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Built around how each team actually hands off work.

Every team has a process that crosses into someone else's. These are the ones Flow Pilot is most often used for first.
MKT
Marketing operations
Campaigns, reviews and launches
REV
Sales operations
Deal desk, approvals and handoffs
ENG
Product & engineering
Releases, access and incidents
OPS
Business operations
Vendors, purchases and onboarding
MKT · Marketing operations

Launch campaigns without the last-minute review scramble.

Campaigns depend on brand, legal and channel owners signing off in time. Flow Pilot gives each launch a path with review windows built in, so approvals stop landing the day before go-live.
01
Review windows, not review rushes
Set how long brand and legal have to review, and see which launches are at risk days in advance.
02
Only the reviews a campaign needs
Rules route briefs with pricing or regulated claims to Legal; everything else skips that step.
03
One record of what was approved
Final copy, approvals and comments are stored on the run for later reference.
Campaign launch
Content review
Event request
Brand asset request
LANE
DAY 1
DAY 3
DAY 5
DAY 7
DAY 9
Campaign owner
Brief
Launch
Creative
Production
Brand & Legal
Review
Sign-off
Process — Campaign launch
Up to 10%
Approved automatically
Instant
10–20%
Sales manager
Target: 4 hours
20–30%
Sales manager + Finance
Target: 1 day
Over 30%
Revenue leadership
Target: 2 days
Policy — Discount approval
REV · Sales operations

Close deals faster by taking the guesswork out of the deal desk.

Discounts, non-standard terms and handoffs to onboarding are where deals slow down. Flow Pilot applies your approval policy automatically and hands closed deals to the next team with everything attached.
01
Policy applied the same way every time
Discount thresholds pick the approvers, so reps know what to expect before they ask.
02
Approvals where managers already are
Approve or ask a question from email or chat, with the deal details included.
03
Cleaner handoffs to onboarding
Closed deals create an onboarding run with the contract, contacts and commitments made during the sale.
Discount approval
Non-standard terms review
Closed-won handoff
Territory change
ENG · Product & engineering

Ship with a checklist that enforces itself.

Release readiness, access requests and incident follow-ups all involve people outside the engineering team. Flow Pilot keeps those steps visible and owned without adding another meeting.
01
Gates that can't be skipped
A release can't move to deploy while any checklist item is open, and each item has an owner.
02
Fewer status pings
The release board shows what's done and who is holding what, so nobody has to ask in the channel.
03
Follow-ups that actually close
Incident action items become runs with owners and due dates, not lines in a document.
Release readiness
Access request
Incident follow-up
Feature request triage
Release 4.12 · readiness
3/5
Release notes drafted
PRODUCT
Support team briefed
SUPPORT
Docs updated
DOCS
Rollback plan reviewed
ENGINEERING
Customer email scheduled
MARKETING
Deploy stage blocked
2 OPEN
Gate — Release readiness
Offer accepted
PT
Contract and payroll
PEOPLE TEAM
I
Laptop and accounts
IT
HM
First-week plan
HIRING MANAGER
Day one
Process — New-hire onboarding
OPS · Business operations

Run onboarding, procurement and requests from one place.

Vendor onboarding, purchase requests and new-hire setup involve finance, IT, legal and HR. Flow Pilot runs the parallel parts in parallel and shows the requester exactly where things stand.
01
Parallel work stays parallel
IT, HR and the hiring manager work at the same time, and the run waits for all three before day one.
02
Requesters can see progress
People who submit requests can follow the run without asking for updates.
03
Spend policy without the spreadsheet
Purchase rules route requests by amount, category and cost centre.
Vendor onboarding
Purchase request
New-hire onboarding
Policy exception

Templates to start from.

Each template is a starting point. Rename the stages, change the owners and adjust the rules to match how your team works.
WORKFLOW
TEAM
STARTS WHEN
STAGES
Campaign launch
Marketing
A brief is submitted
6
Content review
Marketing
A draft is marked ready
4
Discount approval
Sales
A quote exceeds 10% discount
3
Closed-won handoff
Sales
A deal is marked won in the CRM
5
Release readiness
Engineering
A release branch is cut
4
Access request
Engineering
A request form is submitted
3
Vendor onboarding
Operations
A vendor request is submitted
5
New-hire onboarding
Operations
An offer is accepted
7

Roll out one process at a time.

The teams that get the most from Flow Pilot don't migrate everything at once. They pick one process, prove it, then expand.
Week 1
Map one process
Pick a process that crosses at least two teams. Draw its stages and owners as they are today, not as they should be.
Weeks 2–3
Run it with one team
Send real requests through the flow. Adjust targets and rules based on where work actually waits.
Weeks 4–6
Connect your tools
Add triggers and actions for the tools the process touches, and retire the manual steps they replace.
Month 2+
Expand deliberately
Use the cycle-time report to choose the next process, and reuse what you've built.
BEFORE YOU ROLL OUT
Permissions
Decide who can build and publish flows, and who can only run them. Most teams keep publishing to a small group.
Data you route
Review which fields contain personal or financial data, and limit who can see them with field-level permissions.
Change management
Tell requesters what changes for them — usually just a new form — and keep the old channel open briefly with a pointer.
Ownership of the flow
Name an owner for each flow who reviews its report monthly and approves changes.

Questions from team leads.

What people ask when they're deciding where to start.
Talk to us about your process
Expand all
Which process should we start with?
One that crosses at least two teams, happens at least weekly and that someone currently has to chase. Vendor onboarding, discount approvals and content review are common first choices.
Can different teams use Flow Pilot differently?
Yes. Each team can have its own flows, boards and reports, while flows that cross teams can still hand work to each other.
Do requesters need a Flow Pilot account?
No. Requesters can submit forms and follow progress from a link. Accounts are needed for people who own stages or build flows.
How do we measure whether it's working?
Compare cycle time and on-target rate for the process before and after. Most teams look at the first month's report and adjust targets from there.
Tell us which process you'd start with.
We'll show you how it would look in Flow Pilot, using your stages and your rules.
Book a walkthrough
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Flow Pilot
Workflow automation for operations teams.
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