780+ Workflows

Workflow Library

60+ process workflow templates with stages, decision points, responsible roles, and estimated timeframes. Each available in 12 industry-specific variants.

All Workflows

Quote to Invoice

Converts an approved sales quote into a billable invoice and tracks payment through to completion.

6 stages
1-3 business days
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Lead to Customer Conversion

Guides a new lead through qualification, nurturing, and closing stages until they become a paying customer.

7 stages
5-30 business days
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Proposal Approval

Routes a sales proposal through internal review and approval gates before it is sent to the customer.

5 stages
1-3 business days
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Contract Signing

Manages the preparation, review, and execution of a business contract between the company and a counterparty.

6 stages
3-10 business days
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Payment Collection

Tracks outstanding invoices and manages the collection process from initial reminder to final resolution.

5 stages
1-45 business days
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Subscription Renewal

Manages the end-to-end renewal of a customer subscription, from early outreach to signed renewal agreement.

6 stages
30-60 business days
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Upsell Opportunity

Identifies and pursues opportunities to expand revenue from existing customers through additional products or services.

5 stages
5-20 business days
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Refund Processing

Handles customer refund requests from initial submission through review, approval, and payment disbursement.

5 stages
3-10 business days
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Commission Payout

Calculates, validates, and disburses sales commissions based on closed deals and the applicable commission plan.

6 stages
5-10 business days
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Pricing Change

Manages the process of updating product or service pricing from analysis through approval, communication, and implementation.

7 stages
10-30 business days
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Client Onboarding

Welcomes a new client and sets up all necessary accounts, access, and communication channels for a successful engagement.

6 stages
5-15 business days
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Client Offboarding

Manages the orderly wind-down of a client relationship including data transfer, access revocation, and final billing.

6 stages
10-30 business days
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Client Complaint Resolution

Receives, investigates, and resolves client complaints through a structured escalation and resolution process.

5 stages
1-10 business days
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Client Review Meeting

Prepares, conducts, and follows up on periodic business review meetings with clients to assess performance and plan ahead.

4 stages
5-7 business days
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Client Scope Change

Manages requests to modify the scope of an active client engagement, including impact assessment and formal approval.

5 stages
3-10 business days
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Client Escalation

Routes urgent or high-severity client issues to senior leadership for rapid resolution and relationship preservation.

5 stages
1-5 business days
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Client Feedback Loop

Systematically collects, analyzes, and acts on client feedback to drive continuous service improvement.

4 stages
5-10 business days
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Client Renewal

Manages the contract renewal process for existing clients, including performance assessment and terms renegotiation.

6 stages
15-45 business days
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Client Referral

Captures and pursues referrals from existing clients, tracking them from introduction through to new business closure.

5 stages
5-30 business days
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Client Reactivation

Re-engages former clients who have churned or gone inactive, guiding them back to an active customer relationship.

5 stages
10-30 business days
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Recruitment Pipeline

Manages the end-to-end hiring process from job requisition through candidate sourcing, interviewing, and offer acceptance.

7 stages
20-45 business days
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New Hire Onboarding

Guides a new employee from their first day through full integration into the team and role over the first 90 days.

6 stages
90 business days
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Performance Review Cycle

Manages the periodic performance evaluation process including goal setting, self-assessment, manager evaluation, and calibration.

6 stages
20-30 business days
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Leave Approval

Processes employee leave requests from submission through manager approval, coverage planning, and return-to-work confirmation.

4 stages
1-5 business days
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Disciplinary Action

Handles employee conduct or performance issues through a progressive discipline process from verbal warning to potential termination.

6 stages
5-60 business days
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Promotion Process

Evaluates and processes employee promotions from nomination through assessment, approval, and announcement.

5 stages
15-30 business days
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Team Restructure

Plans and executes organizational changes to team structure, reporting lines, and role responsibilities.

6 stages
20-60 business days
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Contractor Engagement

Manages the process of engaging an independent contractor from need identification through contracting, delivery, and offboarding.

6 stages
5-15 business days
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Training Delivery

Plans, develops, and delivers training programs to employees, from needs assessment through post-training evaluation.

5 stages
15-30 business days
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Exit Process

Manages the complete employee departure process from resignation or termination through final day and post-employment tasks.

5 stages
10-20 business days
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Purchase Order Approval

Routes purchase orders through a multi-level approval process based on amount thresholds and budget availability.

5 stages
1-5 business days
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Vendor Onboarding

Evaluates, approves, and sets up new vendors in the company procurement system with proper due diligence.

5 stages
10-20 business days
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Inventory Replenishment

Monitors inventory levels and triggers restocking when items fall below defined thresholds.

5 stages
3-10 business days
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Equipment Procurement

Manages the acquisition of equipment from need identification through vendor selection, purchase, and deployment.

6 stages
10-30 business days
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Facility Maintenance Request

Processes requests for facility repairs, maintenance, or improvements from submission through completion and verification.

5 stages
1-15 business days
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Service Delivery

Manages the end-to-end delivery of a service engagement from kickoff through execution, quality review, and client acceptance.

6 stages
Varies by engagement scope
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Incident Response

Provides a structured approach to detecting, responding to, and recovering from operational incidents.

5 stages
Hours to days depending on severity
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Change Management

Controls the introduction of changes to systems, processes, or infrastructure through a structured review and approval process.

5 stages
3-15 business days
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Business Continuity

Establishes and maintains plans to keep critical business functions operating during and after a disruptive event.

5 stages
30-60 business days for planning; immediate for activation
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Disaster Recovery

Provides procedures for restoring technology systems and data after a catastrophic event or major system failure.

6 stages
Hours to days depending on severity
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Budget Approval

Manages the annual or project-specific budgeting process from departmental submission through review, negotiation, and final approval.

5 stages
15-30 business days
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Expense Reimbursement

Processes employee expense claims from submission through verification, approval, and reimbursement payment.

4 stages
3-10 business days
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Invoice Approval

Routes vendor invoices through verification and approval before payment is released.

5 stages
3-7 business days
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Month-End Close

Executes the monthly financial closing process including reconciliations, adjustments, and reporting.

6 stages
5-10 business days
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Tax Preparation

Manages the process of gathering data, preparing, reviewing, and filing tax returns and payments.

5 stages
20-45 business days
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Audit Preparation

Prepares the organization for internal or external audits by gathering documentation, coordinating resources, and managing the audit process.

6 stages
20-40 business days
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Grant Application

Manages the process of identifying, applying for, and managing grant funding from external sources.

5 stages
30-60 business days
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Insurance Claim

Manages the process of filing, tracking, and resolving insurance claims from initial incident through settlement.

5 stages
10-90 business days
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Asset Disposal

Manages the retirement and disposal of company assets including valuation, data destruction, and environmentally responsible disposal.

5 stages
10-20 business days
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Financial Forecast

Develops forward-looking financial projections by gathering inputs from across the organization and modeling expected outcomes.

5 stages
7-15 business days
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Project Initiation

Formally launches a new project by defining objectives, scope, stakeholders, and governance before work begins.

5 stages
5-15 business days
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Sprint Cycle

Manages a time-boxed development iteration from planning through execution, review, and retrospective.

4 stages
1-4 weeks per sprint
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Release Deployment

Manages the process of deploying a new release to production, including preparation, testing, deployment, and verification.

5 stages
1-5 business days
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Quality Assurance Review

Evaluates deliverables against defined quality standards before they are submitted to stakeholders or released to production.

4 stages
2-5 business days
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Stakeholder Approval

Obtains formal approval from designated stakeholders for project deliverables, milestones, or decisions.

4 stages
2-7 business days
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Risk Mitigation

Identifies, assesses, and implements measures to reduce project and operational risks to acceptable levels.

5 stages
3-10 business days for planning; ongoing for monitoring
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Resource Reallocation

Manages the process of reassigning resources between projects or teams to address changing priorities or capacity gaps.

4 stages
2-7 business days
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Milestone Sign-Off

Formally validates and approves the completion of a project milestone before proceeding to the next phase.

4 stages
2-5 business days
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Post-Mortem Review

Conducts a structured review after project completion or significant event to capture lessons learned and improvement opportunities.

4 stages
3-7 business days
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Knowledge Transfer

Facilitates the structured transfer of knowledge from one individual or team to another to ensure continuity of operations.

5 stages
5-20 business days
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