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Explore our business process templates that you can customize, use as-is or simply build your workflow from scratch. No-code required.

Results for “CS and Support”

Template Generator


Our Workflow Template Generator recognizes your specific needs and requirements and generates custom workflow templates in moments, just give it a few pointers about what kind of workflow you need.

Customer Contact Log & Form


A process designed to facilitate the registration and storage of customer contact information using Pneumatic Customer Contact Log & Form Template.

Customer Feedback


A standardized and centralized process for collecting and tracking customer feedback.

Customer Help Desk


The Customer Help Desk process is designed to exceed customer expectations by efficiently addressing their queries or complaints through a ticketing system.

Customer Interviews


A step-by-step guide to conducting effective customer interviews to enhance product development.

Customer Onboarding


Customer Onboarding is a crucial process that involves activities designed to help customers get familiar with, and start using a product. It also includes steps to help customers adapt to the product's learning curve and integrate it into their business operations.

Customer Satisfaction Survey


The Customer Satisfaction Survey process is designed to gather insights from customers to improve product or service quality and enhance customer experiences.

Customer Satisfaction Survey - Phone


A structured process for conducting post-sales customer satisfaction surveys via phone.

Customer Satisfaction Survey Form


A process for centralizing customer satisfaction survey responses, organizing and extracting survey data using Pneumatic Public Form Feature.

Customer Success Management


This process focuses on managing customer success with full visibility of the companies and tasks at hand. It aims to ensure customers are managed according to SLAs, with efficiency and speed.

Damaged or Lost Baggage


A process for managing requests for luggage repairs and lost luggage claims, from claim to compensation payment.

Early Check-in (Double Room)


This business process is designed to enable guests to check-in early to their double rooms, streamlining the process for both the guests and the hosts.

Field Service Management


This process helps in organizing the field operations of a team of service professionals.

Helpdesk | Tracking received emails


This process aims to efficiently manage and track every email received, by creating a new ticket/card in the pipe for each email. The tickets are reviewed, categorized based on the type of query, tracked until a response is sent, and finally closed.

Hotel Booking Request


Organize your team hotel booking request with this new Pneumatic template.

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Our Workflow Template Generator

You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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