Choose your first process

Start with a recurring process. Identify who submits it, who decides, what documents are needed, and what completion means.

Need	Example flow	Outcome to check
Purchase or PO change	Cost form → manager or Finance → Procurement task	Decision and ERP purchase order reference.
Travel claim or invoice	Expense evidence → review and revision → Finance task	Complete evidence and payment reference.
Overtime or onboarding	HR form → manager or HR → administration task	Decision and follow-up evidence.
NDA or vendor agreement	Review → Document Sign → Contract Lifecycle	Final document, expiry, and obligations.
Completed contract	Record-only registration → PDF or link → reminders	Visible owners and deadlines.
Application or device access	Form → direct manager or system owner → IT queue	Authorized access scope and fulfillment evidence.
Facilities repair	Site and impact form → priority → Team Queue	SLA and completion evidence.
Sales discount	Value form → threshold rule → commercial approver	Authorized discount.
Campaign or client assets	Brief → review and revisions → approval	Approved asset version.
Education activity	Proposal and budget → unit lead → Finance	Decision and delivery reference.
Service escalation	Ticket reference → service owner → task	Status and follow-up evidence.
Vendor document collection	Secure Sharing → replies per recipient	Complete files and exchange history.

For a pilot, choose a Workflow Wizard preset close to your process. Test one complete submission, one revision, and one recoverable failure. Measure decision time, submission completeness, and fulfillment. Staff or tested connectors carry out payments, access provisioning, and payroll updates in the relevant systems.

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Organization management

Communication

Approval Workflow

Documents and contracts

Operations

Connections

Choose your first process