Automation · Operations and reporting

Build your team's org chart in Lucid on WhatsApp and share it

An AI agent builds your team's org chart in Lucid from what you tell it on WhatsApp, sends it back as an image and shares it.

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How do I build my business's org chart without sitting down to draw it?

A Met connected to Lucid first checks whether an org chart already exists in your Lucid account and opens it to start from there. With what you tell it on WhatsApp, who is who and whom they report to, it creates the new org chart in Lucid, exports it as a PNG image and sends it in the conversation for review. Once it is right, it creates a link to share it and, if you ask, shares it with the people who need it, such as a new hire or your accountant. The org chart stays in Lucid, but it is static: if the team changes, you ask the Met for a new one.

What starts it

When someone asks for it

It starts when the owner or someone in administration asks the Met on WhatsApp for the team's org chart and tells it who is who. A customer message does not trigger it.

A manual task: someone on the team runs it with a button, or asks the Met for it in chat.

Who runs it

Internal documents Met with Lucid

This is not a named, seeded Met. It is the Met that builds the business's documents, with Lucid connected. Its work ends when the org chart is in Lucid, reviewed and shared with whoever needs it.

Channels: WhatsApp

What you need connected

Lucid Automate and collaborate

6 steps · 6 tools

The procedure, step by step

Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.

1
Check whether there is an org chart already

The Met searches your Lucid documents for a previous org chart. If it finds one, it does not start from scratch: it uses it as the base for the new one.
- search Lucid
2
Read the previous one

If there is one, the Met opens it and pulls its content to know who was there and whom they reported to, and only asks you about what changed.
- fetch Lucid
3
Create the org chart

With the list of people, roles and whom each one reports to, the Met creates the org chart in your Lucid account.
- lucid_create_org_chart Lucid
4
Send it back as an image

The Met exports the org chart as a PNG image and sends it to you on WhatsApp so you can review it without opening Lucid.
- lucid_export_document_as_png Lucid
5
Create the link to share it

Once you approve it, the Met creates a link to share the document and sends it to you, so you can put it in the team handbook or wherever you need it.
- lucid_create_document_share_link Lucid
6
Share it with specific people

If you ask for someone in particular to see it, such as a new hire, the Met shares the document with that person. This only happens if the admin left that action switched on.
- share_document_with_collaborators Lucid

Before you start

What you need ready

The Met solves none of these for you. If one is missing, the automation stops there.

Lucid connected in Met

In Met, open Connections → Lucid → Connect and sign in. On Team or Enterprise accounts, a Lucid admin enables MCP access first.
The team list

Send on WhatsApp who is who, their role and whom they report to. The Met builds the org chart with that; whatever you leave out does not appear.

The limits

What this automation does NOT solve

Better said here than discovered halfway through the rollout.

It does not update itself: the org chart is static, so when someone joins or leaves you ask the Met for a new one or edit it in Lucid.
It does not know who is who on its own: it does not read your payroll or HR system, only what you tell it or what is already in Lucid.
It does not ask for confirmation in the chat before creating or sharing: if the action is on, it runs it. The admin decides which actions stay on.
It does not decide for you who should see the org chart: the link reaches whoever you pass it to, so share it carefully.

FAQ

Questions about this automation

Yes: the org chart stays in your Lucid account and you edit it there, or you ask the Met to build a new one with the change.

Yes: the connector also creates diagrams from a specification, mind maps and sequence diagrams. This procedure focuses on the org chart.

Whoever has access in Lucid or the link the Met creates. If it is sensitive information, share it with specific people instead of a link.

No: Lucid says its MCP server is available on the Free, Individual, Team and Enterprise plans. On Team or Enterprise accounts, an admin has to enable MCP access before connecting.

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