. Undo (Ctrl+Z) works too. Once you close the editor the saved image is final, and only an earlier version of the SOP still has the original.

Edit with AI

Click "AI Edit" in the editor to open an AI assistant panel. Describe the change in plain language ("add a safety warning to the intro", "rewrite the approval section as numbered steps") and the AI rewrites the document — select a passage first to change only that part. Changed sections are highlighted in place, with a review bar showing how many changed and arrows to jump between them. Accept or Reject before anything is kept.

AI Edit changes the SOP text. When the edit looks like a change to the process itself (a step is wrong, missing, or out of order), the editor says so; accept and save, and you'll be offered to update the diagrams to match (below). If the interview is what's wrong, the warning also has a "Send this to the interviewer" button that pre-types your instruction into the session chat, so a Regenerate rebuilds everything from the corrected interview.

Keeping the diagrams in step with the SOP

The BPMN diagram and the flowchart do not change on their own when you edit the SOP. After a save that changed the text, a bar under the toolbar says "SOP saved" and offers to update the BPMN diagram and the flowchart to match — tick the ones you want and click Update to match, or Not now. Linc works out what changed in the SOP since the diagrams last matched it (even across several saves if you declined earlier) and edits the diagrams accordingly, leaving everything else in them as it was. A wording-only change leaves them untouched and is reported as "Already matched". Each update is reported in place as Updated, Already matched, or Not updated with the reason and a Retry; on a large process an update can take a few minutes, so keep the window open — if you try to leave while one is running, the editor asks first (your SOP is already saved; only the diagram update would be lost).

The same works from the diagram side: saving a BPMN change that alters the process offers to update the SOP and flowchart (see BPMN diagram below).

BPMN diagram

A Business Process Model and Notation diagram of the complete workflow, with swim lanes for roles, decision gates, and task categorization — drawn with the full BPMN element vocabulary. Organization admins pick the diagram theme under Settings → General (Default, or ARIS-style to match Enterprise BPMN exports); it applies in the editor and in exported files. Click "View BPMN" to open the full editor. On a process's page in the Library, the same editor opens from the BPMN tab's Edit button, or from the Document tab's ⋯ menu → Open BPMN diagram (editing rights are per process — see Who can edit a process's deliverable in the Processes section):

• Drag and drop to move, add, or remove elements (tasks, gateways, events, connections); edit any element's properties in the panel on the right; undo/redo (Ctrl+Z / Ctrl+Y); zoom and fit-to-screen.
• Formatting for publishing. Select a task to resize it by dragging its corner handles, or type an exact Width and Height in the panel's Appearance section; gateways and events take a single Size there and stay square. The same section sets an element's Colour — a row of preset fill/outline pairs, or your own outline and fill — which the diagram keeps in standard BPMN colour attributes, so it survives a download and an import into another modelling tool. The toolbar's A− / A+ buttons set the text size for the whole diagram (8–24); it is stored with the diagram and used wherever it is drawn, including the process map inside the SOP. These are formatting changes: saving them never asks to update the SOP or flowchart or to create a new version.
• Arrange (toolbar) tidies by hand or all at once: with two or more boxes selected, Align left / centres / right / top / middles / bottom; with three or more, Space evenly across or down. Auto-arrange whole diagram redraws every position and line with the layout engine that drew the diagram when it was generated — useful on an older diagram whose lines cross or boxes sit unevenly. It keeps the process, your colours and the text size, but resets box sizes and positions; the confirmation offers Undo, and nothing is kept until you save.
• The overview map in the corner lets you jump around a large diagram without zooming; when the process has swimlanes, a lane list at the top jumps straight to a lane.
• Save writes your changes back to the workflow, and the toolbar can download the diagram as XML for downstream tools like UiPath or Camunda.
• When a save changes the process — a step, lane, decision or connection added, removed, renamed or moved, whether by hand or with AI Edit — the save dialog lists those changes and offers to update the SOP document and update the flowchart to match (both on by default; untick to save the diagram only). The update follows that process change — step names, systems, roles, decisions, and order — and does not repeat an instruction about layout, icons, colors, fonts, or whether lines cross. Moving boxes around, or an AI Edit that only changes how the diagram is drawn, just saves. The updates run after the save and are reported under the toolbar as Updated, Already matched, or Not updated with a Retry; keep the window open until they finish — the editor asks before you leave mid-update.

Flowchart

A simplified visual flowchart of the end-to-end process with color-coded steps and branching logic — useful for quick reference and presentations. Zoom, pan, and review; regenerate for changes.

Regenerate

Click "Regenerate" on any deliverable to have the AI redo it (you can add new instructions or pick a different template first). Keep in mind a full regenerate rebuilds from the interview and discards manual edits — for a small wording tweak, edit in place or use AI Edit instead.

From session deliverables to living Processes

Every session's deliverables are a faithful snapshot of exactly what was recorded. Sitting on top of them, the Processes page holds the single, official, maintained version of each process your organization uses — see the Processes section.