Map a Business Process in 1 Minute with ROK Free

:rocket: Demo โ€“ Map a Business Process in 1 Minute with ROK Free

In this demo, I used the free version of ROK to model a supplier invoice validation process, including proper organizational roles: CFO, CEO, and Archiving Team.
The goal? Lay the foundation for a real operational workflow โ€” no technical skills required.


:bullseye: Goal

Create a clear, actionable process map to manage supplier invoices in an SMB, from receipt to archiving.


:gear: What I Asked ROK AI

โ€œCreate an application for managing and validating supplier invoices.
Invoices should be reviewed by the Chief Financial Officer, approved by the CEO, then archived.โ€


:robot: What ROK AI Automatically Generated

  • A 5-step process diagram:

    1. Start โ€“ invoice reception
    2. Review Invoice โ€“ checked by the Chief Financial Officer
    3. Approve Invoice โ€“ approved by the Chief Executive Officer
    4. Archive Invoice โ€“ handled by the archiving team
    5. End โ€“ end of process
  • Clear role assignments:

    • CFO: reviews the invoices
    • CEO: approves the payments
    • Archiving Team: stores validated documents
  • An auto-generated form structured into 3 sections:

    Section 1: Invoice Details

    • Invoice Number (text)
    • Supplier Name (text)
    • Invoice Date (date)
    • Invoice Amount (number)
    • Supporting Documents (image upload)

    Section 2: Approval Process

    • CFO Review (checkbox)
    • CEO Approval (checkbox)
    • Comments (multi-line text)

    Section 3: Archiving

    • Archiving Confirmation (checkbox)
  • A clean visual diagram in the ROK editor (see screenshot below), ready to deploy or customize.


:puzzle_piece: What I Customized

  • No changes were needed โ€” the process matched the initial request perfectly.
  • But I could easily add:
    • A CEO approval condition only if the amount exceeds a certain threshold
    • An automatic alert if the invoice isnโ€™t validated within 48 hours

:camera_with_flash: Result

  • :inbox_tray: A ready-to-use dynamic form
  • :bar_chart: A visual diagram with role assignments
  • :white_check_mark: A test-ready process, ideal for presentation

:light_bulb: Why Itโ€™s Useful

  • In just 1 minute, I got a clear process structure to show to decision-makers
  • I can edit, expand, or connect it to my business tools
  • ROKโ€™s AI saved me valuable timeโ€”no need for manual diagrams or specs

:unlocked: What If I Use the Full Version?

I could:

  • Automatically generate archiving PDFs
  • Connect the process to my ERP or accounting system
  • Consolidate validated invoices in a global dashboard
  • Automate reminders and processing stats

:hot_beverage: Want to try it with your own workflow?

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