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Workflows Directory

Find your team’s next superpower.

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7 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
    • Sales (filtered by)
    • Construction (filtered by)
    • Established businesses (filtered by)

  • Case chronology from the matter documents

    From the document set the handling attorney approved, the paralegal or associate prepares a draft chronology for that attorney: each event with its source and Bates number or page, document dates kept apart from event dates, conflicting accounts side by side, and the gaps. What matters is left to the attorney.

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

    Prepares work for a lawyer. Not legal advice.

    • Legal and contracts (filtered by)
    • Construction (filtered by)
    • Established businesses (filtered by)

  • Deposition transcript summary

    Before the next deposition, a motion or trial, the attorney has a draft page-line summary of the transcript, arranged by the topics they named: every point cited, every exhibit and objection logged, and every place the testimony differs flagged without a label. The attorney decides what it means.

    Starts it
    Paralegal
    Brings
    notes, document
    Gets
    8 outputs

    Prepares work for a lawyer. Not legal advice.

    • Legal and contracts (filtered by)
    • Construction (filtered by)
    • Established businesses (filtered by)

  • 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
    • Sales (filtered by)
    • Construction (filtered by)
    • Established businesses (filtered by)

  • 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
    • Sales (filtered by)
    • Energy (filtered by)
    • Established businesses (filtered by)

  • Project experience sheet

    For one finished project and one proposal, turn the firm's approved project records into a one-page experience sheet: the firm's role, the scope it performed, partners' work kept apart, and the record behind each line. Names, images and permissions still to confirm are listed for sign-off.

    Starts it
    Proposal lead
    Brings
    export, notes, pasted text
    Gets
    6 outputs

  • Weekly owner business brief

    Each Monday the owner gets about one page built from the exports they supply: cash, last week's sales against the week before, pipeline movement, the week's commitments and a watch list, with one item to look at first. Every figure names its source, and every missing export is named.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    8 outputs
    • Leadership
    • Sales (filtered by)
    • Construction (filtered by)