27 Pre-Built Workflow Templates
Approval chains, compliance workflows, and escalation automation for every department. No code required — just configure and go live instantly.
30 templates
Capex Request Approval
Multi-level capital expenditure approval with budget impact analysis
Special Discount Approval
Conditional discount approval: Sales Manager → Finance for amounts over threshold
Off-Cycle Payroll Approval
HR Manager → Finance Director approval for out-of-schedule payroll runs
Bank Reconciliation Approval
Accountant → CFO sign-off for monthly bank reconciliation with discrepancy flags
Sales Commission Approval
Automated commission calculation review before payroll integration
Asset Purchase Approval
3-level approval for asset acquisitions: Department Head → Finance → CEO
Work Order Approval
Production supervisor authorization for high-value or non-standard work orders
Production Schedule Approval
Weekly/monthly production plan review with material availability checks
Freight Rate Approval
Logistics Manager → Finance approval for carrier rate changes and spot rates
Shipment Dispatch Approval
Pre-dispatch sign-off for high-value shipments with insurance requirements
Overtime Approval
Manager → HR sign-off with automatic policy compliance check
Promotion Approval
HR Manager → Finance → CEO 3-step process for employee promotions
Termination Approval
Multi-level HR and Legal approval for employee terminations with compliance checks
Onboarding Plan Approval
HR sign-off for new employee onboarding checklists and resource allocation
Training Enrollment Approval
Manager approval for external training with budget and calendar impact
Timesheet Approval
Supervisor review and approval of weekly timesheets with anomaly flags
QC Inspection Approval
Quality engineer → QA Manager sign-off for inspection reports with fail criteria
Quality Waiver Approval
Multi-level approval for quality deviations with risk assessment and documentation
Supplier Audit Approval
Procurement → QA joint approval for supplier audit results and corrective actions
Contract Renewal Approval
Legal → Finance → CEO contract renewal with terms comparison and risk flags
Warranty Claim Approval
Service manager authorization for warranty replacement with cost tracking
Project Closure Approval
PM → Sponsor → Finance sign-off with deliverables review and budget reconciliation
OKR Objective Approval
Manager → Department Head alignment check before OKR cycle begins
BOM Change Approval
Engineering → Production → Finance 3-way approval for Bill of Materials changes
POS Large Void Approval
Manager authorization for POS void transactions exceeding threshold
Menu Item Approval
Chef → Operations Manager approval for menu additions with cost validation
Supplier Ingredient Approval
F&B Operations → QA approval for new ingredient suppliers with audit criteria
Service Ticket Escalation
2-step ticket escalation: Team Lead → Service Manager for unresolved critical issues
Service Contract Approval
Account Manager → Finance conditional approval based on contract value
Service Project Kickoff
PM → Sponsor authorization for new service project with resource allocation sign-off
Deploy in 3 Steps
Choose a template, configure approvers, and turn it on — no code needed.
Choose Template
Browse 27 templates and pick the one that fits your process
Configure
Assign approvers, set escalation conditions and SLA settings
Go Live
Activate and every request automatically flows through your process
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