Workflows Directory
Find your team’s next superpower.
- Function: Leadership
- Function: Procurement and suppliers
- Function: Project and delivery
- Industry: Energy
- Industry: Real estate
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Results
10 workflow templates
Contractor safety prequalification
For a named job, the operations, facilities or site manager gets a safety questionnaire scaled to the risk of the work, then a record of the contractor's answers scored only on the evidence supplied, with every gap, the conditions that close it and a review date. A competent person decides.
- Starts it
- Operations manager
- Brings
- export, notes, document
- Gets
- 7 outputs
Design assumption change register
When client criteria or design assumptions change, the project engineer gets one sourced register: what changed, which recorded requirements it touches, how firm each source is, and what still needs confirmation. No design basis is altered.
- Starts it
- Project engineer
- Brings
- export, notes
- Gets
- 6 outputs
Executive week-ahead calendar review
Before the week starts, the executive assistant hands the executive one brief: every clash, every journey or run of meetings with too little time, every meeting with no stated purpose or no preparation time, and proposed time for the week's priorities. Nothing is accepted, declined, moved or sent.
- Starts it
- Executive assistant
- Brings
- export, notes
- Gets
- 7 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
Property diligence index
The transaction lead gets a diligence room in order: every document indexed by workstream, every checklist item and request tracked, and every open finding tied to the report or request that raised it. Specialists judge the findings; nothing is valued or sent.
- Starts it
- Transaction coordinator
- Brings
- export, notes
- Gets
- 5 outputs
Punch list consolidation
The site manager gets the punch list for the next closeout walk as one list grouped by location and trade, with repeated entries merged, photographs attached and a proposed follow-up date for each open item. Nothing is assigned, closed or accepted.
- Starts it
- Site manager
- Brings
- export, notes
- Gets
- 7 outputs
Service visit work packet
Before a planned visit to a turbine, inverter or terminal asset, the maintenance supervisor gets one packet built from the logs and approved scope supplied: reported symptoms, previous visits, open parts requests and access questions. It judges no condition and sends nothing.
- Starts it
- Maintenance supervisor
- Brings
- export, notes
- Gets
- 7 outputs
Submittal register review
The project engineer gets one register of every required submittal: what has arrived, the review status as recorded, the documents still missing and the long-lead items at risk against the date each order must be placed. Nothing is routed, accepted or ordered.
- Starts it
- Project engineer
- Brings
- export, notes
- Gets
- 6 outputs
Three-week look-ahead constraint review
Before the coordination meeting, the superintendent gets a brief that sets each planned activity of the next three weeks beside what could hold it up: trades sharing an area, unfinished predecessors, open approvals, late deliveries and unanswered RFIs. The superintendent confirms the sequence and assigns the follow-up.
- Starts it
- Project engineer
- Brings
- export, notes
- Gets
- 7 outputs
Vendor insurance certificate check
For a property manager collecting insurance certificates from service vendors: each certificate's fields set beside the requirements the team already approved, every stated expiration date listed, and draft requests for what is missing. The manager reviews gaps with the insurance adviser before accepting anything.
- Starts it
- Property manager
- Brings
- export, notes, document, pasted text
- Gets
- 9 outputs