Guide

    Process automation examples & templates

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

    No credit card required. Switch to a paid plan any time.

    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.