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Workflows Directory

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13 workflow templates

  • 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

  • Current experience baseline

    Before a redesign, the design lead gets a baseline built from the captures and page list they supply: each page read with its content and design observations, the patterns that recur, and the pages outside the evidence. The lead confirms the baseline and sets the scope.

    Starts it
    Design lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Customer feedback themes

    Each month your support lead sees what customers keep telling you: tickets, disputes, reviews and survey comments grouped into themes with counts and quotations, the three issues most worth fixing with a proposed fix and owner, and a note for customers once a fix ships. A person decides every fix.

    Starts it
    Support lead
    Brings
    export, notes, document
    Gets
    5 outputs

  • Hiring pipeline status report

    Each week your people lead or founder sees every open role on one page: applications at each stage, days open against the target, roles running late, pass-through between stages, which sources lead to interviews, and every blocker with its owner. It counts; it never assesses a candidate.

    Starts it
    People lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Interview process review after a hiring round

    After a hiring round closes, the recruiting lead gets a review of the interview process: questions that gave no usable evidence, competencies nobody covered, inconsistent rubric use, and revisions to approve before the next search. It reviews the process only; no candidate is assessed.

    Starts it
    Recruiting lead
    Brings
    export, notes
    Gets
    6 outputs

  • Job description

    A hiring manager’s rough notes become a job description the right people want to answer: why the role exists, the work itself, and only the must-haves that are real. Your approved pay and employer wording go in untouched, and nothing is posted until the hiring manager and the people lead approve it.

    Starts it
    Hiring manager
    Brings
    notes, document
    Gets
    2 outputs

  • Journey accessibility findings

    When a user journey is ready for accessibility review, the reviewer gets a finding list: each finding with its task impact and evidence, the manual checks still required and the limits of the review. The reviewer verifies every finding and agrees fixes with the design owner.

    Starts it
    Accessibility reviewer
    Brings
    export, notes
    Gets
    5 outputs

  • Payroll preparation and timesheet review

    Before each payroll run, the owner gets one sheet built from the timesheet and roster exports: hours by person and type, every missing punch and odd entry raised as a question, and an estimated total. Nothing is keyed in, submitted or paid until a person approves.

    Starts it
    Payroll clerk
    Brings
    export, notes
    Gets
    7 outputs

  • Policy answers from the handbook

    Staff questions about leave, hours, expenses and conduct get answers that quote your own handbook, name the section, and say plainly where the handbook is silent. Anything about one person's own entitlement goes to HR, and no reply leaves until a person has read it.

    Starts it
    Office manager
    Brings
    export, notes, document
    Gets
    4 outputs

  • Service roster options

    For a department manager building a rota for expected occupancy, covers or events: two or three roster options side by side, with each role's need, the staff confirmed available, the periods left uncovered and the labor-cost assumptions you supplied. You verify and approve; nothing is published.

    Starts it
    Department manager
    Brings
    export, notes
    Gets
    5 outputs

  • Site safety induction pack

    For one named site, the site, facilities or people lead gets an induction built from that site's own emergency arrangements, rules and hazards, with a short check of understanding, a sign-off record for each person and refresher dates by role. A competent person approves it and delivers it.

    Starts it
    Site manager
    Brings
    export, notes, document
    Gets
    6 outputs
    • People and HR (filtered by)
    • Hospitality (filtered by)
    • Construction

  • Training needs analysis

    For one team, the HR lead or team manager gets what each role must be able to do, how many people can do it now, where the team falls short, and the training to arrange first, with who arranges it and by when. Counted by role, never a rating of a named person.

    Starts it
    Team manager
    Brings
    export, notes
    Gets
    5 outputs

  • Volunteer shift options

    A volunteer lead gets draft shift options once an event's availability replies are in: each role's needs set against who volunteered, the requirements on record and the shifts already confirmed, with every uncovered position shown. The lead checks and confirms; nothing is assigned or sent.

    Starts it
    Volunteer lead
    Brings
    export, notes
    Gets
    4 outputs
    • People and HR (filtered by)
    • Education (filtered by)
    • Government (filtered by)