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Workflows Directory

Find your team’s next superpower.

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5 workflow templates

  • 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
    • Analytics and reporting (filtered by)
    • Quality management (filtered by)
    • Finance and investment (filtered by)

  • 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

  • Hiring pipeline status report

    Each week your people lead or founder sees every open role on one page: applications at each stage, days open against the target, roles running late, pass-through between stages, which sources lead to interviews, and every blocker with its owner. It counts; it never assesses a candidate.

    Starts it
    People lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Spreadsheet check before sharing

    Before a model or schedule goes to a client, a lender or a board, the sender gets one report on it: every error value, short total, buried assumption and hidden row pinned to its cell, each with a fix or a question, and a plain list of what was not checked. Nothing in the workbook is changed.

    Starts it
    Finance manager
    Brings
    export, notes
    Gets
    5 outputs

  • Website findability audit

    An owner or marketer asking why the website is not found gets a plain report from saved copies of their own pages: what stops each page being reached, read or understood, the fixes in order, and the checks only a live look can settle. No ranking is promised.

    Starts it
    Owner
    Brings
    notes, document
    Gets
    7 outputs