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Workflows Directory

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78 workflow templates, showing 49 to 72

  • Press pitch preparation

    An owner or marketer with one story to offer gets the outlets and writers it genuinely fits, each backed by a piece they recently published, and a short pitch draft for each. Every claim in a draft comes from facts you supply. Drafts only: a person decides and sends.

    Starts it
    Owner
    Brings
    notes, pasted text
    Gets
    5 outputs

  • Preventive maintenance plan

    For one site, the facilities or operations manager gets every piece of equipment ranked by failure cost, an approach for each (run to failure, scheduled or condition-based), a dated calendar of tasks from the maker's guidance and the failure history, the spare parts to hold and the downtime measures to track.

    Starts it
    Facilities manager
    Brings
    export, notes
    Gets
    6 outputs

  • Price change review

    Before prices change, the owner or finance lead gets one review: the margin on each product or service from the sales and cost exports, how costs have moved, what each proposed price does to sales and gross profit across a stated range of customer responses, and dated competitor prices. It recommends no price.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    7 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

  • Public guest review reply

    Answer an online guest review without exposing the guest's stay. Hand over the review and the service actions you have confirmed, and get a short public reply plus separate private notes, each statement tied to its source. The guest relations manager checks and approves.

    Starts it
    Guest relations manager
    Brings
    export, notes, document, pasted text
    Gets
    5 outputs

  • Reader correction request brief

    When a reader disputes a fact or reports a missing credit, the editor gets one internal note: the request, the published passage, the evidence supplied and the questions only an editor can answer. A draft acknowledgement waits for the audience lead's approval.

    Starts it
    Editor's assistant
    Brings
    notes, document, pasted text
    Gets
    3 outputs

  • Recorded sessions into articles

    A coach, trainer or consultant hands over transcripts of recent sessions and gets back article drafts in their own words: the subjects they actually taught, their key lines quoted word for word, no participant named, and a review sheet of what to check before publishing.

    Starts it
    Expert
    Brings
    notes, document
    Gets
    3 outputs

  • Recurring repair service history

    When repeated maintenance keeps disturbing guests, the facilities manager gets one brief by equipment and room area: repeated work orders, confirmed service interruptions and missing inspection records side by side. It finds no cause and orders no work.

    Starts it
    Facilities manager
    Brings
    export, notes
    Gets
    5 outputs

  • Reference check question plan

    After the interviews, the recruiter gets short reference calls aimed only at what the panel still could not establish, put to the referees the candidate named and agreed to, with a note sheet for each call that keeps the referee's own words. It gives no view on the candidate.

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

  • Research summary brief

    An executive handed a pile of reports, articles or papers gets one brief: what each source found, where the sources agree and disagree, the limits of each, and exact quotations cited to the page. Built only from the documents supplied. What it means for the business stays the reader's call.

    Starts it
    Analyst
    Brings
    notes, document
    Gets
    7 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

  • Reviewer comments into one resolution list

    The owner of a document that came back from several reviewers gets one checklist: every proposed edit and comment, grouped by section, with clashes between reviewers set side by side. Every item stays open until the owner decides it, and the document itself is never touched.

    Starts it
    Document owner
    Brings
    export, notes, document, pasted text
    Gets
    7 outputs

  • Room turn priority list

    Each morning the housekeeping supervisor gets one worklist of the rooms to turn, in the property's own priority order, with rooms awaiting inspection marked and every conflict in status written as a question. It inspects nothing and assigns nobody.

    Starts it
    Housekeeping supervisor
    Brings
    export, notes
    Gets
    5 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

  • Service visit work packet

    Before a planned visit to a turbine, inverter or terminal asset, the maintenance supervisor gets one packet built from the logs and approved scope supplied: reported symptoms, previous visits, open parts requests and access questions. It judges no condition and sends nothing.

    Starts it
    Maintenance supervisor
    Brings
    export, notes
    Gets
    7 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

  • 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

  • Spreadsheet check before sharing

    Before a model or schedule goes to a client, a lender or a board, the sender gets one report on it: every error value, short total, buried assumption and hidden row pinned to its cell, each with a fix or a question, and a plain list of what was not checked. Nothing in the workbook is changed.

    Starts it
    Finance manager
    Brings
    export, notes
    Gets
    5 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

  • Supplier bill review and payment-run preparation

    Before each payment run, the person who approves it gets one sheet: every supplier bill checked against its purchase order and what was received, duplicates and changed bank details stopped, credits shown, and a proposed run with its total. Nothing is paid until a person approves.

    Starts it
    Payables clerk
    Brings
    export, notes
    Gets
    7 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 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

  • 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

  • Teaching tool vendor data questions

    Before a school or college adopts a teaching tool that would handle student or staff information, the privacy or procurement lead gets a scoped question pack on data flows, access, retention and subprocessors, with each supplied vendor document mapped to the questions and the gaps listed.

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