Converting a document describing a business process into a business process diagram: an example of a document for coaching a company to go public

Someone in the group asked: does any senior know which ai can draw a flowchart out of listed company information?

Guessing it's a process related to listing tutoring documents, which doesn't really require any tools, as long as you can draw a sample flowchart to allow the big model to generate the SVG code, and of course the Mermaid syntax is fine.

Before you start you can start withCard Diagram Cue WordsLooking for some inspiration. The following demonstrates a more plain and effective method suitable for converting any document into a flowchart.

The first step is to parse the document text

There is text, images, tables, etc. in the document, which I will convert to text, using a multimodal model. This step does not require a specializedDocument Extraction and Cleaning ToolsThe model can be used to recognize images and tables within a document. Because the parsed are single documents, as long as we find a model that is sufficient to support the document length and recognize images and tables within the document more accurately, the domestic  KIMI The Jiji Spectrum and Tongyi Qianqian are good, and you can use them if you have the means. Google AI Studio hit the nail on the head Gemini 2.0 Flash Experimental model.

The cue words I will use in order to retain accurate information from the original document:

Converted to markdown format, with picture information and table information described in sequential and graphical language

Upload the document and submit it:

Step 2: Sort out the information you need

It can be done in the first step together, theanalysis fileI found out that this is a "process for sorting out the coaching process for public companies", so I have to organize all the "process relationships" mentioned in the document.

Cue word:

Organize all the processes and relationships mentioned in the document to reflect the back and forth dependencies, as well as the subjects and objects of the dependencies. Output a document that briefly expresses the process relationships.

Step 3: Generate a flowchart

Mermaid Grammar Of course choose Claude, but a lot of people didn't Claude account, with the option to GitHub Copilot Free flat replacement.

Prompt: "[Paste document content] + Generate flowchart based on context" to start the first generation of the flowchart.

GitHub Copilot The tool's preset prompt words lead to a default flowchart generation that is somewhat plain and does not fully express the relationships.

Enter the second prompt word: Make the flowchart relationships more consistent with the document description, add finishing touches, express clustering relationships in different colors, symbols, and make the flowchart more aesthetically pleasing. Find it at https://mermaid.live/可以正确预览.

recalls that

We have an example of flowchart code that can handle "like problems":

%%{init: {
'theme': 'base',
'themeVariables': {
'primaryColor': '#4778c7',
'primaryTextColor': '#fff', 'primaryBorderColor': { 'base': { 'theme': { 'themeVariables': {

'lineColor': '#4778c7',
'secondaryColor': '#63b152',
'tertiaryColor': '#f39c35'
}
}}%%

flowchart TD
%% style definition
classDef mainPhase fill:#4778c7,stroke:#346dbb,stroke-width:2px,color:white,font-weight:bold
classDef subPhase fill:#f4f7fc,stroke:#4778c7,stroke-width:1px,color:#2c3e50
classDef content fill:#fff,stroke:#63b152,stroke-width:1px,color:#3c763d
classDef problem fill:#fff5eb,stroke:#f39c35,stroke-width:1px,color:#8a6d3b
classDef nextStep fill:#e8f4ff,stroke:#4778c7,stroke-width:1px,color:#31708f

%% Main Title
title(["Counseling Workflow for Securities Companies"])
style title fill:#2c3e50,stroke:#2c3e50,color:white,stroke-width:2px,font-weight:bold

%% Stage 1: Key elements of counseling
A[" 1️⃣ Tutoring Main Content"]:::mainPhase
A1["Market dynamics and training"]:::subPhase
A2["Due diligence work"]:::subPhase
A3["Intermediary coordination"]:::subPhase
A4["Counseling Exam Preparation"]:::subPhase

%% Detailed expansion of training content
A1Content1["🔹 Fundamentals of Securities Markets Delivered<br>🔹 Corporate Governance Training<br>🔹 Internal control system learning<br>🔹 Building a sense of integrity and the rule of law"]:::content
A2Content["📋 Systematic understanding of companies<br>📋 Gathering information on historical development<br>📋 Verification of operations and finances<br>📋 Supervise the rectification of problems"]:::content
A3Content["🤝 Convene coordination meetings<br>🤝 Addressing important issues<br>🤝 Improvement of regulatory operations"]:::content
A4Content["📚 Organize regulatory learning<br>📚 NSE related regulations<br>📚 Preparing for tutored exams"]:::content

%% Phase 2: Securities Services Organization Fit
B[" 2️⃣ Securities Services Organization Fit"]:::mainPhase
BContent["🏢 Ping An Securities Counseling Group Leader<br>🏢 Lixin Accounting Firm in cooperation with<br>🏢 Supported by Beijing Guo Feng Law Firm<br>🏢 Joint due diligence efforts"]:::content

%% Phase 3: Problem Solving
C[" 3️⃣ Problem Solving"]:::mainPhase
C1["Problem solved"]:::problem
C2["Continuous Improvement Matters"]:::problem
C1Content["✅ Enhanced Internal Control Enforcement<br>✅ Improvement of relevant internal control systems<br>✅ Enhancement of standardized operation proclamation"]]:::content
C2Content["🔄 Continuous in-depth due diligence<br>🔄 Strict verification of standardized operations<br>🔄 Identify and rectify problems in a timely manner"]:::content

%% Phase 4: Follow-up work
D[" 4️⃣ Organization of the next phase"]:::mainPhase
DContent["📋 Ongoing regulatory learning<br>📋 Improve business process systems<br>📋 Optimizing internal control mechanisms<br>📋 Advancing the rectification of normative matters"]:::nextStep

%% Connection relationship
title --&gt; A
A --&gt; A1 &amp; A2 &amp; A3 &amp; A4
A1 --&gt; A1Content1
A2 --&gt; A2Content
A3 --&gt; A3Content
A4 --&gt; A4Content
A --&gt; B --&gt; BContent
B --&gt; C
C --&gt; C1 &amp; C2
C1 --&gt; C1Content
C2 --&gt; C2Content
C --&gt; D --&gt; DContent

%% Adding dashed connections between sub-steps
A1Content1 -. -&gt; A2Content
A2Content -. -&gt; A3Content
A3Content -. -&gt; A4Content

%% Link Style
linkStyle default stroke:#4778c7,stroke-width:1px
linkStyle 11,12,13 stroke:#4778c7,stroke-width:1px,stroke-dasharray:5

Next, if you need to generate the same kind of flowchart, you only need to: 1. upload a new document 2. add this code example in the prompt word 3.

Of course, you can abstract this common "cue word example" to adapt to the generation of various types of processes, the simplest way is to communicate with the big model, let him help you abstract a "common cue word", the specific details are not expanded here.

PS.In fact, Li what just a lot of cue word template production process is basically the same principle, the difference is that the depth of abstraction of the cue word example is different.