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Workflows Directory

Find your team’s next superpower.

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30 workflow templates, showing 25 to 30

  • 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

  • SOP exception capture

    Turn what your most experienced person does with the awkward cases into an exception register for one procedure. Once the owner approves it, every colleague handles those cases the way your best person does.

    Starts it
    Operations lead
    Brings
    notes, document
    Gets
    2 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

  • 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

  • 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