Do you have workflow templates available that I can use to get started?
Autopilot's goal is too get you off the ground in as little time as possible.
To assist with this we have created a few fully customisable templates that you can use and customise for your business:
Employee focused workflow templates
- Leave request
- Expense claim request
- Travel request
- Employee exit request *
- Employee feedback workflow *
- New employee onboarding request (coming soon)
- Performance appraisal workflow (coming soon)
Customer focused workflow templates
- New customer take-on request
- Customer quote request
- Customer support request
Supplier focused workflow templates
- New supplier request
- Purchase order request
- New supplier quote request
All of these templates can be customised depending on your needs by using the process builder. Or alternatively, you can build a workflow from scratch based on your exact needs.
* indicates workflow templates that require additional configuration