Tesorio Workflows offers multiple ways to help you automate your finance processes, whether you want a quick solution or a fully custom setup. Understanding the differences between Pre-Built Workflows, Templates, and Custom Workflows will help you choose the best path for your needs.
Pre-Built Workflows
Pre-Built Workflows are ready-to-use automations designed to address common finance use cases without requiring any building or technical setup.
Simple Form-Based Setup: Instead of opening the full workflow builder, you'll complete a few straightforward form fields.
Fastest Path to Value: Ideal if you want to get started quickly without designing a workflow from scratch.
Pre-Built Workflows are a great choice if you want to automate important tasks with minimal configuration.
Workflow Templates
Workflow Templates are partially configured workflows that act as a starting point. You can open them in the workflow builder and customize them to fit your specific needs.
Editable: Templates give you a foundation—you can modify triggers, actions, and conditions.
Flexible: Adapt the logic to match your organization's specific processes.
Templates are perfect when you want to start quickly but still need some customization.
Build Your Own Workflow
If neither a Pre-Built Workflow nor a Template fits your needs, you can always build your own workflow from scratch using Tesorio's powerful workflow builder.
Complete Control: Start with a blank canvas and define every trigger, action, and condition.
Advanced Use Cases: Solve complex or highly specific problems.
Fully Customizable: Build workflows tailored precisely to your finance operations.
Building your own is ideal if you have unique processes that aren't covered by a pre-existing template or workflow.
Choosing the Right Approach
Need a fast, common solution? Use a Pre-Built Workflow.
Want a head start but need flexibility? Customize a Template.
Have a unique process to automate? Build your own workflow from scratch.
No matter where you start, Tesorio Workflows gives you the tools to automate the way you want—simple or sophisticated.