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Service Flow Pro · Full skill library

Start with a workflow built for real business work.

Explore 5 workflows, compare business bundles, or start with one useful skill. No account needed to request a starter.

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Ready-made personalization bundles

Start with the kind of business you run.

See what’s inside, then start with one skill. Full bundles are a separate next step.

9 business bundles

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9 workflows

Home services

A lead-to-job operating pack for booking, dispatch, estimates, profitability, callbacks, and cash.

  • Run Estimate-to-Dispatch Operations
  • Turn Service Leads into Booked Jobs
  • Close More Open Estimates
See workflows Start with one skill
8 workflows

Property management

A coordinated pack for intake, service requests, escalations, vendors, renewals, controls, and operating review.

  • Build a Customer Onboarding Journey
  • Reduce the Support Backlog
  • Resolve a Customer Escalation
See workflows Start with one skill
8 workflows

Marketing agency

A client-growth pack spanning pipeline, briefs, kickoff, delivery, retainers, margin, collections, and review.

  • Turn Leads into Proposals
  • Turn a Client Brief into a Kickoff
  • Turn a Proposal into a Delivery Plan
See workflows Start with one skill
8 workflows

Professional services

A proposal-to-renewal pack for client intake, delivery, scope, onboarding, finance, people, and executive review.

  • Turn Leads into Proposals
  • Turn a Proposal into a Delivery Plan
  • Build a Customer Onboarding Journey
See workflows Start with one skill
8 workflows

Recruiting / hiring

A candidate-to-team pack for pipeline, offers, onboarding, engagement, client handoff, cash, and review.

  • Build a Hiring and Interview Pipeline
  • Prepare Offer-to-Day-One Readiness
  • Build an Employee Onboarding System
See workflows Start with one skill
8 workflows

Nonprofit

A mission-operations pack for campaigns, proof, people, budgets, audit readiness, vendors, governance, and review.

  • Build a Quarterly Marketing Calendar
  • Turn Customer Proof into Content
  • Build an Employee Onboarding System
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8 workflows

Finance

A controller-ready pack for close, cash, forecast, payables, audit, payroll, governance, and operating review.

  • Close the Books with an Audit Trail
  • Improve Cash Flow and Collections
  • Build a Budget Variance Forecast
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8 workflows

Sales growth

A demand-to-handoff pack for outreach, reactivation, proposals, stalled deals, follow-up, pipeline, and delivery.

  • Build a Personalized Cold Outreach Campaign
  • Reactivate a Dormant Prospect List
  • Turn Leads into Proposals
See workflows Start with one skill
8 workflows

Admin operations

A governance-first pack for executive review, vendors, policies, records, onboarding, audit, automation, and support.

  • Build an Executive Operating Review
  • Manage Vendors and Renewal Obligations
  • Build Policy, Access, and Incident Governance
See workflows Start with one skill

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Cloud Elephants starter catalogue

Explore the complete workflow library.

Browse by business area, or search for the job you want to make easier.

Showing 5 of 5 workflows

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Sales & outreach Ready to personalize

Convert demand · Retain & learn

Customer follow-up helper

Give your team a clear, friendly way to follow up without losing the human touch.

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Business administration Ready to personalize

Deliver value · Enable the team · Control & govern

Repeated work helper

Turn a task your team repeats into a simple checklist and reusable routine.

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Marketing & content Ready to personalize

Attract demand · Convert demand

Marketing planner

Plan useful marketing work with clear ideas, owners, and next steps.

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Service operations Ready to personalize

Deliver value · Retain & learn

Service quality guide

Help the team deliver a consistent customer experience and catch missing steps.

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Finance & controls Ready to personalize

Control & govern

Business reporting guide

Bring scattered facts into one repeatable report for clearer decisions.

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