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Workflow examples

See the whole workflow, from intake to signature

Each example shows who it serves, what the form collects, who approves it, the document it produces, the signature step and what happens next. All names and values are synthetic examples.

  • Example · synthetic data

    Volunteer intake

    Collect volunteer applications, route each one to a coordinator for approval, then send an agreement to sign.

    1. Information collected
    2. Review and approval
    3. Document
    4. Signature
    5. After submission
    View example
  • Example · synthetic data

    Client onboarding

    Gather new-client details, have the owner review the request, then send an engagement summary for signature.

    1. Information collected
    2. Review and approval
    3. Document
    4. Signature
    5. After submission
    View example
  • Example · synthetic data

    Grant application review

    Accept grant applications, send each one to a reviewer, then issue an award letter for signature.

    1. Information collected
    2. Review and approval
    3. Document
    4. Signature
    5. After submission
    View example

How you build it in Klarstig

  1. Describe the process in plain language.
  2. AI drafts the form and the workflow steps (approval request, PDF document, emails, status updates). Everything starts as a draft.
  3. You review and edit, add the signature request, and publish when you are ready.