App blueprints
50 apps teams build with Helix. Each one comes with the prompts to make it yours, from the first screen to the deploy.
- purchase-approvals.helix-app.aiSubmit
Purchase approvals
14
Awaiting your approval
3
Overdue
2.4 days
Median to decision
38
Approved this month
A sketch of Purchase approvals, not a screenshot. What you build will look like whatever you ask for. Finance
Purchase approvals
Purchase approval workflow
- budget-tracker.helix-app.aiAdd commitment
Budget tracker
1.84M
Planned, year to date
1.21M
Invoiced
340K
Committed, not invoiced
290K
Actually remaining
A sketch of Budget tracker, not a screenshot. What you build will look like whatever you ask for. Finance
Budget tracker
Budget vs actuals tracker
- invoice-queue.helix-app.aiAdd invoice
Invoice queue
9
Exceptions to clear
214
Cleared automatically
2
Suspected duplicates
3 days
To next discount deadline
Supplier Invoice Amount Why it is here Due Kestrel Ltd KL-4471 31,000 No purchase order 11 days Apple AP-99120 26,880 Over tolerance by 340 6 days Harbon LLP H-2210 9,500 Unknown supplier 14 days Figma FG-8801 18,400 Possible duplicate 9 days Northrise NR-114 4,120 Quantity mismatch 2 days A sketch of Invoice queue, not a screenshot. What you build will look like whatever you ask for. Finance
Invoice queue
Invoice approval queue
- expense-checker.helix-app.aiCheck
Expense checker
11
Waiting on you
183
Cleared without review
6
Exceptions this month
2
Rules exceptioned repeatedly
A sketch of Expense checker, not a screenshot. What you build will look like whatever you ask for. Finance
Expense checker
Expense policy checker
- saas-spend.helix-app.aiAdd subscription
Software spend
1.42M
Annual spend
87
Tools in the register
312K
Unused seat value
6
Notice deadlines in 60 days
A sketch of Software spend, not a screenshot. What you build will look like whatever you ask for. Finance
Software spend
SaaS spend tracker
- deal-desk.helix-app.aiRequest approval
Deal desk
7
Waiting on you
41 min
Median to decision
22%
Median discount
4
Above the ladder
Auto-cleared3Brightsea
135K · 12%
Fenwick
48K · 9%
With manager2Kestrel Ltd
64K · 18% · 12 min
With VP1Halden Foods
410K · 27% · 1 day
With CRO2Northrise
240K · 32% · 3h
Vantor
88K · 41% · 6h
A sketch of Deal desk, not a screenshot. What you build will look like whatever you ask for. Sales and RevOps
Deal desk
Deal desk discount approval app
- orders.helix-app.aiAdd an order
Orders
41
Open orders
6
Stuck over 5 days
88K
Shipped, not invoiced
3
Lines that do not reconcile
Confirmed12Halden Foods, 4471
18,400 · 2 days
Vantor, 4468
6,200 · 1 day
Partially shipped7Northrise, 4455
2 of 5 lines · no date for rest
Backordered5Kestrel, 4449
expected 14 Oct · 11 days stuck
Shipped, not invoiced9Brightsea, 4441
31,000 · 8 days
Fenwick, 4438
12,400 · 3 days
A sketch of Orders, not a screenshot. What you build will look like whatever you ask for. Finance
Orders
Order management tracker
- pipeline-hygiene.helix-app.aiRefresh now
Pipeline hygiene
6
On your list today
2.4M
Flagged pipeline value
41%
Of pipeline at risk
+12
Score, last 30 days
A sketch of Pipeline hygiene, not a screenshot. What you build will look like whatever you ask for. Sales and RevOps
Pipeline hygiene
Pipeline hygiene dashboard
- territory-planner.helix-app.aiNew version
Territory planner
1,842
Accounts in scope
12
Territories
3
Matched twice
47
Matched by nothing
Territory Accounts Potential Quota Coverage EMEA Enterprise 142 18.4M 4.20M 4.4x EMEA Mid-market 318 9.10M 2.60M 3.5x NA Enterprise 156 24.7M 5.80M 4.3x NA Mid-market 402 11.2M 3.90M 2.9x APAC 211 6.30M 2.40M 2.6x A sketch of Territory planner, not a screenshot. What you build will look like whatever you ask for. Sales and RevOps
Territory planner
Quota and territory planner
- commission.helix-app.aiRun period
Commission
112%
Your attainment
38,400
Commission this period
2
Lines you have queried
Frozen
Q2, paid 14 July
A sketch of Commission, not a screenshot. What you build will look like whatever you ask for. Sales and RevOps
Commission
Commission calculator
- partner-referrals.helix-app.aiRegister a deal
Partner referrals
5
Waiting on review
68%
Acceptance rate
7
Lapsing in 14 days
94,200
Owed, not yet paid
Submitted5Vantor, Bright Partners
domain matches an open deal
Accepted12Halden Foods, Cordell
protected until 1 Dec
Kestrel Ltd, Meridian
protected until 1 Nov
Lapsing7Fenwick, Cordell
expires in 6 days
Closed9Northrise, Cordell
won · 240K · payable
A sketch of Partner referrals, not a screenshot. What you build will look like whatever you ask for. Sales and RevOps
Partner referrals
Partner referral tracker
- customer-health.helix-app.aiLog intervention
Customer health
4
Declining fast
1.9M
Contract value at risk
11
Renewing this quarter
62%
Interventions that recovered
A sketch of Customer health, not a screenshot. What you build will look like whatever you ask for. Customer Success
Customer health
Customer health dashboard
- partnerships.helix-app.aiLog an interaction
Partnerships CRM
184
Organisations
612
Contacts
11
Gone quiet, 90 days
4
In both systems, no owner
A sketch of Partnerships CRM, not a screenshot. What you build will look like whatever you ask for. Sales and RevOps
Partnerships CRM
Lightweight CRM
- account-research.helix-app.aiResearch an account
Account research
184
Accounts with a brief
31
Needing refresh
62%
Opened by someone else
41%
Of pipeline has no brief
A sketch of Account research, not a screenshot. What you build will look like whatever you ask for. Sales and RevOps
Account research
Account research app
- qbr-prep.helix-app.aiStart a review
QBR prep
6
Reviews next month
4
Commitments overdue
18
Metrics assembled
3
Sections that moved
A sketch of QBR prep, not a screenshot. What you build will look like whatever you ask for. Customer Success
QBR prep
QBR prep tool
- escalations.helix-app.aiSend an update
Escalations
5
Open escalations
2
Updates overdue
3
Commitments due
4.2 days
Median to resolution
A sketch of Escalations, not a screenshot. What you build will look like whatever you ask for. Customer Success
Escalations
Customer escalation tracker
- renewals.helix-app.aiLog a decision
Renewals
3
Past engagement date
4.1M
Renewing this quarter
108%
Net revenue retention
2
Committed but declining
Not started2Halden Foods
410K · overdue 11 days
Kestrel Ltd
64K · engage in 88 days
Value review1Northrise Group
240K · engage in 6 days
Proposal1Vantor
135K · committed
Negotiation1Brightsea
88K · likely
A sketch of Renewals, not a screenshot. What you build will look like whatever you ask for. Customer Success
Renewals
Renewal tracker
- portal.helix-app.aiInvite a user
Customer portal
288 of 300
Seats in use
4
Open requests
14 Nov
Renewal date
2
Invitations pending
A sketch of Customer portal, not a screenshot. What you build will look like whatever you ask for. Customer Success
Customer portal
B2B customer portal
- headcount.helix-app.aiRequest a role
Headcount
9
Awaiting approval
14
Approved, not open
6
Off plan this quarter
2.1M
Annualised approved
Requested9Data Analyst, RevOps
new · off plan · with VP
Staff Engineer
new · with finance
Approved14Support Lead
backfill · funded from October
Open11AE, EMEA
backfill · offer out
Filled6PMM
new · started September
A sketch of Headcount, not a screenshot. What you build will look like whatever you ask for. People
Headcount
Headcount request tracker
- scorecards.helix-app.aiSubmit feedback
Scorecards
3
Feedback you owe
2
Ready to debrief
1
Competency nobody covers
6.1h
Median to submit
A sketch of Scorecards, not a screenshot. What you build will look like whatever you ask for. People
Scorecards
Interview scorecard app
- support-performance.helix-app.aiExport for product
Support performance
1,842
Tickets this month
2.1h / 19h
Median response / resolve
41
CSAT responses, 8% rate
14%
Contacted twice
A sketch of Support performance, not a screenshot. What you build will look like whatever you ask for. Customer Success
Support performance
Support performance dashboard
- onboarding.helix-app.aiStart an onboarding
Customer onboarding
14
In flight
3
Stalled over 14 days
62%
Of delay is customer-side
41 days
Median close to live
Kickoff3Halden Foods
410K · closed 19 days ago, not started
Configuration5Vantor
135K · 5 weeks in this stage
Fenwick
48K · on track
Data migration4Northrise
240K · waiting on their export, 11 days
Training and live2Brightsea
88K · live date 14 Oct
A sketch of Customer onboarding, not a screenshot. What you build will look like whatever you ask for. Customer Success
Customer onboarding
Customer onboarding tracker
- joiners-leavers.helix-app.aiAdd a person
Joiners and leavers
12
Tasks due today
3
Overdue on a leave date
2
Starters this week
100%
Access removed on time
A sketch of Joiners and leavers, not a screenshot. What you build will look like whatever you ask for. People
Joiners and leavers
Onboarding and offboarding tracker
- leave-and-cover.helix-app.aiBook leave
Leave and cover
14.5
Days you have left
2
Coverage conflicts
3
Single points of failure
6
Deputies active
A sketch of Leave and cover, not a screenshot. What you build will look like whatever you ask for. People
Leave and cover
Leave and cover tracker
- access-requests.helix-app.aiSubmit
Access requests
6
Waiting on you
23
Expiring in 30 days
4
Permanent grants
0
Leavers still holding access
A sketch of Access requests, not a screenshot. What you build will look like whatever you ask for. IT and Operations
Access requests
Access request and approval app
- review-cycle.helix-app.aiOpen your review
Review cycle
412
In the cycle
388
Self-assessments in
61
Manager reviews outstanding
4 days
To calibration
A sketch of Review cycle, not a screenshot. What you build will look like whatever you ask for. People
Review cycle
Performance review cycle app
- assets.helix-app.aiAssign an asset
Assets and licences
412
Assets tracked
38
Seen but not registered
312K
Unassigned licence value
2
Held by people who left
Asset Serial State Held by Since MacBook Pro 14 C02XK1 Assigned A. Mensah 14 Mar 2026 MacBook Air 13 C02YT9 In repair - 2 Sep 2026 Dell U2723 CN4471 Assigned S. Roche 8 Jan 2026 MacBook Pro 16 C02QP4 Assigned J. Ortiz (left) 3 Nov 2025 iPhone 15 F17KL2 In stock - 21 Aug 2026 A sketch of Assets and licences, not a screenshot. What you build will look like whatever you ask for. IT and Operations
Assets and licences
IT asset and licence tracker
- incidents.helix-app.aiDeclare incident
Incidents
1
Open right now
9
Action items overdue
4 min
Median to detect
2
Repeats this quarter
A sketch of Incidents, not a screenshot. What you build will look like whatever you ask for. IT and Operations
Incidents
Incident and postmortem tracker
- change-log.helix-app.aiFile a change
Change log
48
Changes this month
41
Standard, pre-approved
2.1%
Followed by an incident
1
Type to reclassify
A sketch of Change log, not a screenshot. What you build will look like whatever you ask for. IT and Operations
Change log
Change request log
- support-console.helix-app.aiSend sign-in link
Support console
Pro, annual
Plan
288 of 300
Seats in use
41 days
To renewal
2
Open tickets
A sketch of Support console, not a screenshot. What you build will look like whatever you ask for. IT and Operations
Support console
Internal admin dashboard
- legal-intake.helix-app.aiSubmit a request
Legal intake
18
Open requests
41%
Self-served
2.9 days
With legal
4.1 days
Waiting on the business
Triaged4DPA, Brightsea
88K · low risk
NDA, Vantor
self-served
In review6MSA, Halden Foods
410K · high risk · 2 days
Awaiting business3Renewal, Northrise
240K · 4 days waiting
Awaiting signature5Termination, Kestrel
64K · 9 days
A sketch of Legal intake, not a screenshot. What you build will look like whatever you ask for. Legal and Compliance
Legal intake
Legal contract intake queue
- inventory.helix-app.aiRecord a movement
Inventory
1,284
Items tracked
6
Below reorder point
3
Variances this month
214K
Stock value
Item Location On hand Available Days of cover Laptop, 14 inch Main stockroom 11 4 6 Docking station Main stockroom 38 38 41 Monitor, 27 inch Overflow 4 0 0 Headset Main stockroom 62 57 88 Laptop, 16 inch In transit 9 0 - A sketch of Inventory, not a screenshot. What you build will look like whatever you ask for. IT and Operations
Inventory
Inventory tracker
- attestations.helix-app.aiPublish a version
Attestations
2
Waiting on you
94%
Completed, in scope
31
Outstanding, not yet due
11
Overdue
Policy Version In scope Completed Overdue Information security v4.2 412 387 11 Acceptable use v2.0 412 401 0 Code of conduct v3.1 412 409 0 Data handling v1.4 96 71 4 Trading policy v2.2 38 38 0 A sketch of Attestations, not a screenshot. What you build will look like whatever you ask for. Legal and Compliance
Attestations
Policy attestation tracker
- inspections.helix-app.aiFinish inspection
Inspections
3
Held offline, not yet synced
14
Items on this round
2
Failed, jobs raised
11 min
Average per inspection
A sketch of Inspections, not a screenshot. What you build will look like whatever you ask for. IT and Operations
Inspections
Field inspection app
- vendor-reviews.helix-app.aiRequest a vendor
Vendor reviews
4
In review
3 days
Median, low tier
9
Open findings
2
Accepted risks expiring
Vendor Data accessed Tier Decision Re-review Figma No company data Low Approved Sep 2029 Snowflake Customer records High Approved with conditions Nov 2026 Calendly Names and emails Medium Approved Mar 2028 Kestrel Analytics Customer records High Rejected - Loom No personal data Low Approved Jan 2029 A sketch of Vendor reviews, not a screenshot. What you build will look like whatever you ask for. Legal and Compliance
Vendor reviews
Vendor security review tracker
- campaign-intake.helix-app.aiSubmit a brief
Campaign intake
23
In the queue
14
Above the capacity line
9
Delivered, no result
11 days
Median to delivery
Scored6Rebrand of hub
Brand · no objective stated
Conference booth
Events · 80 leads · 69
Scheduled5Partner webinar
120 registrations · 74
Case study, Halden
cited in 20 deals · 71
In progress3Q4 launch page
300 sign-ups by Nov · 88
Below the line914 briefs
capacity runs out here
A sketch of Campaign intake, not a screenshot. What you build will look like whatever you ask for. Marketing
Campaign intake
Campaign brief intake app
- subject-requests.helix-app.aiLog a request
Subject requests
6
Open requests
1
Inside 5 days
18
Systems in the inventory
0
Completed late, 12 months
A sketch of Subject requests, not a screenshot. What you build will look like whatever you ask for. Legal and Compliance
Subject requests
Data subject request tracker
- helpdesk.helix-app.aiRaise a request
Helpdesk
6
Assigned to me
11
Team, unassigned
2
Breaching today
31%
Deflected at intake
Request Type Priority Target Status IDE-4471 Access to Looker, finance folder Access High Breaches in 2h Assigned IDE-4468 Laptop will not wake from sleep Hardware Medium 1d 4h In progress IDE-4465 New starter, 14 Sep, sales Onboarding Medium 3d Assigned IDE-4462 VPN drops on the fourth floor Network High Breached, 6h Waiting on us IDE-4459 Expense system rejects a receipt Finance ops Low Paused, waiting on requester Waiting A sketch of Helpdesk, not a screenshot. What you build will look like whatever you ask for. IT and Operations
Helpdesk
Internal helpdesk
- marketing-budget.helix-app.aiCheck before committing
Marketing budget
2.4M
Planned this year
1.6M
Invoiced
410K
Committed, not invoiced
390K
Actually remaining
A sketch of Marketing budget, not a screenshot. What you build will look like whatever you ask for. Marketing
Marketing budget
Marketing budget tracker
- content-calendar.helix-app.aiAdd an item
Content calendar
31
Scheduled this month
6
Waiting on review
2
Approvals invalidated
48
Pre-approved claims
A sketch of Content calendar, not a screenshot. What you build will look like whatever you ask for. Marketing
Content calendar
Content calendar with approvals
- events.helix-app.aiAdd an event
Events
64,200
Full cost, SaaStr
38%
Of that is staff time
112
Leads captured
9
Opportunities, 90 days
A sketch of Events, not a screenshot. What you build will look like whatever you ask for. Marketing
Events
Event management tracker
- lead-routing.helix-app.aiTest a rule set
Lead routing
8 sec
Median to assignment
46 min
Median to first contact
3
Unactioned over 2h
4%
Went to fallback
Lead Matched rule Assigned to To contact Note Halden Foods, demo Open opportunity R. Iyer 6 min Vantor, pricing Named account T. Okafor 22 min Kestrel, trial EMEA mid-market M. Sandoval 1h 40m Deputy, on leave Brightsea, content Fallback S. Roche 3h 12m No rule matched Northrise, support Existing customer A. Mensah 11 min A sketch of Lead routing, not a screenshot. What you build will look like whatever you ask for. Marketing
Lead routing
Lead routing app
- feature-requests.helix-app.aiLog a request
Feature requests
214
Open requests
38
Merged this month
6
Blocked a deal
11
Shipped, loop closed
Received94Dark mode
67 people · 3 accounts · 190K
Custom fields
12 people · 5 accounts
Under consideration61Scheduled reports
44 people · 6 accounts · 410K
Planned38Bulk CSV export
31 people · 14 accounts · 2.10M
In progress21SSO for viewers
9 people · 9 accounts · 1.84M
A sketch of Feature requests, not a screenshot. What you build will look like whatever you ask for. Product and Engineering
Feature requests
Feature request tracker
- bug-triage.helix-app.aiReport a bug
Bug triage
7
Untriaged
2
Past triage target
41
Reports on 12 defects
18%
Found internally
Untriaged7Export truncates at 10k
14 reports · no workaround
Totals off by rounding
4 reports
Sev 11Export truncates at 10k
overdue 4h
Sev 22Login loop, Safari 18
6 reports · workaround
Totals off by rounding
4 reports
Sev 3 and below9Filters reset on refresh
9 reports
Tooltip clipped on mobile
8 reports
A sketch of Bug triage, not a screenshot. What you build will look like whatever you ask for. Product and Engineering
Bug triage
Bug triage queue
- release-readiness.helix-app.aiCreate a release
Release readiness
2
Blocking outstanding
5
Advisory outstanding
4
Teams confirmed
1
Known issue at ship
A sketch of Release readiness, not a screenshot. What you build will look like whatever you ask for. Product and Engineering
Release readiness
Release readiness checklist app
- launches.helix-app.aiOpen a launch
Launches
11
Launches this quarter
2
Tier one
1
At risk, go or no-go Thursday
6 days
Median slip, tier one
A sketch of Launches, not a screenshot. What you build will look like whatever you ask for. Product and Engineering
Launches
Product launch tracker
- metrics.helix-app.aiPropose a change
Metric catalogue
142
Metrics defined
11
No owner
4
Changed this quarter
38%
Dashboard metrics uncatalogued
Metric Owner Excludes Version Used by Net new ARR VP Finance Services, renewals v3, from 1 Apr 9 reports Weekly active user VP Product Internal accounts v2, from 1 Jan 14 reports Qualified pipeline VP Sales Renewals, closed lost v5, from 1 Jul 22 reports Gross margin VP Finance Stock comp v1, from 1 Jan 6 reports Time to value Unassigned - draft 2 reports A sketch of Metric catalogue, not a screenshot. What you build will look like whatever you ask for. Data and Analytics
Metric catalogue
Metric definitions catalogue
- data-quality.helix-app.aiAdd a check
Data quality
48
Tables monitored
2
Failing now
14
Tables with no checks
4 min
Since last run
A sketch of Data quality, not a screenshot. What you build will look like whatever you ask for. Data and Analytics
Data quality
Data quality monitor
- report-requests.helix-app.aiSubmit
Report requests
19
In the queue
31%
Answered by something existing
4
Topics asked 3+ times
6 days
Median turnaround
A sketch of Report requests, not a screenshot. What you build will look like whatever you ask for. Data and Analytics
Report requests
Report request queue
- kpi.helix-app.aiAdd commentary
Leadership dashboard
12
Metrics, capped at 15
8
On target
2
Stale right now
Q3 frozen
Snapshot taken 30 Sep
A sketch of Leadership dashboard, not a screenshot. What you build will look like whatever you ask for. Data and Analytics
Leadership dashboard
Executive KPI dashboard