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Workflow examples

See how one piece of work moves from start to finish.

Explore an event, the work Bondi performs, the decision a person makes and what happens next. Each example shows a process you can configure around your own records and systems.

Find a workflow Explore business solutions

Start with a recognizable handoff.

  1. 01

    Implementation and onboarding teams

    Deal to onboarding

    Turn a signed deal into an owned onboarding process, with the plan, approvals and handoffs in one place.

    Starts when
    A CRM reports that a deal is closed won
    Needs a person when
    The implementation owner checks scope, owner and target date before kickoff
    Explore the workflow
  2. 02

    Client delivery and service operations

    Request to owned work

    Turn incoming client requests into accountable work, with a clear owner for every exception.

    Starts when
    A message arrives in Gmail or Microsoft 365
    Needs a person when
    Anything that matches no category, or a category you marked sensitive, waits for an owner
    Explore the workflow
  3. 03

    Agencies and professional services teams

    Status to client update

    Turn live delivery changes into a client update that is reviewed before it is sent.

    Starts when
    A delivery milestone changes, or the weekly status run begins
    Needs a person when
    The account owner approves the customer-facing summary and any changed commitment
    Explore the workflow
  4. 04

    Order and distribution operations

    Order to fulfillment

    Turn a purchase order into checked, approved fulfillment work without hiding mismatches.

    Starts when
    A purchase order arrives as a file or mailbox attachment
    Needs a person when
    A low-confidence field, unknown SKU or price mismatch waits for a buyer
    Explore the workflow
  5. 05

    Subscription and service operations

    Payment to provisioning

    Turn a payment event into governed provisioning, with finance review where the rules require it.

    Starts when
    Stripe or PayPal raises a payment event
    Needs a person when
    A failed, refunded or above-threshold payment waits for finance
    Explore the workflow

Make it your own

Choose the records, connections and review the process needs.

A workflow can use records inside Bondi or work beside existing systems. External tools connect through a supported provider, a usable API or a custom integration. Each example names its connection requirements.

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