Workflow Templates

Choose from 36+ pre-built templates to get started instantly

👥
Business

Employee Onboarding

Complete new hire checklist and setup

💰
Business

Invoice Processing

Invoice review and payment workflow

🛒
Business

Purchase Order Approval

Multi-level PO approval process

💳
Business

Expense Reimbursement

Submit and approve expense claims

🏖️
Business

Time Off Request

Request and approve vacation/PTO

📊
Business

Performance Review

Annual employee evaluation process

📝
Business

Contract Approval

Legal review and contract signing

💻
IT

Software Installation

Step-by-step software setup guide

🖥️
IT

Server Deployment

Production server deployment checklist

💾
IT

Database Backup

Scheduled backup and recovery process

👤
IT

User Account Setup

Create and configure new user accounts

🚨
IT

Incident Response

Security incident handling procedure

🔗
IT

API Integration

Third-party API connection setup

👨‍💻
IT

Code Review Process

Pull request review workflow

🔄
IT

CI/CD Pipeline

Automated build and deployment flow

🎧
Support

Customer Support Ticket

Support request handling workflow

💸
Support

Refund Request

Customer refund approval process

📦
Support

Product Return

Return merchandise authorization

🤝
Support

Customer Onboarding

New customer welcome and setup

⬆️
Support

Escalation Procedure

Support ticket escalation flow

🎯
Sales

Lead Qualification

Sales lead scoring and routing

💼
Sales

Quote Generation

Create and send sales quotes

📄
Sales

Content Approval

Marketing content review workflow

🚀
Sales

Campaign Launch

Marketing campaign checklist

Sales

Deal Approval

Sales opportunity approval flow

📚
Training

Training Course

Structured learning curriculum

⚠️
Training

Safety Certification

Workplace safety training process

🎓
Training

Software Tutorial

Interactive software walkthrough

📋
Training

Compliance Training

Required compliance certification

🔍
Quality

Quality Inspection

Product quality control checklist

📑
Quality

Audit Procedure

Internal audit workflow

📁
Quality

Document Control

Document review and approval

⚖️
Quality

Risk Assessment

Risk identification and mitigation

📊
Operations

Inventory Management

Stock count and reorder process

🔧
Operations

Maintenance Schedule

Equipment maintenance checklist

🚚
Operations

Shipping Procedure

Order fulfillment and shipping

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