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Access 35+ flow templates for use across your business functions
Accounting
- Assess financial data compliance for GDPR
- Reimburse for Expenses
- Submit invoice or payment request
Administration
- Assess HIPAA compliance
- Comply with Subject Access Requests for GDPR
- Create an RFP
- Order custom suppliers
- Order group meals or catering
- Reserve a conference room
- Reserve a company car
- Submit ideas or suggestions
Customer Success
- Onboard new customer
- Prepare and execute customer Quarterly Business Review
- Submit support case
Human Resources
- Arrange employee training
- Evaluate ideas with 6 thinking hats
- Offboard employee
- Onboard new team member
- Renew company benefits
- Request leave of absence
- Request time off
- Submit travel plans
- Submit timesheet
Marketing
- Contact us
- Request marketing asset or collateral
- Update web content
Sales
- Onboard new sales person
- Respond to RFP
- Setup customer reference call
Technology
- Execute scrum sprint
- Get technical support
- Request software license
- Salesforce Lightning Rollout:
Phase 1: Discover - Salesforce Lightning Rollout:
Phase 2: Roll-out - Salesforce Lightning Rollout:
Phase 3: Optimize