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
• User feedback

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
• Employee recognition
• 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)
• Timesheet approval

IT

• Create user
• Hardware request
• New user request
• Project request
• Software change request
• Support ticket process
• 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 and 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
• Pricing discount request
• Sales lead process