Clients / David Stone
DEMO PREVIEW
Client workspace · Employee automation

Good morning, David

Your operations at a glance. Let the routine run itself.

Operations overview

Monday, October 26, 2026Reporting period · This week
Hours returned to team ◷
24.5 hrs
↑ 12% vs. previous week
Active workflows ⟳
8
6 running · 2 in setup
Items awaiting review ☷
3
Oldest request · 2h ago
Onboarding progress ♙
76%
↑ 8% this project phase

Workflow automations

Designed around your team's everyday operations

♧
New hire onboarding
Welcome pack · account requests · first-week checklist
RUNNING
↗
Incoming request routing
Sort, assign and notify by request type
RUNNING
✓
Expense approvals
Policy checks · manager review · status updates
IN SETUP
▤
Weekly team digest
A Monday summary of tasks and open requests
PAUSED

Team task routing

Current ownership · sample team

JM
Jordan Miller
People operations
4 open tasks
AL
Avery Lee
Finance & approvals
2 approvals
MC
Morgan Chen
IT & access
1 new hire
RS
Riley Smith
Operations
3 requests

Tasks & approvals

Items moving through your team's queue

Approve Q4 software reimbursement
Avery Lee · Submitted 2 hours ago
Needs review
Confirm onboarding access for Sam
Jordan Miller · Submitted 4 hours ago
Needs review
Review new hire welcome checklist
Morgan Chen · Due today
On track
Approve equipment request · laptop
Riley Smith · Submitted yesterday
Needs review
Finalize request routing rules
Kinetiq project team · Due Oct 29
On track

Recent team activity

A little momentum, every day

Today
✓
Jordan completed the new hire welcome checklist
9:42 am
+
Avery submitted an expense for approval
9:18 am
↗
Request routing assigned 3 new items to owners
8:54 am
♙
Morgan updated Sam's onboarding progress
8:31 am
Workspace · Workflow library

Workflow automations

Explore the routines helping your team move work forward.

All automations

8 workflows in this demo workspace · 6 running

Workspace · People operations

People & onboarding

Make every new teammate's first week feel considered.

Onboarding pipeline

Sample employee onboarding status

SK
Sam Kim · Operations Associate
Day 3 of 5 · Welcome checklist 80% complete
ON TRACK
+1
Next team member
Draft onboarding plan · Start date Nov 2
PREPARING

First-week checklist

Reusable sample template

Send welcome note & team introduction
People operations · Day 1
Done
Request accounts and equipment
IT & access · Day 1
Done
Schedule manager check-in
People operations · Day 3
Today
Workspace · Decision queue

Approvals

A clear view of the decisions waiting for a team member.

3 ITEMS NEED REVIEW

Pending approvals

Sample requests assigned to David's team

Workspace · Team feed

Activity

Recent updates from your employee workflows.

Workspace · Integration plan

Integrations

Planned systems for a future implementation phase.

DEMO PREVIEW

Planned connections

These services are illustrative only and are not connected.

Microsoft 365
Calendar · email · employee directory
NOT CONNECTED
Slack
Team notifications · task updates
NOT CONNECTED
Form intake
Request capture · new hire details
PLANNED

Project note

Integration setup follows workflow sign-off.

When your team is ready, the Kinetiq project team can confirm requirements, permissions, and implementation scope for each connection.

Kinetiq · David Stone employee automation · Sample dashboard for discussion