Knowledge BaseWhy do I need Autopilot? GuidanceDo you have workflow templates available that I can use to get started?

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