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Last updated: 2026-09-21 · 3 min readBusiness〜

Stakeholder Map

The stakeholder map places the decision-makers and key people in a client project on influence × sentiment. Share with your team who the decision-makers are and what you should confirm with whom.

Stakeholder map

Opening the stakeholder map

  1. Open "Stakeholders" in the Room left menu
  2. If nobody is registered yet, the empty guidance appears. Otherwise you see the canvas and the list on the left

Only internal members can view and edit the stakeholder map. It is not shown to external members (customers).

Adding a stakeholder

When the map is empty, start from "Register the first person" in the center. If the Room already has external members, you can also "Import from the Room's external members".

When people already exist:

  1. Click "Add stakeholder"
  2. Fill in the member, role, influence, sentiment, job title, department, and notes
  3. Click "Add". The node appears on the map

Only internal editors or above can edit. Without permission, the reason is shown.

Properties

PropertyOptionsDescription
RoleDecision-maker / Influencer / Technical buyer / Economic buyer / Champion / End user / Blocker / GatekeeperTheir role within the organization
InfluenceHigh / Medium / LowTheir influence over the decision
SentimentPositive / Neutral / Skeptical / NegativeTheir attitude toward the proposal

Relations and sticky notes

Drag from one node to another to create a relation. Use "Add sticky note" for extra context. "Add" becomes available after you type a note. If the note is empty, the screen explains that you can add it after entering a memo.

Editing a node

Select a node or a row in the left list to open the edit panel. Use the named Edit control to change the profile. After moving nodes, click "Save layout". Leaving without saving asks for confirmation.

Generating update suggestions with the AI Agent

The AI Agent can extract candidate stakeholders from submitted information—meeting notes, transcripts, emails, chats, PDFs/PPTX, and more—and suggest updates to the stakeholder map.

  1. Add a transcript or notes in the right AI sidebar
  2. Ask it to organize the people and their roles from this content
  3. Review the name, role, influence, and supporting evidence in the approval card
  4. Select only the candidates you need and approve them

Stakeholder updates are internal information. They are not shown to external members (customers). For pending proposals across Rooms, use the workspace Agent Inbox.

Embedding in a page

You can also embed a stakeholder map within the page editor.

  1. Open the slash menu in the page editor
  2. Type /stakeholder
  3. Select "Stakeholder map"

Embedding a stakeholder map in a proposal or an internal report page makes it easier to share the full picture of who's involved.

Tips for getting the most out of it

  • Kickoff: Start by mapping key people based on the org chart
  • Mid-project: Update the influence and sentiment you learn in conversations
  • Late: Once the approval path is clear, save it as the relationship diagram

Related articles

Stakeholder Map | Help center