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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.

Implementation


A detailed process to understand customer's expectations, implement solutions, schedule training meetings, and organize feedbacks using Pneumatic's Implementation Template.

Incoming Net Promoter Scores


Manage all your NPS scores, send emails and ask for feedback using the Pneumatic's Incoming Net Promoter Scores template.

Lodging Requests


This process is aimed at facilitating lodging requisition in hotels or Airbnb. It involves various phases, each requiring specific inputs.

Marketing Agency Client Onboarding


This process is designed to help marketing agencies flawlessly welcome new clients, ensuring that all small details are executed perfectly to build a loyal and satisfied long-term customer base.

Medical Appointment Scheduling


A streamlined process for scheduling medical appointments and sending out automated confirmation emails.

Medical Care (Clinic)


This process is designed for clinics to manage their patients' details, from the moment they schedule the appointment to leave the clinic.

Medical Care (Hospital)


A comprehensive system designed for hospitals to manage their patients' journey from triage to discharge.

Missing, lost, or damaged shipment


A process to handle cases of missing, damaged, or lost shipments reported by clients.

NDA Request


This process involves the error-proof and flawless execution of signing Non-Disclosure Agreements (NDAs) to avoid future complications. Automation plays a key role in simplifying and streamlining the entire workflow.

Problem handling for Telecom


Manage all internal problems related to telecommunications using a specific problem-solving methodology.

Product & Technical Support


This process aims to organize all the products that need technical support to improve support time and customer management.

Product return management


This is a process to manage returns, with refund or exchange options.

Service Problem Management


This process aims to respond immediately to customer-affecting service issues or failures in the telecommunications sector.

Service Scheduling


A process designed to ensure that an organization's services and resources are scheduled as optimally and efficiently as possible.

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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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