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Workflows Directory

Find your team’s next superpower.

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32 workflow templates, showing 25 to 32

  • Stakeholder and decision rights map

    Before kickoff, the project manager holds one map of everyone the project touches: each group placed by influence and interest, every key decision with exactly one accountable owner, the decision makers still missing, and who hears what, when and from whom. The sponsor confirms every decision right.

    Starts it
    Project manager
    Brings
    export, notes, document
    Gets
    6 outputs

  • Store facts file

    The person who runs an online store builds the one file every other store capability reads first: what the store sells, the facts each product page should state, the statements it stands behind, buyers' questions, policies, roles and access. Nothing on the store is changed.

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

  • Temporary change register

    For a site or operations manager with temporary changes to equipment, layout or process still in place: a register of every change with its expiry date, the checks still outstanding and the procedures and training it touches, ready for the competent person who decides what happens next.

    Starts it
    Site manager
    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

  • Workflow fit check: is this piece of work ready for AI?

    Before you build anything, run one piece of work through six checks and get a straight answer on one short page: build it, build one part, do something simpler first, not yet, or leave it with your people. The owner decides what gets built first, with the reasons in front of them.

    Starts it
    Owner
    Brings
    notes, pasted text
    Gets
    6 outputs
    • Operations and process improvement (filtered by)
    • Construction (filtered by)
    • Growth & scaling

  • Workplace risk assessment

    For one task or workplace, the site or operations manager gets each hazard, who could be harmed, the controls already in place, a likelihood-and-severity rating before and after, and further controls with an owner and a date, ready for a competent person to review and sign.

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

  • Write an SOP from how the work is done

    Turn a walkthrough of how one piece of work is really done into a written procedure anyone on the team can follow: who does each step, how they know it is done, what to do when it goes wrong and when to stop and ask. The owner approves it before anyone relies on it.

    Starts it
    Operations lead
    Brings
    notes, document, pasted text
    Gets
    2 outputs
    • Operations and process improvement (filtered by)
    • E-commerce and retail (filtered by)
    • Growth & scaling

  • Yard shift handover brief

    The outgoing yard or warehouse lead hands the incoming lead one brief: where each trailer stands, how long it has been on site, which dock issues are open and who follows up on each. No trailer is moved and no appointment is changed.

    Starts it
    Outgoing yard lead
    Brings
    export, notes
    Gets
    7 outputs