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Enable your team with self-serve templates
Want to automate a process but not too sure where to start? Try out our pre-built business process templates for workflows that are ready to use. From Employee Onboarding to NDAs and much more.
Build complex document automation without writing a single line of code. Use our templates as a starting point and edit and build workflows to suit your needs.
OPERATIONS
Item procurement
Create a purchase requisition and a purchase order using Autto to send to a vendor
Information Security Training
Information Security Training for all staff & contractors
IT Incident Management
A template for capturing security incidents, system failures, or other related events that may impact Information Security.
IT Project Proposal Generator
Use this template to create your own Proposal Generator process workflow.
Workplace Incident Reporting
A template for reporting near misses, injuries and unsafe practices
Customer Satisfaction Survey
A Customer Satisfaction Survey with varied and widely applicable questions
LEGAL
Non-Disclosure Agreement
Repeating the same processes again and again? Set up a simple NDA process workflow using our pre-populated template.
New Employee Contract
A template for creating a contract for a Full-time, temporary employee or consultant
HUMAN RESOURCES
Employee Off-boarding
An HR Off-boarding template with universal application
Information Security Training
Information Security Training for all staff & contractors.
Employee Appraisals
A universal Appraisal template to be completed by an employee to undergo a review process.
Employee Satisfaction Survey
An Employee Satisfaction Survey with varied and widely applicable questions
Employee Onboarding
Use our pre-populated template to create your own HR onboarding process workflow using the simple drag and drop workflow builder
