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 engagement workflow
Use this simple workflow template for offering additional services to your clients using Syft Analytics
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LinkedIn content creation template
A quick & simple template to help you create content for your LinkedIn account
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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
DownloadCan’t find the right workflow template?
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