At Lucidchart, we believe that working visually shouldn’t mean more work for you—that’s why we are always finding new ways to use existing data to generate compelling visuals automatically. Here’s how we’re pushing the envelope to help you automate some of your work:
Note: The features mentioned in this article will require a paid Lucidchart account. If you're currently a free user or haven't signed up yet, see our pricing page to start a free trial and automate your work now.
Eliminate duplicative data entry with data linking
Gone are the days when you had to do extra work to update data both in Excel and in your diagrams. With data linking, you can connect live data from Google Sheets or data from a CSV file to specific shapes in your diagrams, effectively eliminating the double data entry.
Connecting data to your diagram is simple. Use our interactive template as a visual step-by-step guide to get started:
Or follow these simple instructions:
- Click File > Import Data, or access data linking from the right Dock in the editor and click “Link Data.”
- Follow the prompts to select a Google Sheet or CSV file.
- Drag and drop a new row of data or an individual cell of data onto the blank canvas to create a new shape.
Linking data to your diagrams can be just the time-saver you need to finish the other pressing things on your to-do list.
Populate org charts automatically
Making an org chart does not have to be an exercise in patience like it used to be, especially when you have to rearrange an org chart after a round of promotions. Instead, you can upload a CSV or import data from apps like BambooHR directly into Lucidchart. Our platform automatically organizes each role within a hierarchy.
This template can be a helpful place to start:
Alternatively, you can follow these simple steps:
- Select “Import Data” from the org chart shape library, or click File > Import Data > Org Chart.
- Choose a CSV, Google Sheets, Excel file to upload, or copy and paste data directly from a spreadsheet program like Google Sheets or Excel. You can even import data from BambooHR. Once your data is added, you can format it as necessary using preset or custom fields.
- After you’ve finished formatting, choose “Finish.”
While org charts are typically used to visualize company hierarchy, with Group View, you can store and visualize employee-specific information— like phone numbers, location, or scrum team. Group View allows you to arrange your org chart by non-hierarchical factors to gain deeper insight into your people.
Once you’ve created or updated your org chart, you can also easily share it with the team, allowing anyone to access the information quickly and easily. Automated org chart creation can save significant time and effort when it comes to keeping everyone on the same page.
Brainstorm visually with mind maps and sticky notes
A mind map can be a powerful tool to quickly visualize your ideas. With Lucidchart, you can import a list or an outline of ideas with sub-bullets to create a mind map automatically. You can also export your mind map visual into a bulleted list for later reference. To use the mind map import feature, follow these simple steps:
- In Lucidchart, select “Import” from the Mind Map shape library in your Toolbox.
- Copy and paste your outline into the text field.
- Click “Import Mind Map.”
Use your mind maps to solidify your ideas and execute on your project even faster. With Lucidchart, it’s a piece of cake.
You can also transform ideas into a digital whiteboard with Lucidchart's sticky note import. Simply type out your list of ideas into Lucidchart or import a CSV or TXT file to generate a sticky note for each thought. Now you can move your sticky notes around the board and organize them in any way you choose.
Generate cloud architecture diagrams automatically
Whether you’re documenting PCI compliance or transitioning to the cloud, creating a cloud architecture diagram can get messy. Our engineers were tired of the struggle—so they built a tool to eliminate the friction and to automatically generate the diagram.
With Lucidchart Cloud Insights, you can simply import your cloud architecture directly into Lucdichart to generate diagrams for AWS, GCP, and Azure automatically. With your new Cloud Insights add-on you can visualize your entire cloud architecture including VCPs, availability zones, subnets, and individual resources so you organization can understand, optimize, and govern your cloud network with up-to-date, accurate diagrams.
If you need to make smaller diagrams for specific purposes, Lucidchart comes equipped with custom shape libraries for AWS, GCP, and Azure that include the appropriate shape type, name, and relationship between components.
Your diagram is backed by metadata from your cloud provider allowing you to filter, save views, and remove unnecessary detail so you can get to the information that matters most. Communicate clearly with stakeholders to ensure accurate implementation and resolve issues quickly.
Build account maps from your Salesforce contacts
By building account maps with Lucidchart, you can collaborate and align your sales team in real time to close bigger deals faster. Stay in the know on your prospects by importing your Salesforce contact into Lucidchart ensuring your team talks to the right people at the right time.
To import your Salesforce contacts and build an account map, follow these steps:
- Open your account in Salesforce.
- Click the "Lucidchart Account Map" icon in the upper left-hand corner. A Lucidchart tab will open.
- Drag and drop contacts from the left-hand panel, add roles, and draw lines to show company hierarchy and the connections between your contacts.
Create UML sequence diagrams with ease
As an essential UML diagram tool, Lucidchart is built with a UML sequence markup editor that automatically creates UML sequence diagrams from text three times faster than creating them manually by hand—never again will you need to drag and drop every single shape to piece a diagram together. Automate your UML sequence diagrams by using this template that walks you through the process:
Or you can follow these simple steps:
- Create a new Lucidchart document.
- Click “More Shapes.”
- Open the UML Sequence shape library.
- Select “Use Markup.”
- Enter your markup in the dialog that appears, and you’ll have a professional sequence diagram in seconds.
Our markup follows common industry standards, keeping diagram creation simple and efficient. If you ever need to edit your diagram, simply click the “Use Markup” button and make any necessary adjustments to your markup. Once your sequence diagram is generated, customize it with Lucidchart’s easy-to-use formatting capabilities. And if you can’t give up the dragging and dropping, you can always use our UML Sequence shape library.
Automate entity relationship diagrams by importing or exporting to SQL
Lucidchart is a powerful ER diagram tool that allows you to build a create statement within Lucidchart and export it to the DBMS of your choice. Use our ERD shape library or ER diagram import tool, and then customize your finished diagram as much as you’d like before exporting it. You can export single tables or an entire page. You can use this template as an interactive tutorial:
Or you can follow these steps:
To export a single table:
- Click the gear icon on the top right of the shape, and then click “Export SQL.”
- A dialog will appear. Choose your DBMS from the drop-down menu on the right, and the text field below will change to the correct create statement.
To export your entire page:
- In the Entity Relationship shape library found in the left toolbox, click the “Export” button.
- A dialog will appear. Choose your DBMS from the drop-down menu on the right, and the text field below will change to the correct create statement for the entire page.
In Lucidchart, you can also use the Salesforce schema import to visualize your Salesforce schema as a ER diagram before implementing.
No matter your role, Lucidchart can be a powerful solution when it comes to automating your visual documentation process. With automated data linking, automated org chart generation, mind maps, AWS architecture import, UML sequence markup, and ER diagram import/export, you can save time to focus on solving the problems you care about most.