Workflows Directory
Find your team’s next superpower.
- Function: Leadership
- Function: Procurement and suppliers
- Function: Sales
- Industry: Hospitality
- Industry: Software technology
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Results
48 workflow templates, showing 25 to 48
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
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
Leadership meeting rhythm
Your chief executive gets a proposed calendar of leadership forums and written reports, built from today's meetings and the decisions left waiting: each forum with its purpose, inputs, attendees, frequency and one decision owner, and the hours it gives back. The chief executive chooses; no calendar is changed.
- Starts it
- Chief executive
- Brings
- export, notes
- Gets
- 7 outputs
Manager feedback preparation
Every manager walks into a feedback conversation prepared like your best one: specific dated observations, the questions worth asking, a clear ask and the support on offer.
- Starts it
- Team manager
- Brings
- notes, document
- Gets
- 7 outputs
Menu input cost change review
When supplier prices change, the chef and food-and-beverage manager get one worksheet: each price movement tied to the quantities in the supplied recipes, the cost per portion of every affected dish before and after, and questions for the chef. It sets no menu price.
- Starts it
- Chef
- Brings
- export, notes
- Gets
- 5 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.
Ninety-day marketing plan
An owner or first marketing hire gets the next ninety days of marketing on one plan: the stage the business is really in, the moves that fit it, who owns each one, the money and hours they use, and what is deliberately left undone. Every count comes from your own records, and no budget is invented.
- Starts it
- Owner
- Brings
- export, notes, pasted text
- Gets
- 1 output
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
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
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 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
Renewal risk review
Once a month, the account manager sees every contract coming up for renewal on one page: the dates that matter, the warning signs your organization watches for, which accounts are at risk, and the next step for each with an owner and a date. A person decides and makes every contact.
- Starts it
- Account manager
- Brings
- export, notes, document
- Gets
- 7 outputs
Sales call preparation brief
Your salesperson, partner or account manager walks into every meeting with a brief they can read in five minutes: who will be there, what has been said and promised so far, what is still open, and a plan for the call. Every line traces to your own notes or a public page, and anything inferred is labelled.
- Starts it
- Salesperson
- Brings
- notes, pasted text
- Gets
- 7 outputs
Sales call scorecard
After a sales call, your sales lead sees how it went against your team's own criteria, each point backed by the words actually said, where the call left the deal, and one focus for the next call. It reviews a call, never a person, and gives no score for anyone's file.
- Starts it
- Sales lead
- Brings
- export, notes
- Gets
- 5 outputs
Sales pipeline review
Each week your sales lead sees the whole open pipeline on one page: value and age by stage, what moved since last week, the deals at risk and coverage against your target. Every figure traces to your export, and the forecast number is left for a person to commit.
- Starts it
- Sales lead
- Brings
- export, notes
- Gets
- 9 outputs
Sales proposal preparation
Your account executive answers an RFP in minutes, not weeks, with a proposal draft where every claim traces to approved company information and every gap is already a question for the right person.
- Starts it
- Account executive
- Brings
- document
- Gets
- 4 outputs
Software subscription and vendor spend review
From a card statement or ledger export, the finance or operations lead gets every subscription on one register: what each costs a year, who owns it, what renews in the next 90 days, what looks unused, duplicated or orphaned, and the decisions to make. Nothing is cancelled or changed.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 9 outputs
Stalled-deal review
Your sales lead sees, from the record alone, which open deals have stopped moving, what each one's stage still lacks and whose move it is, and where every recent no ended and why. Nothing in your sales system is changed; corrections are proposed for a person to make.
- Starts it
- Sales lead
- Brings
- export, notes, document, pasted text
- Gets
- 7 outputs
Supplier bill review and payment-run preparation
Before each payment run, the person who approves it gets one sheet: every supplier bill checked against its purchase order and what was received, duplicates and changed bank details stopped, credits shown, and a proposed run with its total. Nothing is paid until a person approves.
- Starts it
- Payables clerk
- Brings
- export, notes
- Gets
- 7 outputs
Supplier issue notice
When a supplier bills for more than was ordered or received, or falls short of an agreed delivery or quality target, the buyer gets a formal notice ready for approval: each problem set against the record, the evidence listed, what the supplier must do and the date to reply by. A person approves and sends it.
- Starts it
- Buyer
- Brings
- export, notes, document
- Gets
- 3 outputs
Supplier spend analysis
From one accounts-payable export, the finance or operations lead sees where the money goes: spend cleaned and grouped by category and supplier, the few suppliers that take most of it, the tail, needs bought from several suppliers and consolidation opportunities, each with its figures. A person decides what to act on.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 10 outputs
Technical demo plan
Before a technical discovery or demo meeting, the account executive and solutions engineer get an attendee brief, a demo sequence built around the buyer's stated workflow from approved scenarios, and open questions. Requests nobody has verified stay questions.
- Starts it
- Account executive
- Brings
- export, notes, pasted text
- Gets
- 7 outputs
Vendor quote comparison
Before anyone signs, the person choosing a vendor gets one sheet: the criteria agreed first, every quote costed the same way, and each vendor eliminated with its reason, on hold with the question that settles it, or shortlisted with its trade-offs. A person chooses; contract terms go to your reviewer.
- Starts it
- Office manager
- Brings
- notes, document
- Gets
- 8 outputs
Win-loss review
Once a quarter your sales lead sees, from the deals you closed, where the losses ended, which kinds of deal you win and lose, what the largest deals show, and which findings rest on enough deals to act on. Actions are proposed in proportion to the evidence, and nothing in your sales system is changed.
- Starts it
- Sales lead
- Brings
- export, notes, document, pasted text
- Gets
- 8 outputs