Community package gallery
Install a working process in minutes. Share yours.
The gallery is where the UserTasks community uploads and shares solutions. Start from 56 official packages across 7 areas, each a complete workflow with its forms, rules, data, integrations and emails: Workday, SAP S/4HANA, ServiceNow and Salesforce flows, or packages that need no integrations at all.
56 packages
- Starts from a form
HR & People Official
Employee offboarding
A manager submits a leaver; access is revoked on the right day, equipment recovered, final pay scheduled, the exit interview held and the termination recorded.
Needs:REST APIAssigneesEmail
~15 min setup · IntermediateDetails - Starts from a form
HR & People Official
Employee onboarding
HR enters a new hire; the HR record, laptop, accounts, buddy and first-week plan are all arranged before day one, with a 30-day check-in.
Needs:REST APIAssigneesEmail
~20 min setup · IntermediateDetails - Starts from a form
HR & People Official
Equipment request
Employees request kit from an equipment catalogue; a cost and role policy routes approval, IT fulfils the request and the asset is registered.
Needs:REST APIAssigneesEmail
~10 min setup · StarterDetails - Starts from a form
HR & People Official
Leave request
Employees request leave from a form; the balance, leave-type rules and an approval policy decide auto-approval, manager or HR review, then the leave is booked.
Needs:REST APIAssigneesEmail
~10 min setup · StarterDetails - Scheduled
HR & People Official
Probation review
Every morning, employees whose probation ends within three weeks get a manager review; the outcome is confirmed, extended or ended and recorded.
Needs:REST APIAssigneesEmail
~15 min setup · IntermediateDetails - Starts from a form
HR & People Official
Timesheet approval
A weekly timesheet form with Mon–Fri hours and a project lookup; totals and overtime are calculated, approvers approve or reject, and long weeks get a second check.
No integrations neededNothing to configure: works as soon as it is installed
~10 min setup · StarterDetails - Starts from a form
HR & People Official
Training sign-off
Trainees submit course completion evidence on a form; their trainer signs it off or asks for more, and the training record and expiry date are kept.
No integrations neededNothing to configure: works as soon as it is installed
~10 min setup · StarterDetails - Headless / API
HR & People Official
Workday new hire → onboarding
A Workday Hire event reads the worker, applies the job family checklist and onboarding plan, starts IT provisioning and has the hiring manager prepare day one.
WorkdayNeeds:REST APIAssigneesInbound webhook
~25 min setup · IntermediateDetails - Scheduled
HR & People Official
Workday time-off request sync
Every 30 minutes, time off requests from a Workday report sync to a Team calendar table; long or critical absences get a manager cover check.
WorkdayNeeds:REST APIAssignees
~20 min setup · IntermediateDetails - Headless / API
HR & People Official
Workday worker change → access update
A Workday job change, org move or termination maps old and new jobs to access bundles, logs the request, and the manager approves or rejects it.
WorkdayNeeds:REST APIAssigneesInbound webhook
~20 min setup · IntermediateDetails - Starts from a form
Finance Official
Expense claims
Employees submit a claim from a form; category limits and an approval policy route it, and approved claims are queued for reimbursement.
Needs:REST APIAssigneesEmail
~10 min setup · StarterDetails - Headless / API
Finance Official
Invoice three-way match
Match each incoming invoice to its purchase order and goods receipts, pay matches within tolerance and route exceptions to accounts payable.
Needs:REST APIAssigneesInbound webhook
~15 min setup · IntermediateDetails - Scheduled
Finance Official
Month-end close checklist
On the first of each month, open the close in the ERP and issue every checklist task with a deadline, evidence rule and an audit log.
Needs:REST APIAssignees
~15 min setup · IntermediateDetails - Headless / API
Finance Official
NetSuite vendor bill (AP) approval
NetSuite posts a vendor bill; subsidiary and amount limits pick the approvers, AP codes the cost centre and approves, rejects or holds, and NetSuite is updated.
Oracle NetSuiteNeeds:REST APIInbound webhookAssigneesEmail
~25 min setup · IntermediateDetails - Starts from a form
Finance Official
Petty cash claims
A themed petty cash claim form with a cost-centre lookup and receipt link, float and limit rules, budget-holder approval and a ledger.
No integrations neededNothing to configure: works as soon as it is installed
~10 min setup · StarterDetails - Starts from a form
Finance Official
Purchase requisition to PO
Requesters submit a requisition; the purchasing policy sets approvals and quotes, and approved requests become a purchase order sent to the supplier.
Needs:REST APIAssigneesEmail
~15 min setup · IntermediateDetails - Headless / API
Finance Official
SAP purchase requisition → PO approval
An SAP S/4HANA purchase requisition is read over OData, routed by an approval matrix to approvers who pick the cost centre, then turned into a PO.
SAP S/4HANANeeds:REST APIAssigneesInbound webhook
~40 min setup · AdvancedDetails - Headless / API
Finance Official
SAP supplier invoice posting with 3-way match
A captured supplier invoice is matched to the SAP PO and goods receipts; variances outside tolerance go to AP, and matched invoices are posted to S/4HANA.
SAP S/4HANANeeds:REST APIAssigneesInbound webhook
~35 min setup · AdvancedDetails - Starts from a form
Finance Official
SAP vendor master change approval
A themed form requests a supplier bank change; SAP data is compared, finance reviews, the supplier is called back, treasury approves and SAP is updated.
SAP S/4HANANeeds:REST APIAssignees
~35 min setup · AdvancedDetails - Starts from a form
Finance Official
Vendor onboarding with KYC
Screen new vendors for sanctions, registry and adverse media, tier the risk, review and verify bank details, then create the vendor in the ERP.
Needs:REST APIAssigneesEmail
~20 min setup · IntermediateDetails - Starts from a form
IT & Security Official
Access request and provisioning
People request application access from a form; risk-based approvals route it, the grant is provisioned automatically and time-boxed access is revoked on expiry.
Needs:REST APIAssigneesEmail
~15 min setup · IntermediateDetails - Starts from a form
IT & Security Official
Change management with CAB
An RFC form scores change risk, routes to pre-approval, CAB or emergency CAB, then tracks implementation and the post-implementation review in your ITSM.
Needs:REST APIAssigneesEmail
~15 min setup · IntermediateDetails - Headless / API
IT & Security Official
Incident triage
Monitoring alerts open prioritised ITSM incidents automatically; repeat alerts are deduplicated and P1/P2 incidents page the on-call engineer with escalation.
Needs:REST APIAssigneesInbound webhook
~15 min setup · IntermediateDetails - Starts from a form
IT & Security Official
IT equipment loans
Staff borrow laptops, phones and headsets from a loan pool: manager approval, availability tracking, a return check with reminders and a full loan log.
No integrations neededNothing to configure: works as soon as it is installed
~10 min setup · StarterDetails - Scheduled
IT & Security Official
Joiner, mover, leaver sync
A nightly job reads joiners, movers and leavers from the HR system and creates, updates or disables directory accounts with role-based groups, logging every action.
Needs:REST APIDirectory / HR system
~15 min setup · IntermediateDetails - Starts from a form
IT & Security Official
Microsoft 365 / Entra account provisioning
A themed IT form requests a new starter account; the manager approves, then Graph creates the Entra user, assigns the licence and adds the department group.
Microsoft 365Microsoft Entra IDNeeds:REST APIEmail
~30 min setup · IntermediateDetails - Headless / API
IT & Security Official
Security alert enrichment
SIEM alerts are enriched with IP reputation, user and asset context, then auto-closed, opened as a SOAR case, or contained after analyst approval.
Needs:REST APIAssigneesInbound webhook
~20 min setup · AdvancedDetails - Headless / API
IT & Security Official
ServiceNow change approval
ServiceNow sends a change for approval; CI criticality and a risk table route it, the CAB approves, rejects or asks for info, and the approval is written back.
ServiceNowNeeds:REST APIInbound webhookAssigneesEmail
~25 min setup · IntermediateDetails - Headless / API
IT & Security Official
ServiceNow major incident review
ServiceNow posts a new or escalated incident; the criteria table flags major incident candidates and the incident manager declares major or not.
ServiceNowNeeds:REST APIInbound webhookAssigneesEmail
~20 min setup · IntermediateDetails - Starts from a form
Customer & Sales Official
Complaint handling with SLAs
Agents log a complaint; the customer tier and an SLA matrix set response and resolution targets, with escalation, compensation approval and CRM case resolution.
Needs:REST APIAssigneesEmail
~15 min setup · IntermediateDetails - Starts from a form
Customer & Sales Official
Complaints tracker
Log complaints against a simple customer CRM; tier and category set the priority and SLA, the customer is acknowledged and handlers resolve or escalate.
No integrations neededNothing to configure: works as soon as it is installed
~15 min setup · IntermediateDetails - Starts from a form
Customer & Sales Official
Customer onboarding with KYC
Account managers register a new business customer; KYC screening, a credit report and a risk rating set the tier and limit before the account is opened.
Needs:REST APIAssigneesEmail
~20 min setup · IntermediateDetails - Starts from a form
Customer & Sales Official
Event registration
A themed registration form with an event lookup, capacity check and waitlist, confirmation emails and an organiser task for special requests.
No integrations neededNothing to configure: works as soon as it is installed
~10 min setup · StarterDetails - Headless / API
Customer & Sales Official
Lead routing and enrichment
Enrich each inbound lead, score it with a routing table, create it in the CRM with its territory owner, and alert sales or start nurture.
Needs:REST APIInbound webhook
~15 min setup · IntermediateDetails - Starts from a form
Customer & Sales Official
Quote approval with discount tiers
Sales reps submit a quote; a discount authority table sets who approves, and each approver can approve, reject or counter before the CPQ is updated.
Needs:REST APIAssigneesEmail
~15 min setup · IntermediateDetails - Headless / API
Customer & Sales Official
Salesforce opportunity discount approval
A Salesforce Flow submits an opportunity discount; tiers decide the approvers, the sales manager then finance approve, and the status goes back to Salesforce.
SalesforceNeeds:REST APIInbound webhookAssigneesEmail
~25 min setup · IntermediateDetails - Scheduled
Operations & Compliance Official
Audit evidence collection
Monthly SOC 2 / ISO 27001 evidence run: automated controls are pulled from your systems, owners of manual controls are asked for a link, all logged for the auditor.
Needs:REST APIAssigneesEmail
~20 min setup · IntermediateDetails - Scheduled
Operations & Compliance Official
Contract renewal reminders
A daily check of your contract register: owners are reminded 60, 30 and 7 days before each notice deadline and asked to renew, renegotiate or terminate.
Needs:AssigneesEmail
~15 min setup · IntermediateDetails - Starts from a form
Operations & Compliance Official
GDPR data subject requests
Handle access, erasure and other privacy requests: statutory deadline, identity check, search of CRM, billing and support, erasure, and a DPO-approved reply.
Needs:REST APIAssigneesEmail
~30 min setup · AdvancedDetails - Scheduled
Operations & Compliance Official
Inventory reorder
A daily stock check finds items at or below their reorder point, raises an Approve order / Skip task for each and emails the supplier a purchase order.
No integrations neededNothing to configure: works as soon as it is installed
~15 min setup · IntermediateDetails - Scheduled
Operations & Compliance Official
Policy acknowledgement tracker
Every week, issue the current policy to every active person, track who has acknowledged it, remind the rest and give the policy owner one chase list.
No integrations neededNothing to configure: works as soon as it is installed
~15 min setup · IntermediateDetails - Scheduled
Operations & Compliance Official
Policy attestation
A monthly campaign: employees confirm they have read the policies due for them, with reminders, escalation to compliance and an audit trail of attestations.
Needs:Directory / HR systemREST APIAssigneesEmail
~15 min setup · IntermediateDetails - Starts from a form
Operations & Compliance Official
Risk register
Anyone raises a risk on a form; a 5×5 matrix rates it, the owner accepts, mitigates or escalates within an SLA, and a weekly job re-reviews due risks.
No integrations neededNothing to configure: works as soon as it is installed
~15 min setup · IntermediateDetails - Scheduled
Operations & Compliance Official
Safety inspection checklist
Every month, a safety inspection checklist task for each site with Pass / Fail buttons; failures raise a corrective action and are logged.
No integrations neededNothing to configure: works as soon as it is installed
~10 min setup · StarterDetails - Event-driven
Operations & Compliance Official
Supplier risk review
Adding a supplier or flagging it for review pulls a fresh risk rating, sets the tier and next review date, and sends high-risk suppliers to procurement.
Needs:REST APIAssigneesEmail
~15 min setup · IntermediateDetails - Starts from a form
Operations & Compliance Official
Workplace incident log
A safety-themed incident form, severity and SLA from a decision table, an incident register with 7-year retention and an investigation task with Close / Escalate.
No integrations neededNothing to configure: works as soon as it is installed
~10 min setup · IntermediateDetails - Starts from a form
Workplace & Facilities Official
Asset register & check-out
A register of loanable equipment with a check-out form, a due-back return task with a reminder, and Returned / Damaged outcomes that update the register.
No integrations neededNothing to configure: works as soon as it is installed
~10 min setup · StarterDetails - Starts from a form
Workplace & Facilities Official
Car-pool & fleet booking
Book a pool car on a themed form: service and clash checks, a decision table for long, multi-day or weekend trips, coordinator approval and a confirmation email.
No integrations neededNothing to configure: works as soon as it is installed
~10 min setup · StarterDetails - Starts from a form
Workplace & Facilities Official
Meeting room booking
Book a room from a themed start form; rules send large, long or catered bookings to facilities for approval, everything else is confirmed straight away.
No integrations neededNothing to configure: works as soon as it is installed
~10 min setup · StarterDetails - Starts from a form
Workplace & Facilities Official
Visitor sign-in
A themed reception form signs visitors in, looks up their host, logs the visit, emails the host and has reception confirm an NDA when needed.
No integrations neededNothing to configure: works as soon as it is installed
~5 min setup · StarterDetails - Headless / API
Headless & Integration Official
AI ticket triage with human review
An AI agent classifies each helpdesk ticket and drafts a reply; confident, low-risk answers go out automatically and the rest wait for a person.
Needs:AI modelREST APIAssigneesInbound webhook
~20 min setup · IntermediateDetails - Headless / API
Headless & Integration Official
Document generation pipeline
Turn contract data from any app into a filled Word contract and Excel fee schedule, file both in your DMS and send the contract for e-signature.
Needs:REST APIDocument templatesInbound webhook
~20 min setup · IntermediateDetails - Event-driven
Headless & Integration Official
Event-driven ETL
Each new row in an Orders staging table is normalised, converted to the base currency, loaded into the warehouse and marked loaded or failed.
Needs:REST API
~10 min setup · IntermediateDetails - Headless / API
Headless & Integration Official
Order orchestration API
A synchronous order endpoint for your storefront: validate, price, fraud-screen, reserve stock, authorise payment and create the shipment in one call.
Needs:REST APIInbound webhookAssignees
~25 min setup · AdvancedDetails - Scheduled
Headless & Integration Official
Scheduled data reconciliation
Every morning, yesterday's orders are matched to billing invoices; missing invoices and amount mismatches are recorded and a summary is sent.
Needs:REST API
~15 min setup · IntermediateDetails - Headless / API
Headless & Integration Official
Webhook multi-system sync
A CRM "account updated" webhook is validated and fanned out to the ERP, billing platform and support desk, with every result written to a sync log.
Needs:REST APIInbound webhook
~20 min setup · IntermediateDetails
How it works
Download, install, connect, run
Step 1
Download
Pick a package and download its .utpkg file: one signed ZIP with the workflow and everything it uses.
Step 2
Install
Drag the file onto Automations → Packages (or pick it from Browse gallery there), or run usertasks packages install. The file is verified before anything is written.
Step 3
Connect
Give the base URLs and tokens of your systems and pick who receives each task. Or keep it incomplete and finish later.
Step 4
Run
Start it from the Run dialog, your portal, the API, a webhook or its schedule. Adapt the rules and tables to your policy.
curl -fLO https://usertasks.com/gallery/expense-claims-1.1.0.utpkg
usertasks packages inspect expense-claims-1.1.0.utpkg
usertasks packages install expense-claims-1.1.0.utpkgTrust
Signed packages, verifiable downloads
Official packages are built from the sources in the UserTasks repository and signed with the UserTasks Gallery ed25519 key. Community packages carry their author's signature when they have one, and their checksum either way. The signature covers a SHA-256 checksum of the manifest, which lists the hash of every file, so any change breaks verification.
Preview builds
Development build: these packages are not signed. Verify the sha256 checksums below. Each package page lists its file SHA-256 and package checksum.
Machine-readable list: /gallery/index.json
Questions
About packages
- What is in a package?
- A .utpkg file holds a workflow and everything it uses: sub-workflows, decision tables, data tables with sample rows, REST integrations with their API references and response models, email templates and AI agents. It is a signed ZIP in the same config-as-code layout the CLI and GitHub sync use.
- Do packages contain credentials?
- No. Every secret is removed when a package is built and becomes a requirement. The install wizard (or the CLI) asks for base URLs, API tokens and the people who receive each task, or installs the package incomplete until you finish setup.
- Can I change a package after installing it?
- Yes. Installed assets are ordinary workflows, tables and integrations in your workspace. Edit them in the designer; installing a newer version later upgrades in place and flags anything you changed so you can keep it.
- Does it work on a self-hosted instance?
- Yes. Packages install the same way on UserTasks cloud and on any self-hosted deployment, from Automations → Packages (drag the file in, or Browse gallery), the REST API or the CLI. Browse gallery on a self-hosted instance shows the Official packages it ships with plus the Community packages from usertasks.com (GALLERY_INDEX_URL; set it to off for air-gapped instances).
- What is the difference between Official and Community packages?
- Official packages are built by the UserTasks team from the sources in the repository and signed with the UserTasks Gallery key. Community packages are shared by UserTasks users: every one passes the same automatic checks (valid workflows and node settings, no secrets, placeholder hosts, size limits) and a moderator approves it before it is listed. Review a community package before running it, as you would any code from the internet.
- What does No integrations needed mean?
- The package uses only built-in features: forms, task forms, data tables with sample rows, decision tables, SLAs and escalations, email templates, schedules, sub-workflows and retention policies. It has no third-party API and asks for nothing on install, so it works as soon as it is installed.
Build your own: Packages documentation