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Workflows Directory

Find your team’s next superpower.

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76 workflow templates, showing 1 to 24

  • AI visibility audit for an online store

    A store owner or marketer gets a dated audit of how the store reads to AI assistants and shopping agents, from its own saved public pages: eighteen fixed checks with evidence, a fix list in priority order, and a record of what the assistants actually said. Nothing on the store is changed.

    Starts it
    Store owner
    Brings
    export, notes, document, pasted text
    Gets
    6 outputs

  • Analysis plan

    Before anyone opens the spreadsheet, the owner or manager gets a one-page plan: the question restated, the hypotheses, the fields and periods needed, and the result that would change the decision. It runs no analysis and states no finding. You own the question and the criteria.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    6 outputs

  • Annual operating budget

    For an owner or finance lead preparing next year: revenue and costs by month and by team, built from this year's figures and each budget owner's drivers, every assumption written down, capital purchases listed apart, the whole checked against cash, and the questions leadership has to settle.

    Starts it
    Finance lead
    Brings
    export, notes
    Gets
    10 outputs

  • App data requirements

    When the requirements for an internal app leave fields or actions unclear, the business systems analyst gets one data specification: entities, fields, who reads and writes each, and every unresolved name as a question. Nothing is built or changed.

    Starts it
    Business systems analyst
    Brings
    export, notes, document
    Gets
    9 outputs

  • Bank reconciliation preparation

    Before the month is signed off, your bookkeeper holds one bank reconciliation for one account: every statement line matched to the books or explained, every open item aged, a proof that the two balances agree, and the entries still to make. Nothing is posted until a person approves.

    Starts it
    Bookkeeper
    Brings
    export, notes
    Gets
    7 outputs

  • Batch distribution trace

    When the quality lead needs to know where one production batch went, they get a map from the batch record to every recorded shipment: quantities, transfers and repacking links, with each gap in the trace written as a question. It decides no hold and contacts nobody.

    Starts it
    Quality lead
    Brings
    export, notes
    Gets
    6 outputs

  • Bill of lading field check

    When a draft bill of lading arrives before it is issued, the documentation specialist gets a field-by-field comparison with the booking, the shipper's instructions and the packing list, with every difference marked. Nothing is issued or corrected.

    Starts it
    Documentation specialist
    Brings
    export, notes
    Gets
    6 outputs

  • Business continuity plan

    For an owner or operations manager: the activities the business cannot stop for long, how long each can be down and how much data it can lose, what each depends on, the fallback for each, and named owners, deputies, contacts and a test date, ready for a competent reviewer and the owner's approval.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    7 outputs

  • Buyer security questionnaire answers

    When a buyer sends a security questionnaire, your sales owner gets a draft answer matrix: each question beside the evidence your security owner supplied, its date, its limits and a named reviewer, with stale, partial and unverifiable answers marked.

    Starts it
    Sales owner
    Brings
    export, notes, pasted text
    Gets
    4 outputs
    • Sales
    • Finance and investment (filtered by)
    • Established businesses (filtered by)

  • Campaign audience check

    When an audience export is ready for review, the campaign owner gets it segmented with reconciled counts, the exclusions applied and the records whose contact status needs checking, with conflicts, stale records and duplicates kept visible.

    Starts it
    Campaign owner
    Brings
    export, notes
    Gets
    5 outputs

  • Campaign claim evidence register

    An account lead gets a register that pairs each draft campaign claim with the evidence the client supplied, its source date, proposed qualified wording and the approvals still missing. Unsupported or stale claims are blocked; only approved wording is released.

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

  • Carrier freight invoice check

    The freight auditor gets a carrier invoice checked line by line against the shipment export and the rate confirmation: duplicate lines, rate differences and extra charges with no delivery or waiting-time record, each tied to its shipment. Accounts payable decides what to pay or dispute.

    Starts it
    Freight auditor
    Brings
    export, notes
    Gets
    6 outputs

  • Carrier performance review

    The shipping lead gets a lane-by-lane comparison of carriers from the delivery export and the freight charges: on-time delivery, damage, tracking gaps and cost, each with the shipments behind it. A person decides whether to raise issues or change carrier.

    Starts it
    Shipping lead
    Brings
    export, notes
    Gets
    5 outputs

  • Category sourcing plan

    For the buyer or operations lead who owns one spend category, such as packaging or IT hardware: its spend and suppliers on one page, where it sits on a supply-risk and spend matrix, the value levers the evidence supports, and a dated sourcing plan. A person chooses the approach.

    Starts it
    Buyer
    Brings
    export, notes
    Gets
    7 outputs

  • Churn risk and save plan

    Once a quarter, the owner or account lead sees why customers really left, read from your own cancellation notes and records, how many left for each cause, and one change to try for each, with an owner, a start date and the count that will show whether it helped. A person decides every change.

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

  • Client report check log

    Before a batch of client reports is released, the reporting lead gets a log, report by report, of household membership, periods, totals against the custodian statements, fee figures and missing sections, with every difference marked for correction. Nothing is released or sent.

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

  • Client schedule to ledger reconciliation

    When a client's subledger schedule and trial balance disagree, the responsible accountant gets one worksheet: both balances proved, every timing difference and unexplained entry listed, and the next step for each. Nothing is posted; every explanation waits for a person.

    Starts it
    Accountant
    Brings
    export, notes, document
    Gets
    6 outputs

  • Comparison claim check

    A manager holding a claim such as "version B converts better" and two groups of numbers gets back the method used, the size of the difference, how uncertain it is, the assumptions checked, and plain wording for what the data does and does not support. The manager decides what to do.

    Starts it
    Analyst
    Brings
    export, notes, pasted text
    Gets
    7 outputs

  • Complaint and refund request handling

    A customer complains or asks for money back, and whoever handles it gets your policy's answer: the order matched, each condition checked, the amount worked out, any refund set out for a named person to approve, and a reply ready to edit and send.

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

  • Corporate action deadline brief

    When a custodian notice announces an event on securities your firm holds, operations has one brief: the affected holdings, the options as the notice quotes them, every deadline, the instructions on file and what is still unconfirmed. It recommends nothing and submits nothing.

    Starts it
    Operations lead
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

  • Cost of poor quality worksheet

    An owner or operations lead who senses that rework, scrap and returns are costly gets one worksheet: the failure costs already on record, sorted by category, with estimates, gaps and unresolved allocations listed. The owner decides what to fix first.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    6 outputs

  • Creative fatigue review

    When a campaign's reach or response pattern prompts a creative review, the paid media lead gets frequency and response set against the campaign's own baseline, by creative and audience, with other explanations marked and options to test.

    Starts it
    Paid media lead
    Brings
    export, notes
    Gets
    6 outputs

  • Creative test evidence review

    When a batch of ad creative is ready for review, the creative strategist and media lead get an evidence table by creative, angle, format and hook, with tentative learning and next-test options. No winner or loser is named, and thin evidence is held back.

    Starts it
    Creative strategist
    Brings
    export, notes
    Gets
    6 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