Generating business documents with Blueworks Live IQ

Use Blueworks Live IQ to generate editable business documents directly from your process blueprint and download them as .docx files.

Before you begin

Important: This feature is currently a technology preview.

Make sure that you have access to Blueworks Live IQ and appropriate permissions to access the process diagram.

You must have an Editor license.

About this task

Blueworks Live IQ can generate a range of structured business documents from a process blueprint in a single chat exchange. The generated documents are automatically attached to the process and available for download as editable .docx files, which you can review, customize, and share with your team.

Typical document types include the following examples:
  • Standard Operating Procedure (SOP): A step-by-step procedural document that describes how to perform the process, who is responsible for each step, and relevant policies or guidelines.
  • Business case: An executive-level document that summarizes the current state, proposed improvements, projected return on investment (ROI), and implementation roadmap.
  • Work instructions: Detailed guidance for individual activities, intended for the people who perform the work.
  • Audit report: A structured assessment of process compliance, completeness, and risk areas.
  • Process documentation: A comprehensive description of the process, its participants, activities, and flows.

Generated documents are stored as process attachments and are automatically deleted after 90 days. You can download them from the chat at any time during this period, as long as the chat session is active. When you restart a chat session, all documents that were generated in that session are automatically deleted.

Administrators can manage storage space and delete unused files from the File management tab of the Admin page.

Procedure

  1. Open the process blueprint for which you want to generate a document.
    Blueworks Live IQ uses the current version of the open blueprint as context, including its BPMN structure and all available metadata.
  2. Open the AI chat panel and select the Blueworks Live IQ tile.
  3. In the chat input, type a prompt that requests the document type that you want to generate.
    Use natural language to describe the document. For example:
    • Generate an SOP document for this process.
    • Create a Word document for the business case.
    • Generate work instructions for this process.
    • Create an audit report document for this process.
    Note: These prompts cover the most common document types. You can ask the chat for other document types as well. The quality of less common types might vary.
  4. Blueworks Live IQ generates the document and displays a download link in the chat response. Click the download link to save the file to your local device.
    The downloaded file is in .docx format and includes any account-specific branding header and footer that your administrator configured.
  5. Optional: Refine the document by typing follow-up prompts in the chat.
    For example, you can ask Blueworks Live IQ to adjust the tone, add specific sections, or replace placeholder values with your actual metrics.

What to do next

After you download the document, review the content and replace any placeholder or AI-generated estimates with your actual data. Validate the document with process owners and relevant stakeholders before you share it.