Workflow Templates
Practical, real-world automation workflows for onboarding, People Ops, Customer Success, RevOps, and integrations. Every template is clickable.
Employee Offboarding
Workflow
Role-based offboarding covering access, equipment, payroll, and comms.
Manager Welcome Packet Workflow
Produces artifact
Workflow
Generates a manager-facing prep packet when a new hire is created.
Pre-Start Checklist
Workflow
Ensures access, equipment, payroll, and meetings are ready before day one.
Policy Acknowledgement Tracking
Produces artifact
Workflow
Tracks policy acknowledgements and generates audit-ready confirmations.
Contract → Implementation Handoff
Workflow
Standardizes Sales → CS handoff with timelines, scope, and risk flags.
Title & Compensation Change Alerts
Workflow
Routes approvals and notifications when role or pay changes occur.
Custom Webhook Workflow
Workflow
Triggers automations from signed webhook payloads.