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Open a WorkRoute sample map

WorkRoute Guide

How to create a system landscape map

Map internal systems, SaaS tools, forms, folders, and data routes so teams can understand the full business system landscape.

Open a WorkRoute sample map日本語

Background

A list of systems is not enough to understand how work actually moves.

What to organize

Add core systems, CRM, finance, forms, spreadsheets, shared folders, AI tools, and major outputs.

How to try it in EZ-WK

Connect forms to CRM, CRM to finance, CSV exports to spreadsheets, and manual handoffs.

What to check

WorkRoute lets you place cards, data domains, source-of-record candidates, and residual copies on one map.

Next step

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

Open a WorkRoute sample mapWorkRoute

Related guides

How to map SaaS data flowsVisualize API, CSV, manual, and unknown data routes between SaaS tools, forms, spreadsheets, and storage locations. How to identify a system of recordDecide which system should be trusted as the source of truth for customer, employee, contract, or operational data. How to review data sent to AI toolsMap where internal data may be entered into AI tools and review the business systems, data domains, and routes involved. How to convert a spreadsheet form to Google FormsLearn how to restructure spreadsheet-based forms into clear Google Forms drafts with fields, options, and required settings.