Workflows Directory
Find your team’s next superpower.
- Function: Analytics and reporting
- Function: Procurement and suppliers
- Industry: Construction
- Industry: E-commerce and retail
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Results
34 workflow templates, showing 1 to 24
AI visibility audit for an online store
A store owner or marketer gets a dated audit of how the store reads to AI assistants and shopping agents, from its own saved public pages: eighteen fixed checks with evidence, a fix list in priority order, and a record of what the assistants actually said. Nothing on the store is changed.
- Starts it
- Store owner
- Brings
- export, notes, document, pasted text
- Gets
- 6 outputs
Analysis plan
Before anyone opens the spreadsheet, the owner or manager gets a one-page plan: the question restated, the hypotheses, the fields and periods needed, and the result that would change the decision. It runs no analysis and states no finding. You own the question and the criteria.
- Starts it
- Owner
- 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 insurance renewal review
Before the business insurance renews, the owner gets one pack: every policy with insurer, limits, deductibles, premium and dates; renewal terms beside expiring ones, every change marked; what changed in the business; claims; and questions for the broker. The broker and the owner decide all cover.
- Starts it
- Owner
- Brings
- export, notes, document
- Gets
- 8 outputs
Carrier performance review
The shipping lead gets a lane-by-lane comparison of carriers from the delivery export and the freight charges: on-time delivery, damage, tracking gaps and cost, each with the shipments behind it. A person decides whether to raise issues or change carrier.
- Starts it
- Shipping lead
- Brings
- export, notes
- Gets
- 5 outputs
Category sourcing plan
For the buyer or operations lead who owns one spend category, such as packaging or IT hardware: its spend and suppliers on one page, where it sits on a supply-risk and spend matrix, the value levers the evidence supports, and a dated sourcing plan. A person chooses the approach.
- Starts it
- Buyer
- Brings
- export, notes
- Gets
- 7 outputs
Client campaign performance report
At the weekly or monthly reporting cutoff, the analyst gets a client report in the agency's format from the exports supplied: source figures, a drafted narrative, anomalies and discussion points. Gaps stay gaps, and every explanation is labelled a hypothesis.
- Starts it
- Analyst
- Brings
- export, notes, document
- Gets
- 6 outputs
Comparison claim check
A manager holding a claim such as "version B converts better" and two groups of numbers gets back the method used, the size of the difference, how uncertain it is, the assumptions checked, and plain wording for what the data does and does not support. The manager decides what to do.
- Starts it
- Analyst
- Brings
- export, notes, pasted text
- Gets
- 7 outputs
Contractor safety prequalification
For a named job, the operations, facilities or site manager gets a safety questionnaire scaled to the risk of the work, then a record of the contractor's answers scored only on the evidence supplied, with every gap, the conditions that close it and a review date. A competent person decides.
- Starts it
- Operations manager
- Brings
- export, notes, document
- Gets
- 7 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 performance report
When a creator campaign closes, the marketing lead gets one report built from the store's own orders: what each creator brought in and cost, every creator ranked under a metric set beforehand, and a proposed next step for each. Every number is labelled measured, supplied or estimated.
- Starts it
- Creator programme lead
- Brings
- export, notes
- Gets
- 8 outputs
Dashboard brief
Before anyone builds the dashboard, the requester gets one brief that settles the work: the decisions it serves, what is shown, each metric's definition, the filters, notes on every source and who refreshes it. The requester approves what is shown and the definitions.
- Starts it
- Analyst
- Brings
- export, notes
- Gets
- 4 outputs
Dataset profile
Before anyone joins or relies on a new export, the analyst gets one profile of it: what one row stands for, where keys repeat, what is missing, which values look odd, and a numbered list of questions for the data owner. No data is changed and no verdict is given.
- Starts it
- Analyst
- Brings
- export, notes
- Gets
- 4 outputs
Estimate basis pack
An estimator pricing a job from drawings, takeoffs and supplier quotes gets one worksheet: every figure with its quantity source, rate source and date beside it, each exclusion listed and every gap already written as a scope question. The estimator verifies; the bid lead decides the figure.
- Starts it
- Estimator
- Brings
- export, notes
- Gets
- 4 outputs
Inbound receiving exception trace
When what arrived does not match the advance shipment notice, the receiving supervisor or inventory controller gets the notice, the packing list and the scans side by side by item and lot, with missing references and questions to investigate. Nothing is adjusted and nobody is contacted.
- Starts it
- Receiving supervisor
- Brings
- export, notes
- Gets
- 5 outputs
Inherited campaign audit
When an agency takes over an account or prepares a campaign health review, the media or analytics lead gets an inventory of what is running against the client's plan: mismatched offers, disagreeing destination pages, missing measurement evidence, and an owner for each follow-up.
- Starts it
- Media lead
- Brings
- export, notes
- Gets
- 6 outputs
Metric definition reconciliation
When two reports give different numbers for one metric, the owner gets a page: the definitions side by side, the gap bridged step by step from supplied records, each cause marked shown or not, and a proposed common measure. The owner chooses.
- Starts it
- Analyst
- Brings
- export, notes, document
- Gets
- 7 outputs
Operations KPI scorecard
Once a month the operations manager gets one red-amber-green page for the ten or fewer measures that run the operation: each value worked out from your own exports, its trend, what moved and why in the owner's words, and the action agreed for every red. You set the measures and decide the actions.
- Starts it
- Operations manager
- Brings
- export, notes
- Gets
- 6 outputs
Order size comparison
When a supplier offers a bigger discounted order, the inventory planner gets each quantity costed the same way: yearly cost, cash tied up, months of cover and storage fit. The planner chooses the quantity; nothing is ordered.
- Starts it
- Inventory planner
- Brings
- export, notes
- Gets
- 6 outputs
Range margin by channel review
When a wholesale offer or a promotion changes the economics of a range, the finance lead gets a margin worksheet for every product in every channel, showing which cost layers are in each figure and which gaps are still open. It invents no cost and changes no price.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 5 outputs
Slow-moving stock and markdown plan
Before a seasonal reset, the merchandiser or store owner gets one plan from the sales and stock exports: each item's sell-through and weeks of cover, the cash tied up in dead and slow stock, and a markdown plan in dated steps with the margin each leaves and a date to stop. The owner decides every price.
- Starts it
- Merchandiser
- Brings
- export, notes
- Gets
- 5 outputs
Submittal register review
The project engineer gets one register of every required submittal: what has arrived, the review status as recorded, the documents still missing and the long-lead items at risk against the date each order must be placed. Nothing is routed, accepted or ordered.
- Starts it
- Project engineer
- Brings
- export, notes
- Gets
- 6 outputs
Supplier bill review and payment-run preparation
Before each payment run, the person who approves it gets one sheet: every supplier bill checked against its purchase order and what was received, duplicates and changed bank details stopped, credits shown, and a proposed run with its total. Nothing is paid until a person approves.
- Starts it
- Payables clerk
- Brings
- export, notes
- Gets
- 7 outputs