Workflows
Each workflow shows how to run a recurring document process in Keelstar — from collection through monitoring and export.
Collect
Get a current, validated W-9 on file for every vendor without chasing anyone over email.
Collect
Request W-9s, W-8s, and other tax documents and track what's outstanding.
Monitor
Know before a vendor's certificate of insurance lapses — not after.
Extract
Read coverage, limits, and expiration off an ACORD 25 without re-keying it.
Collect
Collect every required vendor document in one secure flow.
Monitor
Check vendors against OIG and OFAC on a schedule and keep the evidence.
Monitor
Screen staff against exclusion lists continuously, with a dated record.
Monitor
Never let a contract auto-renew by accident again.
Monitor
Work back from each renewal to the real deadline you must act by.
Extract
Get a fast, consistent read on the clauses that carry commercial risk.
Approve
Collect a signature and keep the executed copy with its audit trail.
Collect
Distribute a policy and collect signed acknowledgments with version history.
Audit
Know who accepted which version of which policy, and when.
Monitor
Keep a record of who completed which training and when it expires.
Monitor
Get warned before any staff certification lapses.
Approve
Send invoices through the right chain and keep the approval trail.
Monitor
Surface stuck approvals and the bottleneck behind each one.
Audit
Turn everyday document work into evidence that's ready before it's asked for.
Audit
Hand finance, legal, or an auditor a clean evidence pack on demand.
Audit
Move recurring document work off spreadsheets and shared folders for good.