01/Capture processes

Document a process in one session, not weeks of interviews.

Start from the conversation, not a blank page.

Capture how work is really done while people describe it, or build a first draft from the SOPs, recordings and old diagrams you already have.

Support triage · draft
Live
Workshop · 14:22
SK
MR
JL
New ticket received
Triage
No
Resolve & respond
Yes
+ Escalate to L2 specialist
SK
Sarah K.: "…if it needs escalation, route it to the L2 team."
Sapeum added "Escalate to L2 specialist". Mike R. just confirmed.
SOC 2 Type 2 compliant Trust center

Existing documents

Start from the files and recordings you already have

Point Sapeum at the material that already exists. It becomes a first draft rather than something you ignore.

  • Ingest SOPs, procedures and old process maps
  • Transcript-to-workflow from recorded calls
Import · Support triage
Support handbook.pdf SOP
Onboarding call · 42 min transcript
Legacy map.vsdx diagram
Escalation runbook Google Doc
4 sources → 1 draft workflow

Live sessions

Capture the process as your team talks through it

Nobody stops to describe a box. People describe the work, and the steps, owners and decisions appear as they talk.

  • Live voice capture, in the room or remote
  • Steps, roles, handoffs and decisions extracted automatically
Extracted from 00:14:22
New ticket
Decision
Triage
New
Escalate to L2
Sarah K.: "…if it needs escalation, route it to the L2 team."

Getting it right

Experts correct the map in the room, not weeks later

The map updates live for every participant, so the people who know fix it in the session rather than reviewing a document a week later.

  • Shared live sessions with real-time updates
  • Extract undocumented knowledge from interviews
Session activity
Added "Escalate to L2 specialist"
Sarah K. · now
Renamed "Triage" → "Triage & classify"
Mike R. · 1m
Confirmed owner: L1 Support
Jane L. · 2m

Document a process in a single session

The write-up step disappears entirely.

Much less time asked of your experts

One shorter session, not three rounds.

Knowledge kept before someone leaves

Captured before a resignation makes it urgent.

Common questions

Do we need to prepare documentation before a capture session?

No. The point of live capture is to start from the conversation. If you do have SOPs, older maps or recordings, Sapeum can ingest them so the session starts from a draft rather than a blank canvas, but nothing is required up front.

Does this work for remote workshops?

Yes. Sessions are shared and update in real time, so remote participants see the map evolve exactly as people in the room do, and can correct it themselves.

What happens to processes we already mapped in another tool?

Existing process maps, along with SOPs and procedure documents, can be ingested as source material. They become an editable Sapeum workflow rather than a static import you have to redraw.

Who needs to be in the session?

The people who actually do the work, plus whoever is facilitating. That is the whole point of capturing live: the map is corrected by the person who knows, while they are still in the room, rather than by an analyst guessing a week later.

How much preparation does this create for our SMEs?

Less than a traditional engagement, which is the main reason teams adopt it. There is no pre-reading to produce and no write-up to review afterwards, because the session output is already a structured map.