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Workflows In Minutes
Cross-Team Handoffs
Your Handoff Workflow,
ready in minutes
All info, chats, and tasks in one timeline
Everyone knows exactly what to do next
Live updates without the noise
Get your Cross-Team Handoff workflow simply by describing it:
When Sales closes a deal, they need to hand it to Implementation. Sales should provide the contract details, what we promised the customer, any special requirements, and timeline. Implementation assigns a project manager who reviews everything, schedules kickoff call with customer, and starts setup.
Customer Onboarding
Customer Onboarding,
ready in minutes
Customer submits everything in one place
Customer sees progress, you get peace
"We need custom terms" - handled inline
Get your Customer Onboarding workflow simply by describing it:
Sales enters customer and project details. Customer submits billing info, compliance docs, and additional requirements in one place. Auto-assigns in parallel: Finance reviews billing, Legal reviews compliance, IT validates requirements. Notify Sales when onboarding is complete
Approvals & Decisions
Smart Approvals & Decisions,
ready in minutes
Auto-routes to right approver by amount or type
Know who approved what, when, and why
"Just this once" exceptions tracked
Get a fast Approval Dialog simply by describing it:
Marketing budget request: amount, campaign type, expected ROI. Needs Marketing Director approval, Finance if over $5K, Sales if performance marketing.
Employee Onboarding
Employee Onboarding,
ready in minutes
Accounts created reliably by day 1
All departments can work in parallel
Works for remote/hybrid/office hires
Get a smooth Employee Onboarding workflow simply by describing it:
After offer accepted, enter new hire details: name, role, start date, and work location (remote/hybrid/office). Auto-assigns: IT provisions accounts and equipment, HR for paperwork, Manager assigns buddy, creates first week schedule, and schedules 30/60/90 day reviews.
Recurring Operations
Recurring Operations,
ready in minutes
Auto-triggers daily/weekly/monthly tasks
Smart scheduling avoids holidays and weekends
Standardized yet flexible
Get an efficient Recurring Operations workflow simply by describing it:
Every 1st and 3rd Tuesday of a month, Operations Manager reports critical inventory levels and pending orders. If critical levels exist, Purchasing has to be informed.
Incidents & Escalations
Escalation Workflows,
ready in minutes
Instant war room with right people auto-added
Know clearly who's doing what right now
Track who told the customer what & when
Get a focused workflow for an Incident or Escalation simply by describing it:
Key Account Manager reports service issue with severity and impact. Auto-notifies Head of Engineering, Support Lead, and Director of Customer Success. In parallel: Engineering investigates root cause, Support Lead updates customer. Key Account marks resolved once fixed. Finally Customer Success schedules a post-mortem.
1. Simply describe your workflow
When
Sales
closes a deal, they need to hand it to
Implementation
.
Sales
should provide the contract details, what we promised the customer, any special requirements, and timeline.
Implementation
assigns a project manager who reviews everything, schedules kickoff call with customer, and starts setup.
2. Get Dialogs that work, in minutes
Free: Get Your Workflow
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Free: Get Your Workflow
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