Malleable
All examples
Example workflows

Operations

Workflows that route purchase requests to the right approvers, collect W-9s and insurance certificates from new vendors, and ask managers whether to renew contractors whose contracts are ending.

Operations examples

Open an example to see each step. "Use this workflow" copies it to your account, where you can run it on test data.

Vendor onboarding

Collects each new vendor's W-9, insurance certificate and banking details, checks them, and marks the vendor ready to pay.
  • Google
See the steps

Purchase request

Works out which approvers each purchase needs, asks them in order on a form, and logs approved purchases in your PO log.
  • Google
See the steps

Contractor renewal

Every Monday, asks hiring managers about contracts ending soon, drafts the email to the agency, tells HR or IT, and updates your roster.
  • Google
See the steps

How they run

Each workflow starts from a form or a weekly schedule. Malleable applies your approval policy, emails approvers and managers a form and reminds them until they answer, drafts the emails to vendors and agencies for you to send, and checks the documents that come back. It records each decision in your spreadsheet.

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