Templates

Prebuilt automations you can turn on today.

Drop-in workflows for Finance, Sales, HR, Inventory, Helpdesk and more. Start with one and add more as you grow — built by our team, customised by yours.

KES 500 / active workflow · per month

Finance

5 workflows
  • Invoice payment reminders Popular with escalating follow-ups and WhatsApp nudges
  • Expense approval routing based on amount and category
  • Cash flow forecasting with low-balance alerts
  • Overdue collections with payment plan suggestions
  • Receipt matching and auto-generated expense reports
Try Finance workflows

Accounting

5 workflows
  • Bank reconciliation with smart transaction matching
  • Month-end close checklists with automated reminders
  • Journal entry anomaly detection and approval routing
  • Intercompany reconciliation across entities
  • Audit trail reports and compliance flags
Try Accounting workflows

Sales

5 workflows
  • Lead routing & scoring Popular based on fit, intent, and source
  • Context-aware follow-ups and meeting prep briefs
  • Stalled-deal nudges with next-best-action suggestions
  • Quote & proposal drafts from pipeline data
  • Renewal & churn-risk alerts with playbook steps
Try Sales workflows

HR

5 workflows
  • Leave approval routing Popular with coverage checks
  • Onboarding checklists with document collection and reminders
  • Offboarding flows covering access, payroll, and exit surveys
  • Performance review scheduling with automated templates
  • Policy acknowledgement tracking and renewal prompts
Try HR workflows

Payroll

5 workflows
  • Payroll validation with variance alerts
  • Statutory compliance checks for SHIF/SHA, NSSF, PAYE
  • Automated payslip generation and distribution
  • Salary structure updates based on reviews or inflation
  • Tax filing reminders and report preparation
Try Payroll workflows

Inventory

5 workflows
  • Low stock alerts Popular with auto-generated purchase orders
  • Demand forecasting based on sales trends and seasonality
  • Supplier performance tracking and reorder optimisation
  • Price update suggestions based on cost and market changes
  • Dead stock identification and markdown recommendations
Try Inventory workflows

Helpdesk

5 workflows
  • Smart ticket routing by content, priority, and agent expertise
  • SLA breach alerts with escalation to managers
  • Auto-responses for common issues with KB article suggestions
  • Customer sentiment analysis and CSAT prediction
  • First-response draft generation from ticket context
Try Helpdesk workflows

Projects

5 workflows
  • Status summaries and stakeholder updates
  • Deadline alerts and task reassignment suggestions
  • Resource utilisation insights and overload warnings
  • Milestone tracking with next-step recommendations
  • Time entry reminders and timesheet validation
Try Projects workflows

Wallets

5 workflows
  • Low balance alerts with funding recommendations
  • Unusual transaction detection and fraud prevention
  • Automated reconciliation between wallets and bank accounts
  • Transfer approval flows based on amounts and recipients
  • Cash position summaries and liquidity forecasting
Try Wallets workflows

Analytics

5 workflows
  • Automated KPI reports daily, weekly, or monthly to your inbox
  • Trend anomaly detection with proactive alerts
  • Cross-module insights — sales vs. inventory, HR vs. payroll
  • Custom dashboards generated from natural-language requests
  • Predictive forecasts for revenue, churn, and resource needs
Try Analytics workflows

Marketing

5 workflows
  • Campaign performance digests with channel breakdown
  • Audience segmentation based on behaviour and purchase history
  • Email & WhatsApp drip sequences triggered by lifecycle events
  • Content calendar reminders tied to product launches
  • Attribution reports connecting spend to pipeline
Try Marketing workflows

Cross-module

5 workflows
  • Lead → Quote → Invoice handoff with zero manual entry
  • Stock depletion → PO fully automated reorder loop
  • Ticket → Refund with approval routing
  • Payroll → Accounting posting with variance checks
  • Churn signal → Save play kicked off from analytics
Try cross-module workflows

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