FAQs

  • What is Process Documentation?

    Process Documentation, often referred to as process mapping or process diagramming, is a visual representation used to outline the step-by-step sequence of activities - including which people, tools, software, and/or documents are involved. 


    With this information, businesses and organizations gain an understanding of their workflows, are able to identify inefficiencies, and pinpoint opportunities for improvement. Businesses can then implement proper automations in areas where they fit. 

  • Is Kickstart still valuable if we already have Zapier?

    Yes—Kickstart provides pre‑factored templates built for finance and bundled support.


  • Do we need a data warehouse to use Agent?

    A single source of truth speeds results, but you can start with QuickBooks + Google Sheets.

  • How long to see ROI on Conductor?

    Typical payback is 6–9 months via reduced close time and reallocated headcount.