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Miro AI Playbooks: Process Transformation

Jesse Greenhouse

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Accelerate process transformation with AI-powered Miro Flows

This template is for operations, transformation, and strategy teams who want to redesign business processes faster, with clarity, collaboration, and executive alignment built in.

Powered by Miro Flows and Miro Sidekicks, this multi-step workflow helps your team turn process documentation, stakeholder input, and workshop insights into current-state maps, future-state designs, implementation plans, and leadership-ready materials, all directly on the canvas.

👉 Learn more about the Process Transformation AI Playbook: https://miro.com/ai-playbooks/process-transformation/

🎥 Watch the step-by-step walkthrough video: https://youtu.be/0SZuSMbBUlo

Who this template is for

  • Business operations and transformation teams

  • Process improvement and BPM leaders

  • Strategy and consulting teams

  • IT and automation teams

  • Cross-functional teams redesigning core processes

Whether you’re modernizing a legacy process or driving a large-scale transformation, this template gives you a structured, repeatable way to move from insight to execution.

Why you’ll love it

  • Faster process redesign: Go from discovery to future-state design in minutes

  • AI-powered, human-in-the-loop: Keep domain expertise with your team while AI accelerates analysis

  • Single source of truth: Connect inputs, diagrams, decisions, and plans in one place

  • Built for collaboration: Work with AI and teammates together on the canvas

  • Easy iteration mid-flow: Update assumptions or designs and instantly refresh downstream outputs

What this template helps you create

  • A current-state process overview

  • A fully editable process diagram

  • A bottlenecks and improvement opportunities table

  • A future-state process design and solution outline

  • An implementation backlog and execution plan

  • A leadership-ready transformation presentation

How to use the template

  1. Click Use template to instantly deploy the process transformation workflow

  2. Add your inputs — requirements, transcripts, screenshots, and workshop insights

  3. Run the flow to generate connected transformation artifacts

  4. Collaborate with your team or AI Sidekicks to refine solutions and designs

  5. Iterate mid-flow and re-run downstream steps as the process evolves

Jesse Greenhouse

Solutions Lead, Cloud & AI @ Miro

Leading Miro's Cloud & AI Solutions, empowering teams to use Miro to accelerate their cloud & AI transformation.


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