Workflows for Every Department

See how teams across different departments use FlowMatrix to streamline their operations.

HR Workflow
HR & RECRUITING

Employee Onboarding

When a new employee is hired, FlowMatrix automatically coordinates the entire onboarding process across departments.

The Workflow:

  1. 1. Employee hired in ADP
  2. 2. Trigger → Create FlowMatrix onboarding workflow
  3. 3. Auto-generate accounts in all systems
  4. 4. Send welcome email and materials
  5. 5. Notify team leads and equipment team
  6. 6. Schedule onboarding meetings
  7. 7. Track completion and send reminders
Reduces onboarding time from 5 days to 1 day
Eliminates manual account creation errors
Operations Workflow
OPERATIONS

Issue Escalation & Resolution

Automate critical issue tracking and escalation to ensure urgent problems are resolved quickly.

The Workflow:

  1. 1. Issue reported via ticket system
  2. 2. Auto-assign based on priority and skills
  3. 3. Set SLA timers and reminders
  4. 4. Escalate if unresolved after 4 hours
  5. 5. Notify stakeholders of critical issues
  6. 6. Track resolution status in dashboard
  7. 7. Auto-generate post-mortem for critical issues
40% faster issue resolution
Improved SLA compliance from 85% to 98%
Finance Workflow
FINANCE

Expense Approvals

Streamline expense management with intelligent routing and automated compliance checks.

The Workflow:

  1. 1. Employee submits expense report
  2. 2. Auto-validate against company policy
  3. 3. Auto-approve if under $500 and compliant
  4. 4. Route to manager if $500-$2,000
  5. 5. Route to finance director if over $2,000
  6. 6. Send approval notifications
  7. 7. Process reimbursement automatically
Approval time cut from 3 weeks to 2 days
50% reduction in policy violations
Sales Workflow
SALES

Deal Approval Pipeline

Accelerate deal closure with intelligent routing and real-time visibility into the approval process.

The Workflow:

  1. 1. Sales rep creates deal in Salesforce
  2. 2. Calculate pricing and discounts automatically
  3. 3. Route contract for review if discount > 15%
  4. 4. Send to legal for compliance review
  5. 5. Notify sales leadership of large deals
  6. 6. Update customer status when approved
  7. 7. Trigger onboarding workflow
Deal cycle shortened by 60%
Increased deal visibility across teams
Support Workflow
CUSTOMER SUPPORT

Ticket Routing & Resolution

Optimize support operations with intelligent ticket routing and automated escalation paths.

The Workflow:

  1. 1. Customer submits support ticket
  2. 2. Auto-categorize issue based on keywords
  3. 3. Assign to available specialist
  4. 4. Set SLA based on priority level
  5. 5. Send customer acknowledgment
  6. 6. Escalate if unresolved after 24 hours
  7. 7. Request feedback and close ticket
First response time reduced to under 1 hour
Customer satisfaction scores up 35%

Ready to Implement?

See how FlowMatrix can transform your specific department's workflows.

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