Six Workflow Categories
1. Revenue Workflows
Lead capture, qualification, outbound sequences, appointment booking, and pipeline management.
2. Client Workflows
Onboarding, status updates, review requests, renewal reminders, and satisfaction monitoring.
3. Document Workflows
Contract generation, form processing, data extraction, compliance checks, and digital signatures.
4. Financial Workflows
Invoice generation, payment tracking, expense categorization, and financial reporting.
5. Workforce Workflows
Task assignment, scheduling, performance tracking, training delivery, and capacity planning.
6. Infrastructure Workflows
System monitoring, backup verification, security alerts, and maintenance scheduling.