FlowSharp includes a Templates library: pre-built flow templates for the most common business processes, ready to turn into a draft with one click and adapt to your own reality.
How Templates work:
- Go to the Flows → Template Library section
- Choose the template closest to your process
- Click "Use this template" — the flow is copied as a draft into your workspace
- Modify states, transitions, tasks and rules to adapt it to your specific case
- Publish
The template is a starting point, not a constraint. You can add states, modify transitions, integrate AI or webhook tasks and fully customise the flow.
Typical available templates:
- Order to Cash — from order receipt to invoicing and collection
- Customer Onboarding — document collection, verification, account activation
- Complaint Management — ticket opening, assignment, resolution, closure
- Purchase Requests — request, approval, order, receipt
- Document Approval — review, feedback, signature, archiving
- HR Process — leave requests, employee onboarding, performance review
- Sales Pipeline — lead, qualification, proposal, negotiation, closure
Standard Operating Procedure (SOP): Each template can be accompanied by a SOP (Standard Operating Procedure): a versioned document that becomes the official guide for operators executing tasks.
If your process is not in the library, you can create it from scratch with the Flow Designer or with AI assistance.