Workflows Directory
Find your team’s next superpower.
- Function: Executive and office support
- Function: Health, safety and environment
- Function: Project and delivery
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67 workflow templates, showing 1 to 24
Academic calendar check
While year, term and session dates are being assembled, your registrar gets a draft calendar with every registration window tied to its term, and every conflicting, missing or out-of-bounds date listed as a question. Nothing is published or changed.
- Starts it
- Registrar
- Brings
- export, notes
- Gets
- 3 outputs
Board meeting pack
Before each board meeting, the CEO gets a pre-read built on the one decision the board is asked to make, with every figure from the company's own reports, an agenda kept mostly for discussion and the questions directors are likely to ask. Afterwards, a record of what was decided. The CEO sends it all.
- Starts it
- Chief executive
- Brings
- export, notes, document
- Gets
- 5 outputs
Board minutes draft
After a board meeting, the secretary gets draft minutes built only from what they supply: notes, agenda, motion text and vote record. Attendance, motions, votes, documents and actions are laid out, and every gap is marked for the secretary to settle.
- Starts it
- Board secretary
- Brings
- export, notes
- Gets
- 7 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
Client document request tracker
When a client sends its first batch of records, the engagement manager gets the request list brought up to date: each item and period marked received, incomplete, mentioned only or missing, plus a short follow-up draft. The manager judges what is sufficient and approves anything sent.
- Starts it
- Engagement manager
- Brings
- export, notes, pasted text
- Gets
- 5 outputs
Client findings validation document
Before research becomes recommendations, the engagement lead sends the client one document: each material finding beside its evidence, the implication proposed and a clear request to confirm, correct or defer it. Nothing is added that the evidence does not show.
- Starts it
- Engagement lead
- Brings
- export, notes, document, pasted text
- Gets
- 5 outputs
Client-status update preparation
Every client gets an accurate status update on schedule, drafted from the notes and the task list, with confirmed dates kept apart from estimates and the client’s open decisions in plain view.
- Starts it
- Project manager
- Brings
- export, notes, document, pasted text
- 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
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
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
Daily production report
When a shoot day wraps, the production coordinator gets a draft daily report from the call sheet, timecards and department reports: hours totaled as written, schedule changes noted, and every missing or overlapping entry listed as a query. The production manager checks it.
- Starts it
- Production coordinator
- Brings
- export, notes, document, pasted text
- Gets
- 5 outputs
Decision log
Your chief of staff keeps one register of what the leadership actually approved, across every meeting and message: each decision with who approved it, each action with one owner and a date, what is overdue, and a flag wherever a new decision clashes with an earlier one or revives a rejected idea.
- Starts it
- Chief of staff
- Brings
- export, notes, pasted text
- Gets
- 5 outputs
Delegation brief and follow-up
Every task a manager hands over goes with a clear brief: what to deliver, in what form, by what date and time, why it matters, who will use it, what the person may decide alone and when the manager will check in. Each week, one list shows what is open, what is late and the next note to send.
- Starts it
- Manager
- Brings
- export, notes, document, pasted text
- 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
Design assumption change register
When client criteria or design assumptions change, the project engineer gets one sourced register: what changed, which recorded requirements it touches, how firm each source is, and what still needs confirmation. No design basis is altered.
- Starts it
- Project engineer
- Brings
- export, notes
- Gets
- 6 outputs
Discipline interface issue register
After a coordination meeting exposes conflicts between disciplines, the design coordinator gets one register: each conflict from the minutes, linked to the clash-export rows and model revisions involved, with the lead who owns each system and the decision still needed. Nothing is resolved.
- Starts it
- Design coordinator
- Brings
- export, notes, document
- Gets
- 5 outputs
Emergency drill brief
Before a fire, evacuation or other drill, the site or office manager gets one brief: the scenario the responsible person has approved, who does what, what each observer records, and the questions for the debrief. It writes no emergency plan.
- Starts it
- Site manager
- 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
Engagement margin review
Midway or at close, the partner and finance lead get one worksheet for an engagement: recorded time, agreed fee, billed to date and supplied costs by workstream, the gaps that limit it, and the questions the team must answer. No cost rate is invented.
- Starts it
- Finance analyst
- Brings
- export, notes
- Gets
- 6 outputs
Engagement staffing plan
When several engagements want the same people, the resource lead sees the collision before kickoff: role needs against free days, leave and competing assignments, week by week, with two or three staffing options. The resource lead and partners choose.
- Starts it
- Resource lead
- Brings
- export, notes
- Gets
- 6 outputs
Ergonomic review inputs
For a supervisor preparing for an ergonomics assessor or a worker's complaint about a task: a task observation record of each step's movements, durations, loads and measurements as supplied, the measurements still missing, and what the people who do the task said.
- Starts it
- Supervisor
- Brings
- export, notes
- Gets
- 4 outputs
Executive situation brief
Before a conversation that matters, with a key partner, a major customer or a co-founder, the executive gets one brief from the records they approve: the short version in a sentence, what is already decided and promised, what each side has said, the question to settle and the choices open. The executive decides.
- Starts it
- Executive
- Brings
- export, notes, document
- Gets
- 9 outputs
Executive week-ahead calendar review
Before the week starts, the executive assistant hands the executive one brief: every clash, every journey or run of meetings with too little time, every meeting with no stated purpose or no preparation time, and proposed time for the week's priorities. Nothing is accepted, declined, moved or sent.
- Starts it
- Executive assistant
- Brings
- export, notes
- Gets
- 7 outputs
Implementation blocker brief
When a customer's setup milestone slips, the implementation lead gets one brief: the missing inputs, the unresolved access and data questions and the dependencies behind the delay, each with its source and an owner, plus points to raise with the customer.
- Starts it
- Implementation lead
- Brings
- export, notes
- Gets
- 6 outputs