Manager Reviews
Run this whenever you're ready to write a manager review....
6 steps
4 fields
Human Resources reviews
Process templates
Step-by-step workflow templates to standardize your business processes
Marketing Collateral & Promotional Materials Workflow
Use this template to create, approve, and distribute your marketing collateral and promotional materials. You're looking...
6 steps
Sales promotional
Marketing Content Approval Workflow
Type: Content Approval Process Steps: 15 tasks Duration: 5-7 business days Best For: Marketing teams, content agencies, ...
15 steps
Information Technology Approval
Medical Insurance Billing and Claims Processing
This workflow helps your medical practice handle insurance billing from patient check-in all the way through payment col...
9 steps
6 fields
Insurance billing
Meeting agendas
Use this process whenever you want to walk someone through creating a solid meeting agenda. A good agenda isn't just a l...
6 steps
Other meeting admin
Microsoft Copilot Rollout Procedure
This procedure walks your IT team through everything you need to do to get Microsoft Copilot up and running across your ...
10 steps
Information Technology Software AI training
Monthly Bank Reconciliation
Your end-of-month check that the general ledger matches your bank statements and sub-ledgers. You'll work through key ac...
4 steps
2 fields
Banking Accounting
Monthly Sales Tax Filing Workflow
**Estimated Time:** 10-15 hours over 2 weeks | **Difficulty:** Intermediate | **Team Size:** 1-2 people (Accounting/Fina...
8 steps
Accounting Finance
Multi-Tier Purchase Approval Authority Matrix Workflow
This template helps you route purchase requests to the right approver based on how much the purchase costs. You'll set s...
8 steps
2 fields
Manufacturing Approval
New Account KYC Verification
This process walks you through customer identification and due diligence when opening a new account. It's designed to sa...
3 steps
3 fields
Banking KYC
New Equipment Purchasing
Use this process whenever you need to walk through a new equipment purchase from start to finish. It covers everything f...
9 steps
Other purchasing Approval
Night Drop Processing
Your morning routine for retrieving and processing overnight deposits from the night drop box. You'll need two people pr...
3 steps
3 fields
Banking Finance
Non-Disclosure Agreement Review Workflow
This workflow walks your team through reviewing, negotiating, and executing NDAs in a consistent, repeatable way. It cov...
8 steps
Professional Services Legal Services Compliance Legal
NSF/Overdraft Decision
Use this process when you've got items presented against insufficient funds and need to decide whether to pay or return ...
3 steps
4 fields
Banking Finance
OFAC Sanctions Screening
Use this to screen transactions and customers against OFAC sanctions lists. It covers hit resolution and escalation, and...
3 steps
3 fields
Banking KYC
Office Waste Management & Recycling Procedures
Estimated Time: 30 days (ongoing program) Difficulty: Moderate Team Size: 1-3 (Facilities Manager + Sustainability Coord...
9 steps
Information Technology files
Ordering Business Cards
Need new business cards? This template walks you through the whole process - from filling out your request form to getti...
9 steps
Other print businesscards
Ordering Supplies
Use this process whenever you need to order supplies for your team or office. If you're not sure where to start, follow ...
11 steps
Other officesupplies admin
Outbound Sales Prospecting & Follow-Up Workflow
Estimated Time: 2-3 weeks per prospect sequence Difficulty: Intermediate Team Size: 1-3 (SDR, Account Executive, Sales M...
8 steps
1 fields
Sales outbound
Paid Advertising Campaign Strategy and Launch Workflow
**Estimated Time:** 2-3 weeks | **Difficulty:** Intermediate | **Team Size:** 2-5 people A step-by-step workflow for pl...
10 steps
Sales advertisement
Podcast Episode Production and Publishing Workflow
Estimated Time: 5-7 days per episode Difficulty: Intermediate Team Size: 1-3 people (Host, Audio Editor, Marketing Coord...
12 steps
Media Production podcast
Positive Pay Exception Review
You'll use this each morning to work through checks that your positive pay system has flagged as mismatches. It covers t...
3 steps
3 fields
Banking Finance
Preferred Vendor Evaluation and Approval Workflow
## Overview A structured process for evaluating, approving, and maintaining a list of preferred vendors. This workflow h...
6 steps
1 fields
Other vendors
Pricing Approval Workflow
Pricing Approval Workflow Use this workflow whenever you need to review, approve, or push through a pricing change. It ...
6 steps
2 automations
Accounting pricing
Cannot find what you need?
Create your own process template from scratch or customize any of these templates to match your needs.
Create your own template