Easyflow for tech and SaaS companies
Access, onboarding and change requests with a record behind them
Tech and SaaS companies automate their product and run their internal routines in chat. Someone needs admin access to production, a new engineer starts Monday, a team wants another tool on the company card, a customer asks what data you hold about them.
Each of these is quick to do and hard to prove later. When an auditor, a customer's security questionnaire or your own incident review asks who approved an access or a change, the answer is somewhere in a chat history.
Free for 14 days. No credit card.
Where the work gets stuck today
And what changes when each routine becomes a clear process with an owner, a form and a deadline.
Access granted in a direct message
TodayAn engineer asks for access, someone with admin rights grants it, and nobody records why or until when.
With a processAn access request goes through the manager and security, records the access level and a review date, and asks the requester to confirm it works.
Offboarding with loose ends
TodayA person leaves and some of their accounts stay open, because nobody owned the list.
With a processEmployee offboarding gives handover, accesses and equipment their own steps with owners, so a departure is not closed while something is still pending.
Tools bought on a card
TodayTeams sign up for tools that store customer data before anyone checks security or the yearly cost.
With a processA software license request calculates the cost per year, asks whether the tool will store personal or customer data and gets IT, security and budget approval.
Production changes without a plan
TodayA risky change goes out without a rollback plan or a window, and the incident review starts from scratch.
With a processA change request records the risk, the step by step plan, the rollback and the outcome, and serious incidents end in a post-mortem with preventive actions.
Processes to start with
Ready-made templates you can adapt in minutes. Open one to see every step, field and approval.
Access request
Ask for access to a system with an access level and a review date, approved by the manager and security.
Request → Manager approval → Security approval → Grant access → Confirm accessEmployee onboarding
Get a new hire their laptop, accounts and a planned first day, with a 30-day check-in at the end.
New hire → Paperwork → Equipment and accesses → First day → 30-day check-inEmployee offboarding
Close a departure with handover, access removal, equipment return and the termination paperwork.
Departure notice → Handover → Accesses and equipment → Termination paperworkSoftware license request
Check a new tool for overlap, security and privacy, and approve its yearly cost before anyone pays.
Request → IT review → Security and privacy review → Budget approval → Purchase and setupChange request
Plan a production change with its risk and rollback plan, approve the window and record the result.
Change → Technical plan → Approval → Execution → Validation and closingIncident report
Report an outage, track the fix and run a post-mortem with preventive actions for the serious ones.
Report → Triage → Resolution → Post-mortem → Confirm the fixBackup restore test
Restore a real backup every month, keep a screenshot or log as evidence and open an incident when the restore fails.
System → Restore test → IncidentPrivacy rights request
People ask about their personal data through a public link, and the privacy team answers with a signed response letter.
Request → Identity check → ResponseEquipment request
Ask for a laptop or monitor and follow it from IT assessment to delivery.
Request → IT assessment → Purchase approval → Prepare and deliver → Confirm receiptWhat matters most here
Full timeline
Each access, change and incident keeps a tamper-evident history of who approved what and when.
Conditional fields and steps
The post-mortem step only appears when triage says it is needed, and fields show up only when they apply.
Automatic assignment
Requests can go to an IT pool, rotate round robin or land with whoever has the least open work.
Deadlines and escalation
Steps have deadlines with reminders and escalation, counted in business hours when you set a calendar.
CSV, PDF and webhooks
Requests export to CSV when someone asks for the list of accesses granted in a period.
Public request forms
Privacy requests and service desk requests come in through a public form, without an account.
Questions teams ask
Is Easyflow a ticketing or ITSM tool?
No. It has no ticket queues, knowledge base or asset database. It is built for internal requests that need approvals and a record, such as access, changes and software purchases.
Does it integrate with our identity provider or HR system?
Not natively. Easyflow sends signed webhooks and exports CSV, so you can connect it to your own scripts, but it does not create or remove accounts by itself.
Will it help with a SOC 2 audit?
It provides records, not compliance. Each access request and change keeps a dated, tamper-evident timeline that can be exported, which is the kind of evidence an auditor may ask to see. Which controls you need is up to you and your auditor.
Can a workflow branch in parallel?
No, on purpose. A process is a linear list of steps, and conditions skip steps or hide fields that do not apply.
Other industries
Bring these routines into one place
Start from the processes above, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.
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