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Automation Templates

Configure onboarding workflows for customers and employees

Standard Employee Onboarding

Default
EmployeeActive

6 steps

Complete onboarding workflow for new full-time employees including contracts, training, and orientation meetings.

📄1 contract✓1 task📚1 course🔔1 notification📅2 meetings

IT Department Onboarding

EmployeeActive

3 steps

Specialized onboarding for IT department employees with additional security training.

📄1 contract✓1 task📚1 course

Contractor Onboarding

EmployeeDraft

2 steps

Streamlined onboarding for contractors and temporary staff.

📄1 contract🔔1 notification

Standard Customer Onboarding

Default
CustomerActive

4 steps

Default onboarding flow for new customers including service agreements and welcome materials.

📄1 contract✓1 task🔔1 notification📅1 meeting

Enterprise Customer Onboarding

CustomerActive

5 steps

Comprehensive onboarding for enterprise clients with dedicated support.

📄1 contract✓1 task📚1 course🔔1 notification📅1 meeting

Archived Customer Template

CustomerArchived

1 step

Old customer onboarding template no longer in use.

🔔1 notification