Workflow Template Library
Getting started doesn't need to be hard work. Browse our growing collection of workflow templates and import them straight into your workspace.
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Cash flow forecast (fortnightly review) with Float
A simple workflow template for ongoing cash flow reviews with your clients using Float.
So you've ran a cashflow forecast for your clients...now what?
Use this simple recurring workflow template created by Float to remind you to review your clients ongoing cashflow forecasts and to set up meetings to discuss the results.