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OURWorkflow templates

Start from a process
that already works.

Nine recurring processes small businesses run, ready to adapt. Each one says what starts it and where it stops for a person — change the wording to match how you actually do it.

Start freeHow workflows work
Finance operationsDaily, on a schedule

Overdue invoice chase

Works the aged debt list on a ladder you set — a reminder at seven days, firmer at thirty, a word with you before anything harder.

You approveAnything past the second reminder

Finance operationsFirst working day of the month

Month-end pack

Assembles the numbers your accountant asks for every month into the same format each time, with the unusual items called out.

You approveThe pack before it is sent

Customer serviceEvery weekday, early

Overnight inbox triage

Sorts what arrived into what needs you, what needs an answer it can draft, and what needs filing — before you open the laptop.

You approveEvery drafted reply

SalesTwice a week

Quote follow-up sequence

Finds quotes sent with no answer, follows up in your voice at the interval you set, and stops the moment someone replies.

You approveThe first message in any new sequence

AdministrationWhen a deal is marked won

New client onboarding

Welcome email, contract and intake form out, folder created, job opened in the tracker, kick-off booked.

You approveThe welcome email and the contract

SchedulingThursday, for the following week

Weekly diary fill

Works the list of customers due a visit, offers times that fit your route and hours, and books what gets accepted.

You approveThe booking rules, once

Recurring processesMonday morning

The Monday report

The same numbers from the same places, with the commentary written, in the right inbox before the meeting.

You approveThe first run only

Recurring processesWeekly sweep

Renewal and expiry watch

Watches contracts, insurance, certifications and subscriptions, and gives notice far enough ahead to act on it.

You approveNothing — every renewal decision is yours

SoftwareMonthly

Dependency and maintenance sweep

Bumps dependencies, fixes what breaks, runs your suite, and opens a reviewable pull request instead of a ticket.

You approveEvery pull request

Templates are a starting point

Then you describe yours.

None of these will match your business exactly, and they are not meant to. Take the closest one, tell Kaer what is different about how you do it, and the process follows. There is no canvas to redraw and no boxes to rewire.

  • Plain-English edits, not a workflow builder
  • Run it once by hand before it goes on a schedule
  • Move the approval gates wherever they belong for you

Take one. Make it yours.

The Starter tier is free — enough to run a template end to end and see whether it fits.

or see pricing