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Workflows Directory

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5 workflow templates

  • Contract intake brief

    When another party's agreement arrives, counsel gets a one-page intake brief: what it is, read from its titles, the parties as named, what is missing, the requester's purpose and date, and the reviewer your own routing rules name. It comments on no term; counsel decides.

    Starts it
    Contracts manager
    Brings
    notes, document, pasted text
    Gets
    6 outputs

    Prepares work for a lawyer. Not legal advice.

  • 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

  • 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
    • Procurement and suppliers (filtered by)
    • Software technology (filtered by)
    • Growth & scaling (filtered by)

  • 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
    • Procurement and suppliers (filtered by)
    • Hospitality (filtered by)
    • Growth & scaling (filtered by)

  • 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
    • Procurement and suppliers (filtered by)
    • Hospitality (filtered by)
    • Growth & scaling (filtered by)