Free templates
Workflow templates for every team
Start from a proven structure. Customise the content for your process. Publish and share in minutes — no code, no design skills required.
Customer Support Workflow
Interactive decision tree that routes customers to the right resolution — automatically. Replaces static FAQs and PDF scripts.
Employee Onboarding Checklist
Step-by-step SOP that guides new hires from day one to 30-day milestones. Role-specific branching, no login required for new hires.
Lead Qualification Flow
BANT-based decision tree that qualifies prospects and routes them to demo, nurture, or disqualify — consistently, every time.
Incident Response SOP
IT helpdesk workflow covering detection, triage, escalation, resolution, and post-incident review. Works for P1 outages to minor helpdesk requests.
Customer Journey Map
Visualise every touchpoint from awareness to advocacy. Map emotions, channels, and pain points to align stakeholders and identify improvements.
Decision Tree Examples
Six proven decision tree structures across support, sales, IT, HR, and compliance. Start from a real example and customise in minutes.
Employee Onboarding Checklist
Interactive onboarding SOP that guides new hires from pre-start setup through 30-day milestones. Role-specific branches, completion tracking, and public share link.
IT Helpdesk Decision Tree
Guided troubleshooting flow that resolves common IT issues at Tier 1 and escalates complex problems with full diagnostic context pre-filled.
Customer Support SOP
Standard operating procedure that guides every support agent through ticket intake, triage, escalation, resolution, and CSAT — with issue-type branching.
HR Leave Request Workflow
Interactive approval flow that routes leave requests to the right manager, checks policy compliance, and notifies HR automatically — no more email chains.
Incident Response Flowchart
Interactive runbook that guides on-call teams from detection through severity classification, escalation, resolution, and post-mortem — built for P1 pressure.
Sales Qualification Decision Tree
BANT-based qualification flow that routes prospects to demo, nurture, or disqualify — consistently across every SDR, with CRM update via webhook.
Vendor Onboarding SOP
End-to-end vendor onboarding workflow covering vetting, contract execution, compliance checks, and system provisioning — with risk-tiered approval paths.
Quality Control Checklist
Interactive inspection checklist with pass/fail branching, defect classification, escalation routing, and ISO 9001-ready audit trail. Works on tablet.
Lead Capture Flow
Walk visitors through a qualifying flow and collect contact details — name, email, phone — before or after completion. Submissions appear in your analytics dashboard.
Event Registration
Collect attendee details with a conversational registration flow. Lead capture pre-configured — just customise fields, heading, and publish.
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