A template for every team
Sales, finance, procurement, support, IT, HR and more each have their own workflows.
Template library
Start from a workflow that already works.
Ready made templates for every team, from expense review to ticket triage. Each one comes with its steps, an agent setup, approval rules and skills.
- Finance Expense review against policy StepsAgentApprovalsSkills Approval: Exceptions to policy
- Procurement Vendor renewal risk review StepsAgentApprovalsSkills Approval: Vendor outreach
- Support Ticket triage StepsAgentApprovalsSkills Approval: Urgent escalations
- Sales Proposal with discount check StepsAgentApprovalsSkills Approval: Discounts above threshold
No blank page. No guesswork on controls.
Controls come built in
Every template already marks the steps that wait for a person.
Faster to first value
Teams start from a proven process instead of designing one from scratch.
Templates for every team
Browse workflows by department, such as vendor renewal review for procurement, access requests for IT or onboarding for HR.
- Organized by team
- Common workflows ready to go
- Clear on what each one does
- Finance Expense review against policy StepsAgentApprovalsSkills Approval: Exceptions to policy
- Procurement Vendor renewal risk review StepsAgentApprovalsSkills Approval: Vendor outreach
- Support Ticket triage StepsAgentApprovalsSkills Approval: Urgent escalations
- Sales Proposal with discount check StepsAgentApprovalsSkills Approval: Discounts above threshold
Everything a workflow needs
A template brings the workflow steps, an agent with its role and tools, the skills it uses and the approval rules that keep people in charge.
- Workflow steps
- Agent setup
- Approval rules
- Skills
RA
Renewal analyst
Role, purpose, tools, memory, and escalation rules are explicit.
Skills Risk packet Vendor brief
Permissions Gmail readDrive scopedCRM update
Human approval above $50kNo external send without reviewer
Approvals already in place
Sensitive steps such as payments, vendor outreach or refunds are marked for approval from the start, so nothing risky runs unseen.
Approval required
Send renewal recommendation to vendor owner
Includes business context, evidence, risk flags, and action history.
Customer-impactingExternal communicationFinancial threshold
Approve Edit Escalate
Start with review, then grow
New templates start with a person checking the work. As the agent proves itself, routine cases can run on their own.
- Draft only A person sends every result
- Approve each step The agent acts after a yes
- Approve risky steps Routine steps run on their own
- Run routine cases Sensitive actions still wait
Payments above threshold Always needs approval
How it works
From request to recorded result.
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Pick a template
Choose a workflow for your team.
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Connect your tools
Link the apps the workflow uses.
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Check the rules
Confirm who approves the sensitive steps.
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Run it with review
A person checks the first runs.
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Add the next one
Bring in more workflows as trust grows.
Every feature runs inside the same six controls.
Identity, access, approvals, supervision, audit and policy apply to every agent and every run, whichever part of the workspace it happens in.
See governance and audit- Identity
- Access
- Approvals
- Supervision
- Audit
- Policy
FAQ
Template library: questions and answers
Short answers to what teams ask before they put this part of SoftworkerAI to work.
Contact us directlyWhat is in a template?
The workflow steps, an agent setup with its role and tools, the skills it uses and the approval rules for its sensitive steps.
Which teams have templates?
Every department we support, including sales, marketing, customer success, finance, procurement, operations, legal, HR, IT, support, product and data.
Do templates skip approvals?
No. Approval rules are part of every template, and sensitive steps wait for a person.
Do we need engineers to use a template?
No. During early access we set up your first workflows directly with your team.
The multiplayer workspace for humans and AI agents is how teams move beyond prompting and safely hand AI real work. It gives people one place to plan, approve, and oversee execution, so they can run work with AI agents they can govern and trust.