30 Powerful Willow360 Workflow Ideas for Modern Organisations

Willow360 enables departments to build secure, intelligent, and automated workflows that handle documents, extract data, enforce approvals, and ensure compliance, all within a controlled processing environment. Below are example workflows that can be configured in Willow360. Each example includes a short description of the process and a typical action sequence.

Below are example workflows that can be configured in Willow360. Each example includes a short description of the process and a typical action sequence.

1. Invoice Approval Used to process supplier invoices and record approvals.

Typical configuration:

AI Data (Invoice Number, Supplier, Total Amount, Due Date)
Approve (Finance)
Stamp (Approved)
Upload to SharePoint
Export Data to CSV (Invoice register)

2. Employee Onboarding Used to generate onboarding documents and collect required signatures.

Typical configuration:

Fill in a Form (Employee details)
Simple Sign (Internal confirmation)
WillowSign (Employee signature)
Upload to OneDrive

3. Expense Report Submission Used for submitting and approving employee expense claims.

Typical configuration:

AI Data (Amount, Date, Vendor)
Approve (Manager)
Convert to PDF
Upload to Google Drive
Export Data to CSV (Expense register)

4. Contract Review and Signing Used to review contracts internally before external signature.

Typical configuration:

Approve (Legal)
WillowSign (Client and Internal signer)
Digital Certificate
Upload to SharePoint

5. Purchase Order Processing Used to generate and approve purchase orders.

Typical configuration:

Fill in a Form (PO details)
Approve (Finance)
Convert to PDF
Rename (Using PO number)
Upload to OneDrive
Export Data to CSV (PO register)

6. Document Archiving Used to standardise and archive incoming documents.

Typical configuration:

Convert to PDF
Digital Certificate
Upload to Dropbox

7. Legal Document Review Used to remove sensitive content before approval.

Typical configuration:

Redact (Configured phrases)
Approve
Upload to SharePoint

8. Marketing Campaign Approval Used to ensure marketing materials are approved before publication.

Typical configuration:

Approve (Marketing Lead)
Stamp (Approved)
Upload to Google Drive

9. HR Policy Acknowledgment Used to collect acknowledgment signatures for updated policies.

Typical configuration:

Simple Sign (Employees)
Digital Certificate
Upload to OneDrive

10. Client Proposal Submission Used to generate and approve proposals before sending to clients.

Typical configuration:

Fill in a Form
Approve
Convert to PDF
Upload to SharePoint

11. Quality Assurance Checklist Used to document and approve QA checks.

Typical configuration:

Fill in a Form (Checklist items)
Approve (QA Manager)
Digital Certificate
Upload to Google Drive
Export Data to CSV (QA log)

12. Training Completion Certificate Used to generate and sign training certificates.

Typical configuration:

Fill in a Form
Simple Sign (Trainer)
Digital Certificate
Upload to OneDrive

13. IT Service Request Used to capture and assign internal IT requests.

Typical configuration:

Fill in a Form
Custom Task (IT Team)
Upload to SharePoint
Export Data to CSV (Request log)

14. Project Plan Approval Used to formally approve project plans before execution.

Typical configuration:

Approve (Project Sponsor)
Digital Certificate
Upload to Google Drive

15. Supplier Contract Management Used to review and execute supplier agreements.

Typical configuration:

Approve (Procurement)
WillowSign (Supplier + Internal signer)
Digital Certificate
Upload to SharePoint

16. Performance Review Process Used to manage employee performance reviews.

Typical configuration:

Fill in a Form (Review details)
Approve (Manager)
Custom Task (HR finalisation)
Upload to OneDrive

17. Compliance Reporting Used to validate and archive compliance documents.

Typical configuration:

AI Data (Key compliance fields)
Approve
Convert to PDF
Upload to Google Drive
Export Data to CSV (Compliance log)

18. Customer Feedback Collection Used to capture structured feedback from customers.

Typical configuration:

Fill in a Form
Convert to PDF
Upload to SharePoint
Export Data to CSV (Feedback register)

19. Event Registration Used to register and store attendee information.

Typical configuration:

Fill in a Form
Rename (Event + Attendee)
Upload to OneDrive
Export Data to CSV (Attendee list)

20. Sales Order Processing Used to generate and approve sales orders.

Typical configuration:

Fill in a Form
Approve
Convert to PDF
Upload to Google Drive
Export Data to CSV (Sales order register)

21. Internal Audit Review Used to review and protect audit documentation.

Typical configuration:

Redact
Approve
Digital Certificate
Upload to SharePoint

22. Product Launch Approval Used to manage internal approval before release.

Typical configuration:

Approve
Stamp (Approved)
Upload to Google Drive

23. Vendor Payment Authorisation Used to control vendor payment approval.

Typical configuration:

AI Data (Invoice amount)
Approve
Digital Certificate
Upload to OneDrive
Export Data to CSV (Payment authorisation log)

24. Meeting Minutes Certification Used to formalise and archive meeting records.

Typical configuration:

Convert to PDF
Digital Certificate
Upload to SharePoint

25. RFP Response Submission Used to prepare and approve RFP responses.

Typical configuration:

Fill in a Form
Approve
WillowSign
Upload to Google Drive

26. Job Application Processing Used to extract applicant details and approve candidates for review.

Typical configuration:

AI Data (Name, Email, Position)
Approve (HR)
Upload to OneDrive
Export Data to CSV (Applicant register)

27. Legal Compliance Check Used to verify document compliance before release.

Typical configuration:

AI Data (Clause verification)
Approve
Redact (If required)
Upload to SharePoint

28. Marketing Material Distribution Used to approve and store marketing assets.

Typical configuration:

Approve
Digital Certificate
Upload to Google Drive

29. Customer Contract Renewal Used to manage contract renewals and signatures.

Typical configuration:

AI Data (Expiry date)
Approve
WillowSign
Upload to SharePoint

30. Board Meeting Agenda Approval Used to formally approve and archive board documents.

Typical configuration:

Approve
Digital Certificate
Upload to OneDrive