Package gallery
Install a working process in minutes.
30 ready-made packages across 6 areas, each a complete workflow with its rules, data, integrations and emails. Download one, connect your systems and run it on the same fast, headless engine — from a form, your API, a schedule or a data change.
30 packages
- Starts from a form
HR & People
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
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
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
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
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
Finance
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
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
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 - Starts from a form
Finance
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 - Starts from a form
Finance
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
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
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
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 - Scheduled
IT & Security
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 - Headless / API
IT & Security
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 - Starts from a form
Customer & Sales
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
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 - Headless / API
Customer & Sales
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
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 - Scheduled
Operations & Compliance
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
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
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
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 - Event-driven
Operations & Compliance
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 - Headless / API
Headless & Integration
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
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
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
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
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
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-1.0.0.utpkg
usertasks packages inspect expense-claims-1.0.0.utpkg
usertasks packages install expense-claims-1.0.0.utpkgTrust
Signed packages, verifiable downloads
Gallery packages are built from the sources in the UserTasks repository and signed with the UserTasks Gallery ed25519 key. 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.
Build your own: Packages documentation