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Workflows Directory

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61 workflow templates, showing 49 to 61

  • Sales proposal preparation

    Your account executive answers an RFP in minutes, not weeks, with a proposal draft where every claim traces to approved company information and every gap is already a question for the right person.

    Starts it
    Account executive
    Brings
    document
    Gets
    4 outputs

  • Service inbox routing plan

    When a new service inbox is being set up, the service owner gets a routing plan: each approved address, the queue it should reach and who owns it, checks to run before it goes live, and the wrong-address risks, loop risks and unconfirmed queue owners still open. Nothing is configured.

    Starts it
    Service owner
    Brings
    export, notes
    Gets
    5 outputs

  • Smallest useful release scope

    A product owner or founder with more features than capacity gets one page: what is in the first release and what is deferred, all tied to one user outcome, with the reason for each cut. The owner decides the scope; no effort is estimated beyond what is supplied.

    Starts it
    Product owner
    Brings
    export, notes
    Gets
    7 outputs

  • Sponsor delivery record

    When a sponsored run ends, the partnerships lead gets a register of each placement in the signed scope beside the publication record, metrics and invoices. Gaps, changed dates and incomparable metrics stay visible; billing questions go to finance.

    Starts it
    Partnerships lead
    Brings
    export, notes
    Gets
    4 outputs

  • Stalled-deal review

    Your sales lead sees, from the record alone, which open deals have stopped moving, what each one's stage still lacks and whose move it is, and where every recent no ended and why. Nothing in your sales system is changed; corrections are proposed for a person to make.

    Starts it
    Sales lead
    Brings
    export, notes, document, pasted text
    Gets
    7 outputs

  • Technical demo plan

    Before a technical discovery or demo meeting, the account executive and solutions engineer get an attendee brief, a demo sequence built around the buyer's stated workflow from approved scenarios, and open questions. Requests nobody has verified stay questions.

    Starts it
    Account executive
    Brings
    export, notes, pasted text
    Gets
    7 outputs

  • Tracking event plan

    Before analytics goes onto a website or app, the founder or product owner gets one plan: the events and properties worth collecting, when each fires, where it goes, what it is called and who owns it, each tied to a question the business needs answered. The owner approves what is collected.

    Starts it
    Founder
    Brings
    export, notes
    Gets
    5 outputs

  • Usability test session plan

    Before a prototype or a confusing flow goes in front of users, the research lead and product owner hold one plan: who to recruit, the tasks in plain words, the neutral prompts, a blank note sheet and how success is counted. Recording and data handling are listed as decisions.

    Starts it
    Product owner
    Brings
    notes, document
    Gets
    9 outputs

  • User research plan

    When a design decision needs user evidence, the research lead gets one study plan: what the team needs to know, what evidence already exists, method options with their hours, participant criteria, permissions needed, how answers will be read and what the study cannot establish.

    Starts it
    Research lead
    Brings
    export, notes
    Gets
    9 outputs

  • Weekly owner business brief

    Each Monday the owner gets about one page built from the exports they supply: cash, last week's sales against the week before, pipeline movement, the week's commitments and a watch list, with one item to look at first. Every figure names its source, and every missing export is named.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    8 outputs

  • Wholesale order check

    When a retailer's purchase order arrives, the account owner gets every line set beside the approved quote and the stock plan: products, case packs, prices, delivery locations and dates, with each exception listed. People decide; nothing is confirmed to the buyer.

    Starts it
    Account owner
    Brings
    export, notes
    Gets
    6 outputs

  • Win-loss review

    Once a quarter your sales lead sees, from the deals you closed, where the losses ended, which kinds of deal you win and lose, what the largest deals show, and which findings rest on enough deals to act on. Actions are proposed in proportion to the evidence, and nothing in your sales system is changed.

    Starts it
    Sales lead
    Brings
    export, notes, document, pasted text
    Gets
    8 outputs

  • Workflow inventory

    When the ownership and status of your automated workflows come up for review, the platform owner gets one inventory built from the exports supplied: environments, enabled states, last run, queued runs and owner gaps. Quiet workflows become questions, not removal lists.

    Starts it
    Platform owner
    Brings
    export, notes
    Gets
    7 outputs