Workflow templates

for every industry

Start with pre-built templates designed for various industries and use cases.

Agency onboarding

This template will help you onboard any client of your agency.

Agency Customers Marketing

Mortgage customer onboarding (US)

A template to help mortgage brokers collect documents and information from their customers

Real Estate Customers Finance KYC

Real estate seller documents

A template for realtors to collect documents and information from their new customers or leads.

Real Estate KYC Customers Agency

Employee onboarding

All you need to onboard your new employees in just a click

HR Employees Start-ups

Driver onboarding

All you need to onboard a new driver in your fleet.

Compliance Suppliers Logistics Start-ups

Student registration

A generic student registration form that you can customize to get people on board in your school or course.

Education

Vehicle onboarding

A useful and repeatable workflow to receive all necessary information about a vehicle.

Compliance Suppliers Logistics Start-ups

General supplier onboarding

General workflow to onboard any kind of supplier. Use it as a boilerplate and customize it to your needs!

Construction HR Suppliers KYC

Expense report request

As an office manager or accountant, you might need to collect documents such as expense reports once in a while. We have made it easy with a quick boilerplate that includes documents commonly requested from employees.

HR Accounting Employees

Legal client intake

A simple template to onboard any client for your law firm easily.

Legal Customers Compliance

General job application form

A simple job application form, that you can customize to your own needs

General HR Start-ups Employees

Proof of identity

A form and list of documents to collect in order for your customers, suppliers or employees to prove their identity.

General Compliance Suppliers Customers Employees

Courier onboarding

If you work in a delivery or logistics company, this template will help you collect all legal documents and information from your new couriers.

General Suppliers Logistics Start-ups

Immigration case management onboarding

A template to collect information and documents for immigration case management across various services and countries.

Immigration KYC Customers Agency

Portfolio manager client onboarding

A template for portfolio managers to collect client information, documents, and investment preferences for account opening and ongoing management.

Finance KYC Customers

Transportation company onboarding

Template for transportation companies to onboard suppliers, carriers, and partner companies for freight dispatch and logistics management.

Logistics KYC Customers Transportation

New employee onboarding

Template for onboarding new employees, collecting personal, employment, and compliance information.

HR Onboarding Employees

Staffing candidate onboarding

Template for staffing agencies to collect candidate information, qualifications, and compliance documents.

HR Candidate Agency

Construction contractor onboarding

Template for construction contractors to onboard, collecting company information, licensing, insurance, safety compliance, project history, and equipment resources.

Construction KYC Suppliers Contractor

Legal client onboarding

Template for law firms to onboard new clients, collecting personal information, case details, and required legal documents.

Legal KYC Customers

Vendor/Supplier Onboarding (Corporate Procurement)

Template for corporate procurement teams to onboard vendors and suppliers, collecting company, financial, and compliance information.

Procurement KYC Suppliers Vendors

Insurance policyholder onboarding

Template for insurance companies to onboard new policyholders, collecting personal, policy, and supporting document information.

Insurance KYC Customers

Event vendor onboarding

Template for event organizers to onboard vendors (catering, AV, decor, etc.), collecting service, compliance, and insurance information.

Events KYC Suppliers Vendors

Nonprofit volunteer/donor onboarding

Template for nonprofits to onboard volunteers and donors, collecting personal details, role preferences, and required consents.

Nonprofit KYC

Digital advertising campaign kickoff

Template for agencies to onboard clients for digital advertising campaigns, collecting audience targets, budgets, creative assets, platform credentials, and compliance checklists.

Agency Marketing Customers

Creative brief & asset approval

Template for agencies to collect and approve creative briefs, assets, and feedback for branding/design projects.

Agency Customers

Regulatory compliance audit & remediation

Template to manage regulatory compliance audits, collecting policies, procedures, audit findings, and corrective-action plans.

Legal Compliance Audit

Fleet maintenance & inspection scheduling

Template for transportation companies to schedule fleet maintenance and collect inspection reports, logs, and compliance certificates.

Transportation Compliance

New vendor approval

Template for procurement teams to approve new vendors, collecting company details, financial vetting, and compliance documentation.

Procurement Vendors KYC

Customer satisfaction survey & follow-up

Template to collect customer feedback via surveys, handle follow-up preferences, and compile summary reports.

Customers Feedback

Merchant registration

Template for e-commerce platforms to onboard new merchants, collecting business details, banking information, and compliance documents.

Ecommerce Vendors KYC

Fintech customer due diligence

Template for fintech companies to onboard new customers under EU regulations, collecting KYC, AML, and source-of-funds information.

Finance KYC Compliance EU

Australian worker visa application

Template to collect information and documents for Australian worker visa applications (subclass 482, 457, etc.).

Immigration services

House insurance claim

Template for policyholders to submit house insurance claims, collecting incident details, damage evidence, and supporting documents.

Insurance Customers

Popular Templates

Most popular templates

Get started with these templates in just a few clicks.

 

Customer Onboarding

Complete client onboarding workflow with document collection and verification.

Workflow steps:

  • 1
    Welcome screen

  • 2
    Customer information

  • 3
    Personal documents

  • 4
    End screen

Supplier Onboarding

Multi-step vendor or supplier review workflow with supplier information collection and verification.

Workflow steps:

  • 1
    Welcome screen

  • 2
    General supplier information

  • 3
    Legal documents

  • 4
    End screen
Need a custom workflow? You can always start from scratch and create your personalized form, from A to Z.

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