Workflows Directory
Find your team’s next superpower.
- Function: Finance and accounting
- Function: Leadership
- Function: Sales
- Industry: Construction
- Industry: Software technology
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Results
67 workflow templates, showing 25 to 48
Employee health plan comparison
For an owner or people lead at renewal: the broker's health plan options next to each other, with premiums split between company and employee, deductibles, out-of-pocket limits, network notes, the cost to the company and to a typical employee at low, middle and high use, and questions for the broker.
- Starts it
- People lead
- Brings
- export, notes, pasted text
- Gets
- 6 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
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
Expansion whitespace review
For one account or a whole book, the account manager sees what each customer holds against what it could also use, the evidence for every gap, the plays ranked, and one next step and owner for each. A person decides what to propose; nothing goes into the sales system without approval.
- Starts it
- Account manager
- Brings
- export, notes
- Gets
- 5 outputs
Field service invoice evidence check
When completed field work is ready for invoicing, the billing manager gets draft billing lines that tie the agreed rates to crew time, equipment use, mobilization and signed service tickets. Unsigned tickets, overlapping equipment days and unsupported extras are listed as exceptions.
- Starts it
- Billing manager
- Brings
- export, notes
- Gets
- 6 outputs
Goal alignment review
Before next period's goals are set, the chief executive sees every team goal mapped to the company priority it serves: goals with no company parent, goals that pull against each other, priorities nobody owns, and the questions for each owner. It judges goals, never people.
- Starts it
- Chief of staff
- Brings
- export, notes
- Gets
- 5 outputs
Headcount plan
For a founder, people lead or finance lead preparing next year: every role and its cost by team, the new roles and backfills with their months, the fully loaded cost month by month against the budget, and what changes if revenue lands lower or higher. It plans roles and money, never decisions about named people.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 5 outputs
Inbox triage
The owner, or the assistant who keeps their inbox, starts the day knowing what needs a reply today, what can wait and until when, and what belongs to someone else, with a draft or a forwarding note for each. Nothing is sent, archived, deleted or moved, and no mailbox login is needed.
- Starts it
- Executive assistant
- Brings
- export, notes, pasted text
- Gets
- 6 outputs
Internal change announcement
One decided change, announced well: managers briefed first, a message for each group in the right order, talking points, and the questions people will ask, answered only from the decision or marked open. Every message is a draft that a person approves and sends.
- Starts it
- Internal communications lead
- Brings
- export, notes
- Gets
- 7 outputs
Investor update
Each month or quarter, the founder gets a drafted update for investors: the headline, key figures against plan and last period, cash and runway, wins, problems told plainly with what is being done, and specific asks. Every figure comes from the company's own reports. The founder approves and sends it.
- Starts it
- Founder
- Brings
- export, notes, pasted text
- Gets
- 3 outputs
Journal entry preparation
At month end, your bookkeeper hands the controller every proposed journal entry ready to review: balanced lines on accounts from your own chart, the arithmetic and the document behind each amount, whether it reverses, and who approves it. Nothing is posted until a person approves.
- Starts it
- Bookkeeper
- Brings
- export, notes, document
- Gets
- 4 outputs
Lead quality pattern review
When sales feedback or results raise a lead-quality concern, the acquisition lead gets a review of leads and their outcomes by source, page, location, device and timing, with cases to verify with sales and possible measurement faults listed.
- Starts it
- Acquisition lead
- Brings
- export, notes
- Gets
- 5 outputs
Leadership meeting rhythm
Your chief executive gets a proposed calendar of leadership forums and written reports, built from today's meetings and the decisions left waiting: each forum with its purpose, inputs, attendees, frequency and one decision owner, and the hours it gives back. The chief executive chooses; no calendar is changed.
- Starts it
- Chief executive
- Brings
- export, notes
- Gets
- 7 outputs
Lender draw package index
Before a monthly draw goes to the lender, the project finance lead has an index in the lender’s own order: every required document listed or missing, and every invoice set against the ledger. The lender decides funding; nothing is submitted.
- Starts it
- Project accountant
- Brings
- export, notes
- Gets
- 5 outputs
Manager feedback preparation
Every manager walks into a feedback conversation prepared like your best one: specific dated observations, the questions worth asking, a clear ask and the support on offer.
- Starts it
- Team manager
- Brings
- notes, document
- Gets
- 7 outputs
NDA check against counsel's approved positions
Before anyone signs a proposed NDA, counsel gets every clause quoted with its section and set beside the positions counsel has approved: matching, departing or not covered. Any obligation beyond confidentiality sends the whole NDA to counsel. The check never says an NDA is ready to sign.
- Starts it
- Salesperson
- Brings
- notes, document
- Gets
- 6 outputs
Prepares work for a lawyer. Not legal advice.
Ninety-day marketing plan
An owner or first marketing hire gets the next ninety days of marketing on one plan: the stage the business is really in, the moves that fit it, who owns each one, the money and hours they use, and what is deliberately left undone. Every count comes from your own records, and no budget is invented.
- Starts it
- Owner
- Brings
- export, notes, pasted text
- Gets
- 1 output
Objection answers and sales one-pager
Walk into the call with an answer for every objection you expect, each with its honest limit and the proof behind it, and one page to leave behind. Everything is built from the facts you supply, so nothing on the page is a claim you cannot stand behind.
- Starts it
- Salesperson
- Brings
- notes, document, pasted text
- Gets
- 5 outputs
Outside-counsel invoice questions
When a law firm’s invoice arrives, legal operations has one worksheet ready: every line set against the agreed rates, the approved matter budget and the company’s own billing guidelines, each difference written as a neutral question for the firm. Nothing is sent, paid or rejected until people decide.
- Starts it
- Legal operations manager
- Brings
- export, document
- Gets
- 10 outputs
Prepares work for a lawyer. Not legal advice.
Pay application line check
Before a progress billing goes on, the project accountant has every line compared with the schedule of values, the last certificate, the approved changes and the evidence supplied, with each arithmetic difference listed. The authorized certifier decides payment; nothing is certified.
- Starts it
- Project accountant
- Brings
- export, notes
- Gets
- 3 outputs
Payroll preparation and timesheet review
Before each payroll run, the owner gets one sheet built from the timesheet and roster exports: hours by person and type, every missing punch and odd entry raised as a question, and an estimated total. Nothing is keyed in, submitted or paid until a person approves.
- Starts it
- Payroll clerk
- Brings
- export, notes
- Gets
- 7 outputs
Premortem before a decision
Before your team commits to a plan that is hard to undo, such as a move, a launch or a new system, a short workshop pictures it a few months on, already failed. The record ranks the reasons, turns each top risk into a check, a warning sign and an owner, and leaves the go decision with the owner.
- Starts it
- Owner
- Brings
- notes
- 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