Build in your agency’s procedures
Set out the steps for a common request, the information needed, and the tools to use. Your administrator reviews the process and makes it available to the right team.
ThreadWise / Agency workflows
Give recurring work a consistent process.
Give common requests a clear set of steps, using your agency’s procedures, existing tools, and team review.
Certificate preparation◷ Awaiting review
Client email
Certificate for our new workshopMorgan Reed · Juniper Ridge Fabrication
We’re leasing a new workshop. Could you send a certificate naming Lakeview Property Group as the certificate holder? I’ve attached the lease requirements.
- Linked account
- Juniper Ridge Fabrication
- Coverage
- General liability · Harbor Mutual
Workflow activity
- ✓Request receivedClient email linked to account
- ✓Certificate template selectedCertificate of liability insurance
- ✓Form preparedPolicy and lease details included
- ◷Certificate ready for reviewConfirm holder and completed answers
Juniper Ridge Certificate.pdfPrepared for Lakeview Property Group
What you can do
Move requests into action
Start the process from a connected email or task, or set it to begin when a supported request arrives. Use information from connected calls and meetings to help with the work.
Review the work before the next step
Follow progress, check prepared files, and approve actions that need your review. Your agency chooses which actions require approval.
Put it to work
Agency workflows in practice
Juniper Ridge Fabrication emails a certificate request with its workshop lease requirements attached. The agency’s workflow connects the request to the account and prepares a certificate for Lakeview Property Group, ready for the team’s review.
What you need to use it
Your agency needs to approve and enable the process for your team, connect the tools it uses, and give the team access to the information it needs.
Keep the work connected.
Start with the work