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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.

Document Management


A process to request, manage, and track documents in a single tool.

Document Notarization for Mortgage


A structured workflow designed to streamline the notarization process for mortgage documentation, ensuring all paperwork is correctly signed, scheduled and verified.

Double Diamond Design Process


This process applies the renowned British methodology to analyze and execute your design workflow effectively and efficiently.

Early Check-in (Double Room)


This business process is designed to enable guests to check-in early to their double rooms, streamlining the process for both the guests and the hosts.

Employee Confirmation


The Employee Confirmation process is a structured approach to ensure the successful integration of new employees into the company. It involves a series of emails and meetings between different stakeholders to assess the new joiners' performance and fit in the company.

Employee Expense Claim


The Employee Expense Claim is a process through which employees can seek reimbursement for business-related expenses incurred during the course of their job.

Employee Feedback


Employee feedback is a crucial process that allows organizations to gauge how valued and motivated their employees feel to carry out their tasks. Through automation of feedback surveys, the Human Resources team can identify all aspects impacting employee satisfaction and engagement.

Employee loan


This process is designed for managing the process of loaning money to employees, from requirement process, permission for this loan to be made, and payment.

Employee Nomination


The Employee Nomination process is a systematic approach to acknowledge and reward employees for their exceptional work and achievements. It involves a structured method for submitting and approving nominations, tracking their status, and ensuring timely recognition.

Employee Offboarding


The Employee Offboarding process is designed to streamline the final step in the employee journey.

Employee Onboarding


Employee Onboarding is a vital process that aids in integrating a new hire into the company and its culture, ensuring they feel welcomed and ready to contribute from day one.

Employee Performance Evaluation


Structure and standardize your Performance Evaluation process with Pneumatic. This template was built based on market best practices to ensure all employees are evaluated on the same criteria.

Employee Promotion Process


A process to evaluate and promote deserving employees through an intuitive interface.

Employee Referral


The Employee Referral process is designed to facilitate faster hiring and onboarding processes by leveraging the networks of current employees. This automated workflow keeps employees informed about current openings, allows for easy referral of potential candidates, and provides tracking for referral requests.

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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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