Templates
Start from a process that already works
Every template below is a complete process: the steps in order, the fields each step collects, which of those fields have to be filled before a job can move on, and written documentation for every step. Pick one and it is running in a click. Change any of it afterwards, because it is your process, not ours.
Sales
Track deals from first contact to closed-won.
7 steps10 fields8 requiredNew Hire Onboarding
From signed offer to a productive team member.
5 steps8 fields8 requiredRepair Jobs
Workshop intake → quote → repair → pickup.
7 steps12 fields11 requiredSupport Tickets
Inbound issues from triage to resolution.
5 steps6 fields6 requiredProject Schedule
Milestone-driven projects, visualised on the Timeline.
5 steps9 fields7 requiredContacts
One place for the people and companies you deal with.
2 steps13 fields1 required
None of these are quite your process?
Most businesses already have theirs written down somewhere, even if that somewhere is a spreadsheet. Upload the spreadsheet, an SOP, a Word document or a slide deck and the AI stream builder reads it and proposes the steps, the fields and the gates. You review it, change what it got wrong, and create it.
Watch a spreadsheet become a processStart with the free plan
Two users, 500 records and every feature switched on. No credit card, and your data stays in Australia.
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