WorkRoute Guide

How to map SaaS data flows

Visualize API, CSV, manual, and unknown data routes between SaaS tools, forms, spreadsheets, and storage locations.

Background

A SaaS inventory tells you what tools exist, but not how data moves.

What to organize

Separate API, CSV, manual, and unknown routes. Unknown routes should stay visible as review tasks.

How to try it in EZ-WK

Customer data, employee data, contract data, and support history can have different systems of record.

What to check

Create cards for each tool and connect them with typed arrows in WorkRoute.

Next step

You can start with a sample before entering your own form or system structure.