Guide

Process automation examples & templates

Steal these patterns. Each template includes gates, exceptions, evidence artifacts, and a rollout checklist.

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Automation template library

Pick a department and get a template with gates and evidence artifacts. Designed for governed execution, not only task routing.

Choose

Template

Template output

Month-end close ledger

Threshold approvals + evidence ledger.

Gates
approval gate by threshold
exception path: missing docs
Evidence artifacts
approval_recordexception_recordversion_logevidence_attachment
These objects make audits queries, not archaeology.

Compile to workflow

Gates + evidence become execution steps.

publish

Rollout checklist

Define outcome and 'done' artifact

List top 5 exceptions and owners

Bind approval matrix to gates

Require evidence artifacts at decision points

Measure drift and route remediation

Templates are a starting point. Your advantage comes from governance: owned exceptions, evidence, and drift loops.

18–26 min read
Intermediate

How to use these templates

Researched: 2026-03-05

This guide is updated regularly. Sources are listed under “References & evidence.”

Each template follows the same structure:

  1. Outcome definition (what “done” means).
  2. Decision points + approval gates (thresholds, roles).
  3. Exception paths (owned, measurable).
  4. Evidence artifacts (queryable proof objects).
  5. Drift loop (should vs is → remediation).

Templates (by function)

Finance

  • AP invoice approvals (exceptions + audit trails)
  • Month-end close ledger (threshold approvals + evidence)
  • Refund exception handling (rationale + approvals)

IT Ops

  • Change approvals (risk gates + proof)
  • Incident response (evidence trails + postmortems)

Support

  • Deflection → escalation → closure requires SOP update
  • Ticket triage to governed resolution (approval gates for risky actions)

HR

  • Onboarding (policy acknowledgements + provisioning gates)
  • Offboarding (access removal evidence)

Security / GRC

  • Access requests (privileged approvals + evidence artifacts)
  • Security attestations (exceptions + evidence ledger)

Starter checklist

  • Pick one template and define the approval matrix.
  • Define the evidence schema (records, attachments, links).
  • Pick the top 5 exceptions and assign owners + SLAs.
  • Run the first mission with HEIDI guidance; measure completeness and drift.