Workflows Directory
Find your team’s next superpower.
- Function: Information security
- Function: Quality management
- Function: Sales
- Industry: Education
- Industry: Energy
- Industry: Government
- Industry: Law firms
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Results
10 workflow templates
Bid or no-bid and RFP response plan
Before anyone starts on a response, your bid manager sees every requirement in the request checked against your own evidence, your bid criteria tested and the buyer questions ready. A named person decides whether to bid; then a dated plan says who does what by when.
- Starts it
- Bid manager
- Brings
- export, notes, document
- Gets
- 6 outputs
Course catalog quality check
The registrar's office gets one comparison of a department's course updates against the current catalog export: codes, titles, credits, descriptions and linked components, row by row, with every conflict set out as a question for academic review. No catalog record is changed.
- Starts it
- Catalog coordinator
- Brings
- export, document
- Gets
- 5 outputs
Course sequence and workload review
A course lead revising an outline for the next cohort gets a module map: learning goals, prerequisites, activities and the instructor's own time estimates, with crowded weeks and coverage gaps marked and every gap written as a question. The course lead decides what changes.
- Starts it
- Course lead
- Brings
- export, notes
- Gets
- 4 outputs
Engineering change affected records index
When an engineering change request enters review, the document controller gets one index: the assemblies, revisions, stock and open purchase orders the change reaches in the exports supplied, and a question for each owner wherever the records are unclear.
- Starts it
- Document controller
- Brings
- export, notes
- Gets
- 3 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
Learning system access review
At term end or after staff change roles, the system owner lays the learning system's user and access exports beside current staff, class assignments and the approved role matrix. Departed users, changed roles and dormant accounts come back as questions for the data owners. Nothing is changed.
- Starts it
- System owner
- Brings
- export, notes
- Gets
- 7 outputs
Outgoing work sign-off log
Every item that needs a responsible attorney's sign-off before it leaves the firm sits in one log, in the order it has to go out: waiting, approved or returned, with the attorney's own note. Anything close to its date with no decision is flagged first. The log tracks status and never touches the legal substance.
- Starts it
- Operations manager
- Brings
- export, notes, pasted text
- Gets
- 6 outputs
Referral source follow-up
The day after a partner meets someone who sends the firm work, they have a follow-up draft and a list of every promise made at the table, by both sides. The draft uses only approved materials and nothing said in confidence; the partner checks it, chooses the next step and sends it.
- Starts it
- Partner
- Brings
- export, notes
- Gets
- 5 outputs
SOP exception capture
Turn what your most experienced person does with the awkward cases into an exception register for one procedure. Once the owner approves it, every colleague handles those cases the way your best person does.
- Starts it
- Operations lead
- Brings
- notes, document
- Gets
- 2 outputs
Teaching tool vendor data questions
Before a school or college adopts a teaching tool that would handle student or staff information, the privacy or procurement lead gets a scoped question pack on data flows, access, retention and subprocessors, with each supplied vendor document mapped to the questions and the gaps listed.
- Starts it
- Privacy lead
- Brings
- export, notes, document
- Gets
- 5 outputs