Workflows Directory
Find your team’s next superpower.
- Function: Advertising and lead generation
- Function: Design and user experience
- Function: Quality management
- Function: Sales
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Results
85 workflow templates, showing 1 to 24
Account handoff
The day a deal closes, your client success manager gets one record: what was sold and promised, who is involved, the dates and billing terms as agreed, the risks the seller heard and what is still missing. Every next action has an owner.
- Starts it
- Account executive
- Brings
- notes, document, pasted text
- Gets
- 3 outputs
Ad to page check
When a campaign's landing page is ready for a prelaunch check, the acquisition owner gets a findings list that sets each ad beside the captured page: message, offer details, form and next step, on mobile and desktop. Page states nobody captured are marked unknown.
- Starts it
- Acquisition owner
- Brings
- export, notes
- Gets
- 4 outputs
Audit evidence index
The quality lead gets an index of everything an audit has asked to see: each request linked to the document that answers it, its version and owner, the records found and the gaps. The quality owner decides what is shared; nothing is certified or sent.
- Starts it
- Quality lead
- Brings
- export, notes
- Gets
- 6 outputs
Batch distribution trace
When the quality lead needs to know where one production batch went, they get a map from the batch record to every recorded shipment: quantities, transfers and repacking links, with each gap in the trace written as a question. It decides no hold and contacts nobody.
- Starts it
- Quality lead
- Brings
- export, notes
- Gets
- 6 outputs
Bid or no-bid and RFP response plan
Before anyone starts on a response, your bid manager sees every requirement in the request checked against your own evidence, your bid criteria tested and the buyer questions ready. A named person decides whether to bid; then a dated plan says who does what by when.
- Starts it
- Bid manager
- Brings
- export, notes, document
- Gets
- 6 outputs
Business trip plan
The assistant hands the traveller one plan for one business trip: dates and nights fixed from the brief, travel and hotel options with prices and the day each was checked, a day-by-day timetable around the meetings, the cost against travel policy and the bookings still to make. Nothing is booked or paid.
- Starts it
- Executive assistant
- Brings
- notes, document, pasted text
- Gets
- 5 outputs
Buyer security questionnaire answers
When a buyer sends a security questionnaire, your sales owner gets a draft answer matrix: each question beside the evidence your security owner supplied, its date, its limits and a named reviewer, with stale, partial and unverifiable answers marked.
- Starts it
- Sales owner
- Brings
- export, notes, pasted text
- Gets
- 4 outputs
Campaign audience check
When an audience export is ready for review, the campaign owner gets it segmented with reconciled counts, the exclusions applied and the records whose contact status needs checking, with conflicts, stale records and duplicates kept visible.
- Starts it
- Campaign owner
- Brings
- export, notes
- Gets
- 5 outputs
Campaign build sheet
When an approved campaign brief is ready to become a setup specification, the campaign operator gets one build sheet: names, audiences, exclusions, destinations, budgets and measurement fields, with every unresolved setting and missing asset marked as a gap. Nothing is built or spent.
- Starts it
- Campaign operator
- Brings
- export, notes
- Gets
- 4 outputs
Channel partner fit review
When a referral, reseller or alliance partner approaches, the founder or head of partnerships gets one review: evidence the partner brings customers of its own, the type that evidence supports, a ninety-day plan with signs to go on or stop, and the commission range that still beats selling direct. A person decides.
- Starts it
- Founder
- Brings
- export, notes, document, pasted text
- Gets
- 7 outputs
Client report check log
Before a batch of client reports is released, the reporting lead gets a log, report by report, of household membership, periods, totals against the custodian statements, fee figures and missing sections, with every difference marked for correction. Nothing is released or sent.
- Starts it
- Reporting lead
- Brings
- export, notes, document
- Gets
- 5 outputs
Cold outreach sequence drafting
Your outreach reads like you wrote it on your best day: a first note and its follow-ups, drafted in your own voice, where every line about the prospect traces to a dated fact and every line about your company traces to facts you supplied. You read it, edit it and send it yourself.
- Starts it
- Founder
- Brings
- notes, document, pasted text
- Gets
- 6 outputs
Competitor battlecard
Your salespeople get one page on one named competitor: where it is strong, where you are stronger and the proof, what to say when it comes up, and the questions to ask. Nothing about the competitor goes on the card without a dated source; anything unsupported is held back for the approver.
- Starts it
- Sales lead
- Brings
- export, notes, document
- Gets
- 8 outputs
Competitor profile from public pages
Your marketing lead gets a dated profile of a named competitor, built only from its public pages: what they say, sell and charge, kept apart from what that suggests and the questions it raises for you. Any figure no page states is marked unavailable, never estimated.
- Starts it
- Marketing lead
- Brings
- notes, document, pasted text
- Gets
- 4 outputs
Completed engagement file review
The quality partner gets a worksheet that tests finished engagement files against the firm's own checklist: each item linked to the engagement letter, workpaper or sign-off that answers it, with any open finding, and the missing evidence listed. The quality partner confirms findings and assigns remediation.
- Starts it
- Quality partner
- Brings
- export, notes
- Gets
- 4 outputs
Component inventory audit
When patterns come up for review, the design-system owner gets an inventory built from the library export and its documentation: every component with its naming, token and state gaps, and the pairs that may overlap. Nothing is merged on appearance; the owner decides.
- Starts it
- Design-system owner
- Brings
- export, notes
- Gets
- 4 outputs
Component specification
When an approved reusable component needs documenting, the design-system owner gets one specification of its variants, states, usage rules and accessibility notes, set beside the existing patterns, with every gap or clash written as a choice for the owner.
- Starts it
- Design-system owner
- Brings
- export, notes
- Gets
- 6 outputs
Cost of poor quality worksheet
An owner or operations lead who senses that rework, scrap and returns are costly gets one worksheet: the failure costs already on record, sorted by category, with estimates, gaps and unresolved allocations listed. The owner decides what to fix first.
- Starts it
- Owner
- Brings
- export, notes
- Gets
- 6 outputs
Course catalog quality check
The registrar's office gets one comparison of a department's course updates against the current catalog export: codes, titles, credits, descriptions and linked components, row by row, with every conflict set out as a question for academic review. No catalog record is changed.
- Starts it
- Catalog coordinator
- Brings
- export, document
- Gets
- 5 outputs
Course sequence and workload review
A course lead revising an outline for the next cohort gets a module map: learning goals, prerequisites, activities and the instructor's own time estimates, with crowded weeks and coverage gaps marked and every gap written as a question. The course lead decides what changes.
- Starts it
- Course lead
- Brings
- export, notes
- Gets
- 4 outputs
Creative fatigue review
When a campaign's reach or response pattern prompts a creative review, the paid media lead gets frequency and response set against the campaign's own baseline, by creative and audience, with other explanations marked and options to test.
- Starts it
- Paid media lead
- Brings
- export, notes
- Gets
- 6 outputs
Creative test evidence review
When a batch of ad creative is ready for review, the creative strategist and media lead get an evidence table by creative, angle, format and hook, with tentative learning and next-test options. No winner or loser is named, and thin evidence is held back.
- Starts it
- Creative strategist
- Brings
- export, notes
- Gets
- 6 outputs
Creator campaign plan
Before a creator campaign starts, the marketing lead gets one plan: the goal, each creator's deal and deliverables, a base and a conservative budget checked against the budget supplied, the dates, the set-up before launch and the decisions. A person approves the spend.
- Starts it
- Creator programme lead
- Brings
- export, notes
- Gets
- 8 outputs
Creator content reuse plan
A brand marketer sees which published creator posts may be reused on which of the brand's channels, read only from the usage rights they supply, with every placement ending before the rights do. Where the rights are silent or unclear, the question goes to whoever reviews contracts.
- Starts it
- Brand marketer
- Brings
- export, notes
- Gets
- 9 outputs