Resources · Templates

Map it once. It runs forever.

A library of 50+ ready-made, cross-module automations. Pick a template, map your fields on the visual canvas, and it runs across every module with a full audit trail — no code, no middleware, no handoffs. Here are the ones teams deploy first.

50+
Ready-made automations
0
Avg runs / day per customer
100%
Actions on the audit trail

People & HR

ONBOARDING · PAYROLL · LIFECYCLE
Offer accepted → day one ready

Zero-touch onboarding

Employee record, contracts, payroll enrollment, SSO and assets — provisioned before the start date.

TALENT → HR → FIN → PLATFORM
Calendar → payroll run

Payroll on schedule, per market

Payroll computed with local statutory treatment and queued for approval in every country you operate.

HR → FIN · 24 COUNTRIES
Filing due → queued

Statutory filing autopilot

PF, ESI, GST, TDS, CPF, VAT and more — computed, queued and reminded before every deadline.

FIN · COMPLIANCE
Leave approved → everywhere

Time-off sync

One approval updates payroll, project staffing and the team calendar at once.

HR → FIN → OPS
Review cycle → complete

Review cycle runner

Launches reviews, chases stragglers, compiles scores and files outcomes on the employee record.

HR · OKRS
Exit confirmed → clean close

Governed offboarding

Access revoked, assets recovered, final settlement computed per market — sealed on the audit trail.

HR → FIN → PLATFORM

Finance & Accounting

INVOICE · CLOSE · CASH
Deal closed → invoice out

Deal-to-invoice

Invoice issued with the correct entity, currency and tax treatment the moment a deal closes.

SALES → FIN
Invoice overdue → escalation

Dunning ladder

Polite reminder, firm reminder, human escalation — DSO watched by the Autopilot at every step.

FIN · AI WATCH
Variance drift → flagged

Budget variance sentinel

Budget vs actual monitored continuously; drift beyond your threshold is flagged with context, not just a number.

FIN · AI ANOMALY
Month end → already done

Continuous close

Reconciliation runs continuously on one ledger — the close becomes a review, not a project.

FIN · ONE DATA LAYER
Expense filed → posted

Expense-to-ledger

Approved expenses post to the right entity and cost centre with tax treatment applied.

HR → FIN
FX moved → repriced

Multi-currency guard

Live FX applied across entities; consolidation stays correct without a spreadsheet in sight.

FIN · 40+ CURRENCIES

Talent & Recruiting

SOURCE · SCREEN · SIGN
Role opened → kit ready

Role launcher

Scorecard, interview kit and pipeline stages generated from the role profile in one step.

TALENT · AI DRAFT
Applications in → ranked slate

Volume screening

AI scores applications against the rubric at volume; recruiters review a ranked shortlist. Humans decide.

TALENT · HUMAN SIGN-OFF
Interview done → next step

Pipeline mover

Scorecards submitted → candidate advanced, rejected kindly, or flagged for debate — automatically.

TALENT
Offer signed → onboarding

Offer-to-employee

An accepted offer becomes an employee record, payroll enrollment and day-one access in one click.

TALENT → HR → FIN
Bench idle → matched

Bench-to-demand

Idle consultants matched to open requisitions by skills, domain and availability — before the bench costs you.

TALENT · AI MATCH · STAFFING
Placement → billing

Place-and-bill

Placement confirmed → onboarded → payroll → client billing, same day, with utilisation live.

TALENT → HR → FIN · STAFFING

Intelligence & Operations

WATCH · DIGEST · ACT
06:00 daily → your inbox

The daily digest

What changed, why it matters, and what the Autopilot recommends — across people, money and hiring.

INTELLIGENCE · ALL MODULES
Anomaly seen → escalated

Anomaly watch

Unusual patterns in finance, sales or churn flagged with context and a proposed next step.

INTELLIGENCE · AI ANOMALY
Question asked → action taken

Ask-to-act

"Extend the hiring plan" isn't a report request — the Autopilot drafts the change and waits for your approval.

INTELLIGENCE · HUMAN APPROVAL
Threshold hit → human loop

Approval gates

Set thresholds by value, risk and function. Below them, workflows run. Above them, they prepare and wait.

GOVERNANCE · RBAC
New market → switched on

Market activator

New entity, local compliance, data residency and first payroll — a country goes live as a workflow.

HR → FIN · EXPANSION
Contract ready → e-signed

Contract router

MSAs, offers and change orders routed for e-signature and sealed on the immutable audit trail.

OPS & LEGAL · E-SIGN

These 24 are the most-deployed of the 50+ template library. Every template is cross-module by default, adapts on the visual canvas without code, and logs every action — human or AI — to the audit trail.

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