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Workflows Directory

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102 workflow templates, showing 73 to 96

  • Product-page facts gap review

    Product by product, your merchandiser sees what a shopper's AI assistant needs from each page and does not get: facts the description leaves out, images with no alt text, buyer questions left unanswered. Each gap comes with a sourced draft to fill it, waiting for the owner's approval.

    Starts it
    Merchandiser
    Brings
    export, notes, document
    Gets
    4 outputs

  • Program outcome map

    Before an evaluation, the program and evaluation leads get one map linking each activity to the outcome it is meant to serve, with proposed measures, data sources, assumptions and the questions the evidence cannot yet answer. It claims no impact.

    Starts it
    Program lead
    Brings
    export, notes
    Gets
    8 outputs

  • Range margin by channel review

    When a wholesale offer or a promotion changes the economics of a range, the finance lead gets a margin worksheet for every product in every channel, showing which cost layers are in each figure and which gaps are still open. It invents no cost and changes no price.

    Starts it
    Finance lead
    Brings
    export, notes
    Gets
    5 outputs

  • Release notes draft

    The product owner gets draft release notes for one shipped release, in words users recognize: what is new, changed, removed and fixed, the steps users must take, and the known limitations. Only what was supplied is described. The owner checks and publishes.

    Starts it
    Product owner
    Brings
    export, notes
    Gets
    8 outputs

  • Restricted gift rollforward

    The finance lead gets a working schedule for one named restricted fund: opening balance, recorded gifts, coded expenditure and closing balance, with every unresolved difference listed from the gift agreement summary and the ledger detail. Nothing is posted.

    Starts it
    Bookkeeper
    Brings
    export, notes
    Gets
    6 outputs

  • Search exclusion conflict check

    The paid search specialist gets a list of live keywords that a live exclusion may be blocking, each with the level where the exclusion applies and the campaign intent it touches. They are clues from the text; the specialist decides what to change.

    Starts it
    Paid search specialist
    Brings
    export, notes
    Gets
    5 outputs

  • Service inbox routing plan

    When a new service inbox is being set up, the service owner gets a routing plan: each approved address, the queue it should reach and who owns it, checks to run before it goes live, and the wrong-address risks, loop risks and unconfirmed queue owners still open. Nothing is configured.

    Starts it
    Service owner
    Brings
    export, notes
    Gets
    5 outputs

  • Shared folder filing plan

    The office coordinator gets a plan for tidying a shared folder: a proposed folder structure, every file's move with its owner named, and the duplicates and access questions to settle first. Owners approve their own moves; nothing is moved, renamed or deleted.

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

  • Slow-moving stock and markdown plan

    Before a seasonal reset, the merchandiser or store owner gets one plan from the sales and stock exports: each item's sell-through and weeks of cover, the cash tied up in dead and slow stock, and a markdown plan in dated steps with the margin each leaves and a date to stop. The owner decides every price.

    Starts it
    Merchandiser
    Brings
    export, notes
    Gets
    5 outputs

  • Smallest useful release scope

    A product owner or founder with more features than capacity gets one page: what is in the first release and what is deferred, all tied to one user outcome, with the reason for each cut. The owner decides the scope; no effort is estimated beyond what is supplied.

    Starts it
    Product owner
    Brings
    export, notes
    Gets
    7 outputs

  • Staff newsletter and FAQ roundup

    Each month the office manager turns what teams send in into one staff newsletter, with answers to the questions people keep asking, each quoted from an approved source and its owner named. Nothing about one person's pay, health or performance goes in, and a person approves the issue before it goes.

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

  • Stale ticket sweep

    Once a week the support lead gets one sheet of what the queue is hiding: tickets with no real activity past their limit, tickets left waiting on the customer with the three ways out of each, likely duplicates, and each person's load weighed by size and age. A person makes every move.

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

  • Stock count reconciliation

    After a physical count, the bookkeeper and the warehouse or store lead get every item counted beside the quantity and value in the books, each difference in units and money, what to check for it, and the items to recount. Nothing is adjusted until a person approves.

    Starts it
    Bookkeeper
    Brings
    export, notes
    Gets
    5 outputs

  • Subscription billing exception sheet

    Before a subscription billing run, or when a customer disputes a charge, the billing specialist gets a sheet tying each account's plan, quantity and invoice lines to the approved price mapping and the seat or usage records, with doubtful matches kept open.

    Starts it
    Billing specialist
    Brings
    export, notes
    Gets
    7 outputs

  • Supplier delivery date check

    The purchasing or operations person gets one comparison from the open purchase orders and the supplier replies: promised and revised dates side by side, the orders each change puts at risk, and the follow-ups still unanswered. No supplier is contacted.

    Starts it
    Buyer
    Brings
    export, notes
    Gets
    5 outputs

  • 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

  • Supplier performance scorecard

    Once a quarter, the buyer or operations lead scores each key supplier from the business's own order and receiving exports: on-time delivery, fill rate, defects and returns, price against agreed terms and order confirmations, with the trend, the evidence behind every score and the points to raise. A person decides.

    Starts it
    Buyer
    Brings
    export, notes
    Gets
    6 outputs

  • Supplier risk alert brief

    When something happens to a supplier you depend on, the buyer gets a dated brief the same day: what happened and who reported it when, what you buy from them, how many days of stock you hold against how long another source would take, how exposed you are, and actions with owners and dates.

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

  • Support escalation brief

    When a support case must move to a specialist or manager, the support lead gets one brief: the customer's impact, a dated timeline from the ticket history, the evidence, the fixes tried, the workaround in place and the decision needed. Nothing goes to the customer.

    Starts it
    Support agent
    Brings
    export, notes, document
    Gets
    8 outputs

  • Support service level definition

    The support lead gets reply and resolution targets for every priority level, worked out from the team's own ticket history and the hours the team really has. Each target shows how often the team already meets it, and every gap comes back as a question for the lead to settle.

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

  • Support ticket triage

    Your queue manager opens the morning’s tickets already sorted: each one with a category, a priority and a route, and the reason for all three in a line. The tickets that cannot wait sit at the top, stopped for a person to decide.

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

  • Thirteen-week cash flow forecast

    The owner sees cash week by week for the next thirteen weeks: what comes in, what goes out, the lowest point and every week below the floor they set, with each assumption written on the page. The forecast informs the decision; the owner makes it, and nothing is paid or moved.

    Starts it
    Bookkeeper
    Brings
    export, notes
    Gets
    7 outputs

  • Unshipped order review

    The fulfilment or customer-service lead gets one aged list of the orders not yet sent, whole or in part: how old each is, what is holding it, who owns the next step, and which orders have none. Nothing is released, moved or sent.

    Starts it
    Fulfilment lead
    Brings
    export, notes
    Gets
    6 outputs

  • User research plan

    When a design decision needs user evidence, the research lead gets one study plan: what the team needs to know, what evidence already exists, method options with their hours, participant criteria, permissions needed, how answers will be read and what the study cannot establish.

    Starts it
    Research lead
    Brings
    export, notes
    Gets
    9 outputs