Use cases · jobs to be done · playbooks

Workflows teams search for

Concrete operating patterns — from onboarding to CRM automation — mapped to Zivvy records, owners, and approvals.

Project Management

Plan, execute, and track project delivery with finance and operations context.

Standardize onboarding so every new hire gets fast, consistent setup.

Manage support workflows with SLA visibility and stronger cross-team handoffs.

Coordinate planning, production, and publishing workflows with clear ownership.

Automate lead routing, follow-up, and pipeline progression without losing human judgment.

Live handoff stream

What a healthy Zivvy day looks like across sales, stock, and finance.

Lead captured → owner assigned

Verbs inside every playbook

Qualify

Assign

Approve

Fulfill

Invoice

Reconcile

Escalate

Report

Browse solutions by role, or start free and pick a playbook inside the product.