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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.

All Workflow Templates

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.

Workshop Preparation and Delivery


A systematic workflow to aid in the organization and delivery of workshops, from the initial details to the lecture preparation.

Expense Reimbursement


Transform your Expense Reimbursement process with digital, no-code and quick-to-deploy workflows. Receive requests, invoices, receipts and documents in a single place, and ensure that the finance team has everything they need to kick-off the reimbursement process.

Feature Release


A step-by-step process designed to assist the Product Management team in organizing the release of new features.

Loan Applications


The Loan Applications process is designed to standardize loan applications, study the risks involved, and organize the decision and approval process.

Customer Satisfaction Survey - Phone


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

Employee Onboarding


Employee Onboarding is a vital process that aids in integrating a new hire into the company and its culture, ensuring they feel welcomed and ready to contribute from day one.

Content Development


This is an SOP for developing and publishing content. It's a generalized process that will work for blog posts, videos, podcasts. All content has to be search-engine and social-media optimized.

Purchase Approval


The purchase approval process enables staff to get approval to buy specific goods and services. This SOP ensures purchasing compliance and cost management.

Vacation Request


The vacation request SOP lets your team request vacation days in a straightforward and transparent way to improve employee satisfaction and make sure there are always enough people to handle the tasks at hand.

B2B Sales


The idea behind the B2B sales SOP is to collect as much information as possible about the prospect to make them a highly personalized offer and reduce the need for negotiation.

Blog Publication


These days, creating quality copy is not enough. You need to aim your content at the right target audience. The blog publication SOP makes sure no social media outlet gets ignored.

Customer Retention


The customer retention process is aimed at engaging with existing customers with a view to maximize customer loyalty and keep them buying your product or service.

Outreach Campaign


The goal of customer outreach SOP is to help connect and engage with customers to build long term relationships. Reach out via social media, website reviews, email or snail mail.

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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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