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Business Internal Process Guide

Let’s get started with using AnyDB to track and manage your internal business processes.

Internal processes—like approvals, onboarding, audits, or recurring reviews—are the backbone of how a business runs. AnyDB gives you a flexible, structured way to map, automate, and improve these processes across departments and teams.

Step 1: Identify the Process to Track​

Start by selecting a repeatable internal process you want to manage in AnyDB. Common examples include:

  • Employee onboarding
  • Document approvals
  • Vendor onboarding
  • Monthly compliance checks
  • Budget or expense approvals
  • Internal audits

Step 2: Create a Process Template​

Design a Data Document Template that represents a single instance of your internal process. Include fields like:

  • Process Name
  • Initiator / Requester
  • Steps or Milestones (as checklist or text)
  • Assigned Owner
  • Due Dates & Follow-Ups
  • Status (e.g., Pending, Open, Closed)
  • Approvals / Comments
  • Attachments

You can use spans and layout blocks to create a clean, structured layout for your team.

Step 3: Use Forms to Collect New Submissions​

Convert your process template into a form to let team members submit new requests.

What happens when a form is submitted?​

  • A new record is created in your designated folder or database.
  • A notification email is automatically sent to the person specified in the assignment field (if one exists).
  • The recipient can open the item, review the submission, and assign it to themselves or another team member.
  • Once assigned, the assignee gets notified and sees the item in their inbox.
  • The assignee then performs the action and marks the item as Closed, and can remove themselves from the assignment.

Additionally, the person triaging new form submissions can set a follow-up date directly in the data document to ensure that action is taken in a timely manner.

Step 4: Organize with Folders and Views​

Create a dedicated folder or database to store all internal process records. Set up views such as:

  • “New Requests”
  • “Assigned to Me”
  • “Follow-ups This Week”
  • “Completed Processes”

Views help streamline operations for team leads and owners.

For complex processes, use attached items to modularize your workflows:

  • Attach onboarding checklists
  • Attach signed approvals
  • Attach follow-up forms or task updates

This keeps your main process record clean, while storing detailed interactions alongside it.

Step 6: Monitor and Improve​

Use AnyDB’s dashboards and audit trails to stay on top of your processes:

  • Visualize overdue or pending tasks
  • Audit who did what and when
  • Export structured logs for reporting
  • Improve templates over time based on bottlenecks

Use Case Examples​

  • HR: Internal employee onboarding and offboarding
  • Finance: Budget request and approval cycles
  • Ops: Vendor onboarding and compliance checklists
  • IT: Access provisioning and deprovisioning
  • Internal Process Tracker
  • Onboarding Workflow
  • Budget Approval Tracker
  • Compliance Review Log
  • Document Approval Tracker

Need help setting this up? Reach out to our team and we’ll help model your internal process in AnyDB.

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