3 Zoho Vani Features That Bring Order to Business Chaos
Feel like your business is running on sticky notes and Slack messages? It’s time for a better way.
Zoho Vani is a visual process mapping tool that helps you document how your business actually runs—from onboarding to approvals to daily operations.
Here are three powerful features you might not realize it has.
Watch How Zoho Vani Helps Clarify Your SOPs
What is Zoho Vani?
Zoho Vani lets you build clear, visual workflows that show exactly how your business functions—step by step and team by team. It's perfect for documenting:
- Onboarding flows
- Handoff points between departments
- Approval processes
- Standard Operating Procedures (SOPs)
- Any recurring system or workflow
Whether you're training a new hire or streamlining a messy handoff between Sales and Ops, Vani turns confusion into clarity.
Feature #1: Swimlane Diagrams
Map responsibilities across teams
Vani’s swimlane diagrams let you break down a process by who’s responsible at each step. You can separate lanes by department—like Sales, Operations, and Admin—and clearly show where each handoff occurs.
It’s not just a flowchart—it’s a blueprint for how your business really works.
Feature #2: Connect Steps to Zoho Apps
Make your process map interactive
Here’s where Vani goes beyond static documentation: you can connect process steps directly to Zoho apps.
For example:
- Link a CRM step to “Create Deal”
- Connect a task to Zoho Projects
- Trigger a form in Zoho Forms
- Assign actions in Zoho People
That means your process map becomes a live workspace, not just a picture of what should happen.
Feature #3: Add Notes and Attachments
Put your SOPs right where they’re needed
Each step in your process can include:
- Descriptions
- Screenshots
- Linked documents
- Instructions
Instead of creating a separate SOP document, you can store the "how-to" instructions right inside the process map itself. It keeps everything in context and easy to update.
Ditch the Guesswork. Map It Out with Vani.
If you’ve ever said, “We really need to document this process,” Zoho Vani is your new best friend.
It’s perfect for onboarding, delegation, and scaling your business without dropping the ball.
📅 Need help mapping out your workflows?
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