Let’s take a practical example.

You need to onboard a new hire to your organization.

Your latest onboarding process is out of date, and you can’t even remember which folder it’s in anymore. Also, you don’t want to ask someone in the HR team, as you don’t want to get dragged into endless meetings or threads just to find a lost doc.

That’s when workflows come in.

  • When you click on workflows, you get access to a complete and searchable directory of every process, protocol, and workflow in your organization — segmented by team and owner.

  • Access customizable workflow templates for every team use case to get started in minutes — choose among onboarding, design briefs, marketing campaigns, holiday requests, and more.

  • Create your own step-by-step workflows, in the workflow builder — choose among texts, to-dos, forms, file uploads, and approvals, to create solid and scalable processes.

  • Once you document your workflow, you can assign it to yourself or your coworkers, so they can execute it step by step, ensuring accountability, transparency and consistency.

  • Workflow owners will be notified when a workflow is completed, and can keep track of all the assigned workflows on a dedicated dashboard.

Everything is linked together, so you can easily zoom in or out — or jump across workflow owners’ profiles, related teams, or projects — to find what you need.

Everything is searchable through search.

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