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Start from 1,000+ prebuilt workflows across operations, compliance, IT, finance, and more. Customize any of them in minutes, then run them on a schedule with your team.

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Accounting

138 templates

Advertising

13 templates

Agriculture

10 templates

Construction

13 templates

Consulting

10 templates

E-commerce

71 templates

Education

16 templates

Engineering

11 templates

Financial Services

72 templates

Hotel & Hospitality

14 templates

Human Resources

14 templates

Information Technology

16 templates

Insurance

73 templates

Law Firm

82 templates

Manufacturing

71 templates

Marketing

81 templates

Property Management

86 templates

Real Estate

75 templates

Restaurant

126 templates

Retail

83 templates

Sales

3 templates

Software Development

83 templates

Systems Administration

76 templates

Transportation

78 templates

Popular templates

The workflows teams reach for most.

Marketing 27 steps

A/B Testing Checklist

End-to-end workflow for running an on-site A/B test — from hypothesis and sample-size math through QA, launch, significance analysis, and...

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Software Development 29 steps

Acceptance Testing Checklist

User acceptance testing workflow run by QA leads and product owners against a release candidate before promotion to production. Covers pl...

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Systems Administration 25 steps

Access Control Checklist

Quarterly access control review for IT operations and MSP teams. Covers identity lifecycle, privileged access, authentication enforcement...

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Software Development 29 steps

Accessibility Compliance Checklist

Audit a web product for WCAG 2.2 conformance, from scope and tooling setup through manual POUR testing to remediation sign-off. Run by ac...

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Property Management 32 steps

Accessibility Compliance Checklist

Annual ADA and Fair Housing accessibility audit a property manager runs across building entrances, common areas, parking, signage, and st...

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Software Development 27 steps

Accessibility Standards Compliance Checklist

Pre-release WCAG 2.1 AA conformance review run by frontend engineering and QA before shipping a customer-facing build. Covers automated s...

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Transportation 31 steps

Accident Investigation Checklist

Steps a motor carrier safety team runs after a DOT-recordable accident, from on-scene response through DOT post-accident testing, FMCSA r...

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Accounting 40 steps

Accounting Department Workflow Optimization

A 90-day initiative for a controller or accounting manager to tighten the close cycle, modernize the GL platform, and harden internal con...

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Accounting 24 steps

Accounting Policy Update Cycle

Quarterly workflow the controller and technical-accounting lead run to track new FASB, IASB, and SEC pronouncements, assess applicability...

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Accounting 27 steps

Accounting Software Implementation Checklist

Steps a controller and implementation partner run to migrate an SMB from a legacy GL to a new accounting platform — QuickBooks Online, Xe...

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Accounting 29 steps

Accounting Software Migration Checklist

Steps a controller or implementation lead runs to migrate from one accounting system to another (e.g., QuickBooks Desktop to QBO, QBO to ...

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Accounting 24 steps

Accounting Standards Update Adoption Checklist

Steps a corporate accounting team or external CPA firm runs to adopt a new FASB Accounting Standards Update — scoping, transition-method ...

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Accounting 32 steps

Account Reconciliation Checklist

Month-end account reconciliation workflow for a bookkeeper or staff accountant tying GL balances to bank statements, sub-ledgers, and sup...

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Accounting 25 steps

Accounts Payable Aging Report Checklist

Monthly workflow a staff accountant or bookkeeper runs to generate, reconcile, and act on the AP aging report — from period-cutoff confir...

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Accounting 26 steps

Accounts Payable Checklist

Weekly accounts payable cycle for an SMB finance team — invoice intake through three-way match, GL coding, vendor setup, payment run, and...

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Financial Services 26 steps

Accounts Payable Checklist

Weekly accounts payable workflow for a financial services firm's finance operations team — invoice intake, three-way match, approval rout...

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Accounting 23 steps

Accounts Payable Ledger Checklist

Monthly accounts payable cycle for an SMB finance team or bookkeeping engagement, covering invoice intake, three-way match, payment runs,...

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Accounting 26 steps

Accounts Receivable Aging Report Checklist

Monthly workflow a staff accountant or controller runs to produce, analyze, and act on the AR aging report — from sub-ledger tie-out thro...

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Financial Services 25 steps

Accounts Receivable Checklist

Monthly accounts receivable cycle for a financial services firm — from new client billing setup through invoice generation, payment appli...

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Accounting 30 steps

Accounts Receivable Checklist

Monthly accounts receivable cycle run by the AR specialist or controller — credit review, invoicing, cash application, collections, aging...

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Accounting 31 steps

Acquisition Integration Checklist

Steps a controller or transaction-services lead runs to integrate an acquired company's accounting, tax, payroll, and reporting functions...

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Law Firm 28 steps

Administrative Regulations Research Checklist

Workflow an associate or paralegal runs to research administrative regulations for a client matter — scoping jurisdiction, pulling curren...

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Advertising 31 steps

Advertising Production Checklist

End-to-end agency workflow for producing an integrated spot — from creative brief through shoot, post, trafficking, and talent use-cycle ...

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Financial Services 28 steps

Advisor and Employee Onboarding Checklist

Steps an advisory firm or broker-dealer runs to onboard a new advisor, registered representative, or operations hire — covering pre-hire ...

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Financial Services 31 steps

Advisor and Staff Onboarding Checklist

End-to-end onboarding for a new advisor or operations hire at an RIA or hybrid RIA/BD — from pre-Day-1 background and licensing through D...

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