Workflow templates

Start from a process that already works.

Nine recurring jobs small businesses run, written out with what starts each one and where it stops for you. Pick the closest, tell Kaer what is different about how you do it, and it becomes a workflow.

Start freeHow workflows work

The nine

The tag beside each name is when it runs.

  • Overdue invoice chaseDaily

    Works the aged debt list on a ladder you set: a reminder at seven days, firmer at thirty, a word with you before anything harder.

    Stops for you: anything past the second reminder.

  • Month-end packMonthly

    Puts the numbers your accountant asks for into the same format every month, with the unusual items called out.

    Stops for you: the pack, before it is sent.

  • Overnight inbox triageWeekdays

    Sorts what arrived into what needs you, what it can draft an answer to, and what just needs filing.

    Stops for you: every drafted reply.

  • Quote follow-upTwice a week

    Finds quotes with no answer, follows up in your voice at the interval you set, and stops when someone replies.

    Stops for you: the first message in each new sequence.

  • New client onboardingOn deal won

    Welcome email, contract and intake form out, folder created, job opened in your tracker, kick-off booked.

    Stops for you: the welcome email and the contract.

  • Weekly diary fillThursdays

    Works the list of customers due a visit, offers times that fit your hours and books the ones accepted.

    Stops for you: the offers to customers, unless you let routine ones go automatically.

  • The Monday reportMondays

    The same numbers from the same places, with a short commentary, in the right inbox before the meeting.

    Stops for you: the email, until you let it go automatically.

  • Renewal watchWeekly

    Watches contracts, insurance, certifications and subscriptions, and warns you early enough to act.

    Stops for you: nothing. Every renewal decision stays yours.

  • Maintenance sweepMonthly

    Bumps dependencies, fixes what breaks and opens a pull request instead of a ticket.

    Stops for you: every pull request.

Making one yours

  1. 01Describe the difference

    In plain words. There is no canvas to redraw.

  2. 02Run it once by hand

    Check the result before it goes on a schedule.

  3. 03Move the approval step

    Put it wherever it belongs for your business.

Take one and make it yours.

Workflows come with paid plans. The app also has its own template library under Browse Workflows.

See pricingStart free

Common questions

What workflow templates does Kaer have?
Nine recurring jobs small businesses run, including overdue invoice chasing, overnight inbox triage, quote follow-ups and a month-end pack. Each one says what starts it and where it stops for you.
How do I turn a template into my own workflow?
Pick the closest template and tell Kaer what is different about how you do it. It then becomes a workflow.
Does the overdue invoice template send reminders without asking?
It works the aged debt list on a ladder you set: a reminder at seven days, firmer at thirty, and a word with you before anything harder. Anything past the second reminder stops for you.
Which plans include Workflows?
Workflows come with paid plans. The pricing page shows what each plan includes.