Workflow Templates
Ready-made workflows for every business process. Customise with AI and publish in minutes.
Ready-made workflows for every business process. Customise with AI and publish in minutes.
Guides a property manager through a structured inspection of a property, capturing condition assessments and photo uploads for exterior, gardens, and bedrooms. Produces a complete inspection record with findings and overall outcome.
End-to-end corrective action process covering issue identification, immediate containment, root cause investigation, corrective action planning with approvals, implementation, effectiveness verification, and formal closure.
End-to-end work order workflow covering request intake, asset/location capture, priority-based approval routing, scheduling and assignment, work execution with labour and materials tracking, completion evidence, verification, and closure.
End-to-end project approval process covering proposal submission, business case review, stakeholder input, funding/management approval, decision recording, and project initiation.
End-to-end controlled document lifecycle: draft submission, multi-reviewer comments and revisions, management approval, version tracking, publication/distribution, optional acknowledgement collection, and scheduled review date setting.
End-to-end supplier onboarding workflow covering intake of supplier details, contacts, goods/services, tax and payment information, insurance and required documents, due diligence, risk and compliance checks, internal approvals, and final supplier creation and activation.
End-to-end workflow for requesting, approving, provisioning, and auditing user access to systems or resources. Covers requester details, resource and permission specification, business justification, manager and system-owner approvals, IT provisioning, access verification, and automated notifications.
End-to-end IT change management workflow covering change request intake, risk and impact assessment, technical review, approval, scheduling, implementation, validation, and post-change review.
End-to-end IT service request workflow covering submission, triage, approval where required, assignment, fulfilment, user communication, validation, and closure.
End-to-end complaint handling: intake via web form, automated acknowledgement, AI categorisation and prioritisation, smart assignment, investigation with evidence capture, proposed resolution with approval or escalation, customer communication, and formal closure.
End-to-end risk assessment workflow covering risk identification, causes and consequences, existing controls, likelihood and impact scoring, risk rating, treatment planning, owner assignment, approval, residual risk evaluation, and periodic monitoring review.
End-to-end purchase order process covering request submission with goods/services details, supplier, pricing, cost centre, business justification and supporting quotes; AI-based routing for delegated vs finance/procurement review; approval; PO issuance and completion.
End-to-end workflow for reporting, investigating, and closing workplace incidents. Covers incident details, people involved, immediate response, injury/damage, evidence, severity assessment, regulatory notifications, root cause analysis, corrective actions, verification, and closure.
End-to-end expense claim workflow: employee submits claim with receipts, AI policy check, manager approval, finance review, exception handling, and reimbursement processing.
End-to-end employee onboarding covering pre-employment information collection, document submission, payroll setup, manager preparation, IT access and equipment provisioning, workplace induction, policy acknowledgement, mandatory training, initial objectives setting, check-ins, and onboarding completion.
Allows employees, contractors, board members, and other relevant persons to disclose actual, potential, or perceived conflicts of interest. Covers initial disclosure, risk assessment, management action planning, approval, declarant acknowledgement, periodic review, and closure.
End-to-end offboarding workflow covering resignation or termination intake, manager approval, handover and outstanding work, final payroll inputs, company property return, system and site access removal, exit interview, required notifications, and completion verification.
Handles end-to-end employee leave requests: captures leave type, dates, reason, and supporting documents; checks eligibility; routes to manager for review and approval or rejection with optional change requests; notifies the employee of the outcome; and records approved leave.
Manages visitor arrivals and departures at an office or site. Captures visitor details, organisation, host, reason for visit, and site acknowledgements on check-in. Records the visitor as on-site for staff visibility. A simple check-out step records departure time and closes the visit.