Different roles use ChartPull in different ways. Find your role below to see a real-world workflow that matches how you work — complete with specific steps, time savings, and the features that matter most.
Scenario
Sarah is the HR Director at TechFlow, a 350-person company. Every quarter she needs to prepare an organisational overview for the board of directors. Before ChartPull, this took her two full days of pulling data from spreadsheets, building charts in PowerPoint, and chasing department heads for headcount numbers.
With ChartPull, the same task takes about 15 minutes:
Open the D3 Interactive view
Switch to the D3 view for a polished, zoomable visualisation of the entire organisation. This is the view you will export for the board deck.
Check the Health Score
Open the AI Health Score panel. Review the four dimensions: span of control (are any managers overloaded?), hierarchy depth (too many layers?), department balance (is one team disproportionately large?), and resilience (single points of failure).
Generate an AI Executive Report
Click "Generate Report" to create a comprehensive PDF. The AI analyses your org structure, highlights key changes since last quarter, flags risks, and provides recommendations. This replaces hours of manual analysis.
Review the Timeline
Open the Timeline slider to see how headcount, department sizes, and team structure have changed over the last 90 days. Drag the slider to compare any two points in time.
Export a CSV
Download a CSV export with all employee data including custom fields. Use this for the detailed appendix or to answer specific board questions about headcount by department.
Create a share link for board members
Generate a read-only share link so board members can explore the interactive chart themselves. No sign-in required. You can set an expiry date and revoke access at any time.
Time saved
Sarah went from 2 full days of manual work to 15 minutes. The AI report alone replaces about 4 hours of writing and data analysis.These personas are starting points, not rigid categories. Many people combine workflows. An HR director might use the executive workflow for quick check-ins and the full HR workflow for quarterly board reviews. A developer might use the API for a custom integration but also use AI search daily.
The key question is: what do you need to do?
Every role gets a 14-day trial
No matter which workflow you start with, you get a free 14-day trial with all features unlocked. Try everything, then choose the plan that fits your needs. See the 14-Day Trial guide for details.