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.
The Effortless Sales System™
An incredibly powerful workflow template with call scripts and email templates to help you to effortlessly sell to your clients
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Offering virtual credit control services with Satago
Use this simple workflow template to start offering virtual credit control services to your clients with Satago
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End of year payroll review (USA)
A simple workflow template for end of year payroll reviews.
DownloadPaypal bank statements
A simple workflow template for pulling monthly bank statements from Paypal.
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Sending monthly PD7A's
A simple monthly workflow for sending clients their PD7A's.
DownloadBank statement request
A simple workflow with an automated email to request bank statements from clients each month.
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New client onboarding for sole practitioners (USA)
A simple workflow template for onboarding new clients
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Create a cost-savings report in Reducer
A simple workflow template for creating cost-saving reports and sending to clients using Reducer
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Connecting iWocapay to your clients invoices
A simple workflow template for setting up iWocapay for your clients invoices
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Setting up a new client in Soldo
A simple workflow template for setting up new clients in Soldo
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Setting up a KPI dashboard in Fathom
Use this simple workflow template for setting up a KPI dashboard for your clients using Fathom.
DownloadCan’t find the right workflow template?
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