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Browse the workflow examples and template types. Create a workspace when you are ready to prepare your own draft.
Explore the product →Getting started
Your workspace.
Your first request.
You don’t need to move every process at once. Set up the workspace, choose a request you know and walk through it with sample details.
Start with sample details. Check your storage and team access before using live documents.
Ready for a first request?
Try an expense reimbursement: add the details and receipt, request approval, then record the payment after it has been made.
Follow the expense example →1. Create and verify your workspace
Choose Get started and enter your name, email and workspace details. Verify the email with the six-digit code. Subsequent sign-ins use an email code; no password is needed.
2. Connect your document storage
Open Integrations and connect Dropbox, Google Drive, OneDrive or Box. Select a save destination for new files. Keep your connection active so you can preview, prepare and download records.
3. Choose the people who review
Open Team to invite colleagues and assign appropriate roles. Finance can record reimbursement; approvers review assigned requests; administrators manage workspace setup. Confirm your team can access its first request.
4. Prepare a small first request
From Home, choose Expense reimbursement or Equipment handover. Use sample details and inspect the preview. For an expense, attach receipt evidence before requesting approval.
5. Review and finish the flow
Assign an approver and submit the request. The approver’s Inbox shows it when their turn is ready. After all reviews finish, Finance or an administrator can record an expense reimbursement made through your existing finance process.
6. Check delivery before using live requests
Notification history distinguishes queued messages, provider-accepted sends and confirmed delivery. An administrator should check the configuration and confirm a controlled email reaches its recipient before relying on email for real requests.
Your first request starts here.
Create your workspace, connect storage and try the flow with sample information.
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