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Free Template Library

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.

Field Service Management


This process helps in organizing the field operations of a team of service professionals.

Financial Department Requests


Centralize Finance Department Requests in a single place with Pneumatic. Provide your finance teams with full visibility and control of their operational workflow in a single streamlined, error-proof platform.

Financial management plan


Assisting in the creation and development of a financial plan for your company or project.

Financial Risk Management


A system designed to improve decision-making in customer selection, enhancing efficiency and preventing credit defaults.

FMEA - Failure Mode and Effects Analysis


A structured approach to discovering potential failures that may exist within the design of a product or process.

Foreign Currency Exchange


This process is intended to help exchange houses manage their foreign currency orders using Pneumatic.

Franchise Lead Management


A process designed to manage prospective franchisees for franchise owners.

Franchise Opening


The Franchise Opening process is designed to simplify and streamline the various activities and documentation required when opening a franchise.

Freelancer Payment


A business process designed to manage freelancer payments efficiently.

Funding Request Pipeline


A step-by-step process developed to aid in creating and managing your funding strategy.

Futures & Options Trading


This business process is designed for investors, farmers, and agribusiness managers that want to manage their market risks or speculate by trading futures and options.

General Ledger


This business process aims to manage and keep track of the financial transactions of your company in an efficient and intuitive manner.

Google Ads Management


A process for managing and tracking Google Ads workflow, ensuring timely ad placement and conversion analysis.

Google Ads Optimization


A routine to optimize your Google Ads campaigns and improve performance.

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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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