How to generate an AI Workflow Diagram

Step-by-step guide on generating a Workflow Diagram

1. Write a prompt describing the workflow. Aim for 3–4 sentences or a structured outline. Include:
   1. Phases or stages – Identify the key stages of the workflow (e.g. "Request Submission", "Manager Review", "Final Approval").
   2. Tasks within each phase – Describe the main actions taken in each stage. You can also include the role responsible (e.g. "HR team verifies documents").
   3. Start and end points – Clearly define where the process begins and ends. For example, “Workflow begins when a form is submitted and ends when approval is granted.”
2. Generate the diagram using the written prompt. The AI will convert it into a structured, flowchart-style diagram showing the progression of tasks across phases.
3. Refine the diagram with follow-up prompts (requires signing into Eraser). You can add missing steps, rename items, or clarify task descriptions.
4. Manually adjust the layout using GUI tools (also requires sign-in). Drag and drop elements to clean up spacing, align nodes, or improve the visual structure.

Tips on generating a Workflow Diagram

• Start with existing documentation – Pull steps from SOPs, project plans, onboarding manuals, or stakeholder interviews. This saves time and ensures accuracy.
• Use an AI assistant to organize your thoughts – If the process is complex, prompt an LLM to outline the phases and tasks first. For example: “Break this into workflow stages and tasks by role.” This helps you generate a clean and complete prompt before feeding it into the diagram tool.