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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.

  1. 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

  2. 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

  3. 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

  4. 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

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.

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.

Trust the process.

Start free

5 processes free, no credit card. Paid plans from $29 a month.

New School 1:20

A new starter finds the process, the people who know it and the guidance built from it. Harborline is an illustrative company.

Research source: APQC, knowledge worker productivity research
Read the narration
  1. Three weeks into my new job, I figured out how things really get done around here.

  2. Frank keeps our processes in binders.

  3. Linda keeps them on sticky notes.

  4. And in her head.

  5. And every meeting ends the same way.

  6. Everyone agrees, and nobody writes it down.

  7. So I tried something new.

  8. Meridi's notetaker joined our meetings,

  9. and turned the conversation into action items and decisions.

  10. Frank was not convinced.

  11. So I sat down with him, with an interview guide,

  12. and Meridi turned his answers into the process.

  13. Thirty years of know-how.

  14. Steps, owners and systems, in one place.

  15. And he verified it.

  16. The SOP he'd been meaning to write for years?

  17. Drafted in minutes.

  18. He reviewed it himself.

  19. When something changes, Meridi flags it for review.

  20. Linda's sticky notes are finally retiring.

  21. Last week, Frank stopped by my desk and asked me to show him again.

  22. New school? Maybe.

  23. But it's how we keep what they know, current.

  24. Meridi.

  25. Trust the process.