Workflow Templates

Employee expense submissions are routed to a manager for sign-off before reimbursement, with the employee notified automatically.

New complaints are assigned to a support lead and the customer gets an acknowledgment email right away.

Every leave request goes to the employee's manager for approval, with an automatic confirmation email once decided.

New vendor registrations are reviewed and approved by procurement before the vendor is marked active.

Purchase requests above a threshold are routed for manager approval; smaller requests are auto-confirmed by email.

Every IT support request is assigned to a team member automatically, so nothing waits in an unowned queue.