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.

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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Soldo

A simple workflow template for setting up new clients in Soldo

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Fathom

Use this simple workflow template for setting up a KPI dashboard for your clients using Fathom.

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Fathom

Use this simple workflow template for setting up and sending new forecasts for your clients using Fathom.

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Fathom

A simple workflow template for running reports for your clients using Fathom

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Fathom

A simple workflow for connecting new QBO companies to Fathom.

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