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Workflows Directory

Find your team’s next superpower.

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60 workflow templates, showing 1 to 24

  • Acceptance criteria sheet

    Hand a developer or agency a story with its definition of done written down: testable expected behaviours, error cases and edge cases, each traced to a rule or design state, with the unclear terms and open questions listed for the product owner.

    Starts it
    Product owner
    Brings
    notes
    Gets
    5 outputs

  • Assumption map

    For a product owner whose plan rests on beliefs nobody has tested: each belief is written down, set against the evidence you hold, ranked by what it would do to the plan, and given a cheap test to choose from. You decide what to test; no evidence is invented.

    Starts it
    Product owner
    Brings
    export, notes
    Gets
    6 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

  • Audit preparation

    Before the external auditors arrive, your controller holds one audit pack: every request with its owner, date, document and status, the control evidence they will test, last year's findings and what was done, and draft answers to the questions they will ask. People approve everything before it goes.

    Starts it
    Controller
    Brings
    export, notes, document
    Gets
    9 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

  • Business continuity plan

    For an owner or operations manager: the activities the business cannot stop for long, how long each can be down and how much data it can lose, what each depends on, the fallback for each, and named owners, deputies, contacts and a test date, ready for a competent reviewer and the owner's approval.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    7 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

  • Business model assumptions review

    Before you commit money to a new or revised business model, see it block by block with every claim marked evidenced or assumed, the riskiest assumptions ranked, and the cheapest test for each. You choose what to test; no projection or valuation is made.

    Starts it
    Founder
    Brings
    export, notes
    Gets
    7 outputs

  • Campaign claim evidence register

    An account lead gets a register that pairs each draft campaign claim with the evidence the client supplied, its source date, proposed qualified wording and the approvals still missing. Unsupported or stale claims are blocked; only approved wording is released.

    Starts it
    Account lead
    Brings
    export, notes, document
    Gets
    5 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

  • 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

  • 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

  • Creator content approval

    A brand marketer gets a written go or no-go on a creator's draft before it goes live: every product statement checked against the brand's cleared list, the disclosure against the brand's own rules, and feedback the creator can act on without losing their voice. A person sends it.

    Starts it
    Brand marketer
    Brings
    notes, document, pasted text
    Gets
    7 outputs

  • Creator publication tracking

    A brand marketer sees, creator by creator, what was agreed against what actually went live: each post checked for its disclosure, code, link and approved version, dated checks that it is still up, and every gap set out as a fix to ask for or a decision to make. A person sends every message.

    Starts it
    Creator programme lead
    Brings
    export, notes
    Gets
    5 outputs

  • Current experience baseline

    Before a redesign, the design lead gets a baseline built from the captures and page list they supply: each page read with its content and design observations, the patterns that recur, and the pages outside the evidence. The lead confirms the baseline and sets the scope.

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

  • Customer feedback themes

    Each month your support lead sees what customers keep telling you: tickets, disputes, reviews and survey comments grouped into themes with counts and quotations, the three issues most worth fixing with a proposed fix and owner, and a note for customers once a fix ships. A person decides every fix.

    Starts it
    Support lead
    Brings
    export, notes, document
    Gets
    5 outputs

  • Customer interview synthesis

    Turn a stack of customer call notes into the answer to one question, in your customers’ own words. Every quotation is cited to the note it came from, every theme shows its confidence and the evidence against it, and nothing is claimed that the notes do not say.

    Starts it
    Founder
    Brings
    notes
    Gets
    5 outputs

  • Deliverable issue completeness check

    As a calculation, report or drawing package nears issue, the quality reviewer or document controller gets a checklist: missing review records, revisions that disagree between the index, the register and the title block, and citations of out-of-date calculations. Issue stays with the engineers.

    Starts it
    Quality reviewer
    Brings
    export, notes
    Gets
    5 outputs

  • Dental lab case tracker

    The office coordinator keeps one tracker of every case at an outside dental lab: when it went, the lab's due date against the patient's seating, which cases are overdue or due back too late, each remake with its stated reason, and each lab's on-time record for the quarter. A person calls every lab.

    Starts it
    Office coordinator
    Brings
    export, notes
    Gets
    4 outputs

  • Emissions activity data schedule

    When the reporting period closes, the environmental reporting owner gets one source-linked schedule of energy, fuel and transport quantities with units and the boundary supplied, estimates kept apart from measured activity, missing factor references and gaps listed. It calculates no emissions figure.

    Starts it
    Environmental reporting owner
    Brings
    export, notes
    Gets
    5 outputs

  • Feedback follow-through updates

    When a change ships or a decision lands on something customers asked for, your account owner gets the list of who asked, the confirmed status of each request, and an individual draft update for each person in the channel they prefer. No update promises a date or feature the team has not confirmed.

    Starts it
    Account manager
    Brings
    export, notes, document
    Gets
    5 outputs