Processes
Who owns it, how it runs, and whether it’s still true.
A process in Meridi is one record: its owner, its steps and systems, and the documents behind it. Its review status shows whether a person has verified it, and moves to Needs review when something it depends on changes.
5 processes free. No credit card. Includes 1,000 AI credits for your first 30 days.
Inside the tool
IT Account Setup & System Access
Verified
John Smith · Owner- 1
Confirm role & start dateDecision point
Match the signed offer to the HR record.
- 2
Create accounts
Okta profile, Google Workspace email and Slack.
- 3
Grant role-based accessDecision point
Assign app groups by role. Admin rights need approval.
- 4
Ship laptop
Hand over on day one.
Review status
- Last verified
- Aug 28
- Next review
- Nov 26
- Open signals
- 0
Sources & evidence
Onboarding checklist v3Word
Kickoff: new-hire ITGoogle Meet
IT access trackerExcel
Inside the tool
Owner
The person accountable for the process. Without one, it shows Missing owner.
Steps
Each step in order: who does it, how long it takes, its systems and decision points.
Connections
People and their responsibilities, systems, and the processes upstream and downstream.
Knowledge
Its SOPs, and the sources and evidence behind it.
Review status
When it was last verified and what could make it stale.
What the review statuses mean.
Meridi flags recorded changes and overdue reviews. Someone with edit access checks the process before marking it Verified.
- Verified
A person confirmed this is how the work happens.
Someone with edit access confirms it runs the way it’s written. Their name and the time are recorded.
- Needs review
Something changed, or it hasn’t been confirmed yet.
Its steps, owner, systems or documents change, including a change someone applies from Meridi AI.
- Stale
It's past its review date.
Each verification sets the next review 90 days out. When that date passes, it shows Stale.
- Missing owner
It has no owner yet, so it can’t be confirmed.
No owner is set on the process. Assign one, and it can be verified.
What you can do.
Map how the work runs
Record who does each step, how long it takes, the systems it needs and where decisions happen. Or review the steps Jumpstart suggests from your documents.
Have a person verify it
Someone with edit access checks that the process matches how work runs today. Verification records their name and the date. Meridi AI can suggest changes, but can’t verify the work.
See what changed
Edits to the steps, owner or systems, and new or changed documents, move a verified process to Needs review and log a change signal. Process Home lists the processes that need attention.
Review on a schedule
Each verification sets the next review date, 90 days out. If it passes before someone verifies the process again, the process shows Stale.
Plan the next version
Write the target state beside today’s, or ask Meridi AI to draft it for your approval. When the change happens, adopt it as the current state, and the process waits in Needs review until someone verifies it again.
Keep the related work connected
Record who is responsible, accountable, consulted and informed, and link its systems, documents, SOPs, pain points and the processes upstream and downstream.
How it connects.
- BaseJumpstartReads your documents and notes and proposes processes, owners and systems. Nothing publishes without your approval.Explore Jumpstart
- BaseSOPs and documentsSOPs are written from the process steps, and flagged for review when the process changes.Explore SOPs and documents
- BaseStakeholdersOwners and responsibilities come from your people and their roles.Explore Stakeholders
- BaseOperating modelShows how the process connects to the others, and the systems it runs on.Explore Operating model
- BaseMeridi AIDrafts step and owner changes when you ask. Nothing saves until a person applies it.Explore Meridi AI
- DeliveryProjects and plansOn Meridi Delivery, client projects run on the same process, not a copy.Explore Projects and plans
Put it to work.
Explore the workflows that use this tool.
- Change managementA changed process is flagged for review, and Process Home lists what needs attention.See how it works
- Process trackingOwners, steps, systems, inputs and outputs, and a person’s verification.See how it works
- Process discoveryThe processes you mapped, published and ready for their owners.See how it works
- SOPs and onboardingEvery SOP starts from a process its owner verified.See how it works
| Feature | Free$0 | Base$29/month | Discovery$79/month | Delivery$149/month |
|---|---|---|---|---|
| Processes and human verification | Up to 5 processes | Included | Included | Included |
| Review status and change signals | Included | Included | Included | Included |