Process tracking
Know which processes are current. And who owns them.
Bring your processes, owners and handoffs into one place. See what is verified, what changed and what needs attention.
5 processes free. No credit card. Includes 1,000 AI credits for your first 30 days.
The problem
The real process lives in someone’s head.
When documents disagree, people ask the person who knows. Capture that knowledge with clear steps and an owner, so the team can find it when they need it.
- 8.2 hrs
- a week the average knowledge worker spends looking for, recreating and duplicating information and expertise.APQC, knowledge worker productivity research
See how the work moves. Get it on record, then keep it current.
Start with your documents, connect the work and have an owner check it. Use recorded changes to guide the next review.
Jumpstart
Start from your documents
Bring in handbooks, checklists and notes. Jumpstart suggests processes, people and systems for your team to review.
Who acts: Meridi AI helps
ProcessesStakeholders
Give every process an owner
Review the suggested steps and systems, then give each process an owner who can check the work.
Who acts: Your team decides
Operating model
Connect the handoffs
Link what comes before and after each process. See the connected work in the operating model by department or stage.
Who acts: Your team decides
Processes
Verify it
Someone with edit access checks that the process matches how work runs today. Verification records who checked it and when.
Who acts: Your team decides
SOPs and documentsReview status
A source changes
A new version of a linked document arrives, or someone edits a step, and Meridi flags the process for review.
Who acts: Meridi flags it
Review status
See what needs attention
Process Home lists each process that needs review, is overdue or has no owner, with the latest change signals.
Who acts: Meridi flags it
ProcessesStakeholders
Check and update the process
The owner checks what changed and updates the steps, systems or handoffs that need attention.
Who acts: Your team decides
ProcessesReview status
Verify it again
Someone with edit access verifies the updated process. The record shows who checked it and when it’s due for review again.
Who acts: Your team decides
Meridi flags recorded changes. Ask Meridi AI for help; review and apply its proposals. Your team updates, approves and verifies the work.
What each status means
- Verified
- A person checked it, and their name and the date are recorded.
- Needs review
- A recorded change needs attention.
- Stale
- Its review is overdue.
- Missing owner
- No one owns it yet.
These are review signals. They show the changes Meridi has recorded, not every change in the real world.
The tools behind it
Explore the tools.
See what each tool contributes and which plan includes it. All of them are in the free workspace too, for up to 5 processes.
Track up to 5 processes free · 1,000 AI credits for your first 30 days
Compare every feature- Base
Jumpstart: turn your documents and notes into processes
Suggests processes, people and systems from the documents you already have, for you to review.
Explore Jumpstart - Base
Processes and human verification
Owners, steps, systems, inputs and outputs, and a person’s verification.
Explore Processes - Base
Stakeholders and organization chart
Owners and responsibilities on a person, or on a role until someone is named.
Explore Stakeholders - Base
Operating model and systems
Every handoff, laid out by department or stage.
Explore Operating model - Base
Review status and change signals
Verified, Needs review, Stale or Missing owner, with Process Home listing what needs attention.
Explore Processes - Base
SOPs, documents and action items
The documents behind each process. A new version flags the process for review.
Explore SOPs and documents
What your team can do next.
For operators who own how the work gets done, and anyone who has been asked who owns a process and had to go and find out.
One place to look
Every process, owner, system and handoff together, instead of a folder of documents of unknown age.
A status you can read at a glance
See whether a process was checked, has recorded changes, is overdue for review or still needs an owner.
Clear responsibility
A process without an owner shows up on the first day, not after the person who knew it leaves.
Free to start
Track your first 5 processes free, with no credit card and no time limit.