--- title: "Essential workflow templates for automation" canonical_url: "https://www.nutrient.io/guides/workflow-automation/workflow-templates/" md_url: "https://www.nutrient.io/guides/workflow-automation/workflow-templates.md" last_updated: "2026-06-19T09:21:00.369Z" description: "Explore essential workflow templates for civic, finance, HR, IT, and more to streamline processes and enhance productivity without hassle." --- # Workflow templates ## Civic or city - [Charitable giving assessment](https://www.nutrient.io/guides/workflow-automation/workflow-templates/civic-or-city/charitable-giving-assessment.md) - [City permit request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/civic-or-city/city-permit-request.md) - [Fence permit application](https://www.nutrient.io/guides/workflow-automation/workflow-templates/civic-or-city/fence-permit-application.md) - [Pet licensing](https://www.nutrient.io/guides/workflow-automation/workflow-templates/civic-or-city/pet-licensing.md) - [Recreational sports team signup](https://www.nutrient.io/guides/workflow-automation/workflow-templates/civic-or-city/recreational-sports-team-signup.md) - [Volunteer request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/civic-or-city/volunteer-request.md) ## Cross departmental - [Business card order](https://www.nutrient.io/guides/workflow-automation/workflow-templates/cross-departmental/business-card-order.md) - [Simple document review](https://www.nutrient.io/guides/workflow-automation/workflow-templates/cross-departmental/simple-document-review.md) - [Training request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/cross-departmental/training-request.md) - [Travel request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/cross-departmental/travel-request.md) - [User feedback](https://www.nutrient.io/guides/workflow-automation/workflow-templates/cross-departmental/user-feedback.md) ## Finance - [Capital expenditure request (CER)](https://www.nutrient.io/guides/workflow-automation/workflow-templates/finance/capital-expenditure-request-cer.md) - [Capital expenditure request (CER) with advanced form](https://www.nutrient.io/guides/workflow-automation/workflow-templates/finance/capital-expenditure-request-cer-with-advanced-form.md) - [Employee reimbursement request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/finance/employee-reimbursement-request.md) - [General finance department request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/finance/general-finance-department-request.md) - [I-9](https://www.nutrient.io/guides/workflow-automation/workflow-templates/finance/i-9.md) - [Invoice approval](https://www.nutrient.io/guides/workflow-automation/workflow-templates/finance/invoice-approval.md) - [New vendor request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/finance/new-vendor-request.md) - [Purchase requisition](https://www.nutrient.io/guides/workflow-automation/workflow-templates/finance/purchase-requisition.md) - [Vendor invoice approval and payment process](https://www.nutrient.io/guides/workflow-automation/workflow-templates/finance/vendor-invoice-approval-payment-process.md) - [W-9](https://www.nutrient.io/guides/workflow-automation/workflow-templates/finance/w-9.md) ## Human resources - [Background check](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/background-check.md) - [Current and upcoming OOO report](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/current-and-upcoming-ooo-report.md) - [Education assistance request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/education-assistance-request.md) - [Employee change request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/employee-change-request.md) - [Employee offboarding](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/employee-offboarding.md) - [Employee onboarding](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/employee-onboarding.md) - [Employee recognition](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/employee-recognition.md) - [Holiday party planning process](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/holiday-party-planning-process.md) - [Job posting](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/job-posting.md) - [Leave of absence request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/leave-request.md) - [New hire request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/new-hire-request.md) - [On-the-job training](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/on-the-job-training.md) - [Performance review process](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/performance-review-process.md) - [Request for paid time off (PTO)](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/request-for-paid-time-off-pto.md) - [Timesheet approval](https://www.nutrient.io/guides/workflow-automation/workflow-templates/human-resources/time-sheet-approval.md) ## IT - [Create user](https://www.nutrient.io/guides/workflow-automation/workflow-templates/it/create-user.md) - [Hardware request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/it/hardware-request.md) - [New user request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/it/new-user-request.md) - [Project request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/it/project-request.md) - [Software change request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/it/software-change-request.md) - [Support ticket process](https://www.nutrient.io/guides/workflow-automation/workflow-templates/it/support-ticket-process.md) - [User access request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/it/user-access-request.md) ## Lambda examples - [SharePoint file upload](https://www.nutrient.io/guides/workflow-automation/workflow-templates/lambda-examples/sharepoint-file-upload.md) ## Legal - [Client matter intake](https://www.nutrient.io/guides/workflow-automation/workflow-templates/legal/client-matter-intake.md) - [Contract review and approval process](https://www.nutrient.io/guides/workflow-automation/workflow-templates/legal/contract-review-and-approval-process.md) - [Employee non-disclosure agreement (NDA)](https://www.nutrient.io/guides/workflow-automation/workflow-templates/legal/employee-non-disclosure-agreement-nda.md) ## Marketing - [Marketing collateral request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/marketing/marketing-collateral-request.md) ## Operations - [Corrective and preventive action process app](https://www.nutrient.io/guides/workflow-automation/workflow-templates/operations/corrective-action-preventive-action-capa-process.md) - [Customer feedback process](https://www.nutrient.io/guides/workflow-automation/workflow-templates/operations/customer-feedback-process.md) - [Field service request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/operations/field-service-request.md) - [Headquarters meeting request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/operations/headquarters-meeting-request.md) - [Idea management](https://www.nutrient.io/guides/workflow-automation/workflow-templates/operations/idea-management.md) - [Maintenance request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/operations/maintenance-request.md) - [New product request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/operations/new-product-request.md) - [Parts rental check-in / checkout](https://www.nutrient.io/guides/workflow-automation/workflow-templates/operations/parts-rental-check-in-check-out.md) - [Product return request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/operations/product-return-request.md) - [Visitor logbook check-in process](https://www.nutrient.io/guides/workflow-automation/workflow-templates/operations/visitor-log-book-check-in-process.md) ## Safety - [PPE (personal protective equipment) request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/safety/ppe-personal-protective-equipment-request.md) - [Safety incident reporting](https://www.nutrient.io/guides/workflow-automation/workflow-templates/safety/safety-incident-reporting.md) ## Sales - [Price quote request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/sales/price-quote-request.md) - [Pricing discount request](https://www.nutrient.io/guides/workflow-automation/workflow-templates/sales/pricing-discount-request.md) - [Sales lead process](https://www.nutrient.io/guides/workflow-automation/workflow-templates/sales/sales-lead-process.md) --- ## Related pages - [Marketing](/guides/workflow-automation/workflow-templates/marketing.md) - [Marketing collateral request](/guides/workflow-automation/workflow-templates/marketing/marketing-collateral-request.md) - [Charitable giving assessment](/guides/workflow-automation/workflow-templates/civic-or-city/charitable-giving-assessment.md) - [City permit request](/guides/workflow-automation/workflow-templates/civic-or-city/city-permit-request.md) - [Civic or city](/guides/workflow-automation/workflow-templates/civic-or-city.md) - [Fence permit application](/guides/workflow-automation/workflow-templates/civic-or-city/fence-permit-application.md) - [Pet licensing](/guides/workflow-automation/workflow-templates/civic-or-city/pet-licensing.md) - [Recreational sports team signup](/guides/workflow-automation/workflow-templates/civic-or-city/recreational-sports-team-signup.md) - [Volunteer request](/guides/workflow-automation/workflow-templates/civic-or-city/volunteer-request.md) - [Lambda examples](/guides/workflow-automation/workflow-templates/lambda-examples.md) - [SharePoint file upload](/guides/workflow-automation/workflow-templates/lambda-examples/sharepoint-file-upload.md) - [Safety](/guides/workflow-automation/workflow-templates/safety.md) - [PPE (personal protective equipment) request](/guides/workflow-automation/workflow-templates/safety/ppe-personal-protective-equipment-request.md) - [Safety incident reporting](/guides/workflow-automation/workflow-templates/safety/safety-incident-reporting.md) - [Business card order](/guides/workflow-automation/workflow-templates/cross-departmental/business-card-order.md) - [Cross-departmental](/guides/workflow-automation/workflow-templates/cross-departmental.md) - [Simple document review](/guides/workflow-automation/workflow-templates/cross-departmental/simple-document-review.md) - [Training request](/guides/workflow-automation/workflow-templates/cross-departmental/training-request.md) - [Travel request](/guides/workflow-automation/workflow-templates/cross-departmental/travel-request.md) - [User feedback](/guides/workflow-automation/workflow-templates/cross-departmental/user-feedback.md) - [Contract review and approval process](/guides/workflow-automation/workflow-templates/legal/contract-review-and-approval-process.md) - [Client matter intake](/guides/workflow-automation/workflow-templates/legal/client-matter-intake.md) - [Employee non-disclosure agreement (NDA)](/guides/workflow-automation/workflow-templates/legal/employee-non-disclosure-agreement-nda.md) - [Legal](/guides/workflow-automation/workflow-templates/legal.md) - [Capital expenditure request (CER)](/guides/workflow-automation/workflow-templates/finance/capital-expenditure-request-cer.md) - [Capital expenditure request (CER) with advanced form](/guides/workflow-automation/workflow-templates/finance/capital-expenditure-request-cer-with-advanced-form.md) - [Employee reimbursement request](/guides/workflow-automation/workflow-templates/finance/employee-reimbursement-request.md) - [General finance department request](/guides/workflow-automation/workflow-templates/finance/general-finance-department-request.md) - [I-9](/guides/workflow-automation/workflow-templates/finance/i-9.md) - [Finance](/guides/workflow-automation/workflow-templates/finance.md) - [Invoice approval](/guides/workflow-automation/workflow-templates/finance/invoice-approval.md) - [New vendor request](/guides/workflow-automation/workflow-templates/finance/new-vendor-request.md) - [Purchase requisition](/guides/workflow-automation/workflow-templates/finance/purchase-requisition.md) - [Vendor invoice approval and payment process](/guides/workflow-automation/workflow-templates/finance/vendor-invoice-approval-payment-process.md) - [W-9](/guides/workflow-automation/workflow-templates/finance/w-9.md) - [IT](/guides/workflow-automation/workflow-templates/it.md) - [New user request](/guides/workflow-automation/workflow-templates/it/new-user-request.md) - [Create user](/guides/workflow-automation/workflow-templates/it/create-user.md) - [Hardware request](/guides/workflow-automation/workflow-templates/it/hardware-request.md) - [Software change request](/guides/workflow-automation/workflow-templates/it/software-change-request.md) - [User access request](/guides/workflow-automation/workflow-templates/it/user-access-request.md) - [Support ticket process](/guides/workflow-automation/workflow-templates/it/support-ticket-process.md) - [Project request](/guides/workflow-automation/workflow-templates/it/project-request.md) - [Background check](/guides/workflow-automation/workflow-templates/human-resources/background-check.md) - [Education assistance request](/guides/workflow-automation/workflow-templates/human-resources/education-assistance-request.md) - [Current and upcoming OOO report](/guides/workflow-automation/workflow-templates/human-resources/current-and-upcoming-ooo-report.md) - [Employee change request](/guides/workflow-automation/workflow-templates/human-resources/employee-change-request.md) - [Employee offboarding](/guides/workflow-automation/workflow-templates/human-resources/employee-offboarding.md) - [Employee onboarding](/guides/workflow-automation/workflow-templates/human-resources/employee-onboarding.md) - [Employee recognition](/guides/workflow-automation/workflow-templates/human-resources/employee-recognition.md) - [Human resources](/guides/workflow-automation/workflow-templates/human-resources.md) - [Job posting](/guides/workflow-automation/workflow-templates/human-resources/job-posting.md) - [Holiday party planning process](/guides/workflow-automation/workflow-templates/human-resources/holiday-party-planning-process.md) - [Leave of absence request](/guides/workflow-automation/workflow-templates/human-resources/leave-request.md) - [New hire request](/guides/workflow-automation/workflow-templates/human-resources/new-hire-request.md) - [Performance review process](/guides/workflow-automation/workflow-templates/human-resources/performance-review-process.md) - [On-the-job training](/guides/workflow-automation/workflow-templates/human-resources/on-the-job-training.md) - [Request for paid time off (PTO)](/guides/workflow-automation/workflow-templates/human-resources/request-for-paid-time-off-pto.md) - [Timesheet approval](/guides/workflow-automation/workflow-templates/human-resources/time-sheet-approval.md) - [Sales](/guides/workflow-automation/workflow-templates/sales.md) - [Pricing discount request](/guides/workflow-automation/workflow-templates/sales/pricing-discount-request.md) - [Price quote request](/guides/workflow-automation/workflow-templates/sales/price-quote-request.md) - [Sales lead process](/guides/workflow-automation/workflow-templates/sales/sales-lead-process.md) - [Corrective and preventive action process app](/guides/workflow-automation/workflow-templates/operations/corrective-action-preventive-action-capa-process.md) - [Customer feedback process](/guides/workflow-automation/workflow-templates/operations/customer-feedback-process.md) - [Field service request](/guides/workflow-automation/workflow-templates/operations/field-service-request.md) - [Headquarters meeting request](/guides/workflow-automation/workflow-templates/operations/headquarters-meeting-request.md) - [Idea management](/guides/workflow-automation/workflow-templates/operations/idea-management.md) - [Operations](/guides/workflow-automation/workflow-templates/operations.md) - [New product request](/guides/workflow-automation/workflow-templates/operations/new-product-request.md) - [Parts rental check-in / checkout](/guides/workflow-automation/workflow-templates/operations/parts-rental-check-in-check-out.md) - [Product return request](/guides/workflow-automation/workflow-templates/operations/product-return-request.md) - [Maintenance request](/guides/workflow-automation/workflow-templates/operations/maintenance-request.md) - [Visitor logbook check-in process](/guides/workflow-automation/workflow-templates/operations/visitor-log-book-check-in-process.md)