# US 11,907,880 B2 · Systems and methods for workflow visualization in a multi-tenant management platform > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 11,907,880 B2 - Document ID: US11907880B2 - Status: Granted - Kind: B2 - Application number: 17/589,444 - Filed: 2022-01-31 - Published: 2023-08-03 - Granted: 2024-02-20 - Earliest claimed: 2022-01-31 - Assignees: Salesforce, Inc. - Applicants: Salesforce, Inc. - Inventors: Sönke Rohde - Web page: https://patentgrep.com/patent/US11907880B2 ## CPC - G06Q 10/0633: Workflow analysis - G06Q 10/063114: {Status monitoring or status determination for a person or group} - G06Q 10/103: {Workflow collaboration or project management} - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR ## Abstract Embodiments described herein provide a workflow visualization tracking tool based on text mining on a conversation channel. Specifically, a communication interface receives a plurality of user activity items that are related to a shared work item among the plurality of tenants. A first sequence of status indicators representing a workflow progress of the shared work item over a plurality of time instances may be generated from the plurality of user activity items. A first subset of the plurality of user activity items are determined, which are related to at least one sub-item reflected in the first sequence of status indicators. A second sequence of status indicators representing a second workflow progress of the at least one sub-item over the plurality of time instances may be generated from the first subset of the user activity items. The first sequence of status indicators and the second sequence of status indicators may be presented in a visualization structure via a user interface. ## Claims ### Claim 1 A method of workflow visualization in a multi-tenant database system, the method comprising: receiving, via a communication interface, a plurality of user activity items that are related to a shared work item among the plurality of tenants; generating, from the plurality of user activity items, a first sequence of status indicators representing a workflow progress of the shared work item over a plurality of time instances; determining a first subset of the plurality of user activity items that are related to at least one sub-item reflected in the first sequence of status indicators; generating, from the first subset of the user activity items, a second sequence of status indicators representing a second workflow progress of the at least one sub-item over the plurality of time instances; generating a first branch of visual elements representing the first sequence of status indicators along a horizontal axis; generating a second branch of visual elements stemming from at least one visual element from the first branch, representing the second sequence of status indicators along a vertical axis; and presenting, via a user interface, the first branch of visual elements representing the first sequence of status indicators and the second branch of visual elements representing the second sequence of status indicators in a visualization structure. ### Claim 2 (depends on 1) The method of claim 1, wherein the plurality of user activity items comprise a first conversation line from a first user and a second conversation line from a second user. ### Claim 3 (depends on 2) The method of claim 2, further comprising: generating, via a natural language processing model, a summary of the first conversation line and the second conversation line; and generating a status indicator from the summary. ### Claim 4 (depends on 1) The method of claim 1, wherein the plurality of user activity items comprise a user action of sharing or uploading a work document. ### Claim 5 (depends on 4) The method of claim 4, further comprising: extracting one or more texts from one or more structural fields of the work document; and generating a status indicator based on the one or more texts. ### Claim 6 (depends on 1) The method of claim 1, wherein the first sequence of status indicators are presented by a first visual element indicating a contribution from a first user, and a second visual element indicating a contribution from a second user. ### Claim 7 (depends on 1) The method of claim 1, further comprising: determining the at least one sub-item by grouping the first sequence of status indicators based on similarities between status indicators. ### Claim 8 (depends on 1) The method of claim 1, wherein at least one visual element from the first branch or the second branch comprises a cluster of emojis extracted from the plurality of user activity items. ### Claim 9 (depends on 1) The method of claim 1, further comprising: determining a type of the workflow progress of the shared work item based on a geometric pattern of the visualization structure. ### Claim 10 A system for workflow visualization in a multi-tenant database system, the system comprising: a communication interface receiving a plurality of user activity items that are related to a shared work item among the plurality of tenants; a memory storing a plurality of processor-executable instructions; and a process executing the plurality of processor-executable instructions to perform operations comprising: generating, from the plurality of user activity items, a first sequence of status indicators representing a workflow progress of the shared work item over a plurality of time instances; determining a first subset of the plurality of user activity items that are related to at least one sub-item reflected in the first sequence of status indicators; generating, from the first subset of the user activity items, a second sequence of status indicators representing a second workflow progress of the at least one sub-item over the plurality of time instances; generating a first branch of visual elements representing the first sequence of status indicators along a horizontal axis; generating a second branch of visual elements stemming from at least one visual element from the first branch, representing the second sequence of status indicators along a vertical axis; and presenting, via a user interface, the first branch of visual elements representing the first sequence of status indicators and the second branch of visual elements representing the second sequence of status indicators in a visualization structure. ### Claim 11 (depends on 10) The system of claim 10, wherein the plurality of user activity items comprise a first conversation line from a first user and a second conversation line from a second user. ### Claim 12 (depends on 11) The system of claim 11, wherein the operations further comprise: generating, via a natural language processing model, a summary of the first conversation line and the second conversation line; and generating a status indicator from the summary. ### Claim 13 (depends on 10) The system of claim 10, wherein the plurality of user activity items comprise a user action of sharing or uploading a work document. ### Claim 14 (depends on 13) The system of claim 13, wherein the operations further comprise: extracting one or more texts from one or more structural fields of the work document; and generating a status indicator based on the one or more texts. ### Claim 15 (depends on 10) The system of claim 10, wherein the first sequence of status indicators are presented by a first visual element indicating a contribution from a first user, and a second visual element indicating a contribution from a second user. ### Claim 16 (depends on 9) The system of claim 9, wherein the operations further comprise: determining the at least one sub-item by grouping the first sequence of status indicators based on similarities between status indicators. ### Claim 17 (depends on 10) The system of claim 10, wherein at least one visual element from the first branch or the second branch comprises a cluster of emojis extracted from the plurality of user activity items. ### Claim 18 (depends on 10) The system of claim 10, wherein the operations further comprise: determining a type of the workflow progress of the shared work item based on a geometric pattern of the visualization structure. ### Claim 19 A processor-readable non-transitory storage medium storing a plurality of processor-executable instructions of workflow visualization in a multi-tenant database system, the instructions being executed by a processor to perform operations comprising: receiving, via a communication interface, a plurality of user activity items that are related to a shared work item among the plurality of tenants; generating, from the plurality of user activity items, a first sequence of status indicators representing a workflow progress of the shared work item over a plurality of time instances; determining a first subset of the plurality of user activity items that are related to at least one sub-item reflected in the first sequence of status indicators; generating, from the first subset of the user activity items, a second sequence of status indicators representing a second workflow progress of the at least one sub-item over the plurality of time instances; generating a first branch of visual elements representing the first sequence of status indicators along a horizontal axis; generating a second branch of visual elements stemming from at least one visual element from the first branch, representing the second sequence of status indicators along a vertical axis; and presenting, via a user interface, the first branch of visual elements representing the first sequence of status indicators and the second branch of visual elements representing the second sequence of status indicators in a visualization structure. ### Claim 20 (depends on 19) The processor-readable non-transitory storage medium of claim 19, wherein the plurality of user activity items comprise a first conversation line from a first user and a second conversation line from a second user.