Process examples
Start with the process that slows you down most
Everyday processes, described the way teams actually talk about them. Pick the closest one and Orbox will tailor it to how you work.
Gmail
OpenAI
QuickBooks
Asana- +3
FinanceProcessing incoming invoices
Saves 4–6 h a weekSee the process
HubSpot
Google Sheets
Slack
Google Docs- +2
Revenue operationsApproving a non-standard deal
Saves 3–5 h a weekSee the process- Slack
PagerDuty
Sentry
Statuspage- +3
EngineeringHandling an outage
Saves 2–3 h per incidentSee the process
Webflow
LinkedIn- HubSpot
- Slack
- +2
Marketing & salesFrom website lead to sales rep
Saves 5–8 h a weekSee the process- Google Docs
DocuSign- Asana
Google Workspace- +3
HROnboarding a new employee
Saves 3–4 h per new hireSee the process
Xero
Revolut Business- Google Sheets
- Gmail
FinanceMonth-end close
Saves 1–2 days a monthSee the process
GitHub Actions
Vercel
Linear- Slack
- +3
EngineeringShipping a new release
Saves 3–4 h per releaseSee the process- HubSpot
- Asana
- Slack
Google Calendar- +2
Customer successOnboarding a new customer
Saves 3–5 h per clientSee the process
Stripe- HubSpot
Mixpanel
Intercom- +3
LeadershipWeekly KPI report
Saves 3–4 h a weekSee the process- Intercom
- Linear
- Sentry
GitHub- Vercel
ProductFrom customer bug report to fix
Saves 3–5 h a weekSee the process- Gmail
Shopify- Slack
- Stripe
DHL
Customer supportHandling a return request
Saves 3–5 h a weekSee the process- Stripe
Customer.io- Intercom
- HubSpot
- +2
BillingRecovering failed payments
Saves 4–6 h a weekSee the process- Intercom
Postgres- HubSpot
- Stripe
- +2
Engineering & legalCustomer data deletion request
Saves 2–3 h per requestSee the process- HubSpot
Notion- Google Docs
Okta- Gmail
Sales & securityAnswering a security questionnaire
Saves 6–10 h per dealSee the process- Slack
- Notion
- Okta
- Google Docs
- +2
OperationsBuying a new software tool
Saves 2–3 h per requestSee the process- Google Workspace
- GitHub
AWS- Slack
- +4
IT & securityDeveloper access: joining and leaving
Saves 2–3 h per personSee the process- Slack
- Mixpanel
- Intercom
- HubSpot
- +2
Customer successContract renewal
Saves 2–4 h per renewalSee the process- Slack
- AWS
- Linear
Datadog- Google Sheets
PlatformInvestigating a cloud cost spike
Saves 2–4 h per spikeSee the process- Describe yours
Don’t see your process?
Describe it in your own words. Orbox will ask about the rest.