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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.

Budget and Contracting Process


Vendor-Specific Budget and Contracting Process is a pipeline for budgeting and contract processing.

Budget Transfer Request


The Budget Transfer Request business process serves as a crucial document that an employee submits to gain budget relocation approval, including a justification for doing so.

Bug Tracking and Reporting


Manage and streamline bugs resolution process with Pneumatic’s bug tracking template.

Business Contract Analysis


A process for managing and creating company contracts efficiently.

Business plan budgeting


The Budgeting template is designed to assist in the annual budgeting process that a company needs each year to manage how funds will be allocated over the next year.

Business Revenue


Track your budget and plan expanses using Pneumatic's Business Revenue Template. Keep your finances organized with automations, alerts, reports, and more.

Business Travel Itinerary


The Business Travel Itinerary is a structured process designed to streamline the management of business trips, enhancing control over activities, efficiency, and decision-making agility.

Buy-Side Real Estate Management


The Buy-Side Real Estate Management process is designed to manage client's real estate needs, track suitable listings and manage the entire deal flow from start to finish.

Buyer Personas


A process to understand customer profiles and behavior using market research and existing customer data.

Cake Quotation


This business process is designed to streamline the ordering, budgeting, preparation and delivery of cakes in an automated and organized manner.

Call center management


The Pneumatic Call Center Management template is designed to assist call center agents in the problem-solving process.

Campaign Briefing


A process to collect multiple requests for marketing team to create and execute ad campaigns.

Candidates Screening and Interviews


A structured process to guide HR through candidates screening and interviews.

CAPEX Request


The CAPEX Request process is a critical component of financial accounting that requires thorough evaluation and planning. It involves automating the CapEx management system to expedite the request and review process, as well as secure audit records for governance purposes.

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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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