Workflows Directory
Find your team’s next superpower.
- Function: Finance and accounting
- Function: Sales
- Industry: E-commerce and retail
- Industry: Hospitality
- Industry: Software technology
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Results
56 workflow templates, showing 1 to 24
Account handoff
The day a deal closes, your client success manager gets one record: what was sold and promised, who is involved, the dates and billing terms as agreed, the risks the seller heard and what is still missing. Every next action has an owner.
- Starts it
- Account executive
- Brings
- notes, document, pasted text
- Gets
- 3 outputs
Annual operating budget
For an owner or finance lead preparing next year: revenue and costs by month and by team, built from this year's figures and each budget owner's drivers, every assumption written down, capital purchases listed apart, the whole checked against cash, and the questions leadership has to settle.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 10 outputs
Bank reconciliation preparation
Before the month is signed off, your bookkeeper holds one bank reconciliation for one account: every statement line matched to the books or explained, every open item aged, a proof that the two balances agree, and the entries still to make. Nothing is posted until a person approves.
- Starts it
- Bookkeeper
- 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
Buyer security questionnaire answers
When a buyer sends a security questionnaire, your sales owner gets a draft answer matrix: each question beside the evidence your security owner supplied, its date, its limits and a named reviewer, with stale, partial and unverifiable answers marked.
- Starts it
- Sales owner
- Brings
- export, notes, pasted text
- Gets
- 4 outputs
Carrier freight invoice check
The freight auditor gets a carrier invoice checked line by line against the shipment export and the rate confirmation: duplicate lines, rate differences and extra charges with no delivery or waiting-time record, each tied to its shipment. Accounts payable decides what to pay or dispute.
- Starts it
- Freight auditor
- Brings
- export, notes
- Gets
- 6 outputs
Channel partner fit review
When a referral, reseller or alliance partner approaches, the founder or head of partnerships gets one review: evidence the partner brings customers of its own, the type that evidence supports, a ninety-day plan with signs to go on or stop, and the commission range that still beats selling direct. A person decides.
- Starts it
- Founder
- Brings
- export, notes, document, pasted text
- Gets
- 7 outputs
Chargeback response pack
When a card dispute lands, the store owner or finance lead gets one pack: the dispute matched to its order, the evidence its reason calls for marked found or missing, a response drafted well inside the deadline, and the store's dispute ratio for the month. A person decides whether to contest and submits it.
- Starts it
- Finance lead
- Brings
- export, notes, document, pasted text
- Gets
- 7 outputs
Client schedule to ledger reconciliation
When a client's subledger schedule and trial balance disagree, the responsible accountant gets one worksheet: both balances proved, every timing difference and unexplained entry listed, and the next step for each. Nothing is posted; every explanation waits for a person.
- Starts it
- Accountant
- Brings
- export, notes, document
- Gets
- 6 outputs
Cloud spend variance bridge
When cloud or tooling costs move away from budget, the finance lead and the engineering manager get a bridge from budget to actual by service and cost owner, with usage beside each large move, the unallocated and shared costs, and the questions each side must answer.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 6 outputs
Cold outreach sequence drafting
Your outreach reads like you wrote it on your best day: a first note and its follow-ups, drafted in your own voice, where every line about the prospect traces to a dated fact and every line about your company traces to facts you supplied. You read it, edit it and send it yourself.
- Starts it
- Founder
- Brings
- notes, document, pasted text
- Gets
- 6 outputs
Competitor battlecard
Your salespeople get one page on one named competitor: where it is strong, where you are stronger and the proof, what to say when it comes up, and the questions to ask. Nothing about the competitor goes on the card without a dated source; anything unsupported is held back for the approver.
- Starts it
- Sales lead
- Brings
- export, notes, document
- Gets
- 8 outputs
Competitor profile from public pages
Your marketing lead gets a dated profile of a named competitor, built only from its public pages: what they say, sell and charge, kept apart from what that suggests and the questions it raises for you. Any figure no page states is marked unavailable, never estimated.
- Starts it
- Marketing lead
- Brings
- notes, document, pasted text
- Gets
- 4 outputs
Contract intake brief
When another party's agreement arrives, counsel gets a one-page intake brief: what it is, read from its titles, the parties as named, what is missing, the requester's purpose and date, and the reviewer your own routing rules name. It comments on no term; counsel decides.
- Starts it
- Contracts manager
- Brings
- notes, document, pasted text
- Gets
- 6 outputs
Prepares work for a lawyer. Not legal advice.
Cost of poor quality worksheet
An owner or operations lead who senses that rework, scrap and returns are costly gets one worksheet: the failure costs already on record, sorted by category, with estimates, gaps and unresolved allocations listed. The owner decides what to fix first.
- Starts it
- Owner
- Brings
- export, notes
- Gets
- 6 outputs
Creator commission statement
Each month, the finance lead gets a draft statement of what every creator has earned, worked from the store's orders export: commission under the programme's rules, flat fees, amounts carried under the minimum, and a payout list. A person approves it; finance pays.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 7 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
Discount request review
Before a price below list goes to a customer, whoever approves it gets one page: the discount and what it costs in margin, every clause of your own written policy met or missed, who approves and in what order, and what the customer gives in return. A person decides; nothing is sent.
- Starts it
- Sales lead
- Brings
- export, notes, document
- Gets
- 7 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
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
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
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
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