> ## Documentation Index
> Fetch the complete documentation index at: https://help.alk.work/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow Templates

> Prebuilt workflow templates available in ALK, organised by use case

ALK ships with prebuilt templates for common document-heavy processes, so you don't have to start from a blank page. Each one is a starting point: every field, stage, and validation is fully editable once you're in the template.

<Tip>
  Don't see a template that matches your process? These are starting points, not the only way to use ALK — see [Creating a Custom Workflow](/workflows/custom-workflow) to build your own from scratch, or use any template below as a base and customise it.
</Tip>

All templates follow the same general pattern to run — see [Setting Up a Workflow](/workflows/setting-up-a-workflow) for the shared steps (accessing a workflow, uploading documents, running, reviewing, exporting). The pages below cover what's specific to each template: when to use it and its default fields.

## Insurance & claims

| Template                                                                                             | Use case                                                             |
| ---------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------- |
| [Motor Claims](/workflows/applications/motor-claims)                                                 | Motor own-damage accident claims intake and registration eligibility |
| [FNOL](/workflows/applications/fnol)                                                                 | First notice of loss intake and initial claims triage                |
| [Surrender Claims — Life Business](/workflows/applications/surrender-claims-life-business)           | Life insurance surrender and policy loan claims                      |
| [Claims Intake & Payment Authorization](/workflows/applications/claims-intake-payment-authorization) | Claim intake through approval routing and payment authorization      |
| [BOL - POD Reconciliation](/workflows/applications/bol-pod-reconciliation)                           | Reconcile Bills of Lading against Proof of Delivery documents        |

## Retirement & pensions

| Template                                                                | Use case                                                 |
| ----------------------------------------------------------------------- | -------------------------------------------------------- |
| [Enbloc Application](/workflows/applications/enbloc-application)        | Full RSA balance withdrawals for low-balance accounts    |
| [AVC Application](/workflows/applications/avc-application)              | Additional Voluntary Contribution withdrawal requests    |
| [25% Lumpsum Withdrawal](/workflows/applications/25-lumpsum-withdrawal) | 25% RSA balance withdrawal (job loss) applications       |
| [Annuity Application](/workflows/applications/annuity-application)      | Retirement annuity applications and retiree verification |

## Investment & deals

| Template                                                                                   | Use case                                                                       |
| ------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------ |
| [Deal Screening](/workflows/applications/deal-screening)                                   | Summarise investment memos to evaluate opportunities quickly                   |
| [Due Diligence](/workflows/applications/due-diligence)                                     | Comprehensive analysis of deal documents and investment materials              |
| [Equity Mortgage](/workflows/applications/equity-mortgage)                                 | Screen equity mortgage application documents                                   |
| [Credit & Loan Application Intake](/workflows/applications/credit-loan-application-intake) | Applicant, income, and debt extraction with a first-pass credit recommendation |

## Legal & compliance

| Template                                                                         | Use case                                                      |
| -------------------------------------------------------------------------------- | ------------------------------------------------------------- |
| [NDA Review](/workflows/applications/nda-review)                                 | Extract parties, terms, and obligations from NDAs             |
| [Contract Clause Extraction](/workflows/applications/contract-clause-extraction) | Identify and extract key clauses from contracts               |
| [Tax & Compliance Validation](/workflows/applications/tax-compliance-validation) | Verify tax calculations and surface compliance risks          |
| [Document Classification](/workflows/applications/document-classification)       | Classify and validate document types before downstream review |

## Finance operations

| Template                                                                             | Use case                                                |
| ------------------------------------------------------------------------------------ | ------------------------------------------------------- |
| [Accounts Payable Automation](/workflows/applications/accounts-payable-automation)   | Vendor/invoice extraction with 2-way or 3-way matching  |
| [Expense Receipt Digitization](/workflows/applications/expense-receipt-digitization) | Capture and categorize employee expenses against policy |

## Need help?

If you run into issues, contact the Wamiri support team at [support@wamiri.com](mailto:support@wamiri.com). Include what you were trying to do, any error messages, and the steps you've already tried.