Workflows Directory
Find your team’s next superpower.
- Function: Information security
- Function: Quality management
- Function: Sales
- Business situation: Acquisitions & integration
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2 workflow templates
Record sharing access matrix
When an approved access policy has to reach the CRM, the system owner lays the current sharing setup beside the proposed one, by record type and by role, internal and external. Every change is a question for its owner; inherited and platform-fixed settings are marked unknown.
- Starts it
- System owner
- Brings
- export, notes
- Gets
- 6 outputs
SOP exception capture
Turn what your most experienced person does with the awkward cases into an exception register for one procedure. Once the owner approves it, every colleague handles those cases the way your best person does.
- Starts it
- Operations lead
- Brings
- notes, document
- Gets
- 2 outputs