Ready-to-use process templates
Install pre-configured templates with stages, fields and automations. Start operating in minutes.
Start for freeEmployee Onboarding Template
Complete onboarding process in 6 stages — from pre-admission to probation evaluation — with fields, SLAs and configured automations.
Employee Termination Process Template
Complete CLT termination process in 5 stages — from communication to eSocial closure, with fields, documents and automations.
Contract Approval Template
Contract approval process in 7 stages — from request to archive and validity — with legal review, financial review and approval thresholds.
Due Diligence Template
Due diligence process in 5 stages for M&A, partnerships and investments — with document collection, risk analysis and traceable final report.
Credit Analysis Template
Credit analysis process in 5 stages — from registration to formalization — with automatic scoring, credit committee and audit trail for regulatory compliance.
Expense Approval Template
Expense approval process in 4 stages — from request to payment — with value thresholds, segregation of duties and audit trail.
Whistleblowing Channel Template
Whistleblowing channel in 6 stages — from receipt to monitoring — with anonymity, SLA, access control and audit trail per Brazilian law.
Data Subject Request Template (LGPD)
Data subject request fulfillment process per LGPD in 5 stages — from receipt to response — with deadlines, data mapping and audit trail.
Claims Management Template
Claims adjustment process in 6 stages — from FNOL to payment — with SLA, policyholder portal and SUSEP compliance.
Healthcare Provider Credentialing Template
Healthcare provider credentialing process in 7 stages — from application to ongoing monitoring — with ANS compliance and full traceability.
Scholarship Selection Process Template
Scholarship selection process in 7 stages — from publishing the call to monitoring recipients — with MEC compliance and full traceability.
Client Onboarding Template
Client onboarding process in 5 stages — from contract signature to go-live — with structured kickoff, setup, training and handoff.