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Explore our business process templates that you can customize, use as-is or simply build your workflow from scratch. No-code required.

All Workflow Templates

Template Generator


Our Workflow Template Generator recognizes your specific needs and requirements and generates custom workflow templates in moments, just give it a few pointers about what kind of workflow you need.

Customer Interviews


A step-by-step guide to conducting effective customer interviews to enhance product development.

Customer Onboarding


Customer Onboarding is a crucial process that involves activities designed to help customers get familiar with, and start using a product. It also includes steps to help customers adapt to the product's learning curve and integrate it into their business operations.

Customer Satisfaction Survey


The Customer Satisfaction Survey process is designed to gather insights from customers to improve product or service quality and enhance customer experiences.

Customer Satisfaction Survey - Phone


A structured process for conducting post-sales customer satisfaction surveys via phone.

Customer Satisfaction Survey Form


A process for centralizing customer satisfaction survey responses, organizing and extracting survey data using Pneumatic Public Form Feature.

Customer Success Management


This process focuses on managing customer success with full visibility of the companies and tasks at hand. It aims to ensure customers are managed according to SLAs, with efficiency and speed.

Customer Support & Help Desk


A system for receiving, managing, and resolving customer ticket requests in a single place.

Customer Targeting


A step-by-step process to identify and assess potential customers for a business.

Damaged or Lost Baggage


A process for managing requests for luggage repairs and lost luggage claims, from claim to compensation payment.

Database update


Pneumatic Database Update Template is a process used whenever a user needs to request updates to their information database.

Deal Flow for Venture Capital


Pneumatic's Deal Flow for Venture Capital is a structured process designed to facilitate the closing of big deals for venture capital companies.

Debt Collection


Manage all your defaulting clients more easily and intuitively with Pneumatic's Debt Collection template.

Decision Analysis


Pneumatic Decision Analysis Free Template is designed for those who want to keep track and control of all the alternatives that could help them make a decision.

DMAIC


Pneumatic's DMAIC is a business process based on Six Sigma's continuous improvement methodology designed to solve issues or improve any process in an optimized manner.

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Our Workflow Template Generator

You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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