Built around work
that crosses teams.

A hiring process begins with a job published on the company website. Applicants move through recruitment and assessment; when an offer is accepted, the employee record and assigned onboarding procedures are created. The same people workspace then supports attendance, leave requests, approvals and payroll, with self-service for employees.

Connected steps

1. 1Publish jobs on your website and track applicants through stages
2. 2Test candidates online and issue offers
3. 3Create the employee record and onboarding SOPs on acceptance
4. 4Run attendance, leave and payroll with employee self-service

A purchase starts with a request and follows the configured approval chain. The team compares vendor quotes, issues a purchase order and records goods received. Finance can match the vendor invoice to the order and receipt, then carry the payable into CashFlow AI for payment and accounting.

Connected steps

1. 1Raise purchase requests with approval chains by amount
2. 2Compare vendor quotes and issue purchase orders
3. 3Match invoice, order and goods receipt before payment
4. 4Post the payable and the payment to SelfRun CashFlow AI

An institute receives applications, enrolls learners into programs and batches, then manages class schedules, attendance and assignments in one flow. Fee links and reminders support collections; completion can trigger a verifiable certificate for the learner.

Connected steps

1. 1Take applications and enrol students into batches
2. 2Schedule classes and track attendance and assignments
3. 3Collect fees with payment links and reminders
4. 4Issue verifiable certificates automatically

A marketing team publishes website pages and enquiry forms, plans social content with review steps and tracks search performance. When a visitor submits an enquiry, it enters DealFlow so sales can follow up and connect the opportunity to its source.

Connected steps

1. 1Publish and update your website without a developer
2. 2Plan campaigns and social posts with AI and approvals
3. 3Track rankings and fix SEO issues from audit tasks
4. 4Capture every enquiry into SelfRun DealFlow AI and measure campaign results

A team publishes controlled procedure versions, assigns them to the right people and tracks acknowledgements. Agreements can be generated from templates, while credentials and important files are kept in the document vault with expiry alerts to prompt review.

Connected steps

1. 1Publish SOPs with versions and assign them to teams
2. 2Track acknowledgements and escalate the overdue
3. 3Generate agreements and certificates from templates
4. 4Store credentials and documents with expiry alerts

After a deal is marked won, the client and project records are created for the delivery team. The team coordinates tasks and milestones in the project workspace, shares relevant updates and documents through the client portal, and carries billable milestones into invoicing.

Connected steps

1. 1Create the client and project record from a won deal
2. 2Break delivery into assigned tasks and milestones
3. 3Give clients a portal for project updates, invoices and documents
4. 4Raise invoices from completed billable milestones

A customer starts with a knowledge-grounded assistant or searchable help content. If the question needs a person, the conversation can become a support request with attachments and status tracking, while the support team works from a queue and keeps the customer updated.

Connected steps

1. 1Make help content searchable and available in context
2. 2Let an assistant answer from the product knowledge you provide
3. 3Create a support request with its attachments when escalation is needed
4. 4Track request status and send customer notifications

A manager asks a business question in plain language. SelfRun Intelligence queries the records available to that product and returns a table, chart or KPI with an explanation of the calculation. Leaders can review the source logic instead of relying on a hand-built report with unknown filters.

Connected steps

1. 1Ask a question in plain language about available records
2. 2Receive an answer computed from current records
3. 3Review the calculation and applied filters
4. 4Keep access aligned with the signed-in person's permissions

A team prepares an agreement from an approved template, routes it through the configured review and signature steps, then stores the final document with its version and activity history. Expiry reminders help the owner review records before they lapse.

Connected steps

1. 1Start from a reusable document template
2. 2Route the agreement through review and signature
3. 3Keep the final record with its status and history
4. 4Store related files securely and set expiry reminders