Workflow Templates

Getting started doesn't need to be hard work.
Browse our growing collection of workflow templates and import them straight into your workspace.

Lynda Steffens

Use this workflow to arrange a regular pulse of team review and feedback meetings

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Armalytix

Use this workflow for verifying your client's data on a monthly basis.

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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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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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Fathom

A simple workflow template for adding non-QB advanced companies to Fathom

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