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.

Syft Analytics

Use this simple workflow template for offering additional services to your clients using Syft Analytics

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Amanda C. Watts

A quick & simple template to help you create content for your LinkedIn account

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James Ashford

An incredibly powerful workflow template with call scripts and email templates to help you to effortlessly sell to your clients

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Satago

Use this simple workflow template to start offering virtual credit control services to your clients with Satago

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Amy McLaughry

A simple workflow template for end of year payroll reviews.

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Amy McLaughry

A simple workflow template for pulling monthly bank statements from Paypal.

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Melanie Schroeder

A simple monthly workflow for sending clients their PD7A's.

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Melanie Schroeder

A simple workflow with an automated email to request bank statements from clients each month.

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Veronica Wasek

New client onboarding workflow template

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Veronica Wasek

A simple workflow template for onboarding new clients

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Reducer

A simple workflow template for creating cost-saving reports and sending to clients using Reducer

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iWoca

A simple workflow template for setting up iWocaPay for your clients invoices

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