--- title: Workflows Overview description: Find walkthroughs of Workflows for Ownership, Asset, and Transaction menus, as well as potential Workflow use cases. --- [Skip to content](https://academy.pereviewsoftware.com/knowledge-base/workflow-updates#main-content) [![Pereview Logo Dark Blue](https://academy.pereviewsoftware.com/hs-fs/hubfs/Pereview%20Logo%20Dark%20Blue.png?width=250&height=73&name=Pereview%20Logo%20Dark%20Blue.png)](https://academy.pereviewsoftware.com/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Pereview Knowledge Base](https://academy.pereviewsoftware.com/knowledge-base?hsLang=en) 2. [Product Features](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en) 3. [Workflow](https://academy.pereviewsoftware.com/knowledge-base/product-features?hsLang=en#workflow) June 18, 2025 # Workflows Overview ## Use cases and walkthroughs #### Here are a few workflow use cases for Workflows: - Automatically request monthly reviews of financial reports - Transaction close process to ensure the information has been set up consistently in Pereview for new investments - Credit facility reallocation process to review loan balances - Create a workflow for lease approval requests - Manage annual tax reporting processes, including appeals Watch the below videos for more about Workflows in various Pereview menus. **Ownership Menu Workflows** [![Ownership Menu Workflows](https://academy.pereviewsoftware.com/hs-fs/hubfs/Ownership%20Menu-1.jpg?width=670&height=377&name=Ownership%20Menu-1.jpg)](https://academy.pereviewsoftware.com/hubfs/PEREVIEW%20VIDEOS/ownership_menu_workflow%20(1080p).mp4?hsLang=en)   **Assets Menu Workflows** [**![Asset Menu Workflows](https://academy.pereviewsoftware.com/hs-fs/hubfs/Assets%20Menu-1.jpg?width=670&height=377&name=Assets%20Menu-1.jpg)**](https://academy.pereviewsoftware.com/hubfs/PEREVIEW%20VIDEOS/assets_menu_workflow%20(1080p).mp4?hsLang=en)   **Transactions Menu Workflows** [**![Transactions Menu Workflows](https://academy.pereviewsoftware.com/hs-fs/hubfs/Transactions%20Menu.jpg?width=670&height=376&name=Transactions%20Menu.jpg)**](https://academy.pereviewsoftware.com/hubfs/PEREVIEW%20VIDEOS/walkthrough_of_workflow_in_the_transactions_menu%20(1080p).mp4?hsLang=en) - 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