30 workflow templates

Codex Sites Template Gallery

Copy practical internal-app patterns for hubs, dashboards, trackers, calendars, review rooms, resource libraries and operational workflows.

HR

HR Onboarding Hub

A workspace hub for new hires, task owners, policy links and first-week checkpoints.

Sales

Sales Enablement Hub

Approved decks, objection scripts, pricing notes, battlecards and feedback loops for revenue teams.

Operations

Pulse Dashboard

A weekly operating dashboard that summarizes status, blockers, owners and metric changes.

Product

Launch Calendar

Milestones, launch owners, readiness signals, risks, content tasks and approval dates.

Marketing

Event Planning Hub

Venue, speaker, sponsor, budget, run-of-show and follow-up task planning in one app.

Product

Customer Feedback Dashboard

Cluster user feedback by segment, severity, product area, owner and review status.

Team

Internal Knowledge Base

Searchable procedures, owners, freshness status, decision notes and missing-article requests.

Marketing

Marketing Campaign Calendar

Campaign briefs, channels, publish dates, dependencies, creative status and KPI notes.

Startup

Investor Update Dashboard

A private monthly investor update room with metrics, asks, narrative and Q&A tracking.

HR

HR Resource Center

Benefits, policies, forms, employee FAQs, request routing and ownership metadata.

Product

Product Launch Tracker

Readiness checklist, launch risks, release notes, support prep and stakeholder approvals.

Operations

Internal KPI Dashboard

Team metrics, owner notes, trends, alert thresholds and review cadence.

Engineering

Bug Triage Board

Bug intake, severity, reproduction steps, owners, sprint target and resolution status.

Agency

Client Portal Prototype

A client review workspace for deliverables, decisions, comments, milestones and approvals.

Team

Meeting Notes Library

Structured meeting notes with attendees, decisions, action items and search filters.

People

Recruiting Pipeline Board

Candidate stages, interview feedback, owners, next steps and hiring manager views.

Finance

Finance Expense Review App

Expense intake, approval status, policy notes, owner comments and export-ready records.

Leadership

OKR Dashboard

Objectives, key results, confidence, owners, blockers and weekly check-in history.

Growth

Experiment Tracker

Hypotheses, variants, metrics, status, learnings and decision records for growth tests.

Marketing

Creator Sponsorship Tracker

Creator pipeline, deliverables, rates, contract status, performance and renewal notes.

Agency

Agency Client Workspace

Shared campaign briefs, files, approval queues, risks and next actions for client teams.

Local

Restaurant Operations Dashboard

Shift notes, inventory issues, repairs, reservations, daily sales and staff updates.

Real Estate

Real Estate Deal Tracker

Deals, comps, underwriting notes, tasks, documents, risk flags and next calls.

Education

Course Resource Hub

Lessons, worksheets, cohorts, office hours, support requests and learner progress notes.

Community

Community Member Directory

Member profiles, skills, interests, join date, tags, referrals and moderation notes.

Support

Support Ticket Triage

Ticket categories, severity, owner assignment, response status and escalation views.

Operations

Internal Tool Request Board

Internal app requests, impact, requester, owner, status, dependencies and review notes.

Content

Content Calendar

Ideas, drafts, channels, owners, publish dates, approvals and performance follow-ups.

Leadership

Team Decision Log

Decisions, context, alternatives, owners, date, reversibility and follow-up tasks.

Security

Security Review Room

Vendor reviews, risk notes, controls, evidence, approvers and renewal reminders.