Workflows Directory
Find your team’s next superpower.
- Function: Finance and accounting
- Function: Leadership
- Function: People and HR
- Function: Sales
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Results
130 workflow templates, showing 121 to 130
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
Thirteen-week cash flow forecast
The owner sees cash week by week for the next thirteen weeks: what comes in, what goes out, the lowest point and every week below the floor they set, with each assumption written on the page. The forecast informs the decision; the owner makes it, and nothing is paid or moved.
- Starts it
- Bookkeeper
- Brings
- export, notes
- Gets
- 7 outputs
Training needs analysis
For one team, the HR lead or team manager gets what each role must be able to do, how many people can do it now, where the team falls short, and the training to arrange first, with who arranges it and by when. Counted by role, never a rating of a named person.
- Starts it
- Team manager
- Brings
- export, notes
- Gets
- 5 outputs
Volunteer shift options
A volunteer lead gets draft shift options once an event's availability replies are in: each role's needs set against who volunteered, the requirements on record and the shifts already confirmed, with every uncovered position shown. The lead checks and confirms; nothing is assigned or sent.
- Starts it
- Volunteer lead
- Brings
- export, notes
- Gets
- 4 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
Weekly receivables summary
The finance lead takes one page into each week’s management meeting: what came in, where every receivable stands, which exceptions are open and who owns them, and the decisions management must make. Every figure ties to the aging report.
- Starts it
- Billing coordinator
- Brings
- export, document
- Gets
- 4 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 fit check: is this piece of work ready for AI?
Before you build anything, run one piece of work through six checks and get a straight answer on one short page: build it, build one part, do something simpler first, not yet, or leave it with your people. The owner decides what gets built first, with the reasons in front of them.
- Starts it
- Owner
- Brings
- notes, pasted text
- Gets
- 6 outputs
Year-end tax packet for the accountant
Once the year's books are closed, the owner or bookkeeper hands the accountant one packet: the documents asked for and what is still missing, every contractor paid over the reporting line with missing tax forms flagged, the year's estimated tax payments, and the questions to ask. It works out no tax.
- Starts it
- Owner
- Brings
- export, notes, document
- Gets
- 7 outputs