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Workflows Directory

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51 workflow templates, showing 49 to 51

  • Vendor renewal review

    Before a supplier's notice date, the operations lead takes one page to the decision: the dates counted from the ones you supply, how much of what you pay for is used, what it has cost and what renewal would cost, how the supplier has performed, and the questions to ask. Nothing is sent or cancelled.

    Starts it
    Operations lead
    Brings
    export, notes
    Gets
    8 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
    • Leadership
    • Finance and accounting (filtered by)
    • Construction (filtered by)

  • 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