We are excited to announce our newest innovation that helps make Nintex Workflow Cloud even easier to use – workflow templates. Nintex Manager of Technical Evangelism Vadim Tabakman and his team have been working to create pre-populated workflows that can be imported into your Nintex Workflow Cloud tenant and customized to fit your specific needs. No more starting from scratch with a blank workflow designer! When you start with a solid foundation, you can get creative and start building workflows quicker than ever.
We sat down with Vadim to get the low-down on Nintex Workflow Cloud templates and how to get started with them.
1. To start, can we ask how long you’ve been with Nintex? What are some of your roles and responsibilities with the company?
Coming up on 12 years. I feel like I’m part of the furniture now! I’ve done a little bit of everything at Nintex. From the onset, I started as one of the developers, building Nintex Workflow. When I moved to the US, I continued being a developer, but we found that there was a need for support over here, so I started doing that as well.
Finally, I moved to the sales team as a Technical Evangelist, and now I manage that team of extremely intelligent individuals. My role from the pre-sales side is to make sure our partners, customers, and those interested in Nintex have a great experience from the get-go. As part of this of this role, I present and speak at a lot of events and webinars, to our partners or to customers. It’s an exciting role where every day is different.
2. You and your team have undertaken a project to create workflow templates in Nintex Workflow Cloud. Can you tell us a bit about why you’ve created these templates and what they’re intended to do?
When I started here, I didn’t know what Nintex was, or SharePoint, or Salesforce. I was learning everything from scratch. One of the things that helped me learn quickly is seeing how other people did things.
The idea behind templates is twofold. It’s to help new users get up-to-speed with Nintex Workflow Cloud quickly and see how workflows can be built. It’s also useful for existing users, to help them start with a prebuilt workflow and adjust as needed, instead of having to build everything from scratch.
3. How many templates have been built so far and what can customers expect from them?
We currently have 32 templates finalized, and we’re looking to add more and more over time. One of the things that customers have commented on is that not only do they want a template, but they also want to understand what it does. That’s why we’ve endeavored to relabel the actions in the workflow to describe what they do. We are trying to reduce the learning curve and help people get automating quickly and efficiently.
4. What kind of solutions can you build from these templates?
The templates that are available are broken into several categories. Most are departmental (ex. HR, Finance, IT), but there is also a Component workflow category. Component workflows are reusable workflows that tend to take some input parameters, and sometimes output also, and they do some piece of business logic. That way, you don’t have to rebuild the logic with each workflow you create.
5. What are some of the biggest benefits users will see by using these templates?
Without a doubt, the biggest benefit will be for new users who aren’t sure what is possible with Nintex Workflow Cloud. This will give them a great starting-off point.
A close second would be for existing customers and partners, who can look at this and realize that it is going to save them time and money, going from concept to a completed workflow they need to automate. Honestly, everyone will find a benefit of these templates. In fact, if you have suggestions we would love to hear them. If you have workflows that you want to share, that would be great tool.
Have a suggestion or sample workflow you want to share? Contact Vadim directly.
6. Can you give us an example of a workflow solution that has been built with templates?
Under the ‘General Workflows’ category, is an ‘Anonymous Forms to Office 365’ workflow. This is built for users who need to create anonymous forms that they want people to fill in. The workflow will take the data, create an item in their Office 365 site, and then continue processing that data in the workflow. This really helps those customers using SharePoint Online who have a need for anonymous forms to be submitted by their customers, residents, vendors, partners, etc.
7. Do you have plans to further build on this project and include more workflows?
There is an undertaking as we speak to generate more templates and make them available to our customers and partners. Stay tuned!
8. What are you most excited about for the future of the Nintex Platform?
It’s exciting to see what our users are starting to do with Nintex. The world is changing, and we are no longer using one system to run our businesses. We have several disparate systems that work for any company to be successful. At the same time, some of these systems don’t talk to each other and require a lot of manual work. The Nintex Platform is helping join these systems and automate lots of manual processes that now allow employees, to focus on more important tasks.
Ready to get started building workflows using pre-built templates? Download the how-to guide now!