All examples
Process examples
Management & finance processes, step by step
5 processes teams run every week. Each one shows the steps that can run on their own and the decisions that stay with people. Start from the closest and Orbox adapts it to how you work.
HubSpot
Google Sheets
Slack
Google Docs- +2
Revenue operationsApproving a non-standard deal
Saves 3–5 h a weekSee the process
Xero
Revolut Business- Google Sheets
Gmail
FinanceMonth-end close
Saves 1–2 days a monthSee the process
Stripe- HubSpot
Mixpanel
Intercom- +3
LeadershipWeekly KPI report
Saves 3–4 h a weekSee the process- Stripe
Customer.io- Intercom
- HubSpot
- +2
BillingRecovering failed payments
Saves 4–6 h a weekSee the process- Slack
Notion
Okta- Google Docs
- +2
OperationsBuying a new software tool
Saves 2–3 h per requestSee the process
