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Start Fast, Customize Fully

Pre-built workflow templates for common business processes. Deploy in minutes, customize to your needs.

25+
Templates
4
Categories
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Purchase Order Approval

Multi-tier approval based on amount thresholds

5 steps 2.5 hours
Popular

Contract Review Workflow

Legal review with stakeholder sign-off and audit

7 steps 3 days

Employee Onboarding

Complete new hire setup from offer to active

12 steps 2 weeks
Popular

Invoice Processing

Three-way match with auto-approval rules

4 steps 1.5 hours

Vendor Onboarding

Compliance checks, documentation, and setup

8 steps 5 days

NDA Execution

Template selection, review, and e-signature

4 steps 1 day

Leave Request

Manager approval with calendar sync

3 steps 4 hours

Expense Report

Receipt capture, approval, and reimbursement

5 steps 2 days

Three Steps to Live

From template to production in minutes, not months.

STEP 01

Choose a Template

Browse our gallery and select the workflow that fits your process

STEP 02

Deploy Instantly

One click to add it to your workspace — no configuration needed

STEP 03

Customize Freely

Modify steps, add conditions, connect integrations as you need

Most Popular

The templates our customers deploy most often.

Purchase Order Approval

Procurement

Multi-tier approval with amount thresholds

2,340+ deployed 4.9

Contract Review Workflow

Legal

Legal review with audit trail and e-signature

1,890+ deployed 4.8

Invoice Processing

Finance

Three-way match with auto-approval rules

3,120+ deployed 4.9

Employee Onboarding

HR

Complete new hire setup from offer to active

1,560+ deployed 4.7

Templates by Industry

Industry-specific workflows built with compliance in mind.

🏥

Healthcare

8 templates
HIPAA consent
Patient intake
Referral process
🏦

Financial Services

12 templates
KYC verification
Loan approval
Audit compliance
🏭

Manufacturing

6 templates
Quality control
Supplier approval
Change orders
💻

Technology

10 templates
Code review
Incident response
Security audit
🛍️

Retail

7 templates
Returns process
Vendor setup
Inventory request
💼

Professional Services

9 templates
Client onboarding
Project approval
Time tracking

Make It Yours

Every template is fully editable. Change anything to match your process.

Add, remove, or reorder steps
Change approval thresholds and rules
Connect different integrations
Modify forms and fields
Set custom SLAs per step
Add conditional branching
Customization PreviewEditing
Step NameFinance Review → CFO Approval
Threshold$10,000 → $25,000
SLA48 hours → 24 hours

Version Control

Track changes, rollback anytime, and manage template updates across your organization.

Full change history
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Rollback with one click
Publish updates to all instances
Version History
v2.3Today
Added finance approval step
by Sarah M.
v2.2Yesterday
Updated SLA thresholds
by John D.
v2.13 days ago
Connected Slack integration
by Mike R.

Community Contributions

Templates created and shared by our user community.

IT Asset Request

by TechCorp
892 downloads

Marketing Campaign

by AgencyX
567 downloads

Bug Triage

by DevTeam
1,240 downloads

Content Approval

by MediaCo
723 downloads

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