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HR ManagementRecruitment (ATS)Payroll & WPSTime & AttendanceAccounting & E-InvoicingCRM & Sales PipelineSales Orders & FulfilmentInventory, Purchasing & WarehousingProcurement & TendersConstruction & ContractingContracts & E-SignatureProducts & Online StorePoint of SaleRentalsSubscriptions & LicensingHelpdesk & TicketingSocial Media SuiteInfluencer Marketing & Campaign ROIProject ManagementActivities WorkspaceDocument ManagementPDF Tools & E-SignatureCorrespondence RegisterTeam Chat & CallsMeetings & VideoLearning & Certification (LMS)Asset ManagementFleet ManagementRecognition & GamificationContacts & PartnersNotification CentreReports & DashboardsInsights — Business Intelligence & AppsAI CopilotAI Agents & AutomationAI Diagram StudioWebsite BuilderISO Compliance Suite (Imtithal)App MarketplaceCustomer & Partner PortalSecurity, Access & ComplianceTeam workflows — jobs that need more than one person
Approvals, hand-overs, reviews and shared queues: the jobs that cannot finish without a second person. For each one: who is involved, the steps in order with an actor badge on every step, and who is told what along the way.
324 workflows across 41 modules
HR Management
A benefit claim is reviewed and paidA colleague endorses and HR verifies a skillA data subject request is answeredA departure is cleared by several teamsA letter request becomes a finished letterA letter request needs two approversA new hire is onboarded by several peopleA request is approved by the line managerA review cycle is run between employee, manager and HRAn engagement survey is run and readAn expiring visa is renewed
Recruitment (ATS)
A candidate applies and the team picks it upA hired candidate is handed over from recruiting to HRA hiring manager follows the pipeline without changing itAn offer is drafted by a recruiter and sent by a managerInterviews are booked and every interviewer scores the candidateThe candidate answers the offer and the recruiter is told
Payroll & WPS
A backdated raise is corrected through a retro runA leaver is cleared, settled and paidA new hire is set up in HR and paid correctly in the first runA reviewer sends a run back and the preparer fixes itAn approved timesheet, with overtime, reaches the payslipAn employee asks for an advance and a second person approves itApproved leave changes the payslip without anyone re-keying itPayslips are announced to every employee after approvalThe monthly run is prepared by one person and approved by anotherThe wage file is generated, submitted and accepted before the deadline
Time & Attendance
A manager clears a queue of requests after a long weekendA missed punch is corrected by a managerA shift is assigned and the employee can ask for itA week of hours is submitted, approved or sent backAn out-of-area clock-in is allowed once by a managerHR grants leave hours and the employee can see whyLeave is requested, approved and everyone downstream is toldProject hours are approved and become billable timeTime is recorded for someone whose device failed
Accounting & E-Invoicing
A company goes live and everyone sees the new modeA credit hold stops a sale before it shipsA customer pays an invoice from the portalA customer's cheque bouncesA delivered order is invoiced and paidA device certificate is renewed before it expiresA device is connected by one person and used by anotherA flagged entry or bill is investigatedA journal entry is drafted by one person and posted by anotherA large bill goes through a multi-step approval chainA payment run is approved by someone other than its builderA rejected Saudi e-invoice is fixed and re-issuedA stock movement that could not post is fixed and postedA supplier's e-invoice becomes a bill that is approvedA vendor bill is approved before it is paidAn auditor exports e-invoices and an accountant retries a failureAn employee's expense claim is approved and paidThe month is closed and lockedThe tax agent asks the administrator to fix a company detail
CRM & Sales Pipeline
A commission is calculated, approved and paidA customer answers a quote online and the rep sees the proofA discounted quote is approved before it is marked sentA manager moves deals to another repA qualified lead is handed from a development rep to an account executiveA won deal reaches delivery, finance and the rep's commissionAn accepted quote reaches the sales order clerkScheduling a follow-up for a colleagueTwo colleagues discuss a deal in chat
Sales Orders & Fulfilment
Inventory, Purchasing & Warehousing
A confirmed order short of stock raises a purchase orderA count above the tolerance waits for a second personA low-stock alert becomes a purchase orderA purchase order above the limit is approved before it is sentA purchase order goes through a multi-step approval chainA stock count is entered on the floor and posted by the managerA stock entry that could not post is fixed by accountingA storekeeper issues materials and the site manager sees the job's costFreight and duty are added to the cost after the goods arriveGoods are received by the warehouse and billed by accounts payable
Procurement & Tenders
Construction & Contracting
Contracts & E-Signature
Products & Online Store
A price the catalogue manager changes shows up on the seller's next quoteA refund is given by one person, seen by others and booked by the accountantA shopper asks for their data to be erasedA shopper orders and the shop packs, ships and delivers itA shopper sends goods back, the store answers, the warehouse receives, the refund followsA shopper's review is held until a person publishes itA stocked product is received into stock before the shop sells itA trade customer gets their own price list and is quoted from itA website booking request reaches the rentals teamOpening an online store takes a catalogue manager, an administrator and a developerWith Sales Orders, the warehouse ships the online order
Point of Sale
A cashier closes the shift and the accountant books itA customer returns goods and a manager approves the refundA discount above the cashier's limit needs a managerA dish is cancelled after it went to the kitchenA manager closes a till the cashier left openA manager pairs a new tablet with a registerA new product reaches every tillA shift ends with bills still open and the next cashier takes overA waiter sends a dish to the kitchen and it comes back readyAn offline sale could not be filed and a manager resolves itPaying a supplier from the drawer needs a manager
Rentals
A long rental is invoiced every periodA unit due for service is taken off the calendarA website booking request is confirmed by the counterAn overdue hire is chased and settledDamage at the return is charged and the deposit is settledOnly a manager cancels, with an optional fee and part of the depositThe administrator chooses the business, the manager fills it, the counter starts bookingThe counter books and hands over, the manager takes it back and closes itThe manager asks for the invoice, the accountant issues it, the customer paysTwo agents go for the last unit
Subscriptions & Licensing
A manager suspends a licence, the customer's software is refused, finance sees the overdue invoice behind itA quiet installation is flagged and the manager follows it upA renewal reminder reaches the team and someone renews the subscriptionA salesperson wins a quote, the manager activates it, the customer gets a keyAn unpaid invoice is chased, the customer pays and access comes backBilling raises an invoice, the accountant issues it, the payment settles itOnly the administrator rotates the signing key; the manager keeps issuing licencesThe customer saves a card, the invoice is charged, the receipt lands in AccountingUsage is reported, billed and reconciled
Helpdesk & Ticketing
A knowledge article is written, reviewed and publishedA manager hands a batch of tickets to an agentA manager sets up a desk and the team starts working itA missed deadline is flagged and picked upA new ticket is triaged, assigned and resolvedA website demo request reaches the vendor's sales inboxAn employee asks the vendor's support team for helpAn HR desk only its team can seeAn outside customer follows and answers their ticket
Influencer Marketing & Campaign ROI
A brand reads the results of a campaign it fundsA creator shares a media kit with a brandA creator withdraws access and the agency loses it at onceA deliverable is sent back for changesA permit nears expiry and the creator renews itA promo code turns sales into a measured resultAn agency asks for a creator's numbers and the creator decidesAn agency books a creator and the creator sees the work
Project Management
A budget, milestone, baseline or contract change is approvedA client follows progress without a loginA comment reaches the person doing the workA leaver's tasks are handed overA meeting's action items land on the boardA project asks for a person, HR books them, they log timeA project document is shared with the teamA request is triaged before it becomes workA risk flag is acted onA sprint is planned, worked and closedA task is assigned, done and reported backHours are approved before they become cost
Activities Workspace
A colleague is pulled into a record through a chat discussionA leaver's open work is handed to a colleagueA manager asks the Copilot for a team follow-up planA manager assigns a task and the colleague finishes itA termination raises a final pay review for payrollA weekly routine reappears for its owner after each completionAn organiser invites attendees and collects their answersMeeting action items become to-dos for their ownersTwo colleagues discuss a record and schedule the next step
Document Management
A confidential workspace only a named team can openA deleted file is recovered, or destroyed for goodA file is sent to someone outside through a linkA file is shared with a colleagueA legal hold freezes a fileA project file reaches the whole project teamA scanned invoice is checked before it becomes a billA supplier edits a draft through an edit linkStorage fills up and the administrator adds roomTwo people edit one spreadsheet and fix a mistake
PDF Tools & E-Signature
Correspondence Register
A circular is published and its audience finds itA complaint is escalated to a named person and resolvedA decision is signed in order by its signatoriesA legal hold stops a disposal, and a disposal is certifiedA letter routed to a department opens for its headA memo reaches a department and the sender sees who has opened itA recipient refuses a letter that was not meant for themA stand-in approves while the approver is awayAn outgoing letter is approved before it is sentClassifying a record hides it from lower clearance and leaves an audit trailIncoming mail passes from the counter to the person who acts on it
Team Chat & Calls
A call is missed, or declined with a messageA channel owner turns a channel into announcementsA colleague calls, the other answers, both hang upA colleague is rung into a call that is already runningA colleague who is away gets one notification, not threeA compliance export is downloaded only by the officer who asked for itA compliance officer reads a conversation and administrators checkA department channel is created and refreshedA direct message arrives live and is readA group call grows into a meetingA leaver is cut off and later restoredA legal hold is placed by one person and released by anotherA manager approves leave and the badge appearsA manager turns a message into a task for a colleagueA member turns AI off in a conversationA mention raises an @ badge and one alertA moderator removes a messageA person added later starts from the moment they joinA private conversation is invisible to people outside itAn announcement is confirmed, the missing people are reminded, and an urgent message gets throughAny member adds to a group, only the owner removesSomeone removed from a group leaves the call tooThe same person answers on a second deviceTwo people discuss an employee record
Meetings & Video
A chat call is moved into a meetingA co-host quiets a disruptive participantA legal hold stops a recording being deletedA manager corrects the transcript and shares the recap outsideA presenter runs a poll and the room votesA scheduled meeting reaches the invitees with the right powersA timed agenda keeps the meeting on trackAn outside guest waits at the door and the host lets them inMinutes are drafted, reviewed and turned into assigned workQuestions are taken in order from the raised-hand queueRecording starts and everyone is asked for consentThe host hands the meeting over and a co-host ends itThe host splits the meeting into breakout rooms and brings everyone back
Learning & Certification (LMS)
A candidate is registered, called in, tested and certifiedA certificate is issued by an examiner and revoked by a managerA counter payment becomes a tax invoice the accountant can seeA flagged exam is reviewed, voided or correctedA refund is requested, voted on and approved by different peopleAn employee shares a skills passport with a recruiterHR assigns a course and the employee completes it
Asset Management
A leaver hands back company equipmentA repair job passes from the asset manager to a technicianAn automation raises a job and someone picks it upIssuing equipment to an employee and getting it backRegistering an asset and putting it on the booksThe administrator defines a type and the asset manager registers assets with it
Fleet Management
A driver's incident report is reviewed and answeredA driver's licence reminder leads to the new date being recordedA fleet manager discusses a faulty vehicle with the workshop manager in chatA fleet manager flags a fault and the workshop manager follows upA lapsed licence on a driver who still holds a vehicleA leaver's vehicle is released when HR ends their employmentA new driver is set up from HR to first handoverA second vehicle for the same driver is refused, covered by a temporary handover or a higher limitA vehicle goes off the road and its driver is releasedThe dispatcher hands over a vehicle, the driver sees it, the dispatcher takes it backThe signed handover sheet travels with the handover
Recognition & Gamification
Contacts & Partners
Notification Centre
A last-hour e-invoicing warning reaches the people who can actA manager is told a leave request is waitingA website demo request reaches the sales teamAn HR manager announces something to a departmentConnecting an outside system with a webhook (beta)Finding out why someone did not receive a notificationSetting up your own email senderTesting a flow without filling anyone's inbox
Reports & Dashboards
Insights — Business Intelligence & Apps
A number crosses a line and the right person is toldA person presses a button in an app and a manager approves in HRA ready-made report is installed once and read by people who see different numbersA report is shared by link with an outside auditorA warehouse is connected and its numbers sit beside ERP dataA weekly report goes out to people who may see different things
AI Copilot
A heavy user hits the limit and an admin raises itA manager assigns work through the Copilot and the colleague is toldA manager clears every queue waiting on them in one passAn admin hands a developer a limited assistant tokenAn announcement is sent to a department by conversationAn employee asks for a salary advance and payroll decidesLeave is filed and approved through the CopilotThe Copilot is switched on, set up and first usedVendor bills are loaded by one person and approved by another
AI Agents & Automation
AI Diagram Studio
Website Builder
ISO Compliance Suite (Imtithal)
App Marketplace
Customer & Partner Portal
Security, Access & Compliance
A company asks for an app that needs approvalA custom role is created and given to a colleagueA locked-out colleague is unlocked by an administratorA lost phone is replaced with a new authenticatorA new colleague is invited and signs inA platform operator helps a user with their account openAllowing storage or a database inside the company networkAn employee asks for a copy of their personal dataPreparer and approver must be different peopleResponding to a suspicious sign-inRestricting sign-in to office networks, safelySomeone is made a compliance officer and reads a private conversation