Moxo workflow templates: Build, automate, and track with the KPI workbook
At a glance
Moxo’s workflow templates library allows teams to launch automated workflows quickly while maintaining compliance and operational consistency, saving time and reducing errors.
The integrated KPI workbook captures metrics like cycle time, SLA compliance, error rate, and touches, helping teams continuously refine and optimize processes.
Templates can be customized to match organizational processes, embed automations, and align with compliance requirements and SLAs for controlled, efficient workflows.
Starting with foundational flows such as client onboarding, purchase requests, and service delivery provides measurable benefits and a foundation for scaling into more complex workflows.
The challenge of managing workflows
Managing workflows efficiently has always been a balancing act between speed, structure, and scalability. Teams often spend hours designing processes from scratch, ensuring approvals, compliance checks, and reporting mechanisms align seamlessly across departments. This can quickly become overwhelming, especially as operations scale or cross-functional projects multiply.
Moxo’s workflow templates library and KPI workbook simplify this complexity by giving organizations prebuilt, customizable workflows paired with ready-to-track performance metrics. Together, they provide an end-to-end system that not only accelerates process design but also quantifies success through real-time insights.
Whether you’re setting up your first client onboarding flow or refining SLA tracking across service delivery, these tools help you move from reactive management to proactive optimization. In this guide, we’ll explore what’s inside the Moxo workflow templates library, how to implement it effectively, and how the KPI workbook helps you measure, refine, and scale operational excellence.
What’s in the library
The Moxo workflow templates library is designed to help teams launch powerful, automated workflows in minutes rather than days. Instead of starting with a blank canvas, users gain access to a curated collection of prebuilt templates that reflect real-world business use cases, each engineered for accuracy, compliance, and speed.
The library is organized into key operational categories such as client onboarding, purchase requests, service delivery, project kickoff, and compliance management. Each template includes structured forms, file request points, approval stages, and automation triggers, all aligned with industry best practices.
What makes the library particularly valuable is its balance between structure and flexibility. While every template follows a proven process design, teams can fully customize elements like roles, milestones, notifications, and automation templates to match their organization’s workflow policies.
For instance, a “client onboarding” template may include steps for gathering KYC documents, internal approvals, and welcome communication, all of which can be adapted to your company’s data privacy and operational standards. The goal is simple: enable teams to start strong with frameworks that work, and scale faster without reinventing the wheel.
How to import templates into Moxo
Getting started with the Moxo workflow templates library is seamless, whether you’re a first-time user or managing complex, multi-team operations. Importing templates into your workspace allows you to instantly deploy tested workflows, modify them as needed, and start tracking performance from day one.
Step 1: Access the template library
From your Moxo dashboard, navigate to the Workflow templates library section. You can browse templates by category, industry, or use case, such as onboarding, compliance, or service delivery. Each template includes a short description and preview so you can evaluate its structure before importing.
Step 2: Import the template
Once you’ve identified the right template, select “import to workspace.” The template is automatically added to your flow builder, where you can view its predefined milestones, form fields, approval paths, and automation steps.
Before publishing, ensure that your workspace has the necessary permissions and roles configured. This ensures that only authorized members can edit or trigger specific workflow actions.
Step 3: Customize for your organization
Every imported workflow can be tailored to your business needs. You can:
- Rename stages to match internal terminology.
- Edit or add form fields for data collection.
- Adjust approval hierarchies or conditional steps.
- Embed automations such as email notifications or document requests.
Customization ensures that even prebuilt templates align perfectly with your operational standards and compliance requirements.
Step 4: Publish and test
After customization, publish your workflow and run a short test cycle with internal users. This allows you to identify any logic errors, broken automations, or access gaps before full-scale deployment, improving productivity.
Step 5: Troubleshooting tips
If an imported template doesn’t behave as expected, verify the following:
- User roles and permissions are correctly assigned.
- All required fields are mapped in the flow.
- Integrations with external systems (e.g., CRM, ERP) are active.
Once verified, your imported template is ready to streamline tasks, approvals, and performance tracking. This lays the foundation for measurable, repeatable workflow success.
KPI workbook overview
The KPI workbook is Moxo’s built-in performance measurement companion designed to turn every workflow into a data-driven feedback loop. While templates streamline operations, the KPI workbook workflows ensure you can measure exactly how those operations perform over time.
The purpose of the KPI workbook
At its core, the workbook bridges the gap between workflow execution and performance analysis. It automatically captures process data, such as task completion times, user interactions, and escalation frequency, and translates them into visual performance metrics. This helps leaders identify inefficiencies early and make informed adjustments to workflows without guesswork.
Core metrics you can track
The workbook includes a curated set of performance indicators that reflect how efficiently your workflows are operating. Key metrics include:
- Cycle time: Measures the average time taken from initiation to completion of a workflow.
- Throughput: Tracks the number of workflows or tasks completed within a given time period.
- SLA compliance: Evaluates how consistently workflows meet defined service levels.
- User touchpoints: Monitors how many times team members interact with a task before closure.
These KPIs provide a balanced view of both process efficiency and human workload, helping you identify areas that can be automated or simplified.
Integration with Moxo’s reporting system
The KPI Workbook seamlessly syncs with Moxo’s reporting dashboard, allowing you to visualize performance data through prebuilt charts and tables. You can filter reports by project, team, or time frame, and export insights for leadership reviews or audits.
For example, if your team notices a rise in cycle time, you can drill down into workflow stages to identify specific bottlenecks, such as delayed approvals or manual data entry points.
Turning insights into improvements
By consistently monitoring KPI trends, organizations can refine their workflows iteratively. The KPI Workbook acts as a living document, evolving as your business scales and new metrics become relevant. When used alongside the Workflow templates library, it creates a closed-loop system, design, measure, optimize, repeat, that drives operational excellence.
Reporting presets (cycle time, error rate, touches)
Every efficient workflow system depends on clear visibility into how processes perform in real time. Moxo’s reporting presets simplify this by automatically calculating and visualizing critical performance indicators. These presets, focused on cycle time, error rate, and touches, help teams monitor operational efficiency, quality, and automation effectiveness without requiring manual data compilation.
Cycle time: tracking efficiency
Cycle time measures the total duration from when a process starts to when it’s completed. Moxo’s preset breaks this down by workflow stage, allowing you to pinpoint exactly where time is being lost.
For example, if approvals are consistently taking longer than expected, managers can reassign tasks, add automation triggers, or revise SLAs to reduce delays. Over time, tracking cycle time helps teams establish realistic performance benchmarks and improve turnaround consistency.
Error rate: maintaining quality control
Error rate reporting focuses on process accuracy and data reliability. It tracks the frequency of rework, missing fields, or rejected submissions within workflows.
High error rates often indicate unclear instructions, overcomplicated forms, or inadequate validation rules. With Moxo’s error rate preset, teams can identify these patterns quickly and introduce corrective measures, such as automated form validation or simplified approval logic, to minimize rework.
Touches: measuring human interaction
Touches represent the number of manual actions taken by users during a workflow, such as approvals, edits, or task updates. A lower number of touches typically indicates higher process automation and efficiency.
By tracking this metric, Moxo helps you find the right balance between automation and oversight. If a process requires too many manual interventions, it signals opportunities to streamline actions or embed automated triggers for repetitive tasks.
Start with these 3 flows today
If you’re new to the Moxo Workflow Templates Library, the best way to experience its value is by launching a few ready-to-use flows that demonstrate its automation power and KPI tracking capabilities. These three workflows are ideal starting points that address universal business needs and show how process visibility and performance tracking come together seamlessly.
1. Client onboarding flow
The client onboarding template streamlines every step from the initial client intake to document verification and welcome communication. It includes built-in checkpoints for KYC document collection, internal approvals, and digital signatures, ensuring nothing slips through the cracks.
Paired with the KPI Workbook, this flow lets you monitor client or customer onboarding cycle times, track approval delays, and measure compliance completion rates. The result is a faster, smoother onboarding experience that leaves both your team and clients satisfied.
2. Purchase request flow
Designed for procurement and finance teams, this workflow manages the entire purchase lifecycle, from request submission to approval and vendor confirmation. The built-in forms and automated notifications help eliminate manual follow-ups and reduce approval bottlenecks.
Using the KPI Workbook, you can measure average approval time, number of touchpoints, and error frequency in purchase entries. This visibility makes it easier to maintain control over budgets and streamline purchasing operations.
3. Service delivery flow
Ideal for client-facing or internal project delivery teams, the service delivery template helps track milestones, task assignments, and SLA performance. Automated alerts keep both service teams and clients informed, ensuring expectations are managed proactively.
Key metrics tracked through the KPI Workbook include SLA compliance rate, cycle time per milestone, and touches per service ticket, helping you maintain quality and consistency even under tight deadlines.
Why start with these flows
These three workflows are foundational to most organizations, providing a solid understanding of how automation, governance, and analytics work together in Moxo. Once your team is comfortable managing and optimizing these, you can easily expand into more complex or customized flows.
Template library roadmap: What’s coming next
Moxo’s workflow templates library is continually evolving to meet the growing and changing needs of modern organizations. The roadmap outlines upcoming enhancements, new template categories, and expanded KPI capabilities that will make workflow management even more powerful.
New categories and use cases
Future releases will introduce templates designed for specialized functions such as HR onboarding, vendor management, incident response, and project portfolio tracking. These additions aim to cover a wider range of industry-specific and cross-functional workflows, giving organizations ready-to-use frameworks for almost any operational scenario.
Enhanced KPI tracking
The KPI Workbook will also receive updates to include custom metric creation, advanced trend analysis, and predictive insights. Users will be able to define organization-specific KPIs, compare performance across teams, and forecast potential bottlenecks before they impact operations.
Greater automation and integration
Upcoming enhancements will expand automation capabilities, including deeper integrations with popular CRMs, ERPs, and communication tools. This will reduce manual work even further, ensuring workflows remain tightly connected to the rest of the enterprise ecosystem.
User feedback and contribution
Moxo encourages users to provide feedback on existing templates and suggest new ones. By contributing insights from real-world usage, organizations can help shape future templates that reflect best practices across industries.
Streamline and optimize workflows with Moxo's templates and KPI workbook
Moxo’s workflow templates library, combined with the KPI Workbook, offers organizations a complete solution for designing, executing, and optimizing workflows. Templates accelerate process setup, reduce errors, and provide a proven structure, while the KPI Workbook ensures every action is measurable, actionable, and aligned with strategic goals.
By leveraging these tools together, teams can move from reactive task management to proactive operational optimization. Workflow stages become more efficient, compliance is embedded, and decision-making is data-driven, creating a continuous improvement loop across the organization.
Starting with foundational flows like client onboarding, purchase requests, and service delivery, teams can quickly experience measurable gains and gradually expand into more complex processes. As templates evolve and KPI insights guide refinement, organizations build a high-performance workflow ecosystem capable of scaling with business growth.
Explore the Moxo template library today and start measuring workflow performance with the KPI Workbook. Schedule a demo to get started!
FAQs
What is the Moxo workflow templates library?
The Moxo workflow templates library is a collection of prebuilt, customizable workflows designed to help teams automate processes quickly. It includes templates for client onboarding, approvals, service delivery, compliance management, and more. These templates save time, standardize operations, and provide a framework for measurable performance using the KPI Workbook.
How do I import a workflow template into Moxo?
To import a template, navigate to the workflow templates library in your Moxo dashboard. Select the template you want, click “import to workspace”, and it will appear in your Flow Builder. From there, you can customize stages, forms, approvals, and automation rules to match your organization’s needs before publishing.
What is the KPI workbook, and how does it work with templates?
The KPI Workbook is a performance tracking tool integrated with Moxo workflows. It captures metrics like cycle time, SLA compliance, error rates, and user touches, translating them into actionable insights. By linking the workbook with templates, teams can continuously monitor workflow efficiency, identify bottlenecks, and make data-driven improvements.
