Workflows Directory
Find your team’s next superpower.
- Function: Compliance, risk and privacy
- Function: Sales
- Industry: Engineering firms
- Industry: Hospitality
- Industry: Nonprofits
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Results
15 workflow templates
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
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
Customer case study
With a customer who has agreed to help, prepare the interview, then turn their words and the figures they supply into a case study in a short and a long version. Every quotation and number is listed for the customer to approve in writing, and nothing is published or named before they do.
- Starts it
- Marketer
- Brings
- export, notes, document, pasted text
- Gets
- 5 outputs
Deal close plan
Your account executive holds one late-stage deal on two pages: the buyer's case for buying now, counted from the buyer's own figures, and a dated plan of every step to signature with its owner on each side. The seller decides what the buyer sees; nothing reaches the sales system without approval.
- Starts it
- Account executive
- Brings
- export, notes, document
- 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
Event plan
Whoever owns one event, a talk, a dinner, a webinar or a stand, gets one plan: the goal and target, who should be in the room, every step before, on and after the day with a date and an owner, and how each conversation is followed up. Nothing is booked, paid or sent by the assistant.
- Starts it
- Owner
- Brings
- export, notes, document
- Gets
- 6 outputs
Group room block pickup review
As a group's room block nears its review or release date, the revenue manager and group-sales owner get one brief: rooms blocked, rooms confirmed, room nights still unfilled, counts that do not reconcile, and the questions for the account owner. A person decides any release or revised offer; the brief releases nothing.
- Starts it
- Revenue manager
- Brings
- export, notes, document
- Gets
- 4 outputs
Presentation outline and talk track
Anyone presenting to a board, a client or a conference gets a storyboard built on one message, then a spoken script for every slide, timed to the slot and true to their own speaker notes. Every fact comes from what the presenter supplied, and the presenter approves the message and the words.
- Starts it
- Presenter
- Brings
- notes, pasted text
- Gets
- 4 outputs
Price change review
Before prices change, the owner or finance lead gets one review: the margin on each product or service from the sales and cost exports, how costs have moved, what each proposed price does to sales and gross profit across a stated range of customer responses, and dated competitor prices. It recommends no price.
- Starts it
- Owner
- Brings
- export, notes
- Gets
- 7 outputs
Project experience sheet
For one finished project and one proposal, turn the firm's approved project records into a one-page experience sheet: the firm's role, the scope it performed, partners' work kept apart, and the record behind each line. Names, images and permissions still to confirm are listed for sign-off.
- Starts it
- Proposal lead
- Brings
- export, notes, pasted text
- Gets
- 6 outputs
Sales call preparation brief
Your salesperson, partner or account manager walks into every meeting with a brief they can read in five minutes: who will be there, what has been said and promised so far, what is still open, and a plan for the call. Every line traces to your own notes or a public page, and anything inferred is labelled.
- Starts it
- Salesperson
- Brings
- notes, pasted text
- Gets
- 7 outputs
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
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
Teaching tool vendor data questions
Before a school or college adopts a teaching tool that would handle student or staff information, the privacy or procurement lead gets a scoped question pack on data flows, access, retention and subprocessors, with each supplied vendor document mapped to the questions and the gaps listed.
- Starts it
- Privacy lead
- Brings
- export, notes, document
- Gets
- 5 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