Creately VIZ

Connected diagrams and AI agents working from one shared canvas

Intermediate
Screenshot of Creately VIZ, Connected diagrams and AI agents working from one shared canvas

What is Creately VIZ?

Creately VIZ is a visual collaboration platform that connects people, process, cloud and compliance data into diagrams AI agents can reason over, with human approval required before any change is applied.

Creately VIZ is the visual workspace side of Creately, a platform that turns scattered business information into connected, inspectable views. Instead of treating a diagram as a static drawing, it links people, processes, systems, controls and evidence so that both teams and AI agents can reason across them. The workspace itself covers diagrams, whiteboards, plans and decisions, and starts from a blank canvas, a template or an AI-assisted first draft. The platform is split into purpose-built products. Workspace handles general visual thinking with a team. Atlas builds org charts synced from HR systems, Process maps procedures and finds where work stalls, and Clinical Maps produces genograms for therapy, social work and genetic counseling. Blueprint (cloud and software design) and Compass (audit and compliance) are listed as previews rather than finished products. Each one pulls from connected sources such as BambooHR, Jira, GitHub, AWS, Google Sheets, Vanta and Drata, and also imports files like CSV, XLSX, PDF, DOCX, BPMN 2.0 and Terraform state. The AI layer follows an ask, inspect, approve pattern. A question returns an answer together with the sources it checked, the connection it found and a proposed change, and nothing is altered until a person approves, edits or rejects it. Agents such as Claude, Cursor, Copilot and any MCP-capable agent can connect to the same model. Permissions through SSO, SAML and roles bound what the AI can see, and the company cites ISO 27001, SOC 2 Type II, GDPR, regional data residency and on-premise options. In the market, it sits between classic diagramming tools and process, org-chart or compliance mapping software. It suits teams that want diagrams kept current from live data and reviewable AI assistance, more than someone who only needs a quick one-off flowchart. Several of the most specialized products are still previews, so the breadth described on the homepage is partly forward-looking.

How do you use Creately VIZ?

  1. 1Start free
    Open the get started page and create a workspace to try Creately without a sales conversation.
  2. 2Pick the product for your job
    Choose the outcome you need, such as an org chart, a process map or a clinical genogram, and open the matching product.
  3. 3Begin from a template or draft
    Use a blank canvas, a ready-made template, imported source files or an AI-assisted first draft as the starting point.
  4. 4Connect your sources
    Bring in data from tools like BambooHR, Jira or Google Sheets so the diagram reflects real systems and stays tied to its origin.
  5. 5Ask, inspect and approve
    Put a question to Creately AI, review the sources and proposed change it shows, then approve, edit or reject it.

Pros and cons

Pros

  • AI answers show the sources inspected and the connection found, so reviewers can check the reasoningAI
  • Nothing changes until a person approves, edits or rejects the proposed changeAI
  • Broad connector list covering HR, Jira, GitHub, AWS, spreadsheets and compliance toolsAI
  • Separate products for org charts, process mapping and clinical genograms fit specific jobsAI
  • Enterprise security posture including SSO, SAML, SOC 2 Type II and on-premise optionsAI

Cons

  • Blueprint and Compass are only previews, so cloud and compliance use cases are not fully availableAI
  • The product family is fragmented, which makes it hard to know which product to start withAI
  • Connector availability varies by product and several integrations (Workday, Okta, Notion) are only plannedAI
  • The homepage gives no pricing figures, so costs cannot be judged before contacting sales or signing upAI

How much does Creately VIZ cost?

Free trial

A "Get Started Free" option is offered for Creately Workspace. Trial length and limits are not stated on the homepage.

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Pricing

The homepage does not list prices. It offers a free start for the Workspace product and a contact-sales route for larger needs; Enterprise plans have their own page.

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Support

A contact-sales route and an Enterprise page are listed. The homepage does not describe a help centre or support tiers.

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Integrations

16 connectors including BambooHR, Microsoft Entra ID, Google Workspace, Jira, GitHub, Asana, AWS, Google Sheets, Excel Online, Vanta and Drata. Works with Claude, Cursor, Copilot and any MCP agent. Imports CSV, XLSX, PDF, DOCX, BPMN 2.0, Terraform state and more.

Features

Diagrams, whiteboards and templates with real-time collaboration and comments. Products for org charts, process mapping and clinical genograms, with cloud and compliance mapping in preview. AI that cites its sources and needs approval before changes. Export and sharing of live workspaces.

Frequently asked questions about Creately VIZ

  • How much does Creately VIZ cost?
    The homepage does not list prices. It offers a free start for the Workspace product and a contact-sales route for larger needs; Enterprise plans have their own page.
  • Does Creately VIZ offer a free trial?
    A "Get Started Free" option is offered for Creately Workspace. Trial length and limits are not stated on the homepage.
  • How do you use Creately VIZ?
    The walkthrough on this page covers 5 steps: 1. Start free 2. Pick the product for your job 3. Begin from a template or draft 4. Connect your sources 5. Ask, inspect and approve.
  • What platforms does Creately VIZ support?
    Creately VIZ is available on Web App.
  • What does Creately VIZ integrate with?
    16 connectors including BambooHR, Microsoft Entra ID, Google Workspace, Jira, GitHub, Asana, AWS, Google Sheets, Excel Online, Vanta and Drata. Works with Claude, Cursor, Copilot and any MCP agent. Imports CSV, XLSX, PDF, DOCX, BPMN 2.0, Terraform state and more.
  • What are the limitations of Creately VIZ?
    Blueprint and Compass are only previews, so cloud and compliance use cases are not fully available. The product family is fragmented, which makes it hard to know which product to start with. Connector availability varies by product and several integrations (Workday, Okta, Notion) are only planned.

Status

StatusActive
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Added10/21/2026

Platforms

Web App

Pricing

Freemium