Templates
Discover Our ready-to-use templates and simplify your work!
We offer a wide range of templates tailored to different industries and teams. Download them directly here, or explore our full library on Flokzu to start automating right away. Need to adapt them to your organization? Customize them fully to suit your needs and optimize your business processes effortlessly.
Financial institutions
Process automation enables financial institutions to deliver high-quality services quickly and reliably, enhancing their reputation and fostering customer loyalty. By automating routine tasks, teams can focus on high-value activities such as personalized advisory services and strategic planning, driving long-term growth and profitability.
Available templates:
Mortgage approval
Streamline mortgage applications, evaluations, and approvals with our template, significantly reducing wait times and optimizing decision-making. The form collects all applicant data, including key supporting documents, allowing your team to make decisions in a structured and efficient manner.
Investment evaluation
Save time and ensure smooth, transparent investment management processes. This template centralizes all relevant information, from the request letter to payment plans, simplifying decision-making and automating communications.
Audit management
Enhance audit tracking with our template. It enables efficient monitoring of corrective actions, automates reminders, and organizes necessary meetings, ensuring a more effective and organized process.
Insurance quotes
Automating this process ensures accuracy and consistency in data management, minimizes errors and risks, and improves response times. Our template allows you to attach images and include all the necessary information for informed decision-making. Additionally, your team can automate communications and effectively track progress.
Vehicle claim
Optimize your claims process and provide better service to applicants. Use our template to organize workflows, improve process transparency, and streamline task management. The workflow incorporates all potential scenarios, ensuring an efficient and effective resolution every step of the way.
Human Resources
Automating HR processes is essential to improving operational efficiency, reducing errors, and gathering actionable data. With process automation, your team can focus on strategic activities like talent management and informed decision-making, boosting productivity and satisfaction for employees, candidates, and the organization as a whole.
Available templates:
Recruitment and Hiring:
Streamline and standardize the recruitment process to make it more efficient and improve the experience for everyone involved, from candidates to decision-makers.
Leave request:
With this template, employees and managers gain real-time access to updated information on request statuses and available days. This frees the HR team from repetitive administrative tasks, enabling them to focus on more strategic initiatives.
Performance evaluation:
Automate and standardize performance evaluations for your organization. Leaders evaluate their team members on key aspects like engagement, performance, and work quality, while employees complete self-assessments. These evaluations are then compared in HR meetings, with results recorded and reviewed every semester to identify improvement opportunities.
Training requests:
Simplify the training request process for your team and promote continuous development. Employees complete a form detailing the training provider, cost, and motivation. The request is then reviewed by the direct supervisor, who approves or rejects it, notifying HR to manage the next steps.
Employee Onboarding and Offboarding:
Onboarding and offboarding are critical HR processes. Automating them ensures all necessary steps are completed efficiently, involving the appropriate stakeholders and making transitions seamless for both new hires and departing employees.
Administration & Operations
Automating administrative processes is essential for improving efficiency and accuracy in daily operations. Repetitive tasks are handled faster and more precisely, freeing your team to concentrate on strategic, value-added activities. Process automation also enhances task traceability, which is critical in an area often requiring collaboration across departments.
Available templates:
Debt collection management
Track payment follow-ups comprehensively, including automated alerts for upcoming due dates and reminders. You can also configure escalations to involve financial management if a customer fails to meet payment commitments, ensuring greater control and minimizing errors or delays.
Supplier payment
Without proper management, supplier payment processes can become chaotic. Our template automates every step of the process, from collecting supplier information and invoice details to approvals, invoice logging, and payment scheduling. This ensures a smooth, error-free workflow with complete transparency.
Audit management
Automate every stage, from planning new audits and attaching results to approving reports and scheduling closing meetings. Include objective descriptions, completed tasks, and file attachments to ensure an organized, efficient, and complete audit process.
Office supplies request
Accelerate purchase approvals with our template, ensuring seamless adherence to procedures while boosting operational efficiency. Gain greater budget and procurement control through detailed expense reports, enabling more precise financial planning.
Expense reimbursements
Automate the reimbursement process to speed up request reviews and approvals, reducing wait times for employees and enhancing satisfaction. Centralize and digitize documentation, eliminating risks such as lost receipts or accounting errors, while maintaining a fully transparent workflow.
Customer Service
Automating the Customer Service department is essential for enhancing efficiency and service quality. It not only improves operational performance but also elevates the customer experience by delivering faster responses and more effective solutions. This strengthens the company’s reputation and fosters customer loyalty.
Available templates:
Requests, Complaints, Claims, and Suggestions (RCCS)
Our template streamlines the reception and processing of RCCS, enabling quicker and more effective responses to customer needs. Public forms make it easy for users to submit their requests, while a pre-defined workflow ensures proper tracking and automated updates, keeping customers informed about the status of their submissions.
Satisfaction surveys
Automating satisfaction surveys accelerates data collection and analysis, helping identify areas of improvement and strength. Our template features a user-friendly form for customers to provide feedback, triggering automated data analysis and ensuring timely delivery of insights to your team.
Task management
Automating task management brings order and prioritization to your customer service operations. It enables efficient tracking of responsibilities within the team, ensuring that each task is completed promptly and effectively, ultimately optimizing the quality of service provided.
Sales
Automating the sales department not only enhances the team’s professionalism but also provides valuable data for strategic decision-making. By eliminating repetitive manual tasks, the team can focus on high-impact activities that improve engagement with potential clients and strengthen business relationships. This not only boosts the department’s efficiency but also drives the company’s growth and competitiveness in the market.
Available templates
Registration and tracking of business opportunities
Streamline your sales processes with our template, which centralizes information, enables accurate tracking of decisions made, and allows you to attach commercial proposals for more efficient and organized management.
Service affiliation
Attach all required documentation, and automatically notify stakeholders once the enrollment is successfully processed, ensuring fast and accurate handling of requests.
Client visits
Automating client visits streamlines the planning, tracking, and coordination of meetings, significantly improving communication and client relationships. It also allows you to record context and information gathered during meetings, enriching the overall customer interaction.
Purchases
Automating purchasing processes not only boosts the productivity of the team but also enhances accuracy, transparency, and traceability across all stages of the acquisition process. This results in more efficient and strategic resource management for the company.
Available templates:
Supplier Onboarding and Offboarding
This template simplifies the management of your supplier database, ensuring constant updates and facilitating the identification of potential new suppliers. It includes approval tasks, reminders, and automated emails to communicate decisions, making the process seamless and efficient.
Supplies request
Our template streamlines the purchasing process, covering everything from requests and approvals to issuing purchase orders. Recognizing that not all purchases require the same approval conditions, our workflow incorporates manager-level approvals for purchases exceeding a predefined amount. Additionally, you’ll benefit from automated reminders and email notifications for each decision, ensuring a smooth and transparent process.
IT
Automating the IT department not only boosts the team’s productivity and organization but also enhances the availability, security, and efficiency of the company’s IT systems. This approach plays a vital role in ensuring long-term competitiveness and success in an ever-evolving environment.
Available Templates:
Investment evaluation
Streamline investment requests from your teams with this template. The process begins with a form where the requester provides details about the desired service. The IT team then reviews the request, determines whether to approve or reject it, and automatically notifies the requester of the decision. This simplifies decision-making and eliminates the need for manual tasks.
Supplier Onboarding or Offboarding
Automate supplier management to save time and effort by centralizing all supplier information in a single process. Using the provided form, suppliers can submit their details, which the IT team will validate and evaluate to decide on approval or removal. The template includes reminders and automated emails, enabling the team to focus on more critical tasks.
Attention to incidents
While simple, this template is invaluable for IT teams. Standardizing and organizing the attention to incidents process ensures greater efficiency. Once the team receives a form describing the incident, they automatically acknowledge receipt or request additional information if needed. An automatic notification is sent when the incident is resolved, closing the loop in a transparent and effective manner.
Education
Automating educational institutions enhances resource management and enables the delivery of quality education more efficiently and effectively. By freeing up time and human resources, automation allows staff to focus on high-value activities, ultimately contributing to academic success and the holistic development of the entire educational community.
Available templates:
Teacher recruitment
Automating this process ensures consistency and accuracy in data management, minimizing errors and risks. The form collects all the necessary information for faculty openings, while the workflow handles various tasks, including decision-making steps. Automatic emails can be sent to communicate outcomes, ensuring clear and timely communication throughout the process.
Office supplies requests
Streamlining the purchasing process reduces the time needed to manage and approve requests for teaching materials, technology, or general supplies. This allows educators and administrators to focus on their primary responsibilities. With our template, you can centralize all purchase requests, track progress, and ensure transparency and compliance at every step.
Budget control
Monitor budget requests from different teams with our comprehensive template. It enables full tracking from the initial request to expense reporting. All budget-related information is centralized in one accessible location, keeping data organized and readily available to all stakeholders.
Industrial
Automation in industrial organizations enhances operational efficiency, reduces costs, and significantly contributes to a safer, more productive work environment.
Available templates:
Production orders
Automating production order management streamlines the process of tracking and monitoring each order, minimizing human errors and delays. This results in more efficient production cycles while providing real-time visibility into the status of each order. Such transparency enables informed decision-making and quick adjustments to meet changing demand or production conditions.
Incident handling
This template allows for faster and more accurate data collection, enabling the timely implementation of corrective actions. In addition to improving workplace safety, automation helps prevent future incidents by identifying patterns and areas for improvement.
Healthcare
Automating business processes in the healthcare sector not only enhances patient-centered care but also ensures precise resource management, including financial and supply-related assets.
Available templates:
Supplies request
Our template streamlines the procurement of supplies, equipment, and medications, reducing approval times and ensuring that essential materials are available when needed. Additionally, it enhances transparency and oversight of purchases, optimizing resources in a sector where cost control and efficiency are critical.
Unit budget requests and approvals
Automating budget request and approval processes for units improves organizational transparency and efficiency. By standardizing and simplifying the workflow, delays are minimized, and fund allocation becomes more consistent, enabling better planning and utilization of available resources.
Financial institutions
Process automation enables financial institutions to deliver high-quality services quickly and reliably, enhancing their reputation and fostering customer loyalty. By automating routine tasks, teams can focus on high-value activities such as personalized advisory services and strategic planning, driving long-term growth and profitability.
Available templates:
Mortgage approval
Streamline mortgage applications, evaluations, and approvals with our template, significantly reducing wait times and optimizing decision-making. The form collects all applicant data, including key supporting documents, allowing your team to make decisions in a structured and efficient manner.
Investment evaluation
Save time and ensure smooth, transparent investment management processes. This template centralizes all relevant information, from the request letter to payment plans, simplifying decision-making and automating communications.
Audit management
Enhance audit tracking with our template. It enables efficient monitoring of corrective actions, automates reminders, and organizes necessary meetings, ensuring a more effective and organized process.
Insurance quotes
Automating this process ensures accuracy and consistency in data management, minimizes errors and risks, and improves response times. Our template allows you to attach images and include all the necessary information for informed decision-making. Additionally, your team can automate communications and effectively track progress.
Vehicle claim
Optimize your claims process and provide better service to applicants. Use our template to organize workflows, improve process transparency, and streamline task management. The workflow incorporates all potential scenarios, ensuring an efficient and effective resolution every step of the way.
Human Resources
Automating HR processes is essential to improving operational efficiency, reducing errors, and gathering actionable data. With process automation, your team can focus on strategic activities like talent management and informed decision-making, boosting productivity and satisfaction for employees, candidates, and the organization as a whole.
Available templates:
Recruitment and Hiring:
Streamline and standardize the recruitment process to make it more efficient and improve the experience for everyone involved, from candidates to decision-makers.
Leave request:
With this template, employees and managers gain real-time access to updated information on request statuses and available days. This frees the HR team from repetitive administrative tasks, enabling them to focus on more strategic initiatives.
Performance evaluation:
Automate and standardize performance evaluations for your organization. Leaders evaluate their team members on key aspects like engagement, performance, and work quality, while employees complete self-assessments. These evaluations are then compared in HR meetings, with results recorded and reviewed every semester to identify improvement opportunities.
Training requests:
Simplify the training request process for your team and promote continuous development. Employees complete a form detailing the training provider, cost, and motivation. The request is then reviewed by the direct supervisor, who approves or rejects it, notifying HR to manage the next steps.
Employee Onboarding and Offboarding:
Onboarding and offboarding are critical HR processes. Automating them ensures all necessary steps are completed efficiently, involving the appropriate stakeholders and making transitions seamless for both new hires and departing employees.
Administration & Operations
Automating administrative processes is essential for improving efficiency and accuracy in daily operations. Repetitive tasks are handled faster and more precisely, freeing your team to concentrate on strategic, value-added activities. Process automation also enhances task traceability, which is critical in an area often requiring collaboration across departments.
Available templates:
Debt collection management
Track payment follow-ups comprehensively, including automated alerts for upcoming due dates and reminders. You can also configure escalations to involve financial management if a customer fails to meet payment commitments, ensuring greater control and minimizing errors or delays.
Supplier payment
Without proper management, supplier payment processes can become chaotic. Our template automates every step of the process, from collecting supplier information and invoice details to approvals, invoice logging, and payment scheduling. This ensures a smooth, error-free workflow with complete transparency.
Audit management
Automate every stage, from planning new audits and attaching results to approving reports and scheduling closing meetings. Include objective descriptions, completed tasks, and file attachments to ensure an organized, efficient, and complete audit process.
Office supplies request
Accelerate purchase approvals with our template, ensuring seamless adherence to procedures while boosting operational efficiency. Gain greater budget and procurement control through detailed expense reports, enabling more precise financial planning.
Expense reimbursements
Automate the reimbursement process to speed up request reviews and approvals, reducing wait times for employees and enhancing satisfaction. Centralize and digitize documentation, eliminating risks such as lost receipts or accounting errors, while maintaining a fully transparent workflow.
Customer Service
Automating the Customer Service department is essential for enhancing efficiency and service quality. It not only improves operational performance but also elevates the customer experience by delivering faster responses and more effective solutions. This strengthens the company’s reputation and fosters customer loyalty.
Available templates:
Requests, Complaints, Claims, and Suggestions (RCCS)
Our template streamlines the reception and processing of RCCS, enabling quicker and more effective responses to customer needs. Public forms make it easy for users to submit their requests, while a pre-defined workflow ensures proper tracking and automated updates, keeping customers informed about the status of their submissions.
Satisfaction surveys
Automating satisfaction surveys accelerates data collection and analysis, helping identify areas of improvement and strength. Our template features a user-friendly form for customers to provide feedback, triggering automated data analysis and ensuring timely delivery of insights to your team.
Task management
Automating task management brings order and prioritization to your customer service operations. It enables efficient tracking of responsibilities within the team, ensuring that each task is completed promptly and effectively, ultimately optimizing the quality of service provided.
Sales
Automating the sales department not only enhances the team’s professionalism but also provides valuable data for strategic decision-making. By eliminating repetitive manual tasks, the team can focus on high-impact activities that improve engagement with potential clients and strengthen business relationships. This not only boosts the department’s efficiency but also drives the company’s growth and competitiveness in the market.
Available templates
Registration and tracking of business opportunities
Streamline your sales processes with our template, which centralizes information, enables accurate tracking of decisions made, and allows you to attach commercial proposals for more efficient and organized management.
Service affiliation
Attach all required documentation, and automatically notify stakeholders once the enrollment is successfully processed, ensuring fast and accurate handling of requests.
Client visits
Automating client visits streamlines the planning, tracking, and coordination of meetings, significantly improving communication and client relationships. It also allows you to record context and information gathered during meetings, enriching the overall customer interaction.
Purchases
Automating purchasing processes not only boosts the productivity of the team but also enhances accuracy, transparency, and traceability across all stages of the acquisition process. This results in more efficient and strategic resource management for the company.
Available templates:
Supplier Onboarding and Offboarding
This template simplifies the management of your supplier database, ensuring constant updates and facilitating the identification of potential new suppliers. It includes approval tasks, reminders, and automated emails to communicate decisions, making the process seamless and efficient.
Supplies request
Our template streamlines the purchasing process, covering everything from requests and approvals to issuing purchase orders. Recognizing that not all purchases require the same approval conditions, our workflow incorporates manager-level approvals for purchases exceeding a predefined amount. Additionally, you’ll benefit from automated reminders and email notifications for each decision, ensuring a smooth and transparent process.
IT
Automating the IT department not only boosts the team’s productivity and organization but also enhances the availability, security, and efficiency of the company’s IT systems. This approach plays a vital role in ensuring long-term competitiveness and success in an ever-evolving environment.
Available Templates:
Investment evaluation
Streamline investment requests from your teams with this template. The process begins with a form where the requester provides details about the desired service. The IT team then reviews the request, determines whether to approve or reject it, and automatically notifies the requester of the decision. This simplifies decision-making and eliminates the need for manual tasks.
Supplier Onboarding or Offboarding
Automate supplier management to save time and effort by centralizing all supplier information in a single process. Using the provided form, suppliers can submit their details, which the IT team will validate and evaluate to decide on approval or removal. The template includes reminders and automated emails, enabling the team to focus on more critical tasks.
Attention to incidents
While simple, this template is invaluable for IT teams. Standardizing and organizing the attention to incidents process ensures greater efficiency. Once the team receives a form describing the incident, they automatically acknowledge receipt or request additional information if needed. An automatic notification is sent when the incident is resolved, closing the loop in a transparent and effective manner.
Education
Automating educational institutions enhances resource management and enables the delivery of quality education more efficiently and effectively. By freeing up time and human resources, automation allows staff to focus on high-value activities, ultimately contributing to academic success and the holistic development of the entire educational community.
Available templates:
Teacher recruitment
Automating this process ensures consistency and accuracy in data management, minimizing errors and risks. The form collects all the necessary information for faculty openings, while the workflow handles various tasks, including decision-making steps. Automatic emails can be sent to communicate outcomes, ensuring clear and timely communication throughout the process.
Office supplies requests
Streamlining the purchasing process reduces the time needed to manage and approve requests for teaching materials, technology, or general supplies. This allows educators and administrators to focus on their primary responsibilities. With our template, you can centralize all purchase requests, track progress, and ensure transparency and compliance at every step.
Budget control
Monitor budget requests from different teams with our comprehensive template. It enables full tracking from the initial request to expense reporting. All budget-related information is centralized in one accessible location, keeping data organized and readily available to all stakeholders.
Industrial
Automation in industrial organizations enhances operational efficiency, reduces costs, and significantly contributes to a safer, more productive work environment.
Available templates:
Production orders
Automating production order management streamlines the process of tracking and monitoring each order, minimizing human errors and delays. This results in more efficient production cycles while providing real-time visibility into the status of each order. Such transparency enables informed decision-making and quick adjustments to meet changing demand or production conditions.
Incident handling
This template allows for faster and more accurate data collection, enabling the timely implementation of corrective actions. In addition to improving workplace safety, automation helps prevent future incidents by identifying patterns and areas for improvement.
Healthcare
Automating business processes in the healthcare sector not only enhances patient-centered care but also ensures precise resource management, including financial and supply-related assets.
Available templates:
Supplies request
Our template streamlines the procurement of supplies, equipment, and medications, reducing approval times and ensuring that essential materials are available when needed. Additionally, it enhances transparency and oversight of purchases, optimizing resources in a sector where cost control and efficiency are critical.
Unit budget requests and approvals
Automating budget request and approval processes for units improves organizational transparency and efficiency. By standardizing and simplifying the workflow, delays are minimized, and fund allocation becomes more consistent, enabling better planning and utilization of available resources.
