Workflow Automation Guides Workflow Templates Workflow Templates Civic or city Charitable giving assessment City permit request Fence permit application Pet licensing Recreational sports team signup Volunteer request Cross departmental Business card order Simple document review Training request Travel request Finance Capital expenditure request (CER) Capital expenditure request (CER) with advanced form Employee reimbursement request General finance department request I-9 Invoice approval New vendor request Purchase requisition Vendor invoice approval and payment process W-9 Human resources Background check Current and upcoming OOO report Education assistance request Employee change request Employee offboarding Employee onboarding Holiday party planning process Job posting Leave of absence request New hire request On the job training Performance review process Request for paid time off (PTO) Time sheet approval IT Create user IT hardware request IT project request IT support ticket process IT software change request New user request User access request Lambda examples Sharepoint file upload Legal Client matter intake Contract review and approval process Employee non-disclosure agreement (NDA) Marketing Marketing collateral request Operations Corrective action preventive action process app Customer feedback process Field service request Headquarters meeting request Idea management Maintenance request New product request Parts rental check-in / checkout Product return request Visitor logbook check-in process Safety PPE (personal protective equipment) request Safety incident reporting Sales Price quote request Price quote request details Pricing discount request Sales lead process