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:
Sync the latest directory
ChartPull keeps your org chart in step with Google Workspace automatically, but Sarah triggers a manual sync from Settings so the board pack reflects this morning's data.
Open the D3 Interactive view
Switch to the D3 view for a polished, zoomable visualisation of the entire organisation. This is the view she captures for the board deck.
Save a board-ready view
Configure the chart the way the board likes it — the right filters, the heatmap overlay, the departments expanded — then save it as a named view. Next quarter she reopens the same view in one click instead of rebuilding it.
Export a PNG and a PDF
Capture the D3 view as a PNG to paste into the board slides, then export a PDF chart for the printed appendix. Both reflect exactly what is on screen.
Export a CSV
Download a CSV export with all employee data including custom fields like Cost Centre. Use this 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, and you can revoke access at any time.
Time saved
Sarah went from 2 full days of manual work to 15 minutes. The always-current Google Workspace sync alone replaces hours of chasing department heads for headcount numbers and rebuilding charts by hand.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.
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.