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Workflows Directory

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81 workflow templates, showing 25 to 48

  • 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

  • Evaluation unit trial review

    When a customer's evaluation reaches its review milestone, the account engineer and account owner get a trial-review agenda that sets the agreed use case beside the recorded results, setup changes and feedback, with every gap turned into a question and next-step options.

    Starts it
    Account engineer
    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

  • 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

  • Freight shortage record packet

    When a receiver reports missing or damaged freight, the claims coordinator gets one packet lining up dispatch quantities, warehouse scans, bill of lading, proof of delivery, photos and the customer report, with each unanswered question listed. It assigns no fault and sends nothing.

    Starts it
    Claims coordinator
    Brings
    export, notes
    Gets
    6 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

  • Inbound receiving exception trace

    When what arrived does not match the advance shipment notice, the receiving supervisor or inventory controller gets the notice, the packing list and the scans side by side by item and lot, with missing references and questions to investigate. Nothing is adjusted and nobody is contacted.

    Starts it
    Receiving supervisor
    Brings
    export, notes
    Gets
    5 outputs

  • Incident investigation and corrective actions

    After an injury, near miss or property damage, the site, operations or safety manager gets the investigation written up from the evidence: a timeline, the immediate and underlying causes, actions with owners and dates, and a register that follows each action until a check shows it worked.

    Starts it
    Site manager
    Brings
    export, notes, document
    Gets
    8 outputs

  • Inventory reorder plan

    The store owner or buyer gets one plan from the latest sales and stock exports: each item's sales rate, the day it could run out, its reorder point and safety stock, what to order, what is not moving, and a draft purchase order per supplier. Nothing is ordered until a person approves.

    Starts it
    Buyer
    Brings
    export, notes
    Gets
    4 outputs

  • Kit component availability check

    The stock or online-store lead gets every kit beside the quantity actually sellable, the component that limits it, the stock records that disagree and the listings that promise more than can be built. Nothing is changed until a person decides.

    Starts it
    Stock lead
    Brings
    export, notes
    Gets
    6 outputs

  • Lapsed-customer win-back

    Once a month, the owner or account manager sees which regular customers have gone far longer than usual without ordering, ranked by what each bought in their last active year, with open complaints set aside for a call and a short note drafted for the rest, using only approved offers. A person approves every note.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    6 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

  • Lone work arrangements review

    For each task someone does alone, the manager gets the check-in method, the places where nobody could be reached, who responds when a check-in is missed and how soon, and alternatives. A competent person decides what is acceptable.

    Starts it
    Operations manager
    Brings
    export, notes
    Gets
    6 outputs

  • Missed dock window recovery brief

    The dispatch supervisor gets one brief when a truck misses its dock appointment and the reports disagree: each stated arrival time, the receiving cutoff, the appointment record and the questions that need a decision. It contacts no one and books nothing.

    Starts it
    Dispatch supervisor
    Brings
    export, notes
    Gets
    8 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.

  • 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

  • Offer review

    Before you sell a packaged service, see it the way a buyer will: what they get and what is left out, what answers each doubt they raise, what protects them, and whether there is an honest reason to decide now. The weakest point is named and one change drafted, from your facts only.

    Starts it
    Owner
    Brings
    export, notes, document, pasted text
    Gets
    6 outputs

  • Order size comparison

    When a supplier offers a bigger discounted order, the inventory planner gets each quantity costed the same way: yearly cost, cash tied up, months of cover and storage fit. The planner chooses the quantity; nothing is ordered.

    Starts it
    Inventory planner
    Brings
    export, notes
    Gets
    6 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

  • Preventive maintenance plan

    For one site, the facilities or operations manager gets every piece of equipment ranked by failure cost, an approach for each (run to failure, scheduled or condition-based), a dated calendar of tasks from the maker's guidance and the failure history, the spare parts to hold and the downtime measures to track.

    Starts it
    Facilities manager
    Brings
    export, notes
    Gets
    6 outputs

  • Price change review

    Before prices change, the owner or finance lead gets one review: the margin on each product or service from the sales and cost exports, how costs have moved, what each proposed price does to sales and gross profit across a stated range of customer responses, and dated competitor prices. It recommends no price.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    7 outputs

  • Product configuration margin sheet

    When sales prepares a quote for a product configuration, the commercial owner and finance lead get one worksheet: the quoted price, the costed bill of materials, assembly and freight, and the allocations, with every unquoted part, one-off charge and uncertain volume listed as an open assumption.

    Starts it
    Sales operations coordinator
    Brings
    export, notes
    Gets
    5 outputs

  • Product landed cost worksheet

    After an import shipment lands, the owner or bookkeeper gets one worksheet: freight, duty, brokerage, insurance and inbound fees from the invoices spread over each product by a stated method, the landed unit cost beside the cost the store records, and the margin left. A person updates any cost.

    Starts it
    Owner
    Brings
    export, notes, document
    Gets
    5 outputs

  • Product pricing options

    A product owner weighing how to price or package a product gets one options brief: what each customer group uses, the willingness-to-pay evidence held with stated kept apart from observed, what each option would bill every account, the uncertainties and the tests. It recommends no price.

    Starts it
    Product owner
    Brings
    export, notes
    Gets
    6 outputs